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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":885885628,"tweetId":"885885628","gmtCreate":1631776422464,"gmtModify":1631889267898,"author":{"id":4090657250004720,"idStr":"4090657250004720","authorId":4090657250004720,"authorIdStr":"4090657250004720","name":"gogogofo","avatar":"https://static.tigerbbs.com/4285be107c6d2536e62759419c74c2fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":277,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":130,"starInvestorOrderShareNum":2795,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-36.43,"showRor":true,"investmentPhilosophy":"Selling puts and call on favourite stocks like Pltr","winRationPercentage":90.59081,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Hi&nbsp;</body></html>","htmlText":"<html><head></head><body>Hi&nbsp;</body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/885885628","repostId":1159674961,"repostType":4,"repost":{"id":"1159674961","kind":"news","pubTimestamp":1631775692,"share":"https://www.laohu8.com/m/news/1159674961?lang=zh_CN&edition=full","pubTime":"2021-09-16 15:01","market":"us","language":"en","title":"There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159674961","media":"Barrons","summary":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that ","content":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.<blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.<blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.<blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.<blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.<blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.<blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.<blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%<blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.<blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.<blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.<blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.<blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.<blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote>","source":"lsy1601382232898","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>There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</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\">\nThere’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-16 15:01\n\n</h4>\n</header>\n<article>\nElectric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.<blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.<blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.<blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.<blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.<blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.<blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.<blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%<blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.<blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.<blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.<blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.<blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.<blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159674961","content_text":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.\nChinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.\n\nThere are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.\nLidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.\n\nLidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.\nMore affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.\nDespite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.\nThe stock isn’t reacting too positively to the announcement, however. Shares fell 0.9% on Wednesday. The S&P 500 rose 0.9%, while the Dow Jones Industrial Averagerose about 0.7%. Tesla  shares rose about 1.5%\nThe P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.\nThere are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.\nGu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.\nChina is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.\nXPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&P 500. Still, shares are up about 77% over the past 12 months. 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