Ajinomoto
2021-05-03
Time to run on good news .
EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News<blockquote>电动汽车股蔚来和小鹏汽车的交付量令人印象深刻。为什么这是个坏消息</blockquote>
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Why That’s Bad News<blockquote>电动汽车股蔚来和小鹏汽车的交付量令人印象深刻。为什么这是个坏消息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p><blockquote>中国电动汽车制造商蔚来和小鹏汽车4月份的交付量给投资者带来了一些希望和一些担忧。</blockquote></p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p><blockquote>两人在周末公布了4月份的交付数据。蔚来（股票代码：蔚来）报告称，其交付了7,102辆汽车，同比增长125%。然而，同比变化并不重要。蔚来是一家高增长公司，一直在快速增加产能。交付量与近几个月大致相同。蔚来3月份交付了7,257辆汽车。</blockquote></p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p><blockquote>目前的产能约为每月7,500辆汽车，但由于全球半导体短缺扰乱了汽车行业，产量一直未能达到这一水平。</blockquote></p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p><blockquote>7,100辆的数字使蔚来有望达到上周公布的第一季度交付量强于预期的第二季度交付量约21,000辆的指引。这是积极的。尽管如此，管理层在财报电话会议上表示，预计5月份芯片短缺情况将变得更加严重，这让投资者对本季度最后两个月的交付情况感到担忧。</blockquote></p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p><blockquote>小鹏汽车(XPEV)报告4月份交付了5,147辆汽车。与蔚来一样，这是一个巨大的同比增长。小鹏汽车3月份交付了5,102辆汽车，但在半导体短缺持续的情况下，月度交付量持平。</blockquote></p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p><blockquote>小鹏汽车尚未公布第一季度数据。定于5月13日进行。没有任何第二季度交付指引可供投资者权衡。该公司的新闻稿包括最近公告的概要，包括使用激光雷达传感器来增强自动驾驶功能以及有助于降低车辆成本的新电池化学物质。但并未提及芯片短缺问题。</blockquote></p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p><blockquote>进入周一交易时，这一消息对两只股票来说可能已经足够好了。两份新闻稿都没有隐藏负面惊喜。</blockquote></p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p><blockquote>2020年迄今为止，两家公司的股价都大致上涨。高估值、中国新的电动汽车竞争以及芯片短缺都共同损害了投资者情绪。小鹏汽车股价今年下跌约30%，远低于可比涨幅</blockquote></p><p>S&P 500 and Dow Jones Industrial Average.</p><p><blockquote>标普500和道琼斯工业平均指数。</blockquote></p><p>NIO stock is down about 18% this year.</p><p><blockquote>蔚来股价今年下跌了约18%。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News<blockquote>电动汽车股蔚来和小鹏汽车的交付量令人印象深刻。为什么这是个坏消息</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News<blockquote>电动汽车股蔚来和小鹏汽车的交付量令人印象深刻。为什么这是个坏消息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-03 18:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p><blockquote>中国电动汽车制造商蔚来和小鹏汽车4月份的交付量给投资者带来了一些希望和一些担忧。</blockquote></p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p><blockquote>两人在周末公布了4月份的交付数据。蔚来（股票代码：蔚来）报告称，其交付了7,102辆汽车，同比增长125%。然而，同比变化并不重要。蔚来是一家高增长公司，一直在快速增加产能。交付量与近几个月大致相同。蔚来3月份交付了7,257辆汽车。</blockquote></p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p><blockquote>目前的产能约为每月7,500辆汽车，但由于全球半导体短缺扰乱了汽车行业，产量一直未能达到这一水平。</blockquote></p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p><blockquote>7,100辆的数字使蔚来有望达到上周公布的第一季度交付量强于预期的第二季度交付量约21,000辆的指引。这是积极的。尽管如此，管理层在财报电话会议上表示，预计5月份芯片短缺情况将变得更加严重，这让投资者对本季度最后两个月的交付情况感到担忧。</blockquote></p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p><blockquote>小鹏汽车(XPEV)报告4月份交付了5,147辆汽车。与蔚来一样，这是一个巨大的同比增长。小鹏汽车3月份交付了5,102辆汽车，但在半导体短缺持续的情况下，月度交付量持平。</blockquote></p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p><blockquote>小鹏汽车尚未公布第一季度数据。定于5月13日进行。没有任何第二季度交付指引可供投资者权衡。该公司的新闻稿包括最近公告的概要，包括使用激光雷达传感器来增强自动驾驶功能以及有助于降低车辆成本的新电池化学物质。但并未提及芯片短缺问题。</blockquote></p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p><blockquote>进入周一交易时，这一消息对两只股票来说可能已经足够好了。两份新闻稿都没有隐藏负面惊喜。</blockquote></p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p><blockquote>2020年迄今为止，两家公司的股价都大致上涨。高估值、中国新的电动汽车竞争以及芯片短缺都共同损害了投资者情绪。小鹏汽车股价今年下跌约30%，远低于可比涨幅</blockquote></p><p>S&P 500 and Dow Jones Industrial Average.</p><p><blockquote>标普500和道琼斯工业平均指数。</blockquote></p><p>NIO stock is down about 18% this year.</p><p><blockquote>蔚来股价今年下跌了约18%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TWX","TIME"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/108581087"}
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