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HoraceQ

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2021-07-22

Like

抱歉，原内容已删除

2021-07-20

Like

Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>

2021-07-11

Any security issue? 😜

XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>

2021-07-06

Nice

抱歉，原内容已删除

2021-06-25

Good stock

2021-06-25

Good?

Japan's Rakuten to use Cisco routing tech for 5G, IoT services<blockquote>日本乐天将在5G和物联网服务中使用思科路由技术</blockquote>

2021-06-25

Pls like and share

China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>

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22:23","market":"us","language":"en","title":"Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199016731","media":"Motley Fool","summary":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and p","content":"<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和管道产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增加的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次呈上升趋势。根据<i>纽约时报</i>周日的数据显示，美国14天内新增病例的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然对Moderna和BioNTech都有利。这些公司（包括BioNTech partner（<b>辉瑞</b>）提供食品和药物管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于Co-Diagnostics，这是一家备受瞩目的COVID-19检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒继续激增，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的药物将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax计划本季度为其SNVX-CoV2373申请紧急使用授权，而Vaxart肯定会因其目前正在开发的口服疫苗而受到投资者的关注——尽管该计划引起了争议。</blockquote></p><p></p>","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>Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</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\">\nCoronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和管道产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增加的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次呈上升趋势。根据<i>纽约时报</i>周日的数据显示，美国14天内新增病例的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然对Moderna和BioNTech都有利。这些公司（包括BioNTech partner（<b>辉瑞</b>）提供食品和药物管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于Co-Diagnostics，这是一家备受瞩目的COVID-19检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒继续激增，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的药物将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax计划本季度为其SNVX-CoV2373申请紧急使用授权，而Vaxart肯定会因其目前正在开发的口服疫苗而受到投资者的关注——尽管该计划引起了争议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</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":{"JNJ":"强生","CVAC":"CureVac B.V.","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE","SNY":"赛诺菲安万特","AZN":"阿斯利康","PFE":"辉瑞","GSK":"葛兰素史克","MRK":"默沙东"},"source_url":"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199016731","content_text":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.\n\n(July 20) Coronavirus Stocks Are Zooming Higher Today.\n\nSo what\nThe key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According toNew York Timesdata, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.\nSo the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(Pfizer) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.\nNow what\nIf the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.\nNovavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.","news_type":1,"symbols_score_info":{"PFE":0.9,"GSK":0.9,"NVAX":0.9,"AZN":0.9,"MRK":0.9,"MRNA":0.9,"BNTX":0.9,"SNY":0.9,"JNJ":0.9,"CVAC":0.9}},"isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148612802,"gmtCreate":1625971047206,"gmtModify":1633931242851,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Any security issue? 😜","listText":"Any security issue? 😜","text":"Any security issue? 😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148612802","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"us","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>","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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">seekingalpha</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":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154789947,"gmtCreate":1625545497989,"gmtModify":1633939776801,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154789947","repostId":"1190430616","repostType":4,"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122183719,"gmtCreate":1624604037331,"gmtModify":1633950629074,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Good