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- JocelynocyJocelynocy
  ·2021-08-07
  Ok
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-08-04
  Great
  NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>
  Summary NIO’s delivery growth in July accelerated over the previous month. Because of this strong s
  NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>
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- JocelynocyJocelynocy
  ·2021-07-27
  Great
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-07-15
  Good
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-05-28
  $AMC Entertainment(AMC)$to the moon
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- JocelynocyJocelynocy
  ·2021-04-07
  Gogo
  SOS Limited surged 37% in premarket trading<blockquote>SOS Limited 盘前交易飙升 37%</blockquote>
  SOS Limited stock surged 37% in Wednesday premarket trading.Law Offices of Howard G. Smith announces
  SOS Limited surged 37% in premarket trading<blockquote>SOS Limited 盘前交易飙升 37%</blockquote>
  1,823 评论
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- JocelynocyJocelynocy
  ·2021-03-05
  👍🏻
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-03-01
  Good news
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-02-28
  Good
  非常抱歉，此主贴已删除
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- JocelynocyJocelynocy
  ·2021-02-23
  👍🏻
  非常抱歉，此主贴已删除
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11:02","market":"us","language":"en","title":"NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123278856","media":"seekingalpha","summary":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong s","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 7 月份的交付量增长速度比上月加快。</li><li>由于第三季度的强劲开局，我正在更新我的2021财年交付估计。</li><li>随着半导体供应短缺的缓解，蔚来的出货量增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock 来自盖蒂图片社</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数系数的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>蔚来汽车的交付增长可能会在年底加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>7 月份，蔚来的交付量同比增长 124.5%。这家中国电动汽车制造商上个月交付了 7,931 辆汽车，其中大部分是蔚来汽车的五座智能电动 SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品阵容中最畅销的电动SUV，也是交付量最高的。如果我们按模型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020 年 7 月，蔚来仅交付了 3,533 辆 ES8 和 ES6，而 EC6 coupe SUV 直到 2020 年 9 月才开始交付。蔚来7月份公布的124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能低估了蔚来下半年的总交付增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6交付量在7月份出现小幅下降，这可能是由于芯片供应短缺而不是需求放缓。然而，这两款车型交付量的下降被 ES8 交付量的增加所抵消。净效应是蔚来 7 月份交付的汽车比 6 月份少了 152 辆。我预计 ES6 和 EC6 车型将在 2021 年第三季度恢复增长，而蔚来与其他汽车品牌一样，应该会受益于下半年半导体供应的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管存在半导体供应问题，蔚来汽车7月份的增长还是加速了。蔚来7月份交付量增长率为124.5%，超过了6月份的交付量增长率，6月份同比增长116.1%。2020年7月，蔚来汽车的同比交付增长率为322.1%，因为2019财年的交付量要低得多，同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车汽车（LI）表现更好。小鹏汽车在2021年7月交付了8,040辆汽车，同比增长228%。小鹏汽车的运动型智能轿车 P7s 推动了交付量的增长，这家中国电动汽车制造商售出了 6,054 辆车型。小鹏汽车还售出了1986辆G3，这是一款紧凑型SUV，与蔚来汽车的运动型多功能车系列竞争。理想汽车也取得了创纪录的业绩，2021 年 7 月交付了 8,589 辆 Li。交付数量同比增长251.3%。理想ONE是理想汽车的六座电动SUV，与蔚来ES8争夺买家。这是理想汽车首次突破月交付量8000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强，7 月份每家电动汽车制造商的汽车销量均超过蔚来。蔚来 7 月份的交付量落后于竞争对手，但其以 SUV 为中心的产品线仍实现了令人印象深刻的增长。由于预计下半年将恢复正常生产，我预计蔚来汽车的增长将在今年剩余五个月继续加速。福特上周表示，尽管芯片至少在今年年底前仍将供应短缺，但预计半导体供应情况正在改善。我预计下周蔚来会发表类似的评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将 2021 年第一季度的产量预测下调至 19,500 辆，这表明交付量比之前指导的 20,000-20,500 辆汽车少了 1,000 辆。蔚来最终在 2021 年第一季度交付了 20,060 辆。蔚来第二季度的交付量为 21,896 辆，因此这家中国电动汽车制造商的交付量好于其指引中的预期。因此，我预计随着芯片供应短缺不再是蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近 100,000 辆的里程碑，增长主要由 EC6 和 ES8 推动。对于 21 年第三季度，我预计蔚来平均每月交付量将超过 8,000 件，而在 21 年第四季度，平均每月交付量将增长到略高于 10,000 件。