Menyuam (NIO), Xpeng Cov Hluav Taws Xob (XEV) thiab Li Pib (LI) qhov muag pom kev loj hlob hauv Tuam Tshoj EV muag rau lub Peb Hlis. Tab sis Nio Tshuag thiab nws cov phooj ywg tau poob rau hnub Thursday raws li kev tshem tawm thiab Covid-19 kev ntshai rov tshwm sim dua.
X
Tuam Tshoj EV loj heev BYD (BYDDF) kuj tseem nyob ntawm lawj los qhia txog lub Peb Hlis thiab thawj lub hlis twg muag, nyob rau ob peb hnub tom ntej. Warren Buffett-rov qab BYD tau txhawb nqa nws txoj kev sib tw rau Tesla (TSLA) nyob rau hauv Suav teb, nrog booming EV muag.
Tesla xav tias yuav tshaj tawm Q1 cov khoom xa tuaj hauv ob peb hnub tom ntej, tej zaum yuav yog hnub Friday ntxov, txawm hais tias nws tsis ua txhaum kev muag khoom los ntawm thaj chaw.
Q1 Tuam Tshoj EV Muag
Thawj peb lub hlis twg ntawm lub xyoo yog ib txwm qeeb rau Tuam Tshoj EV kev muag khoom, thaum lub caij so Lunar Xyoo Tshiab. Nio thiab Xpeng kuj tseem muaj cov khoom lag luam poob qis ua ntej ntawm EV tshiab. Tuam Tshoj txiav EV nyiaj pab ib yam nkaus.
Lub Ib Hlis thiab Lub Ob Hlis, Nio thiab nws cov phooj ywg loj hlob EV xa khoom ntawm qhov muaj zog xyoo dhau xyoo, tab sis pom lub hli dhau ib hlis poob. Lawv zoo li yuav pom qhov rov qab zoo nyob rau lub Peb Hlis thiab Lub Ob Hlis muag, raws li lub hom phiaj tau teev tseg. Lawv cov ntawv tshaj tawm kev muag khoom zoo li yuav tuaj rau hnub Friday.
Nio tau kwv yees 25,000-26,000 EV xa khoom hauv q1. Qhov ntawd qhia tias lub Peb Hlis kev muag khoom yuav tuaj txog li ntawm 9,200-10,200 EVs. Nio xa 9,652 lub tsheb nyob rau lub Ib Hlis thiab 6,131 lub tsheb nyob rau lub Ob Hlis.
Xpeng yog lub hom phiaj Q1 xa khoom ntawm 33,500-34,000 EVs. Qhov ntawd txhais tau tias lub Peb Hlis xa khoom ntawm ib ncig ntawm 14,600. Xpeng xa 12,922 thaum Lub Ib Hlis thiab 6,225 EVs thaum Lub Ob Hlis.
Li Auto tab tom npaj rau 30,000-32,000 khoom xa tuaj hauv Q1. Qhov ntawd qhia lub Peb Hlis muag txog 9,300-11,300 EVs. Li Auto xa 12,268 Li One hybrid SUVs nyob rau lub Ib Hlis thiab 8,414 thaum Lub Ob Hlis.
Tuam Tshoj EV startups yog cov tawm tsam rau Tesla hauv Suav teb, lub ntiaj teb kev lag luam loj tshaj plaws rau tsheb fais fab. Lawv muag feem ntau ntawm tsev turf tab sis tab tom pib nthuav dav hauv Tebchaws Europe.
BYD tsis tau muab qhov kev kwv yees muag thaum Lub Peb Hlis, tab sis tuaj yeem tshaj 100,000 EV thiab plug-in hybrids thawj zaug. EV thiab roj teeb loj tshaj plaws tau qhia tias nws yuav ntaus 1.5 lab lub tsheb tshiab-zog hauv 2022.
Delisting Ntshai ntaus Tuam Tshoj EV Tshuag, Nio Tshuag
Shares ntawm Nio plunged tsuas yog 5% nyob rau hnub Thursday kev ua lag luam Tshuag. Li Auto poob 4.9% thaum Xpeng poob 3% BYD thim rov qab 2.4%. Tesla Tshuag eased 1.5%. Tuam Tshoj EV cov khoom lag luam tseem muaj txiaj ntsig zoo tom qab tanking hauv xyoo dhau los.
Kev tshem tawm kev ntshai tau tsoo Tuam Tshoj EV cov khoom lag luam dua. Cov ntaub ntawv tshaj tawm hnub Thursday tau hais tias US Securities thiab Exchange Commission (SEC) tau tso ntau lub tuam txhab Suav rau hauv cov npe ib ntus ntawm cov peev txheej tshem tawm, suav nrog Baidu (BIDU).
Tsis tas li ntawd, cov lus ceeb toom tau hais tias Tesla tab tom txuas ntxiv kev tsim khoom kaw ntawm Gigafactory Shanghai vim yog Covid-19 rov tshwm sim.
Txawm tias hnub Thursday dhia dej, Nio Tshuag yog tuav mus rau 5% nce rau lub lim tiam. Nws rallied tom qab xov xwm hais tias Ark Investment's Cathie Wood, ib tug loj Tesla tuav, yuav Nio shares thawj zaug. Ark Invest kuj muaj qee qhov XPEV Tshuag thiab BYD shares.
Nio's ET7 tshiab, tus neeg sib tw rau Tesla Model S, yuav tsis pab ntau rau lub Peb Hlis muag daim ntawv tshaj tawm. Nio tsuas yog pib xa tawm lub tsheb uas muaj kev ywj pheej, ntev-ntev hluav taws xob rau lub Peb Hlis 28.
Xyoo 2022, Nio npaj yuav tshaj tawm ob lub EVs ntxiv, ua ob npaug ntawm nws cov kab. Xpeng thiab Li Auto kuj tseem muaj EVs tshiab, thaum BYD muaj qee qhov EVs tshiab ntawm kais xyoo no.
Baidu Tshuag poob 8% rau hnub Thursday.
KOJ YUAV TSUM nyiam:
Tesla Tshuag Vs. BYD Tshuag: Tesla Kev Sib Tw Mus Rau Qhov Chaw Yuav Khoom
IBD 50 Kev Loj Hlob Ntoo Los Saib Xyuas
Kev Muag Khoom Pib Pom Zoo Rau Ntse Q1 Kev qeeb tab sis Txhua qhov muag ntawm F-150 xob laim EV
Cov khoom lag luam poob qis, roj nqi poob; Tesla, Jobs Loom
Tau qhov twg los: https://www.investors.com/news/china-ev-sales-march-2022-q1-delisting-fears-hit-nio-stock-li-auto-xpeng/?src=A00220&yptr=yahoo