stock","listText":"Good stock","text":"Good stock","images":[{"img":"https://static.tigerbbs.com/4f8385126ac4e0cf0ec5814a4a5cadee","width":"1080","height":"2110"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122183719","isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122189388,"gmtCreate":1624603925044,"gmtModify":1633950629985,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122189388","repostId":"1114781833","repostType":4,"repost":{"id":"1114781833","kind":"news","pubTimestamp":1624601893,"share":"https://www.laohu8.com/m/news/1114781833?lang=zh_CN&edition=full","pubTime":"2021-06-25 14:18","market":"us","language":"en","title":"Japan's Rakuten to use Cisco routing tech for 5G, IoT services<blockquote>日本乐天将在5G和物联网服务中使用思科路由技术</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114781833","media":"Reuters","summary":"STOCKHOLM (Reuters) - Rakuten Mobile said on Friday that it plans to use new routing technologies fr","content":"<p>STOCKHOLM (Reuters) - Rakuten Mobile said on Friday that it plans to use new routing technologies from network gear maker Cisco to expand its capacity to support business customers with 5G and so-called Internet of Things (IoT) services.</p><p><blockquote>斯德哥尔摩（路透社）-乐天移动周五表示，计划使用网络设备制造商思科的新路由技术来扩大其容量，以支持5G和所谓的物联网（IoT）服务的商业客户。</blockquote></p><p> The Japanese firm has become the first mobile operator to deploy a network based on Open Radio Access Network (RAN) technology that uses software to run network functions on the cloud, reducing the requirement for physical equipment.</p><p><blockquote>这家日本公司成为第一家部署基于开放无线电接入网（RAN）技术的网络的移动运营商，该技术使用软件在云上运行网络功能，降低了对物理设备的要求。</blockquote></p><p> Rakuten, with 4 million subscribers, will use the new technology to make the entire network more automated to deploy services faster, reduce latency and lower power consumption.</p><p><blockquote>拥有400万用户的乐天将利用新技术使整个网络更加自动化，以更快地部署服务，减少延迟并降低功耗。</blockquote></p><p> \"We are going big into enterprise now, in a very elegant cost-efficient manner, without having to incur cost addition,\" Chief Technology Officer Tareq Amin told analysts on a telephone call.</p><p><blockquote>首席技术官塔里克·阿明(Tareq Amin)在电话看涨期权上对分析师表示：“我们现在正在以一种非常优雅且具有成本效益的方式大举进军企业领域，而无需增加成本。”</blockquote></p><p> Companies such as Dish Network, which is racing to build a 5G network in the United States by 2023, are also building networks based on Open RAN as it promises to radically cut costs.</p><p><blockquote>Dish Network等公司正在竞相到2023年在美国建设5G网络，也在建设基于Open RAN的网络，因为它承诺大幅削减成本。</blockquote></p><p></p>","source":"lsy1612507957220","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>Japan's Rakuten to use Cisco routing tech for 5G, IoT services<blockquote>日本乐天将在5G和物联网服务中使用思科路由技术</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\">\nJapan's Rakuten to use Cisco routing tech for 5G, IoT services<blockquote>日本乐天将在5G和物联网服务中使用思科路由技术</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-25 14:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>STOCKHOLM (Reuters) - Rakuten Mobile said on Friday that it plans to use new routing technologies from network gear maker Cisco to expand its capacity to support business customers with 5G and so-called Internet of Things (IoT) services.</p><p><blockquote>斯德哥尔摩（路透社）-乐天移动周五表示，计划使用网络设备制造商思科的新路由技术来扩大其容量，以支持5G和所谓的物联网（IoT）服务的商业客户。</blockquote></p><p> The Japanese firm has become the first mobile operator to deploy a network based on Open Radio Access Network (RAN) technology that uses software to run network functions on the cloud, reducing the requirement for physical equipment.</p><p><blockquote>这家日本公司成为第一家部署基于开放无线电接入网（RAN）技术的网络的移动运营商，该技术使用软件在云上运行网络功能，降低了对物理设备的要求。</blockquote></p><p> Rakuten, with 4 million subscribers, will use the new technology to make the entire network more automated to deploy services faster, reduce latency and lower power consumption.</p><p><blockquote>拥有400万用户的乐天将利用新技术使整个网络更加自动化，以更快地部署服务，减少延迟并降低功耗。</blockquote></p><p> \"We are going big into enterprise now, in a very elegant cost-efficient manner, without having to incur cost addition,\" Chief Technology Officer Tareq Amin told analysts on a telephone call.