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EV makers in dilemma: Making money or paving the way?
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Moo Earnings
joined discussion12/01/2022 21:19
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XPeng Q3 2022 Earnings Snapshot

EV maker XPeng soars 47% on earnings release, when Covid Zero starts to change

XPeng is a leading smart EV company that designs, manufactures, and markets Smart EVs that appeal to the large and growing base of technology-savvy consumers. The company is headquartered in Guangzhou, with offices in Mountain View, California and has been publicly traded since August 2020.
XPeng Q3 2022 Earnings Snapshot
XPEV’s share price soars 47% following its Q3 2022 results and the company plans to implement cost control initiatives and improve operational efficiency. The management is confident to achieve improvement in both average selling price and delivery volumes.

Q3 2022 Financial Highlights:
• Quarterly revenues reached $0.92 billion, representing an increase of 19.3% year-over-year(YoY).
• Net loss was $0.33 billion for Q3 2022, compared with $0.22 billion for the same period of 2021    and $0.38 billion for Q2 2022.
• Total deliveries of vehicles were 29,570 in Q3 2022, representing an increase of 15% YoY.
• There were 5,811 vehicles delivered in November 2022. A total of 109,465 vehicles were delivered cumulatively in the first eleven months of 2022.
• Gross margin was 13.5% for Q3 2022, compared with 14.4% for the same period of 2021
• Cash and cash equivalents were $5.64 billion as of September 30, 2022
• On September 2022, XPENG received its third consecutive annual MSCI ESG rating of AA, ranking top among carmakers worldwide.
According to Morningstar, by December 1, 2022, XPEV's share had dropped over 75% since the start of 2022, underperforming the S&P 500 (.SPX), which is about a 15% decline in the same period.

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  • 阿姚朋友 : 我们实际上正在进行或正在进行这种组织调整,重点是我们的品牌和营销。回顾过去,我的意思是,在过去,我们的品牌、销售和营销主要侧重于销售,更侧重于促进我们产品的销售,但展望未来,我们将通过创新措施平衡我们品牌、营销和销售的不同方面,我们计划实际减少支出以促进销售,同时增加营销支出。现在,关于组织调整的第二件事是,我们计划——我们希望整合我们的组织,使其更加高效和有效。我们计划从不同行业招募非常高素质的人才,以提高我们的销售和营销效率,我们的目标是推出一系列措施,以应对不同的挑战并提高我们的效率,从而调整我们的产品组合,实现更高的客户满意度,同时调整客户需求。
    现在,我们正在谈论我们的近亲但我们相信,从长远来看,我们将继续这样的调整,以实现我们的中长期目标。谢谢你。请允许我补充几个要点。第一个是我们将对我们的品牌和产品有一个更清晰的定位。第二件事是,我们的目标是长期的游戏。我们这样做不是为了短期。第三点是,我们将在销售和营销活动中更加积极主动,而不是像过去那样被动。第四点也是最后一点是,我们将继续以客户为导向,专注于客户。

  • Ah keong : 现在,汽车制造行业背后有两个基本逻辑,尤其是对我们的原始设备制造商来说。第一个是采用桶理论,这意味着你必须确定你最薄弱的环节,也要确定你的优势。现在,在过去的几年里,我认为不仅仅是我们自己,我们的许多同行都在尽最大努力找出并改善他们在安全、产品质量、服务质量以及成本控制方面的薄弱环节。我们也在尽最大努力。我们正在努力进一步完善我们的服务质量以及我们的产品设计、室内设计以及智能驾驶舱和其他空间设计。因此,从长期来看,关键的竞争优势之一是真正确定你的目标,我指的是短期和长期目标。你必须确保你理解当前的焦点,无论你的目标是短期还是长期。aut背后的第二个逻辑制造行业是定义你的客户组合或你的目标客户目标以及你的原始目标。现在,在过去的2到3年里,XPeng已经将自己定位为一家长期的全球性公司,我们也非常希望扩大规模。这就是为什么在未来的三年里,我们在此基础上制定了未来的三年计划。我很抱歉,今天,我将无法透露更多关于我们未来阵容或特定车型市场需求的信息。然而,我想提到的是,在未来,自动驾驶或ADAS技术将成为我们未来产品阵容中的标准配置,在我们的产品中具有非常一致的性能和非常高质量的功能。这也是我们的长期目标——在此基础上,我们将进一步提高我们的技术能力,并在成本控制方面做得更好,以便我们能够向客户提供真正具有成本竞争力的高质量产品,这将是我们在下一代产品中体现的东西。谢谢你。关于你问题的第二部分,现在我们目前的组织变革主要是为了实现两个目标或者主要集中在两个方面。第一个是在我们的产品规划、产品开发方面进行变革,并在未来产品中实施我们的技术时提高效率和效果,同时控制——首先,能够识别真正的需求,并控制我们在价值较低的月份的投资。这就是为什么我们投入如此之多来完善我们的电气和电子架构、整车架构以及动力系统和其他系统。有了这些系统和集成,我们将能够真正提供端到端的解决方案,能够向我们的客户交付高质量的产品。

