Lub "hnub qub txeeg qub teg" rau lub tsheb hluav taws xob hauv Suav teb tab tom los txog rau qhov kawg, cov kws tshuaj ntsuam ntawm Jefferies tau hais hauv tsab ntawv ceeb toom hnub Monday, hais txog EV cov neeg tsim khoom BYD Auto Co. Ltd. thiab Li Auto Inc. raws li lawv qhov kev xaiv sab saum toj thiab txo qis lawv qhov ntsuas ntawm XPeng Motors. sib koom.
Xyoo tom ntej yuav yog "kev nyuaj" rau cov tsheb tshiab-zog hauv Suav teb, Jefferies cov kws tshuaj ntsuam xyuas, coj los ntawm Johnson Wan, tau hais hauv tsab ntawv hnub Monday.
Saib kuj: Tesla dais tsa nws qhov kev ntaus nqi ntawm Tshuag
Muaj ntau txoj kev loj hlob, tab sis kuj muaj kev sib tw ntau, tsis muaj tsawg dua 84 tus qauv tshiab los rau hauv kev ua lag luam, piv nrog li 50 xyoo no, thiab cov tuam txhab tsim hluav taws xob sab hauv thiab cov tuam txhab thev naus laus zis " koom nrog EV kev sib tw," lawv hais.
Tsis tas li ntawd, EV kev lag luam hauv 2023 tseem ntsib kev lag luam qeeb qeeb hauv Suav teb thiab tas sij hawm ntawm kev ntsuas kev txhawb nqa, lawv tau hais.
Txawm hais tias muaj kev sib tw, txawm li cas los xij, cov kws tshuaj ntsuam pom tau nce 31% xyoo rau xyoo rau kev muag khoom ntawm tag nrho Tuam Tshoj lub zog tshiab tsheb, uas suav nrog roj-cell, tag nrho-hluav taws xob thiab hybrid qauv.
Related: GM's EV roadmap yog 'kev xav tau,' tab sis Wall Street tseem tsis tau muab credit tag nrho
Qhov ntawd yuav ua rau Tuam Tshoj txoj kev nkag mus rau tsheb tshiab zog mus txog 39% rau xyoo 2023, cov kws tshuaj ntsuam tau hais. Cov tsheb pheej yig dua, lossis cov muag ntawm RMB100,000 thiab RMB200,000 (nruab nrab ntawm $ 22,000 thiab $ 45,000), yog ntu zoo nkauj tshaj plaws, lawv hais.
Sab saum toj xaiv BYD
1211,
Nws zoo li yuav yog tus yeej hauv qhov "qhov chaw qab zib" tus nqi thiab tus pioneer xa tawm hauv Tebchaws Europe hauv 2023, cov kws tshuaj ntsuam tau hais. Li Auto
LI,
rau nws lem, yog "peb nyiam (tshiab-lub zog tsheb) pib," txaus siab rau ib tug thawj-mover kom zoo dua nyob rau hauv lub hybrid lag luam thiab kev ua hauj lwm zoo, lawv hais.
Cov kws tshuaj ntsuam Jefferies tau txo qis lawv qhov kev ntsuam xyuas ntawm XPeng shares los tuav, los ntawm qhov sib npaug ntawm kev yuav, hais tias lub tuam txhab tau ua "tsis ntev los no ntawm cov khoom lag luam thiab cov tswv yim nqi," ua rau kev lag luam poob. Nws tshiab G9 hluav taws xob SUV kuj tau ntsib qhov "tsis muaj zog" txais tos, lawv tau hais.
XPeng "tawm tsam kev sib tw nyuaj nrog cov qauv uas twb muaj lawm mus txog qhov kawg ntawm lawv lub neej voj voog thiab cov kav dej tsis muaj zog uas yuav zoo li txuas mus rau kev muag khoom mus rau xyoo 2023" thiab ua rau cov nqi txiav thiab cov nqi qis dua, cov kws tshuaj ntsuam tau hais.
XPeng tseem yog tus thawj coj hauv kev pabcuam tsav tsheb, tab sis kev lag luam ntawm nws qhov XPilot system yuav siv sijhawm ntau xyoo los ua kom tiav. Cov qauv XPeng tseem ntsib kev sib tw ntxiv nrog kev muab los ntawm cov qauv tshiab thiab pheej yig dua los ntawm Nio Inc.
NCO,
BYD, Tesla Inc.
TSLA,
thiab lwm tus, cov kws tshuaj ntsuam tau hais.
Cov ntawv txais nyiaj hauv Asmeskas ntawm XPeng tau poob 86% xyoo no, piv nrog kev poob ntawm ib ncig ntawm 16% rau S&P 500 Performance index
SPX,
Nio Inc.'s thiab Li Auto's ADRs poob 67% thiab 47% nyob rau tib lub sijhawm.
Tau qhov twg los: https://www.marketwatch.com/story/china-ev-honeymoon-is-ending-jefferies-says-xpeng-stock-downgraded-11669661811?siteid=yhoof2&yptr=yahoo