</p><p><blockquote>首席技术官塔里克·阿明(Tareq Amin)在电话看涨期权上对分析师表示：“我们现在正在以一种非常优雅且具有成本效益的方式大举进军企业领域，而无需增加成本。”</blockquote></p><p> Companies such as Dish Network, which is racing to build a 5G network in the United States by 2023, are also building networks based on Open RAN as it promises to radically cut costs.</p><p><blockquote>Dish Network等公司正在竞相到2023年在美国建设5G网络，也在建设基于Open RAN的网络，因为它承诺大幅削减成本。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/japans-rakuten-cisco-routing-tech-061457695.html\">Reuters</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":{"CSCO":"思科"},"source_url":"https://finance.yahoo.com/news/japans-rakuten-cisco-routing-tech-061457695.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114781833","content_text":"STOCKHOLM (Reuters) - Rakuten Mobile said on Friday that it plans to use new routing technologies from network gear maker Cisco to expand its capacity to support business customers with 5G and so-called Internet of Things (IoT) services.\nThe Japanese firm has become the first mobile operator to deploy a network based on Open Radio Access Network (RAN) technology that uses software to run network functions on the cloud, reducing the requirement for physical equipment.\nRakuten, with 4 million subscribers, will use the new technology to make the entire network more automated to deploy services faster, reduce latency and lower power consumption.\n\"We are going big into enterprise now, in a very elegant cost-efficient manner, without having to incur cost addition,\" Chief Technology Officer Tareq Amin told analysts on a telephone call.\nCompanies such as Dish Network, which is racing to build a 5G network in the United States by 2023, are also building networks based on Open RAN as it promises to radically cut costs.","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122180356,"gmtCreate":1624603829075,"gmtModify":1633950630474,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Pls like and share","listText":"Pls like and share","text":"Pls like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122180356","repostId":"1142508463","repostType":4,"repost":{"id":"1142508463","kind":"news","pubTimestamp":1624602479,"share":"https://www.laohu8.com/m/news/1142508463?lang=zh_CN&edition=full","pubTime":"2021-06-25 14:27","market":"us","language":"en","title":"China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142508463","media":"Bloomberg","summary":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says","content":"<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>","source":"lsy1612507957220","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>China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</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\">\nChina Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-25 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html\">Bloomberg</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":{"01772":"赣锋锂业"},"source_url":"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142508463","content_text":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.\nThe world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.\n“The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”\nLithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.\nMoves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.\nAt the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.\nJiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.\nShares in Hong Kong climbed more than 3% and are up 25% this year.\nAccelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.\n“Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.\nAccording to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.\nStill, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.\nWhile the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.\nOver the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.\nUntil there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.\n“We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”","news_type":1,"symbols_score_info":{"01772":0.9}},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":178119802,"gmtCreate":1626791306306,"gmtModify":1633770990040,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178119802","repostId":"1199016731","repostType":4,"repost":{"id":"1199016731","kind":"news","pubTimestamp":1626790980,"share":"https://www.laohu8.com/m/news/1199016731?