$NIO Inc(NIO.US$
https://www.reuters.com/business/autos-transportation/chinas-nio-turns-rival-byd-power-new-ev-brand-sources-say-2024-05-07/
"When contacted by Reuters, Nio said the information was "inaccurate" and did not elaborate. CALB declined to comment while CATL and BYD did not respond to requests for comment."
https://www.reuters.com/business/autos-transportation/chinas-nio-turns-rival-byd-power-new-ev-brand-sources-say-2024-05-07/
"When contacted by Reuters, Nio said the information was "inaccurate" and did not elaborate. CALB declined to comment while CATL and BYD did not respond to requests for comment."
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$XPENG-W(09868.HK$
Would it be easier to expand from BEV to PHEV than from PHEV to BEV?
I would think the former.
Should Xpeng make a PHEV cash cow?
Would it be easier to expand from BEV to PHEV than from PHEV to BEV?
I would think the former.
Should Xpeng make a PHEV cash cow?
3
1
$XPENG-W(09868.HK$
Xpeng 1st Q export number was 1,783, 8% of the domestic sale 21,821.
I suspect the export margin is much higher than the domestic margin.
Xpeng 1st Q export number was 1,783, 8% of the domestic sale 21,821.
I suspect the export margin is much higher than the domestic margin.
1
$XPeng(XPEV.US$
Yes, they both are ADAS level 2 based on the official regulatory classification. Both have very little intervention over a a long period of driving time to indicate how good the driver assist is.
There is one difference between Xpeng XNGP and Tesla FSD.
Xpeng has moved on from relying on the HD map onto large model that is map less. Hence, XNGP is available in 243 cities within China, and theoretically, any cities on Earth.
Tesla is just now starting with HD map in China. It wi...
Yes, they both are ADAS level 2 based on the official regulatory classification. Both have very little intervention over a a long period of driving time to indicate how good the driver assist is.
There is one difference between Xpeng XNGP and Tesla FSD.
Xpeng has moved on from relying on the HD map onto large model that is map less. Hence, XNGP is available in 243 cities within China, and theoretically, any cities on Earth.
Tesla is just now starting with HD map in China. It wi...
2
$XPeng(XPEV.US$
April 2nd, weekly delivery had lower volume, but the product mix has shifted to higher-end. Over 50% are from G9 ad X9 delivery.
Export volume should be ramping up in Q2-Q3.
April 2nd, weekly delivery had lower volume, but the product mix has shifted to higher-end. Over 50% are from G9 ad X9 delivery.
Export volume should be ramping up in Q2-Q3.
1
$XPeng(XPEV.US$twitter.com/i/b...
Watch the XNGP in action.
Obviously, EV mass demand depends on the price. Xpeng is coming out with their sub brand that is priced from 100,000-150,000 yuan (USD15,000-23,000).
Xpeng will differentiate its products with its leading XNGP as well as affordability.
2024 will be a transformational year when ICE cars will lose big. Imagine China like Sweden selling 24M EV per year! How green will that be? Other countries will be full of red envy.
Watch the XNGP in action.
Obviously, EV mass demand depends on the price. Xpeng is coming out with their sub brand that is priced from 100,000-150,000 yuan (USD15,000-23,000).
Xpeng will differentiate its products with its leading XNGP as well as affordability.
2024 will be a transformational year when ICE cars will lose big. Imagine China like Sweden selling 24M EV per year! How green will that be? Other countries will be full of red envy.
2
9
$XPENG-W(09868.HK$ Jefferies has 1,976K (09868 XPENG) shares net sales (short) from Jan 19th, 2024, to Mar 28th, 2024.
The last positive shareholding for Jefferies was 151.5K shares on December 19, 2023. It would indicate this long position was cleared out on December 20th, 2023.
Jefferies has been in a short position since December 20th, 2023.
In the best case scenario, Jefferies has a zero net short position from December 20th, 2023, to Jan 18, 2024.
From the period between Jan 19...
The last positive shareholding for Jefferies was 151.5K shares on December 19, 2023. It would indicate this long position was cleared out on December 20th, 2023.
Jefferies has been in a short position since December 20th, 2023.
In the best case scenario, Jefferies has a zero net short position from December 20th, 2023, to Jan 18, 2024.
From the period between Jan 19...
2
$NIO-SW(09866.HK$ should partner with Xpeng in battery swap for Didi Mona.
1
$NIO Inc(NIO.US$ is
an energy company like Tesla,
a phone company like Apple, and
an EV company like Tesla.
an energy company like Tesla,
a phone company like Apple, and
an EV company like Tesla.
2
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