Posted by qqq47660 > 2023-08-22 11:00 | Report Abuse

Tesla nio xpeng all found bottom already

Posted by UlarSawa > 2023-08-22 12:07 |

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Posted by UlarSawa > 2023-08-22 12:11 |

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Posted by UlarSawa > 2023-08-22 12:12 | Report Abuse

NIO: The World’s First V2G Photovoltaic Self-circulating Energy Replenishment System Completes
Pandaily

2023-08-21 15:38

On August 20th, NIO, together with various parties, completed the construction of the world’s first V2G photovoltaic self-circulating energy replenishment system in Qilian Mountain National Park. This also marks the first application of NIO‘s V2G energy replenishment technology.

The third stop of the WWF and NIO Clean Parks Ecological Co-construction Project has officially begun. It aims to build a V2G (Vehicle-to-Grid) photovoltaic self-circulation station for the Qilian Mountain National Park. The 218 square meters of solar panels have an average total power generation of 67,000 kilowatt-hours, reducing carbon emissions by 53 tons. This can meet the daily electricity needs of patrol vehicles within the protected area and can also discharge power in reverse during nighttime to supply the park.

Posted by UlarSawa > 2023-08-22 12:15 | Report Abuse

The No. 2 economy surpassed Japan in the first half of 2023. Full-year exports should exceed four million vehicles, up from one million or so prepandemic, says Paul Gong, China auto analyst at UBS.

The top destination this year is Russia, where Chinese auto makers have jumped in while global rivals fled. But other big customers include Mexico; Saudi Arabia; and Belgium, as a gateway to the European Union. "Chinese companies are building better and better cars and offer a cost advantage," Gong says.

Is this evidence that rumors of China's economic death are exaggerated? Yes and no. China makes more electric vehicles than the rest of the world combined, with improving quality. That's not what's driving the export boom, though. About 70% of the foreign sales are old-fashioned internal combustion cars, Gong says. State-owned SAIC Motor and Chery are the leading exporting companies. Of the EV exports, U.S.-owned Tesla (ticker: TSLA) accounts for nearly 40%.

Posted by UlarSawa > 2023-08-22 12:16 | Report Abuse

The old-school state companies are exporting to survive more than expand, says Bill Russo, CEO of Shanghai-based consultancy Automobility. China's domestic car sales peaked in 2017, and gas-powered vehicles are down 7% as EVs' market share rises. "They have a tremendous built-up capacity, and they don't want to lay off people," he says.

Innovative EVs may play a bigger role in China's export engine as it keeps rolling. Annual vehicle exports could reach nine million by 2030, consultancy AlixPartners predicts. China's emerging EV champion, BYD (1211.Hong Kong), has barely begun to focus on exports, because its cars are selling like hot cakes at home. The company's domestic market share has soared to 37%, Russo reports. That's four times Tesla's, and leaves competitors like Li Auto $(LI)$, XPeng $(XPEV)$, and Nio $(NIO)$ in the dust, for the moment.

Posted by UlarSawa > 2023-08-22 12:18 | Report Abuse

BYD lately broke ground on a factory in Thailand, and is shopping for a European site. Its lead in a crowded field is still too fragile to bet on, says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management. "On a five-year horizon, I don't have a clue which EV auto makers will be left standing," he says.

He's looking instead into China's EV supply chain for companies with more defensible market niches and less potential to raise protectionist hackles abroad. One example is Wuxi Lead Intelligent Equipment (300450.China), a contract manufacturer for Chinese battery giant Contemporary Amperex Technology, or CATL (300750.China), but also a budding partner for would-be European battery champion Northvolt.

Malik also favors Shanghai Putailai New Energy Technology (603659.China), which makes EV battery anodes and just agreed on a $1.5 billion plant in Sweden, Northvolt's home base; and Hongfa Technology (600885.China), whose power relays are built into all of Tesla's Chinese-built cars, and up to 40% of its U.S. vehicles. Malik doesn't own CATL itself, finding its business model "very capital intensive."

