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2022-01-02
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XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692558093,"tweetId":"692558093","gmtCreate":1641090762714,"gmtModify":1641090768530,"author":{"id":3582922989777578,"idStr":"3582922989777578","authorId":3582922989777578,"authorIdStr":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":624,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like n follow </p></body></html>","htmlText":"<html><head></head><body><p>Like n follow </p></body></html>","text":"Like n follow","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692558093","repostId":1173416252,"repostType":4,"repost":{"id":"1173416252","kind":"news","pubTimestamp":1641085354,"share":"https://www.laohunote.com/m/news/1173416252?lang=zh_CN&edition=full","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<p><html><head></head><body>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p><blockquote><html><head></head><body>这三家在美国上市的中国电动汽车制造商在 2022 年开局强劲，均公布了 12 月份的大幅交付数据。</body></html></blockquote></p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p><blockquote>蔚来（股票代码：蔚来）、小鹏汽车（XPEV）和理想汽车（LI）周六上午分别报告了交付情况。三家公司总共出货量超过 40,000 台。这是一个月度记录，也是特斯拉（TSLA）在未来几天公布第四次交付数据时应该公布自己的大数据的一个迹象。</blockquote></p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p><blockquote>大约25%的特斯拉交付是在中国产生的。投资者预计特斯拉第四季度全球交付量将超过 28 万辆。</blockquote></p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p><blockquote>在中国三家汽车公司中，小鹏汽车在 12 月和 2021 年的交付量为 16,000 辆，创下了新的月度纪录。2021年全年，小鹏汽车交付量为98,155辆，较2020年增长263%。</blockquote></p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p><blockquote>李 12 月份交付了 14,087 辆。这也是李的月度纪录。2021年全年，理想交付了90,491辆汽车，比2020年增长177%。</blockquote></p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p><blockquote>蔚来没有创下新的月度纪录，只是少了几百个单位。该公司12月份出货量为10,489辆。蔚来的月度交付记录出现在 11 月份，当时出货量为 10,878 辆。2021年全年，蔚来交付了91,429辆汽车，比2020年增长了109%。</blockquote></p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p><blockquote>尽管小鹏汽车在 2021 年交付了更多汽车，但在公司有生之年，蔚来仍然交付了三辆汽车中最多的一辆。迄今为止，蔚来已交付超过 167,000 辆汽车。小鹏汽车和理想汽车已分别交付约12.5万辆和12.3万辆汽车。</blockquote></p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p><blockquote>2022 年中国汽车买家补贴削减可能会提振所有电动汽车生产商 12 月份的汽车交付量。买家争先恐后地争取稍微好一点的交易。中国对电动汽车的购买补贴约为 10,000 元人民币（1,500 美元），从 14,400 元人民币（2,200 美元）起。700 美元的差价相当于典型电动汽车的价格上涨约 2%。</blockquote></p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p><blockquote>补贴下降是投资者在 2022 年必须考虑的有关特斯拉和中国电动汽车制造商的因素之一。但 12 月份交付量的增加意味着蔚来、小鹏汽车、理想汽车以及可能还有特斯拉的盈利预期将在未来几周上升。比预期更多的汽车意味着更多的销量和更好的利润。</blockquote></p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p><blockquote>强劲的交付业绩也可能有助于 2022 年初的股价上涨。特斯拉、小鹏和理想的股价在 2021 年表现良好，分别上涨 50%、18% 和 11%。蔚来股价举步维艰，2021 年下跌 35%。标普500和道琼斯工业平均指数分别上涨27%和19%。</blockquote></p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p><blockquote>起始估值是蔚来股票陷入困境的原因之一。即使表现不佳，蔚来的市值也约为 540 亿美元，超过了小鹏汽车的 430 亿美元市值和李汽车的 330 亿美元市值。</blockquote></p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p><p><blockquote>当然，特斯拉在 2021 年底的市值超过 1 万亿美元。预计 2021 年将交付约 90 万辆汽车。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-02 09:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p><blockquote><html><head></head><body>这三家在美国上市的中国电动汽车制造商在 2022 年开局强劲，均公布了 12 月份的大幅交付数据。</body></html></blockquote></p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p><blockquote>蔚来（股票代码：蔚来）、小鹏汽车（XPEV）和理想汽车（LI）周六上午分别报告了交付情况。三家公司总共出货量超过 40,000 台。这是一个月度记录，也是特斯拉（TSLA）在未来几天公布第四次交付数据时应该公布自己的大数据的一个迹象。</blockquote></p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p><blockquote>大约25%的特斯拉交付是在中国产生的。投资者预计特斯拉第四季度全球交付量将超过 28 万辆。</blockquote></p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p><blockquote>在中国三家汽车公司中，小鹏汽车在 12 月和 2021 年的交付量为 16,000 辆，创下了新的月度纪录。2021年全年，小鹏汽车交付量为98,155辆，较2020年增长263%。</blockquote></p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p><blockquote>李 12 月份交付了 14,087 辆。这也是李的月度纪录。2021年全年，理想交付了90,491辆汽车，比2020年增长177%。</blockquote></p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p><blockquote>蔚来没有创下新的月度纪录，只是少了几百个单位。该公司12月份出货量为10,489辆。蔚来的月度交付记录出现在 11 月份，当时出货量为 10,878 辆。2021年全年，蔚来交付了91,429辆汽车，比2020年增长了109%。</blockquote></p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p><blockquote>尽管小鹏汽车在 2021 年交付了更多汽车，但在公司有生之年，蔚来仍然交付了三辆汽车中最多的一辆。迄今为止，蔚来已交付超过 167,000 辆汽车。小鹏汽车和理想汽车已分别交付约12.5万辆和12.3万辆汽车。</blockquote></p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p><blockquote>2022 年中国汽车买家补贴削减可能会提振所有电动汽车生产商 12 月份的汽车交付量。买家争先恐后地争取稍微好一点的交易。中国对电动汽车的购买补贴约为 10,000 元人民币（1,500 美元），从 14,400 元人民币（2,200 美元）起。700 美元的差价相当于典型电动汽车的价格上涨约 2%。</blockquote></p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p><blockquote>补贴下降是投资者在 2022 年必须考虑的有关特斯拉和中国电动汽车制造商的因素之一。但 12 月份交付量的增加意味着蔚来、小鹏汽车、理想汽车以及可能还有特斯拉的盈利预期将在未来几周上升。比预期更多的汽车意味着更多的销量和更好的利润。</blockquote></p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p><blockquote>强劲的交付业绩也可能有助于 2022 年初的股价上涨。特斯拉、小鹏和理想的股价在 2021 年表现良好，分别上涨 50%、18% 和 11%。蔚来股价举步维艰，2021 年下跌 35%。标普500和道琼斯工业平均指数分别上涨27%和19%。</blockquote></p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p><blockquote>起始估值是蔚来股票陷入困境的原因之一。即使表现不佳，蔚来的市值也约为 540 亿美元，超过了小鹏汽车的 430 亿美元市值和李汽车的 330 亿美元市值。</blockquote></p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p><p><blockquote>当然，特斯拉在 2021 年底的市值超过 1 万亿美元。预计 2021 年将交付约 90 万辆汽车。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Barrons</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":{"LI":"理想汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1,"symbols_score_info":{"LI":0.9,"TSLA":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4918,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692558093"}
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