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2021-04-06
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Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up<blockquote>电动汽车对决：特斯拉Vs.蔚来Vs.小鹏Vs.理想汽车——第一季度交付量如何</blockquote>
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Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up<blockquote>电动汽车对决：特斯拉Vs.蔚来Vs.小鹏Vs.理想汽车——第一季度交付量如何</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188368649","media":"Benzinga","summary":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.Here's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:. XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. Thi","content":"<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p><p><blockquote>电动汽车制造商的季度记分卡已经出炉，尽管存在全行业的限制和宏观经济障碍，但3月份以及第一季度的表现仍然强劲。</blockquote></p><p> Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p><p><blockquote>以下是第一季度交付量的比较<b>特斯拉公司。</b>TSLA 4.43%和中国电动汽车厂商<b>理想汽车公司。</b>锂1.23%，<b>小鹏汽车</b>XPEV 2.57%和<b>蔚来有限公司</b>蔚来0.87%：</blockquote></p><p> <b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p><p><blockquote><b>第一季度电动汽车记分卡：</b>特斯拉第一季度交付了184,800辆汽车，其中99%是Model 3/Y汽车。这意味着季度增长2.3%，同比增长109%。</blockquote></p><p> In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p><p><blockquote>相比之下，蔚来第一季度交付量同比增长423%至20,060辆。这意味着环比增长15.6%。公司目前在售三款SUV车型，分别为ES6、ES8和EC6。</blockquote></p><p> XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p><p><blockquote>小鹏汽车拥有一款名为G3的SUV和一款名为P7的轿车，该公司表示第一季度的交付量总计为13,340辆。这意味着同比增长487%，环比增长2.9%。</blockquote></p><p> Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p><p><blockquote>销售理想ONE SUV的理想汽车报告第一季度交付量为12,579辆，较去年增长334.4%。环比来看，交付量下降了13%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p><p><blockquote>对于蔚来和小鹏汽车来说，季度业绩是有记录以来最大的。</blockquote></p><p> <b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p><p><blockquote><b>外卖：</b>从绝对数字来看，特斯拉是迄今为止电动汽车领域最大的参与者。蔚来第一季度的交付量约为特斯拉该季度销量的11%。电动汽车市场正成为一个拥挤的领域，传统汽车制造商、纯电动汽车公司以及科技公司都在展示自己的实力。</blockquote></p><p> Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p><p><blockquote>在这种背景下，市场可能会变得比以往任何时候都更加分散，现有企业在维持或增加其份额方面将面临真正的挑战。先发优势使特斯拉在市场上处于主导地位，其他人可能会发现很难挑战这一点。</blockquote></p><p> However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p><p><blockquote>然而，蔚来在增长方面表现突出。该公司同比和环比均实现了不错的增长。</blockquote></p><p> <b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p><p><blockquote><b>展望未来：</b>卖方基本上看好整个电动汽车行业。拜登政府对电动汽车的承诺以及中国和欧洲的强劲需求可能会推动电动汽车行业进入“黄金时代”，未来将建立新的汽车供应，包括原始设备制造商、电池、回收、商用车、卡车和车队改装，韦德布什的丹尼尔·艾夫斯在最近的一份报告中表示。对于蔚来和小鹏汽车来说，季度业绩是有记录以来最大的。</blockquote></p><p> <b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p><p><blockquote><b>外卖：</b>从绝对数字来看，特斯拉是迄今为止电动汽车领域最大的参与者。蔚来第一季度的交付量约为特斯拉该季度销量的11%。电动汽车市场正成为一个拥挤的领域，传统汽车制造商、纯电动汽车公司以及科技公司都在展示自己的实力。</blockquote></p><p> Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p><p><blockquote>在这种背景下，市场可能会变得比以往任何时候都更加分散，现有企业在维持或增加其份额方面将面临真正的挑战。先发优势使特斯拉在市场上处于主导地位，其他人可能会发现很难挑战这一点。</blockquote></p><p> However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p><p><blockquote>然而，蔚来在增长方面表现突出。该公司同比和环比均实现了不错的增长。</blockquote></p><p> <b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p><p><blockquote><b>展望未来：</b>卖方基本上看好整个电动汽车行业。拜登政府对电动汽车的承诺以及中国和欧洲的强劲需求可能会推动电动汽车行业进入“黄金时代”，未来将建立新的汽车供应，包括原始设备制造商、电池、回收、商用车、卡车和车队改装，韦德布什的丹尼尔·艾夫斯在最近的一份报告中表示。</blockquote></p><p> The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p><p><blockquote>分析师预计，随着华尔街进一步消化即将到来的转型增长，电动汽车股在今年剩余时间内将上涨30-40%。</blockquote></p><p> Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p><p><blockquote>那些追求技术和服务创新、以客户为中心并为买家提供价值的公司将在这个“热门且不断发展”的市场中落后于其他公司。</blockquote></p><p> <b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p><p><blockquote><b>电动汽车价格走势：</b>受季度数据影响，特斯拉股价上涨4.43%，至691.05美元。蔚来、小鹏汽车和理想汽车的股价在周四因数据而上涨后走低。