However fickle individual corporate fortunes, China's lead in EV technology writ large is firmly established. The U.S. and Europe won't easily subsidize and/or protect their way around it. "I applaud the IRA, but it's 20 years too late," consultant Russo says, referring to last year's Inflation Reduction Act, meant to finance a U.S. green leap forward.

None of that negates China's mounting internal problems with overextended property developers, black-hole local government debt, and unemployed youth.

It's something for investors to weigh in the balance, though.

Posted by qqq47660 > 2023-08-22 12:20 | Report Abuse

tesla nio xpeng.............................bears and critics see the trees miss the forest.

beautiful green and great forest la.

ev god says the smartest plan for VW is to buy up all the shares of X peng.

Posted by UlarSawa > 2023-08-22 12:25 | Report Abuse

XPeng: Deteriorating Margin Trend Is A Concern (Rating Downgrade)


XPeng reported a decline in vehicle margins and a significant loss for Q2, leading me to downgrade shares of the EV maker to hold.
XPeng saw its second consecutive quarter of negative vehicle margins.
Slowing demand and a price war in China have negatively impacted XPeng's operating metrics and margin situation.
XPeng is still the highest-valued EV company in the industry group.

Posted by UlarSawa > 2023-08-22 12:26 | Report Abuse

Robert Way/iStock Editorial via Getty Images

Although I recently commented on the game-changing relationship between German car brand Volkswagen (OTCPK:VWAGY) and XPeng (NYSE:XPEV) and rated the Chinese electric vehicle company as a buy, I am down-grading XPeng back to hold after the firm's Q2 earnings sheet submission last week. One thing that I have worried about in the past was the vehicle margin situation at the Chinese electric vehicle start-up and it turns out those concerns were justified: XPeng reported a massive decline in its vehicle margin in the second-quarter which resulted in a huge loss for Q2'23 as well. The trend is very concerning to me now that XPeng has reported the second consecutive quarter of negative vehicle margins and I am down-grading XPeng back to hold because of it!

Revenue and EPS miss, record losses, concerning margin trends
XPeng reported revenues of 5.06B Chinese Yuan ($0.7B) which slightly missed expectations for the second-quarter. XPeng also reported a larger loss than expected, which caused the EV company to miss the consensus EPS estimate by $0.08 per-share.

Posted by UlarSawa > 2023-08-22 12:27 | Report Abuse

Slowing demand in China and an escalating price war, initiated by Tesla (TSLA) earlier this year, have led to a material deterioration of operating metrics for XPeng as well as other Chinese electric vehicle companies. The pressure that XPeng is exposed to is expressed in the firm's vehicle margins which show investors how profitably an EV company can produce its products that it brings to market.

In the second-quarter, a noticeable deterioration occurred in terms of margins, largely due to growing choice in the EV market, slowing consumer demand and resulting pricing pressure for electric vehicle manufacturers. XPeng's vehicle margin declined to negative 8.6% in the second-quarter, showing a decline of 6.1 PP quarter over quarter and a 17.1 PP decline year over year. It was also the second consecutive quarter in which XPeng reported negative vehicle margins. The last time the electric vehicle company reported double-digit vehicle margins was in the third quarter of FY 2022 (11.6%).

Posted by qqq47660 > 2023-08-22 12:28 | Report Abuse

ev God got a very good record of see the forest.

Posted by UlarSawa > 2023-08-22 12:28 | Report Abuse

Since then the trend has seriously deteriorated and it has resulted in XPeng reporting record losses for the second quarter as well. XPeng's gross margins also turned negative for the first time in Q2'23, indicating that stiff competition and pricing pressure have made vehicle production unprofitable in the second-quarter. Not surprisingly, XPeng's Q2'23 earnings sheet showed its largest loss ever: the company lost 2.8B Chinese Yuan ($387M) on 5.1B Chinese Yuan ($698M) on revenues.

Posted by UlarSawa > 2023-08-22 12:29 |

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Posted by UlarSawa > 2023-08-22 12:31 |

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Posted by qqq47660 > 2023-08-22 12:35 | Report Abuse

BJfood 69

Bjfood and FFB two shares rewarding for those who bought low in recent months.... rewarding for those who sees the forest not just the trees.

