Tuam Tshoj EV kev muag khoom rau lub Rau Hli thiab lub quarter thib ob yog tas, tom qab Menyuam (NIO), Xpeng (XEV) thiab Li Pib (LI) taw qhia txog Covid rov qab los tab sis Wall Street hais tias - tsis nrawm.
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BYDDF cov khoom lag luam tau tawm tshiab hnub Monday, tom qab kev muag khoom loj loj rau Tesla archrival. LI Tshuag tseem nyob rau hauv ib cheeb tsam yuav, nrog Tuam Tshoj EV startups vim kev tshaj tawm rau Lub Rau Hli thiab Q2 EV muag hnub Friday.
Suav EV thiab roj teeb loj heev BYD (BYDDF) zoo li yuav ua raws li Lub Xya Hli 2 lossis 3, ib puag ncig tib lub sijhawm Tesla (TSLA) qhia thoob ntiaj teb Q2 ntau lawm thiab xa khoom.
Thaum Lub Rau Hli 1, Nio thiab nws cov neeg pib ua lag luam tau teeb tsa kev txhim kho EV kev muag khoom. Lawv tau hais tias cov saw hlau thiab cov kab tsim khoom tau maj mam rov qab los ntawm kev kaw hauv Shanghai thiab lwm lub nroog.
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Tab sis hnub Monday, MarketWatch muaj Mizuho tus kws tshuaj ntsuam Vijay Rakesh txiav nqi lub hom phiaj rau NIO Tshuag, Tesla (TSLA) thiab lwm yam, nrog rau kev kwv yees xa khoom. Tus kws tshuaj ntsuam tau hais txog txuas ntxiv Covid-fueled lockdowns thiab kev txwv kev xa khoom.
Shenzhen tau pom cov kev txwv tshiab thiab kev sim loj yuav txuas ntxiv hauv Shanghai mus txog thaum Lub Xya Hli kawg, Reuters tshaj tawm rau hnub so.
Tuam Tshoj EV kev muag khoom tau rov qab los rau lub Tsib Hlis tom qab dhia dej hauv lub Plaub Hlis vs Lub Peb Hlis. Cov tsoomfwv hauv nroog tau teb rau qhov muaj peev xwm poob qis nrog nyiaj ntsuab EV nyiaj pab txhawb kev muag khoom, suav nrog Shanghai, Beijing thiab Shenzhen.
Tuam Tshoj EV Muag, Nio Tshuag
NIO xa 5,074 EVs hauv lub Plaub Hlis thiab 7,024 hauv lub Tsib Hlis. Nws tau kwv yees Q2 kev xa khoom ntawm 23,000-25,000 lub tsheb fais fab, nce 5%-14% los ntawm ib xyoos dhau los. Tab sis qhov ntawd yuav poob qis los ntawm Q1's 25,768 EV xa khoom. Lub hom phiaj Q2 txhais tau hais tias muaj kev txhim kho lub hli dhau ib hlis hauv lub Rau Hli kev muag khoom.
Nio's Q2 tally yuav suav nrog thawj lub quarter tag nrho ntawm kev muag khoom rau nws thawj lub tsheb hluav taws xob, khoom kim heev ET7. Nio tseem muag peb lub SUVs hluav taws xob thiab muaj ob lub EVs tawm hauv lub quarter thib peb.
Ib tug me ntsis stale lineup tau hnyav rau Nio's EV muag. Lub chaw pib lag luam Shanghai tseem tshwj xeeb tshaj yog raug kev txom nyem los ntawm Covid kev kaw tsis ntev los no, uas cuam tshuam rau kev tsim khoom.
Shares ntawm ib zaug dawb-kub Tuam Tshoj EV Tshuag poob 4.7% rau 22.95 ntawm lub Tshuag lag luam hnub no. Nio Tshuag tau sib sau ua ke rau lub Rau Hli kom rov qab tau 50-hnub txav nruab nrab tab sis tseem tshuav 58% qis dua 52-lub lim tiam siab.
Xpeng Tshuag
Xpeng xa 9,002 EVs hauv lub Plaub Hlis thiab 10,125 hauv lub Tsib Hlis. Nws tau kwv yees Q2 kev xa khoom ntawm 31,000-34,000 EVs, dhia 78%-95% xyoo dhau los, tab sis nqis los ntawm 34,561 hauv Q1.
Thaum Lub Rau Hli 1, Xpeng tau hais tias nws tau rov pib ua "ob-hloov" kev tsim khoom ntawm nws cov nroj tsuag Zhaoqing thaum lub Tsib Hlis raws li cov saw hlau thiab cov chaw tsim khoom pib maj mam rov qab los.
