连涨9个月!小鹏汽车杀回来了!

Show Transcript
華商韜略 Nov 17, 2023 20:36 · 2837 Views

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

Transcript

  • 00:00 With the first wave of entrants, AI plus cars are already enjoying the dividends
  • 00:04 Recently, the third quarter earnings reports of major car companies have been released one after another. Apart from a few regular customers
  • 00:08 What surprised us the most was the technical Xiaopeng Motor
  • 00:12 Since the delivery volume exceeded 11,000 in July of this year, Xiaopeng seems to have opened up the second line of supervising
  • 00:17 13,690 vehicles were delivered in August, an increase of 43% year over year
  • 00:21 15,310 vehicles were delivered in September, an increase of 81% over the previous year. The number of deliveries in October just now surpassed the 20,000 mark in one fell swoop
  • 00:30 The year-on-year increase of 292% not only set a record for monthly deliveries
  • 00:34 It also achieved the target of monthly sales of more than 20,000 in the fourth quarter ahead of schedule
  • 00:37 Moreover, this is already nine months in a row that Xiaopeng Motor has maintained strong growth
  • 00:42 More than just sales
  • 00:43 Financial reports show that throughout the third quarter, Xiaopeng Motor's revenue reached 8.53 billion
  • 00:48 The month-on-month increase was close to 70%
  • 00:50 Cash reserves were nearly $36.5 billion, up 8% from the previous quarter, and increased by $2.74 billion over the previous quarter
  • 00:54 In the third quarter, free cash flow was flowing into more than 1 billion dollars, and sales increased
  • 00:58 I have money in my pocket, and market confidence is back
  • 01:01 As of November 10, Xiaopeng Motor's Hong Kong stock had a cumulative increase of 58.15%
  • 01:04 The cumulative increase in US stocks was 53.52%
  • 01:05 It can be said that after the first and second quarters of preparation, Xiaopeng Motor has returned to the path of healthy development
  • 01:10 Then the question arises, why did Xiaopeng Motors suddenly work again
  • 01:21 Xiaopeng Motors, which is involved in technology, is back
  • 01:24 Many people attribute Xiaopeng's rebirth to the success of G6 and G9
  • 01:28 This is also true from a product level
  • 01:31 In June of this year, Xiaopeng G6 was officially launched. The 800-volt super fast charge has an ultra-long battery life of 755 kilometers and acceleration of 3.9 seconds for 100 kilometers
  • 01:38 Everyone else has it. In addition, it is also equipped with Xiaopeng's latest xngp system
  • 01:43 A full-scene stand for high-speed urban areas was achieved, but the price of the Tesla Model Y hit 209,000
  • 01:50 I have to say, once you get involved in technology, nothing else matters
  • 01:54 In less than a month, 35,000 G6 cars will be ordered
  • 01:57 Sales continued to rise from July to October, and the number of deliveries exceeded 8,700 vehicles in October
  • 02:00 Staying at 200,000 to 250,000 pure electric SUV sales after the G6 was a big success
  • 02:03 Kids Ride the Victory Chase and launched the 2024 version of the G9, which will break through 15,000 vehicles in 15 days
  • 02:08 Sales increased 400% month-on-month in one month after listing
  • 02:16 It can be said that it was G6 and G9 that made Xiaopeng get out of the sales situation
  • 02:20 You think this is over
  • 02:21 In fact, after the G6 and G9, Xiaopeng also has an ace, the seven-seater, Xiaopeng X9, is finally coming
  • 02:29 On November 17, the long-awaited Xiaopeng X9 officially opened pre-sale
  • 02:32 This MPV undertakes the full range of 800 volt high voltage platform technology under the swing architecture
  • 02:40 Faster charging, faster acceleration, lower energy consumption
  • 02:43 At the same time, it is equipped with the xngp intelligent driving assistance system, Starmap can be used all over the country, and the AI chauffeur service can be used throughout the process
  • 02:51 Furthermore, it is the only MPV in the world that comes standard with rear-wheel steering
  • 02:55 Judging from the configuration, the X9 will be another culmination of Xiaopeng
  • 02:59 With the support of X9, the monthly sales target of 20,000 vehicles in the fourth quarter of this year has also basically stabilized
  • 03:05 Meanwhile, in anticipation of strong product sales, Xiaopeng Motor also followed the trend and raised its fourth quarter results guidance
  • 03:11 Expected delivery volume of 59,500 vehicles to 63,500 vehicles, a year-on-year increase of about 101.2% to 114.7%
  • 03:19 Expected total revenue of 127 to 13.6 billion yuan, a year-on-year increase of about 86.1% to 99.3%
  • 03:26 They all say that the second half of NEV competition is intelligent competition
  • 03:30 Can Xiaopeng, who has a first-mover advantage, return to the first camp this time
  • 03:34 We'll wait and see