  • 矜重的比尔 : 在明年的P7上,目标是推出升级版,以反映技术进步,特别是你已经在G9上看到的那些。因此,P7将拥有同样先进的自动驾驶架构,还将拥有更快的充电能力和更高的电压能力,以及许多其他升级和修复,这些升级和修复将解决我们收到反馈的一些缺点。实际上,受益于平台开发,由于许多这些进步只是共享模块化和平台开发,我们实际上能够控制新P7的成本,从而保持与当前版本相似的利润。此外,当前版本P7的一些型号将继续与更新的P7一起销售。所以,实际上我会说,P7的高端或升级版。因此,我认为我们相信我们可以推出更具竞争力的P7,反映我们在技术方面的顶级能力,同时保持该系列P7系列的细分价格和盈利能力。

  • 矜重的比尔 : 基于过去几年的投入,小鹏已经布局了三个强大的车型平台,包括已完成的E平台,和计划在明年完成的第三代F平台和H平台,为产品的升级迭代奠定了坚实的技术基础。这些平台上的车型将会大比例地共用动力系统、智能驾驶系统、底盘和电子电气架构,以及对应的供应链和生产制造能力等。得益于前期产能的布局,公司资本开支的需求在接下来的几年将会比今年有较大幅度的下降,现金流情况有望进一步改善。

  • 103047546 : 据小鹏汽车Q3财报电话会,小鹏旗舰SUV车型G9已经在10月底启动规模交付。小鹏汽车董事长、CEO何小鹏表示,虽然短期内G9需要克服疫情和产能爬坡的挑战,但凭借其续航扎实和充电速度超过市场上所有的在售电动车型,G9的用户口碑正在逐渐扩大。有信心G9将成为30万以上纯电SUV市场的前三名,并且在明年随着口碑的积累,进一步缩小与第一名之间的差距。

  • 103047546 : 何小鹏在小鹏汽车Q3业绩会上表示,为加强产品竞争力、提升销量,管理层将会更有效地倾听用户需求,简化产品配置的选择,提升产品的软硬件吸引力。对此,小鹏汽车正在深入推进组织变革,何小鹏本人将更多聚焦于小鹏汽车的战略、产品规划和研发,推动组织的变革和升级,并大幅减少个人在生态企业的直接参与度。小鹏汽车联合创始人、总裁夏珩也将辞去董事会的执行董事职务,工作精力更加聚焦于产品。

  • VivaChe83 : I was just about to say the same thing. Chinese writing....love it. Be nice to learn how to read, write and speak in Chinese one day.

  • Milk The Cow : Heard that they making more losses on Q3 Shocked?
    If it's continuing to make loss, then just forget about it Emm or except u are a good trader Trick.
    Me is "neither", so it does not really matters to me Grin.
    By the way, I did not really read the 3Q report, just did a rough glance through the news.
    I just look at the 2Q result from moomoo & it does not look that good... so, forget about look at the 3Q report when there's a news mentioning loss on 3Q Emm.
    Moomoo are late on the 3Q report update on the financial category...

  • Silverbat : 不信她!

  • All-in-NioXpeng : Believe the Shorts at Moomoo are experiencing major short squeeze here.

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