Posted by UlarSawa > 2023-08-22 13:24 |

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Posted by qqq47660 > 2023-08-22 13:52 | Report Abuse

Many ctrs also no ove if sapu at bottom leh. Haiyoh. Correct?
=========

not really la...the vast majority are dead shares.

Posted by UlarSawa > 2023-08-22 14:04 |

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Posted by UlarSawa > 2023-08-22 14:05 |

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Posted by qqq47660 > 2023-08-22 14:06 | Report Abuse

any way the message is clear. see the forest .

Posted by qqq47660 > 2023-08-22 14:10 | Report Abuse

EV are fake environmentally friendly leh. Haiyoh. Correct?

=========


no lah.....these people are brainwashed by Toyota, Exxon, and other mad men mainly americans. ...............They must follow EV God to know the truth and see the future.

I think Xi Jinping and the CCP of China seen the truth.

Posted by qqq47660 > 2023-08-22 14:13 | Report Abuse

anyway, China is seeing excess of production capacity for hydrogen ...goes to show, China covers all bases, BEV or hydrogen wins , China also there.

Posted by qqq47660 > 2023-08-22 14:16 | Report Abuse

see the forest is not an easy skill. Its obvious does not mean its easy. U have it or u don't.

Posted by qqq47660 > 2023-08-22 14:31 | Report Abuse

see the forest not just the trees. ............. all great men have this habit

Posted by UlarSawa > 2023-08-22 15:26 |

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Posted by qqq47660 > 2023-08-22 15:31 | Report Abuse

batteries can last longer than the cars and all batteries can and will be recycled . EV God knows every thing.

Posted by UlarSawa > 2023-08-22 17:45 |

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Posted by qqq47660 > 2023-08-22 18:38 | Report Abuse

Recycling batteries will big business and profitable.smart people already prepare for that.

Posted by qqq47660 > 2023-08-22 19:47 | Report Abuse

Next generation batteries is sodium batteries...no expensive minerals...

Posted by Income > 2023-08-22 22:00 | Report Abuse

This is what is needed by Msian
https://youtube.com/shorts/XzdpKbSINOU?feature=share

Posted by Johnchew5 > 2023-08-23 07:38 |

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Posted by Johnchew5 > 2023-08-23 07:42 |

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Posted by Johnchew5 > 2023-08-23 09:03 |

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Posted by Income > 2023-08-23 09:10 | Report Abuse

Someone needs this…
https://youtube.com/shorts/LkgaKYu5AZQ?si=N44yMOtyPEtVdlLN

Posted by UlarSawa > 2023-08-23 09:32 |

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Posted by UlarSawa > 2023-08-23 12:29 |

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Posted by Johnchew5 > 2023-08-23 14:11 |

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Posted by Johnchew5 > 2023-08-23 14:15 |

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Posted by qqq47660 > 2023-08-23 15:50 | Report Abuse

Geely Volvo EV very popular in US and Europe..... they still think Volvo is Swedish car.

Posted by Income > 2023-08-23 16:14 | Report Abuse

Master CL
Lucky to get AngMoh…
Now Master CL is popular with AngMoh Liawww
https://youtu.be/IrtVtGMFFOE

Posted by qqq47660 > 2023-08-23 18:19 | Report Abuse

This Chris got a lot of tube. I think it's a scam

Posted by Income > 2023-08-23 18:43 | Report Abuse

Master Chris is a scam kah???

Posted by Income > 2023-08-23 18:44 | Report Abuse

Chris joyfully pressed AngMoh chestt so many happy times. Haha 😂

Posted by qqq47660 > 2023-08-23 19:20 | Report Abuse

https://www.youtube.com/watch?v=AOAfRhhG5QA&t=12s
MG4 XPower EV demolishes Lamborghini and Nissan GT-R in DRAG RACE

ice cars got future meh?

Posted by qqq47660 > 2023-08-23 19:21 | Report Abuse

MG, they still think its a UK car and very popular in US Europe.

Posted by UlarSawa > 2023-08-23 19:32 |

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Posted by UlarSawa > 2023-08-23 19:37 |

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Posted by UlarSawa > 2023-08-23 19:38 |

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