与我之前的指导相比，2021财年的交付估计反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月份交付），相当于我全年交付估计的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>预计蔚来明年的销售额将达到 8.9B 美元，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为 2022 财年的收入估值为 5.2 的销售乘数系数。从预计的 5 年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，到2025年，蔚来仍将有令人印象深刻的310%的收入增长（基于明年的销售额）。因为蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来多快恢复满产以及交付量增长多快的因素。这家电动汽车制造商可能会在下周公布第二季度财务报表时提供最新消息。状态更新可能会包括今年剩余时间的修改后生产指导，如果管理层预计半导体形势会改善，这应该是积极的，这也是我所期望的。会改变我对蔚来的看法，或许也会改变蔚来汽车估值的是交付增长率的放缓，而我在全年交付预测中没有考虑到这一点。交付放缓和收入增长放缓是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>随着未来五个月芯片供应情况的缓解，我预计蔚来到 2021 年第四季度将恢复到每月至少 10,000 辆汽车的产量……这至少是从福特 2021 年第二季度收益中得出的结论，蔚来同样应该会经历更好的半导体流动。这将清除一个主要的生产瓶颈，为蔚来在 2021 年提高产量并加速增长提供空间。</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>NIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</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\">\nNIO: Growth Is Set To Accelerate<blockquote>蔚来：增长将加速</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-04 11:02</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>NIO’s delivery growth in July accelerated over the previous month.</li>  <li>Because of this strong start to Q3, I am updating my FY 2021 delivery estimate.</li>  <li>As the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.</li>  <li>Based on valuation and estimated sales growth, NIO is a buy.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241262452bbefb6f4187cbdc8ada9bef\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>SimonSkafar/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 7 月份的交付量增长速度比上月加快。</li><li>由于第三季度的强劲开局，我正在更新我的2021财年交付估计。</li><li>随着半导体供应短缺的缓解，蔚来的出货量增长应该会进一步加快。</li><li>根据估值和预计销售增长，蔚来值得买入。</li></ul><p class=\"t-img-caption\"><span>SimonSkafar/iStock 来自盖蒂图片社</span></p></blockquote></p><p> NIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.</p><p><blockquote>蔚来（蔚来）7月份的交付量增长令人印象深刻，这表明下半年的增长强于预期……随着芯片供应短缺的缓解，生产也应该会正常化。蔚来并不便宜，但令人印象深刻的交付和销售增长证明了高销售乘数系数的合理性。</blockquote></p><p> <b>NIO's delivery growth may accelerate toward the end of the year</b></p><p><blockquote><b>蔚来汽车的交付增长可能会在年底加速</b></blockquote></p><p> For the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.</p><p><blockquote>7 月份，蔚来的交付量同比增长 124.5%。这家中国电动汽车制造商上个月交付了 7,931 辆汽车，其中大部分是蔚来汽车的五座智能电动 SUV ES6。蔚来交付了3,669辆ES6（占总交付量的46%）、2,560辆EC6s（占交付量的32%），这是蔚来的五座电动轿跑车运动型多功能车，以及1,702辆ES8（占交付量的21%），这是蔚来的六座或七座智能电动SUV。蔚来的ES6是这家中国制造商产品阵容中最畅销的电动SUV，也是交付量最高的。如果我们按模型细分增长率，那么ES6的交付量同比增长41%，ES8的交付量同比增长84%。2020 年 7 月，蔚来仅交付了 3,533 辆 ES8 和 ES6，而 EC6 coupe SUV 直到 2020 年 9 月才开始交付。蔚来7月份公布的124.5%的同比增长率虽然本身令人印象深刻，但随着生产恢复正常和EC6销售开始产生更大影响，可能低估了蔚来下半年的总交付增长。</blockquote></p><p> NIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.</p><p><blockquote>蔚来ES6和EC6交付量在7月份出现小幅下降，这可能是由于芯片供应短缺而不是需求放缓。然而，这两款车型交付量的下降被 ES8 交付量的增加所抵消。净效应是蔚来 7 月份交付的汽车比 6 月份少了 152 辆。我预计 ES6 和 EC6 车型将在 2021 年第三季度恢复增长，而蔚来与其他汽车品牌一样，应该会受益于下半年半导体供应的改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aac41720554953fda9f50597692affe\" tg-width=\"918\" tg-height=\"559\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table> Despite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.</p><p><blockquote><table><tbody><tr></tr></tbody></table>尽管存在半导体供应问题，蔚来汽车7月份的增长还是加速了。蔚来7月份交付量增长率为124.5%，超过了6月份的交付量增长率，6月份同比增长116.1%。2020年7月，蔚来汽车的同比交付增长率为322.1%，因为2019财年的交付量要低得多，同比比较非常有利。</blockquote></p><p> NIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing&nbsp;228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed&nbsp;251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.</p><p><blockquote>蔚来的电动汽车竞争对手小鹏汽车（XPEV）和理想汽车汽车（LI）表现更好。小鹏汽车在2021年7月交付了8,040辆汽车，同比增长228%。小鹏汽车的运动型智能轿车 P7s 推动了交付量的增长，这家中国电动汽车制造商售出了 6,054 辆车型。小鹏汽车还售出了1986辆G3，这是一款紧凑型SUV，与蔚来汽车的运动型多功能车系列竞争。理想汽车也取得了创纪录的业绩，2021 年 7 月交付了 8,589 辆 Li。交付数量同比增长251.3%。理想ONE是理想汽车的六座电动SUV，与蔚来ES8争夺买家。这是理想汽车首次突破月交付量8000辆的里程碑。