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:23","market":"us","language":"en","title":"Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199016731","media":"Motley Fool","summary":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and p","content":"<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和管道产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增加的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次呈上升趋势。根据<i>纽约时报</i>周日的数据显示，美国14天内新增病例的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然对Moderna和BioNTech都有利。这些公司（包括BioNTech partner（<b>辉瑞</b>）提供食品和药物管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于Co-Diagnostics，这是一家备受瞩目的COVID-19检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒继续激增，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的药物将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax计划本季度为其SNVX-CoV2373申请紧急使用授权，而Vaxart肯定会因其目前正在开发的口服疫苗而受到投资者的关注——尽管该计划引起了争议。</blockquote></p><p></p>","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>Coronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</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\">\nCoronavirus Stocks Are Zooming Higher Today<blockquote>冠状病毒股票今天飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 22:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.  (July 20)&nbsp;Coronavirus Stocks Are Zooming Higher Today.</p><p><blockquote>病例和死亡人数的激增可能会显着增加对这些公司现有和管道产品的需求。（7月20日）冠状病毒股票今天飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/904717ccbe2ab812494060e6506f15df\" tg-width=\"302\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According to<i>New York Times</i>data, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.</p><p><blockquote>这些增加的关键原因很简单：由于其强大的德尔塔变异毒株，冠状病毒再次呈上升趋势。根据<i>纽约时报</i>周日的数据显示，美国14天内新增病例的变化令人担忧地增加了140%，死亡人数增加了33%。</blockquote></p><p> So the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(<b>Pfizer</b>) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.</p><p><blockquote>因此，更努力、更广泛地推广疫苗的必要性是显而易见的；此举显然对Moderna和BioNTech都有利。这些公司（包括BioNTech partner（<b>辉瑞</b>）提供食品和药物管理局授权的仅有的三种冠状病毒疫苗中的两种。它还应该有助于Co-Diagnostics，这是一家备受瞩目的COVID-19检测产品制造商。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> If the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.</p><p><blockquote>如果冠状病毒继续激增，我们很可能会面临疫苗“全力以赴”的局面。也许专注于疫苗的生物技术公司Novavax和Vaxart正在开发的药物将获得FDA的授权。</blockquote></p><p> Novavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.</p><p><blockquote>Novavax计划本季度为其SNVX-CoV2373申请紧急使用授权，而Vaxart肯定会因其目前正在开发的口服疫苗而受到投资者的关注——尽管该计划引起了争议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Motley Fool</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":{"JNJ":"强生","CVAC":"CureVac B.V.","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE","SNY":"赛诺菲安万特","AZN":"阿斯利康","PFE":"辉瑞","GSK":"葛兰素史克","MRK":"默沙东"},"source_url":"https://www.fool.com/investing/2021/07/19/why-coronavirus-stocks-are-zooming-higher-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199016731","content_text":"The surge in cases and deaths could significantly ramp up demand for these companies' existing and pipeline products.\n\n(July 20) Coronavirus Stocks Are Zooming Higher Today.\n\nSo what\nThe key reason for these increases is simple: Because of its powerful delta variant, the coronavirus is very much on the rise again. According toNew York Timesdata, statistics from Sunday indicate the 14-day change in new cases in the U.S. was a worrying 140% increase, with fatalities rising 33%.\nSo the need for a harder and wider vaccine push is obvious; such a move would clearly benefit both Moderna and BioNTech. These companies (including BioNTech partner(Pfizer) provide two of only three coronavirus vaccines authorized by the Food and Drug Administration. It should also help Co-Diagnostics, which is a high-profile maker of a COVID-19 testing product.\nNow what\nIf the coronavirus surge continues, it's very possible we'll face an \"all hands on deck,\" situation with vaccines. Perhaps the ones being developed by vaccine-focusedbiotechsNovavax and Vaxart will be authorized by the FDA.