Amid Covid lockdowns, cov kws tshuaj ntsuam tau qhuas Xpeng rau nws txoj kev tswj hwm cov saw hlau zoo dua qub thiab cov phooj ywg.
Alibaba-rov qab Xpeng npaj yuav nthuav tawm lub zog tshiab SUV, G9, hauv Q3 thiab pib xa khoom hauv Q4. Tam sim no lub P7 thiab P5 hluav taws xob sedans underpin Xpeng's EV muag.
Shares poob 2.5% rau 34.40 hnub Monday, rov qab mus rau qis dua 200-hnub kab. Xpeng Tshuag yog 39% tawm siab.
Li Pib Tshuag
Li Auto xa 4,167 EVs hauv lub Plaub Hlis thiab 11,496 hauv lub Tsib Hlis. Cov IBD 50 cov khoom lag luam loj tshaj plaws kwv yees Q2 kev xa khoom ntawm 21,000-24,000, nce 20%-37% xyoo dhau los, tab sis poob ntawm 31,716 hauv Q1.
Li muag Li One, hybrid-hluav taws xob SUV, thiab tsis ntev los no tau nthuav tawm L9 tom qab Covid qeeb. Tus tshiab L9 SUV, kuj yog ib tug hybrid, racked ntau tshaj 30,000 xaj nyob rau hauv 72 teev, lub tuam txhab hais rau lub rau hli ntuj 24.
L9 cov khoom xa tuaj yuav tsum pib thaum lub Yim Hli lig, nrog rau cov kws tsim khoom lag luam kwv yees kev muag khoom mus txog 10,000 thaum lub Cuaj Hli.
EV tshiab tuaj txawm tias muaj kev sib tw. "Txawm hais tias peb cov neeg muab khoom lag luam hauv cheeb tsam Yangtze Delta tau maj mam rov pib tsim khoom, lawv tseem tsis tau rov zoo tag nrho thiab peb tseem ntsib cov teeb meem vim qhov khoom tsis txaus," Li Auto tau hais rau lub Rau Hli 1.
Shares muab 4.1% rau 39.13 hnub Monday, tsuas yog rov qab mus rau hauv kev yuav ntau. Li Auto Tshuag topped a 37.55 muas point Lub Rau Hli 23, tom qab 56 lub lis piam yeej streak. LI Tshuag tau vaulted XNUMX% nyob rau lub Rau Hli, tab sis tau txuas ntxiv los ntawm qhov nruab nrab txav mus.
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BYDDF Tshuag
Tuam Tshoj EV thiab roj teeb loj BYD kuj tseem yuav tshaj tawm rau lub Rau Hli kev muag khoom.
Nws Q2 kev muag khoom yuav luag yuav luag dhau los Q1 cov ntaub ntawv suav ntawm 286,329 EV thiab hybrid tsheb. Warren Buffett-backed BYD qhia Lub Tsib Hlis kev muag khoom tau nce txog 100,000 EVs rau peb lub hlis ncaj. Nws loj hlob lub Tsib Hlis kev muag khoom 250% piv rau ib xyoo dhau los, txuas ntxiv kev muag khoom kub loj hlob nyob rau hauv Q1 tom qab ntau tshaj peb npaug ntawm 2021 kev muag khoom.
Thaum lub Plaub Hlis, BYD tau hloov mus rau kev tsim cov tsheb hybrid thiab hluav taws xob nkaus xwb, ditching tsheb uas tsuas yog siv roj lossis diesel. Tam sim no BYD tau tshaj tawm tias npaj yuav muab Tesla nrog EV roj teeb, txawm hais tias US EV loj heev tsis tau lees paub qhov kev pom zoo.
Ob leeg BYD thiab archrival Tesla muaj cov phiaj xwm nthuav dav loj thaum cov ntaub ntawv xa tawm EV.
Shares nce 1.9% rau 40.25 Hnub Monday. BYDDF cov khoom lag luam tau nce mus txog 39.81 qhov yuav khoom los ntawm lub khob-nrog-kuav lub hauv paus nyob rau saum toj-qhov nruab nrab ntim, tom qab sim ua kom tawg lub lim tiam dhau los. Cov txheeb ze zog kab tsuas yog hauv qab lub sijhawm ntev siab. BYD Tshuag tsuas yog 3% qis dua qhov siab.
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Tau qhov twg los: https://www.investors.com/news/china-ev-sales-june-q2-2022-nio-xpeng-li-auto-byddf-breaks-out/?src=A00220&yptr=yahoo