</blockquote></p><p> Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p><p><blockquote>蔚来下跌0.88%至39.31美元，小鹏汽车下跌2.54%至36.01美元，理想汽车下跌1.23%至24.94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>Electric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up<blockquote>电动汽车对决：特斯拉Vs.蔚来Vs.小鹏Vs.理想汽车——第一季度交付量如何</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\">\nElectric Vehicle Showdown: Tesla Vs. Nio Vs. XPeng Vs. Li Auto — How Q1 Deliveries Stacked Up<blockquote>电动汽车对决：特斯拉Vs.蔚来Vs.小鹏Vs.理想汽车——第一季度交付量如何</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-06 08:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.</p><p><blockquote>电动汽车制造商的季度记分卡已经出炉，尽管存在全行业的限制和宏观经济障碍，但3月份以及第一季度的表现仍然强劲。</blockquote></p><p> Here's a comparative take on first-quarter deliveries of <b>Tesla, Inc.</b>TSLA 4.43%and the Chinese EV players<b>Li Auto Inc.</b>LI 1.23%,<b>XPeng Inc.</b>XPEV 2.57%and<b>NIO Limited</b>NIO 0.87%:</p><p><blockquote>以下是第一季度交付量的比较<b>特斯拉公司。</b>TSLA 4.43%和中国电动汽车厂商<b>理想汽车公司。</b>锂1.23%，<b>小鹏汽车</b>XPEV 2.57%和<b>蔚来有限公司</b>蔚来0.87%：</blockquote></p><p> <b>Q1 EV Scorecard:</b>Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.</p><p><blockquote><b>第一季度电动汽车记分卡：</b>特斯拉第一季度交付了184,800辆汽车，其中99%是Model 3/Y汽车。这意味着季度增长2.3%，同比增长109%。</blockquote></p><p> In comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.</p><p><blockquote>相比之下，蔚来第一季度交付量同比增长423%至20,060辆。这意味着环比增长15.6%。公司目前在售三款SUV车型，分别为ES6、ES8和EC6。</blockquote></p><p> XPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.</p><p><blockquote>小鹏汽车拥有一款名为G3的SUV和一款名为P7的轿车，该公司表示第一季度的交付量总计为13,340辆。这意味着同比增长487%，环比增长2.9%。</blockquote></p><p> Li Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.</p><p><blockquote>销售理想ONE SUV的理想汽车报告第一季度交付量为12,579辆，较去年增长334.4%。环比来看，交付量下降了13%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f3b0fedd727db600b525c682d2a1b09a\" tg-width=\"603\" tg-height=\"182\">For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p><p><blockquote>对于蔚来和小鹏汽车来说，季度业绩是有记录以来最大的。</blockquote></p><p> <b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p><p><blockquote><b>外卖：</b>从绝对数字来看，特斯拉是迄今为止电动汽车领域最大的参与者。蔚来第一季度的交付量约为特斯拉该季度销量的11%。电动汽车市场正成为一个拥挤的领域，传统汽车制造商、纯电动汽车公司以及科技公司都在展示自己的实力。</blockquote></p><p> Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p><p><blockquote>在这种背景下，市场可能会变得比以往任何时候都更加分散，现有企业在维持或增加其份额方面将面临真正的挑战。先发优势使特斯拉在市场上处于主导地位，其他人可能会发现很难挑战这一点。</blockquote></p><p> However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p><p><blockquote>然而，蔚来在增长方面表现突出。该公司同比和环比均实现了不错的增长。</blockquote></p><p> <b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.</p><p><blockquote><b>展望未来：</b>卖方基本上看好整个电动汽车行业。拜登政府对电动汽车的承诺以及中国和欧洲的强劲需求可能会推动电动汽车行业进入“黄金时代”，未来将建立新的汽车供应，包括原始设备制造商、电池、回收、商用车、卡车和车队改装，韦德布什的丹尼尔·艾夫斯在最近的一份报告中表示。对于蔚来和小鹏汽车来说，季度业绩是有记录以来最大的。</blockquote></p><p> <b>Takeaways:</b>Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.</p><p><blockquote><b>外卖：</b>从绝对数字来看，特斯拉是迄今为止电动汽车领域最大的参与者。蔚来第一季度的交付量约为特斯拉该季度销量的11%。电动汽车市场正成为一个拥挤的领域，传统汽车制造商、纯电动汽车公司以及科技公司都在展示自己的实力。</blockquote></p><p> Against this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.</p><p><blockquote>在这种背景下，市场可能会变得比以往任何时候都更加分散，现有企业在维持或增加其份额方面将面临真正的挑战。先发优势使特斯拉在市场上处于主导地位，其他人可能会发现很难挑战这一点。</blockquote></p><p> However, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.</p><p><blockquote>然而，蔚来在增长方面表现突出。该公司同比和环比均实现了不错的增长。</blockquote></p><p> <b>Looking Forward:</b>Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.</p><p><blockquote><b>展望未来：</b>卖方基本上看好整个电动汽车行业。拜登政府对电动汽车的承诺以及中国和欧洲的强劲需求可能会推动电动汽车行业进入“黄金时代”，未来将建立新的汽车供应，包括原始设备制造商、电池、回收、商用车、卡车和车队改装，韦德布什的丹尼尔·艾夫斯在最近的一份报告中表示。</blockquote></p><p> The analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.</p><p><blockquote>分析师预计，随着华尔街进一步消化即将到来的转型增长，电动汽车股在今年剩余时间内将上涨30-40%。</blockquote></p><p> Those firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.</p><p><blockquote>那些追求技术和服务创新、以客户为中心并为买家提供价值的公司将在这个“热门且不断发展”的市场中落后于其他公司。