</blockquote></p><p> Based on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an&nbsp;improving semiconductor supply situation&nbsp;although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.</p><p><blockquote>根据交付报告，小鹏汽车和理想汽车的交付增长率更强，7 月份每家电动汽车制造商的汽车销量均超过蔚来。蔚来 7 月份的交付量落后于竞争对手，但其以 SUV 为中心的产品线仍实现了令人印象深刻的增长。由于预计下半年将恢复正常生产，我预计蔚来汽车的增长将在今年剩余五个月继续加速。福特上周表示，尽管芯片至少在今年年底前仍将供应短缺，但预计半导体供应情况正在改善。我预计下周蔚来会发表类似的评论，届时管理层可能会给出新的生产/交付指导。</blockquote></p><p></p><p> NIO&nbsp;lowered its Q1'21 production forecast&nbsp;because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.</p><p><blockquote>由于半导体短缺，蔚来将 2021 年第一季度的产量预测下调至 19,500 辆，这表明交付量比之前指导的 20,000-20,500 辆汽车少了 1,000 辆。蔚来最终在 2021 年第一季度交付了 20,060 辆。蔚来第二季度的交付量为 21,896 辆，因此这家中国电动汽车制造商的交付量好于其指引中的预期。因此，我预计随着芯片供应短缺不再是蔚来的生产瓶颈，第三季度和第四季度的产量可能会大幅增加。我估计蔚来今年的交付量将接近 100,000 辆的里程碑，增长主要由 EC6 和 ES8 推动。对于 21 年第三季度，我预计蔚来平均每月交付量将超过 8,000 件，而在 21 年第四季度，平均每月交付量将增长到略高于 10,000 件。与我之前的指导相比，2021财年的交付估计反映了2021年下半年将额外销售1,840辆汽车。到目前为止，蔚来在2021年交付了49,887辆车型（包括7月份交付），相当于我全年交付估计的50.4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb9b5de9002f17836d0c5fa3b3034f0\" tg-width=\"905\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>(Source: Author Projections)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者预测）</span></p></blockquote></p><p> <b>NIO's sales are expected to grow rapidly</b></p><p><blockquote><b>蔚来销量有望快速增长</b></blockquote></p><p> NIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's&nbsp;BaaS&nbsp;revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.</p><p><blockquote>预计蔚来明年的销售额将达到 8.9B 美元，是小鹏汽车的两倍……小鹏汽车的市盈率与蔚来相同。理想汽车的销售增长最便宜，因为 2022 财年的收入估值为 5.2 的销售乘数系数。从预计的 5 年收入增长来看，理想汽车预计销售额增长最快，部分原因是其规模较小。然而，到2025年，蔚来仍将有令人印象深刻的310%的收入增长（基于明年的销售额）。因为蔚来的BaaS收入机会（比小鹏的电池租赁模式更好），我会选择蔚来而不是其他两家中国电动汽车制造商……尽管总销售额增长率较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c5132b85c6e35c18744ec71c7b2e85\" tg-width=\"905\" tg-height=\"532\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>Risks with NIO</b></p><p><blockquote><b>蔚来风险</b></blockquote></p><p> The chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.</p><p><blockquote>芯片供应短缺将是决定蔚来多快恢复满产以及交付量增长多快的因素。这家电动汽车制造商可能会在下周公布第二季度财务报表时提供最新消息。状态更新可能会包括今年剩余时间的修改后生产指导，如果管理层预计半导体形势会改善，这应该是积极的，这也是我所期望的。会改变我对蔚来的看法，或许也会改变蔚来汽车估值的是交付增长率的放缓，而我在全年交付预测中没有考虑到这一点。交付放缓和收入增长放缓是蔚来和该股面临的两个最大风险。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.</p><p><blockquote>随着未来五个月芯片供应情况的缓解，我预计蔚来到 2021 年第四季度将恢复到每月至少 10,000 辆汽车的产量……这至少是从福特 2021 年第二季度收益中得出的结论，蔚来同样应该会经历更好的半导体流动。这将清除一个主要的生产瓶颈，为蔚来在 2021 年提高产量并加速增长提供空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4444428-nio-growth-is-set-to-accelerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123278856","content_text":"Summary\n\nNIO’s delivery growth in July accelerated over the previous month.\nBecause of this strong start to Q3, I am updating my FY 2021 delivery estimate.\nAs the semiconductor supply shortage eases, NIO’s delivery growth should further accelerate.\nBased on valuation and estimated sales growth, NIO is a buy.\n\nSimonSkafar/iStock via Getty Images\nNIO (NIO) saw impressive delivery growth in July which indicates stronger than expected growth for the second half of the year… which should also see a normalization in production as the chip supply shortage eases. NIO is not cheap, but impressive delivery and sales growth justify a high sales multiplier factor.