\nNovavax plans to file for Emergency Use Authorization for itsNVX-CoV2373this quarter, and Vaxart will certainly be on investors' radar due to the oral vaccine it's currently developing -- despite the fact that this program has attracted itsshare of controversy.","news_type":1,"symbols_score_info":{"PFE":0.9,"GSK":0.9,"NVAX":0.9,"AZN":0.9,"MRK":0.9,"MRNA":0.9,"BNTX":0.9,"SNY":0.9,"JNJ":0.9,"CVAC":0.9}},"isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154789947,"gmtCreate":1625545497989,"gmtModify":1633939776801,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154789947","repostId":"1190430616","repostType":4,"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172104650,"gmtCreate":1626941945570,"gmtModify":1633769535372,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172104650","repostId":"1197792637","repostType":4,"isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122180356,"gmtCreate":1624603829075,"gmtModify":1633950630474,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Pls like and share","listText":"Pls like and share","text":"Pls like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122180356","repostId":"1142508463","repostType":4,"repost":{"id":"1142508463","kind":"news","pubTimestamp":1624602479,"share":"https://www.laohu8.com/m/news/1142508463?lang=zh_CN&edition=full","pubTime":"2021-06-25 14:27","market":"us","language":"en","title":"China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142508463","media":"Bloomberg","summary":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says","content":"<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>","source":"lsy1612507957220","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>China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</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\">\nChina Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-25 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html\">Bloomberg</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":{"01772":"赣锋锂业"},"source_url":"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142508463","content_text":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.\nThe world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.\n“The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”\nLithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.\nMoves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.\nAt the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.\nJiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.\nShares in Hong Kong climbed more than 3% and are up 25% this year.\nAccelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.\n“Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.\nAccording to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.\nStill, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.\nWhile the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.\nOver the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.\nUntil there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.\n“We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”","news_type":1,"symbols_score_info":{"01772":0.9}},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148612802,"gmtCreate":1625971047206,"gmtModify":1633931242851,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Any security issue? 😜","listText":"Any security issue? 😜","text":"Any security issue? 😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148612802","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","kind":"news","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:42","market":"us","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>","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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</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: Leader Of Chinese Vehicle Electrification Efforts<blockquote>小鹏汽车：中国汽车电动化的领导者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-11 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>  <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>  <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>交付量的大幅增长应该有助于小鹏汽车在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。</li><li>作为中国技术最先进的电动汽车公司之一，小鹏汽车完全有机会成为首批达到5级自动化的汽车制造商之一。