$小鹏汽车-W(09868.HK)$ 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.
EV stocks developed individually this morning (6 May).$理想汽车-W(02015.HK)$opened flat and then elevated, peaking at $119.9. It trades now at $118.6, lifting 6.85%, with 10.8204 million shares traded, involving a capital of $1.254 billion. The company announced on its official Weibo that the cumulative orders for Li L6 exceeded 41,000 units from 18 April to 5 May. Citi said LI AUTO's strong order book ...
$蔚来(NIO.US)$$特斯拉(TSLA.US)$$比亚迪股份(01211.HK)$$小鹏汽车(XPEV.US)$The article reported that British telecom boxes are being transformed into electric vehicle charging stations. The green cabinets are a common sight on British streets. There were nearly 54,000 charge points across the United Kingdom at the end of last year, according to figures quoted by BT from Zapmap. But the government wants to boost that number to 300,000 ...
ZnWC楼主102332870:
The Transport Ministry plans to build 3,000 charging piles and 5,000 rechargeable parking spots in highway service areas. Some 21,000 new charging piles along China's expressways were added in 2023, according to Wang. China promote NEV charging as the major infrastructure over battery swap https://www.moomoo.com/community/feed/112036047552518?share_code=00WwYk
152373639 :
Its not just battery swap, its avoiding queues of people waiting for charging which could be hours long on a busy charging station. secondly fast charging reduces the life of battery. Battery swapping is backed by slow charging of batteries, repair/changing damaged cells and lower vehicle depreciation as EVs now are depreciating more than 35-40% in first two years of their use as on resale people suspect the battery being damaged by fast charges. Overall battery swap is the more sustainable solution for better battery utilization, lower vehicle depreciation, convenience in managing mass transport including long distance heavy vehicles and build a sustainable ecosystem around lithium or other mineral which would be in limited availability in the world and will finish one day. Extended battery life is key to the last point.
$小米集团-W(01810.HK)$ Just days after reports claim that Tesla is abandoning ambitious plans to cast the underbody of its cars as a single piece, Xiaomi has given details of the innovations it is using as part of its production process. Tesla's process is known as gigacasting and Xiaomi uses both this and stamping to produce the SU7. Xiaomi claims to be the only domestic automobile company that uses the two technologies ...
STD0313 :
Great information. Sadly I find that when I read between the lines it also means not many humans will be able to repair. Really just screems buy me and when a tire pops you are going to have to change the whole rear Trans axle exhaust manifold power converter die cast block for half the price of the car. Or just keep your battery and throw the rest away......... Also quality control that is left to a robot given a range of tolerance may be able to pick out a 1000 flaws out side what it is programmed to accept, but how does it find flaws it's programming says is within parameters?
bullrider_21楼主STD0313:
Thanks. This is a problem faced by Tesla. Repair cost is expensive. Instead of replacing 1 small part, now you have to replace 1 big part. It is also not easy to get the parts. Xiaomi, however, has reportedly implemented a three-stage anti-collision design. This means that in the event of a low-medium speed collision only the anti-collision beam and crumple zone needs to be replaced.
$理想汽车(LI.US)$ The response to Li Auto's Li L6 has been quite good. Li Auto updated order numbers for its new extended-range electric vehicle (EREV) model, and reminded potential customers to take advantage of the expiring limited-time purchase entitlements. Cumulative orders for the Li L6 have surpassed 30,000 units after 16 days on the market, Li Auto announced today on Weibo. Customers who place an order before 24:00 Beijing Time on May 5 will b...
bullrider_21 :
Xpeng's XNGP is the best ADAS in China and it's better than Tesla's FSD. Because of the fierce competition in China, Tesla may have to charge as low as USD50 for FSD.
SoundOfMusic :
Tesla was the first one who cut price back in Mov 2022. Got no one to blame but Tesla itself. Now, Tesla is in trouble, behind in comfort, behind is FSD and losing margins.
小鹏汽车-W股票讨论区
Should Xpeng expand into PHEV?
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?
Xpeng Q1 Export 1,783
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.
EV Stocks Develop Individually; LI AUTO-W Hikes 6%+ After Li L6 Secures Over 41K Orders
Nio Battery Swap will be redundant with this latest UK innovation
There were nearly 54,000 charge points across the United Kingdom at the end of last year, according to figures quoted by BT from Zapmap. But the government wants to boost that number to 300,000 ...
Xiaomi can produce an SU7 every 76 seconds thanks to new production processes
Just days after reports claim that Tesla is abandoning ambitious plans to cast the underbody of its cars as a single piece, Xiaomi has given details of the innovations it is using as part of its production process. Tesla's process is known as gigacasting and Xiaomi uses both this and stamping to produce the SU7.
Xiaomi claims to be the only domestic automobile company that uses the two technologies ...
Li L6 orders exceed 30,000 units, says Li Auto
The response to Li Auto's Li L6 has been quite good. Li Auto updated order numbers for its new extended-range electric vehicle (EREV) model, and reminded potential customers to take advantage of the expiring limited-time purchase entitlements.
Cumulative orders for the Li L6 have surpassed 30,000 units after 16 days on the market, Li Auto announced today on Weibo.
Customers who place an order before 24:00 Beijing Time on May 5 will b...
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