\nNIO's delivery growth may accelerate toward the end of the year\nFor the month of July, NIO reported124.5% Y/Y delivery growth. The Chinese EV maker delivered 7,931 vehicles last month, the majority of which were NIO's five-seater smart electric SUV, the ES6. NIO delivered 3,669 ES6s (46% of total deliveries), 2,560 EC6s vehicles (32% of deliveries), which is NIO's five-seater electric coupe sport utility vehicle, and 1,702 ES8s (21% of deliveries), which is NIO's six or seven-seater smart electric SUV. NIO's ES6 is the best-selling EV SUV in the Chinese maker's product line-up and it has the highest delivery volume. If we break down the growth rate by model, then the ES6 saw 41% Y/Y delivery growth and the ES8 saw 84% Y/Y growth. In July 2020, NIO delivered just 3,533 ES8s and ES6s and deliveries of the EC6 coupe SUV commenced only in September 2020. NIO's 124.5% Y/Y growth rate reported for July, although impressive on its own, may underestimate NIO's total delivery growth for the second half of the year as production returns to normal and EC6 sales start to make a larger impact.\nNIO's ES6 and the EC6 deliveries saw a small delivery dip in July, which may be attributable to the chip supply shortage rather than slowing demand. However, the drop in deliveries for these two models was countered by an increase in ES8 deliveries. The net effect was that NIO delivered 152 fewer vehicles in July than it delivered in June. I expect ES6 and EC6 models to resume growth throughout Q3'21 and NIO, like other car brands, should benefit from an improving flow of semiconductors in the second half of the year.\n(Source: Author)\n\n\n\n\n\nDespite supply problems with semiconductors, NIO's growth accelerated in July. NIO's July delivery growth rate of 124.5% exceeded delivery growth in June, a month that saw 116.1% growth over last year. In July 2020, NIO's Y/Y delivery growth rate was 322.1% because the delivery volume was much lower in FY 2019, making for a very favorable Y/Y comparison.\nNIO's EV rivals, XPeng (XPEV) and Li Auto (LI), did better. XPeng delivered 8,040 vehicles in July 2021, showing 228% Y/Y growth. Delivery growth was driven by XPeng's P7s, the Company's sports smart sedan, of which the Chinese EV maker sold 6,054 models. XPeng also sold 1,986 G3s, its compact SUV, which competes against NIO's range of sport utility vehicles. Li Auto also delivered record results with 8,589 Li ONEs delivered in July 2021. The delivery numbers showed 251.3% Y/Y growth. The Li ONE is Li Auto's six-seater electric SUV and it competes for buyers against NIO's ES8. It was the first time for Li Auto to cross the milestone of 8,000 monthly deliveries.\nBased on the delivery reports, XPeng and Li Auto have stronger delivery growth rates and each EV maker sold more vehicles than NIO in July. NIO lagged its rivals in July deliveries, but its SUV-centric line-up products nevertheless impressive growth. Because of an expected return to normal production in the second half of the year, I expect NIO's growth to continue to accelerate in the remaining five months of the year. Ford said last week that it sees an improving semiconductor supply situation although chips will continue to be in short supply at least until the end of the year. I expect similar comments from NIO next week when earnings are due at which point management may give a new production/delivery guidance.\nNIO lowered its Q1'21 production forecast because of the semiconductor shortage to 19,500 models, which indicated 1,000 fewer vehicles to be delivered than called for in its earlier guidance of 20,000-20,500 vehicles. NIO ultimately ended up delivering 20,060 in Q1'21. NIO's Q2 saw deliveries of 21,896, so the Chinese EV maker did better in deliveries than its guidance suggested. Because of this, I expect that production can ramp up significantly in Q3 and Q4 as the chip supply shortage becomes less of a production choke point for NIO. I estimate that NIO will edge closer to the 100,000-delivery milestone this year with growth being driven predominantly by the EC6 and ES8. For Q3'21, I expect NIO to average more than 8,000 monthly deliveries, with the average of monthly deliveries growing to a little bit above 10,000 in Q4'21. Compared to my previous guidance, the FY 2021 delivery estimate reflects an additional 1,840 vehicles to be sold in the second half of 2021. So far, NIO delivered 49,887 models in 2021 (including July deliveries) which is equivalent to 50.4% of my full year delivery estimate.