</li><li>我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</li></ul><p class=\"t-img-caption\"><span>Robert Way/iStock社论来自Getty Images</span></p></blockquote></p><p> The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p><p><blockquote>交付量的大幅增长应该有助于小鹏汽车（XPEV）在接下来的几个季度继续提高其营收业绩并扩大其在中国电动汽车市场的立足点。此外，作为中国技术最先进的电动汽车公司之一，小鹏汽车也完全有机会在接下来的几年里成为首批达到5级自动化的汽车制造商之一。考虑到这一点，我们仍然相信小鹏汽车是一家稳健增长的公司，如果您是动量投资者，那么现在是购买其股票的好时机。</blockquote></p><p> <b>Firing On All Cylinders</b></p><p><blockquote><b>全气缸点火</b></blockquote></p><p> XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p><p><blockquote>小鹏汽车是中国最大的电动汽车制造商之一。目前，它生产一款名为G3的SUV和一款名为P7的轿车。此外，该公司计划在9月份发布一款名为G3i的SUV升级版，并在年底发布一款新的家庭友好型轿车P5。总体而言，小鹏汽车的股票近几个月表现不错，去年大部分时间都跑赢了标普500指数，自我们6月份发表有关其业务的最新文章以来，目前已上涨约5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表：寻求阿尔法</span></p></blockquote></p><p> One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p><p><blockquote>小鹏汽车最大的成就之一是成功度过了芯片短缺危机的初始阶段，并在提高交付量方面取得了很大进展。最新数据表明，精通技术的中国消费者对其产品的需求仍然强劲，仅在6月份，该公司就交付了创纪录的6,565辆汽车，同比增长617%。此外，其第二季度交付量为17,398辆，同比增长439%，而第一季度交付量为30,738辆，同比增长459%。另一个好消息是，尽管受到大流行的影响，该公司第二季度的交付量仍超出了15,500-16,000辆的预期，并且有充分的理由相信这种势头很可能至少持续到今年年底。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：InsideEVs</span></p></blockquote></p><p> The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p><p><blockquote>小鹏汽车最大的优势是在中国运营，中国被认为是全球最大的电动汽车市场。得益于此，小鹏汽车不需要将其制造或销售外包到其他国家，因为它拥有巨大的当地市场可以销往国内。更重要的是，它还得到了政府的大力支持，因为目前正在建设的一些制造设施是由中国地方政府共同资助的。通过获得这样的帮助，小鹏汽车现在有望在武汉建成第三家制造工厂，这将有助于其达到至少30万辆的年产能。相比之下，2020年特斯拉(TSLA)在华仅售出13.7万辆Model 3。因此，运力增加到如此可观的数量表明小鹏汽车已准备好应对竞争并提高其在大陆的吸引力。</blockquote></p><p> Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p><p><blockquote>另一个重要事实是，小鹏在国内的技术比特斯拉等更先进。其近一半的研发人员从事自动驾驶软件工作，因此，该公司成功开发了最先进的导航系统之一，这将有助于其在接下来的几年里成为首批达到5级自动化的公司之一。最重要的是，自今年早些时候推出以来，在导航系统的帮助下已经行驶了超过500万公里，如果最新版本的软件记得车辆所在的位置，现在可以在没有人工帮助的情况下自动将汽车停放在车库中。之前停过。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p><p><blockquote>至于风险，我们看到了其中的一些。首先，XPengTrade的市销率约为16倍，以其目前约370亿美元的市值计算，可以被认为估值很高。因此，对于长期价值股东以及那些不想将投资组合投资于中国资产的人来说，这不是一项好的投资。</blockquote></p><p></p><p> In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p><p><blockquote>此外，潜在的中美贸易战的爆发可能会阻止小鹏汽车进入美国资本市场，因为其目前的股票可能会退市。为了解决这个问题，该公司最近刚刚在香港联交所以双重主要上市结构进行了另一次IPO，筹集了近20亿美元。这不仅有助于该公司进入主要资本市场，还将使中国大陆投资者能够通过港股通购买该股票，这应该会在不久的将来提振小鹏汽车的估值。最重要的是，由于小鹏汽车的业务在外部市场没有重大敞口，潜在贸易战的影响将很小。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p><p><blockquote>尽管存在这些风险，但我们不应忘记，中国有望在未来四十年大幅减少碳足迹。因此，可以肯定的是，电动汽车在中国道路上的渗透率在未来几十年只会增加。因此，我们相信小鹏汽车现阶段有很大的推动增长空间，考虑到其第二季度的出色表现，我们也相信它完全有机会成为该地区最大的电动汽车制造商之一。</blockquote></p><p> The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p><p><blockquote>最新预测表明，小鹏汽车的收入可能会从2020财年的90万美元增长364%至2022财年的41.8亿美元，而其每股收益损失预计也将从21年第二季度的-0.33美元降至第三季度和第四季度的-0.06美元。除此之外，该公司截至第一季度末拥有51.2亿美元现金，长期债务仅为4.97亿美元，由于最近香港的发行，其流动性状况已达到70亿美元左右。因此，小鹏汽车的资产负债表并没有过度杠杆化，而且由于新现金的涌入，它不太可能需要通过发行新股来筹集新债务或稀释股东权益来为其扩张提供资金。因此，我们认为其股票可以被视为成长股，特别是因为它最近被纳入富时指数，这应该有助于它吸引更多机构投资者的关注。</blockquote></p><p> With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</p><p><blockquote>考虑到所有这些，我们还认为现在是购买该公司股票的一个很好的切入点，因为交付量和产能可能会增加，以及未来几个月即将推出的P5轿车可能会推动其股票上涨更高的水平。因此，我们没有计划短期内回补我们在小鹏汽车的多头头寸。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">seekingalpha</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":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122183719,"gmtCreate":1624604037331,"gmtModify":1633950629074,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Good stock","listText":"Good stock","text":"Good stock","images":[{"img":"https://static.tigerbbs.com/4f8385126ac4e0cf0ec5814a4a5cadee","width":"1080","height":"2110"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122183719","isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122189388,"gmtCreate":1624603925044,"gmtModify":1633950629985,"author":{"id":"4087701495835990","authorId":"4087701495835990","name":"HoraceQ","avatar":"https://static.tigerbbs.com/44d8d7efd471b45e4018aa51d394308d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087701495835990","idStr":"4087701495835990"},"themes":[],"htmlText":"Good?&nbsp;","listText":"Good?&nbsp;","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122189388","repostId":"1114781833","repostType":4,"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}