</blockquote></p><p> <b>EV Price Action:</b>Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.</p><p><blockquote><b>电动汽车价格走势：</b>受季度数据影响，特斯拉股价上涨4.43%，至691.05美元。蔚来、小鹏汽车和理想汽车的股价在周四因数据而上涨后走低。</blockquote></p><p> Nio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.</p><p><blockquote>蔚来下跌0.88%至39.31美元，小鹏汽车下跌2.54%至36.01美元，理想汽车下跌1.23%至24.94美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188368649","content_text":"The quarterly scorecards for the electric vehicle manufacturers are in and despite industry-wide constraints and macroeconomic handicaps, performances for the month of March, as well as the first quarter, have been strong.\nHere's a comparative take on first-quarter deliveries of Tesla, Inc.TSLA 4.43%and the Chinese EV playersLi Auto Inc.LI 1.23%,XPeng Inc.XPEV 2.57%andNIO LimitedNIO 0.87%:\nQ1 EV Scorecard:Tesladelivered184,800 vehicles in the first quarter, with 99% of these being Model 3/Y vehicles. This represented a 2.3% quarterly increase and a 109% year-over-year jump.\nIn comparison, Nio's first-quarter deliveries jumped 423% year-over-year to 20,060 vehicles. This represented a 15.6% quarter-over-quarter increase. The company currently sells three SUV models, namely ES6, ES8 and EC6.\nXPeng, which has a SUV named G3 and a sedan named P7, said its first-quarter deliveries totaled 13,340. This represents 487% year-over-year growth and a 2.9% quarter-over-quarter rise.\nLi Auto, which sells Li ONE SUV, reported deliveries of 12,579 for the first quarter, a climb of 334.4% from last year. On a quarter-over-quarter basis, deliveries fell 13%.\nFor Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.For Nio and Xpeng,quarterly performancesrepresented the biggest ever on record.\nTakeaways:Going by absolute numbers, Tesla by far is the largest player in the EV arena. Nio's first-quarter deliveries were roughly 11% of what Tesla sold in the quarter. The EV market is turning out to be a crowded field with legacy automakers, pure-play EV companies, as well as tech companies, all flexing their muscles.\nAgainst this backdrop, the market is likely to get more fragmented than ever before, and incumbents will have a true challenge in maintaining or growing their share. The first-mover advantage has placed Tesla in a dominant position in the market, which others might find too difficult to challenge.\nHowever, Nio stands out in terms of growth. The company managed to grow decently both on a year-over-year and quarter-over-quarter basis.\nLooking Forward:Sell-side is largely bullish on the EV industry as a whole. The Biden Administration's EV commitment and brisk demand in China and Europe are likely to propel the EV sector into a \"Golden Age,\" with a new auto supply of OEMs, battery, recycling, commercial vehicles, trucks and fleet conversions being built over the next decade, Wedbush's Daniel Ives said in a recent note.\nThe analyst sees EV stocks moving 30-40% higher the rest of the year as the Street further digests this transformational growth on the horizon.\nThose firms which pursue innovation in technology and services, are customer-centric and provide value for buyers will leave the others behind in this \"hot-and-happening\" market.\nEV Price Action:Reacting to the quarterly numbers, Tesla shares were up 4.43% to $691.05. Nio and XPeng and Li Auto shares are lower following Thursday's upside in reaction to their numbers.\nNio was down 0.88% to $39.31, XPeng was down 2.54% to $36.01 and Li Auto was down 1.23% to $24.94.","news_type":1,"symbols_score_info":{"LI":0.9,"XPEV":0.9,"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":517,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":23,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/343955603"}
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