\n(Source: Author Projections)\nNIO's sales are expected to grow rapidly\nNIO is expected to have sales of $8.9B next year, twice as much as XPeng… which has the same P-S ratio than NIO. Li Auto has the cheapest sales growth as FY 2022 revenues are valued with a 5.2 sales multiplier factor. Looking at estimated 5-year revenue growth, Li Auto is expected to grow sales the fastest, in part because of its smaller size. However, NIO will still have very impressive revenue growth of 310% until 2025 (based on next year's sales). Because of NIO's BaaS revenue opportunity (which is better than XPeng's battery lease model), I would choose NIO over the other two Chinese EV makers... despite the lower total sales growth rate.\n(Source: Author)\nRisks with NIO\nThe chip supply shortage will be the factor that decides how quickly NIO can return to full production and how quickly deliveries will grow. The EV maker will likely give an update next week when it opens its books for the second quarter. The status update will likely include a modified production guidance for the rest of the year which should be positive if management expects the semiconductor situation to improve, which is what I would expect. What would change my opinion on NIO, and perhaps NIO's valuation, is a slowdown in delivery growth rates which I don't consider in my full year delivery estimate. Slower delivery and revenue growth are the two biggest risks for NIO and the stock.\nFinal thoughts\nI expect NIO to return to a monthly production of at least 10,000 vehicles by Q4'21 as the chip supply situation eases in the next five months… that at least was the takeaway from Ford's Q2'21 earnings and NIO should similarly experience a better flow of semiconductors. This would clear a major production choke point, giving NIO room to ramp up production in 2021 and accelerate its growth.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809416571,"gmtCreate":1627386604593,"gmtModify":1631891830368,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809416571","repostId":"1108884592","repostType":4,"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147219160,"gmtCreate":1626359034650,"gmtModify":1631891830369,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147219160","repostId":"2151529000","repostType":4,"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134324470,"gmtCreate":1622209199990,"gmtModify":1631891830373,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>to the moon","text":"$AMC Entertainment(AMC)$to the moon","images":[{"img":"https://static.tigerbbs.com/2bbcb18e6f6bc146e4ae8b29808f8b16","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134324470","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":341360710,"gmtCreate":1617783699930,"gmtModify":1631891830379,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341360710","repostId":"1165659484","repostType":4,"repost":{"id":"1165659484","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617783443,"share":"https://www.laohu8.com/m/news/1165659484?lang=zh_CN&edition=full","pubTime":"2021-04-07 16:17","market":"us","language":"en","title":"SOS Limited surged 37% in premarket trading<blockquote>SOS Limited 盘前交易飙升 37%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165659484","media":"Tiger Newspress","summary":"SOS Limited stock surged 37% in Wednesday premarket trading.Law Offices of Howard G. Smith announces","content":"<p>SOS&nbsp;Limited&nbsp;stock&nbsp;surged&nbsp;37%&nbsp;in&nbsp;Wednesday&nbsp;premarket trading.</p><p><blockquote>SOS Limited 股价在周三盘前交易中飙升 37%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4064560e1a0d9065690c124f4ddb114c\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchasedSOS Limited(\"SOS\" or the \"Company\") (NYSE: SOS) American Depositary Shares (\"ADSs\" or \"shares\") between&nbsp;<b>July 22, 2020 and February 25, 2021</b>, inclusive (the \"Class Period\"). SOS investors have until&nbsp;<b>June 1, 2021</b>&nbsp;to file a lead plaintiff motion.</p><p><blockquote>Howard G. Smith 律师事务所宣布，已代表购买 SOS Limited（“SOS”或“公司”）（纽约证券交易所代码：SOS）美国存托股份（“ADS”或“股份”）的投资者提起集体诉讼。<b>2020年7月22日及2021年2月25日</b>，包括在内（“集体期间”）。SOS 投资者必须<b>2021年6月1日</b>提出主要原告动议。</blockquote></p><p>On February 26, 2021, Hindenburg Research (\"Hindenburg\") and Culper Research published reports regarding SOS, alleging that the Company was a \"pump and dump\" scheme that used fake addresses and doctored photos of crypto miners to create an illusion of success. The reports pointed out that SOS lists a hotel room as the company’s headquarters and questioned whether SOS purchased mining rigs from HY International Group New York Inc. (\"HY\"), which appeared to be a shell company. They also claimed that FXK Technology Corporation (\"FXK\"), which SOS announced it would purchase, was actually \"an undisclosed related party shell.\" Moreover, the reports noted that the photographed SOS \"miners\" weren't the A10 Pros the company claimed to own but were actually Avalon's A1066 miners. Hindenburg went even further and found the original images from SOS's site belonged to a rival RHY.</p><p><blockquote>2021年2月26日，兴登堡研究公司（“兴登堡”）和卡尔珀研究公司发布了关于SOS的报告，指控该公司是一个“泵送和转储”计划，使用虚假地址和篡改加密矿工的照片来制造成功的假象。报告指出，SOS 将酒店房间列为公司总部，并质疑 SOS 是否从纽约 HY International Group Inc.（“HY”）购买了采矿钻机，该公司似乎是一家空壳公司。他们还声称，SOS宣布将收购的FXK Technology Corporation（“FXK”）实际上是“一个未公开的关联方空壳公司”。此外，报道指出，被拍摄的 SOS“矿工”并不是该公司声称拥有的 A10 Pros，而是实际上是 Avalon 的 A1066 矿工。兴登堡走得更远，发现SOS网站上的原始图像属于竞争对手RHY。</blockquote></p><p>On this news, the Company’s share price fell $1.27, or 21%, to close at $4.77 per share on February 26, 2021.</p><p><blockquote>受此消息影响，2021 年 2 月 26 日，该公司股价下跌 1.27 美元，跌幅为 21%，收于每股 4.77 美元。</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>SOS Limited surged 37% in premarket trading<blockquote>SOS Limited 盘前交易飙升 37%</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\">\nSOS Limited surged 37% in premarket trading<blockquote>SOS Limited 盘前交易飙升 37%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-07 16:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>SOS&nbsp;Limited&nbsp;stock&nbsp;surged&nbsp;37%&nbsp;in&nbsp;Wednesday&nbsp;premarket trading.</p><p><blockquote>SOS Limited 股价在周三盘前交易中飙升 37%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4064560e1a0d9065690c124f4ddb114c\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchasedSOS Limited(\"SOS\" or the \"Company\") (NYSE: SOS) American Depositary Shares (\"ADSs\" or \"shares\") between&nbsp;<b>July 22, 2020 and February 25, 2021</b>, inclusive (the \"Class Period\"). SOS investors have until&nbsp;<b>June 1, 2021</b>&nbsp;to file a lead plaintiff motion.</p><p><blockquote>Howard G. Smith 律师事务所宣布，已代表购买 SOS Limited（“SOS”或“公司”）（纽约证券交易所代码：SOS）美国存托股份（“ADS”或“股份”）的投资者提起集体诉讼。<b>2020年7月22日及2021年2月25日</b>，包括在内（“集体期间”）。SOS 投资者必须<b>2021年6月1日</b>提出主要原告动议。</blockquote></p><p>On February 26, 2021, Hindenburg Research (\"Hindenburg\") and Culper Research published reports regarding SOS, alleging that the Company was a \"pump and dump\" scheme that used fake addresses and doctored photos of crypto miners to create an illusion of success. The reports pointed out that SOS lists a hotel room as the company’s headquarters and questioned whether SOS purchased mining rigs from HY International Group New York Inc. (\"HY\"), which appeared to be a shell company. They also claimed that FXK Technology Corporation (\"FXK\"), which SOS announced it would purchase, was actually \"an undisclosed related party shell.\" Moreover, the reports noted that the photographed SOS \"miners\" weren't the A10 Pros the company claimed to own but were actually Avalon's A1066 miners. Hindenburg went even further and found the original images from SOS's site belonged to a rival RHY.</p><p><blockquote>2021年2月26日，兴登堡研究公司（“兴登堡”）和卡尔珀研究公司发布了关于SOS的报告，指控该公司是一个“泵送和转储”计划，使用虚假地址和篡改加密矿工的照片来制造成功的假象。报告指出，SOS 将酒店房间列为公司总部，并质疑 SOS 是否从纽约 HY International Group Inc.（“HY”）购买了采矿钻机，该公司似乎是一家空壳公司。他们还声称，SOS宣布将收购的FXK Technology Corporation（“FXK”）实际上是“一个未公开的关联方空壳公司”。此外，报道指出，被拍摄的 SOS“矿工”并不是该公司声称拥有的 A10 Pros，而是实际上是 Avalon 的 A1066 矿工。兴登堡走得更远，发现SOS网站上的原始图像属于竞争对手RHY。</blockquote></p><p>On this news, the Company’s share price fell $1.27, or 21%, to close at $4.77 per share on February 26, 2021.</p><p><blockquote>受此消息影响，2021 年 2 月 26 日，该公司股价下跌 1.27 美元，跌幅为 21%，收于每股 4.77 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165659484","content_text":"SOS Limited stock surged 37% in Wednesday premarket trading.Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchasedSOS Limited(\"SOS\" or the \"Company\") (NYSE: SOS) American Depositary Shares (\"ADSs\" or \"shares\") between July 22, 2020 and February 25, 2021, inclusive (the \"Class Period\"). SOS investors have until June 1, 2021 to file a lead plaintiff motion.On February 26, 2021, Hindenburg Research (\"Hindenburg\") and Culper Research published reports regarding SOS, alleging that the Company was a \"pump and dump\" scheme that used fake addresses and doctored photos of crypto miners to create an illusion of success. The reports pointed out that SOS lists a hotel room as the company’s headquarters and questioned whether SOS purchased mining rigs from HY International Group New York Inc. (\"HY\"), which appeared to be a shell company. They also claimed that FXK Technology Corporation (\"FXK\"), which SOS announced it would purchase, was actually \"an undisclosed related party shell.\" Moreover, the reports noted that the photographed SOS \"miners\" weren't the A10 Pros the company claimed to own but were actually Avalon's A1066 miners. Hindenburg went even further and found the original images from SOS's site belonged to a rival RHY.On this news, the Company’s share price fell $1.27, or 21%, to close at $4.77 per share on February 26, 2021.","news_type":1,"symbols_score_info":{"SOS":0.9}},"isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367920943,"gmtCreate":1614904597982,"gmtModify":1703482739692,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367920943","repostId":"2116058775","repostType":4,"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362312628,"gmtCreate":1614596440064,"gmtModify":1703478624692,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362312628","repostId":"2116532650","repostType":4,"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366272675,"gmtCreate":1614499825897,"gmtModify":1703477878164,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366272675","repostId":"1117820997","repostType":4,"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363954887,"gmtCreate":1614091947649,"gmtModify":1631891830384,"author":{"id":"3550005508353285","authorId":"3550005508353285","name":"Jocelynocy","avatar":"https://static.tigerbbs.com/b9fde3867edfa7a4de3d2b07f0d64108","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550005508353285","idStr":"3550005508353285"},"themes":[],"title":"","htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363954887","repostId":"1181552401","repostType":4,"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}