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2021-08-03

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Nio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</blockquote>

NIO reported healthy delivery figures for July early Monday morning. But in a first, NIO’s peers del

Nio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":804406949,"tweetId":"804406949","gmtCreate":1627968986181,"gmtModify":1631891065083,"author":{"id":3567211743735274,"idStr":"3567211743735274","authorId":3567211743735274,"authorIdStr":"3567211743735274","name":"Gzong","avatar":"https://static.tigerbbs.com/ab57e9e3bb9415705d707b7525879ebc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Buy more NIO!</body></html>","htmlText":"<html><head></head><body>Buy more NIO!</body></html>","text":"Buy more NIO!","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/804406949","repostId":1152834921,"repostType":4,"repost":{"id":"1152834921","kind":"news","pubTimestamp":1627968885,"share":"https://www.laohunote.com/m/news/1152834921?lang=zh_CN&edition=full","pubTime":"2021-08-03 13:34","market":"us","language":"en","title":"Nio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152834921","media":"Barrons","summary":"NIO reported healthy delivery figures for July early Monday morning. But in a first, NIO’s peers del","content":"NIO reported healthy delivery figures for July early Monday morning. But in a first, NIO’s peers delivered more cars in the month than the Chinese electric vehicle maker did.<blockquote>蔚来周一早上公布了 7 月份的健康分娩数据。但蔚来的同行当月交付的汽车数量首次超过了这家中国电动汽车制造商。</blockquote> NIO (ticker: NIO) delivered 7,931 vehicles in July, down a little from the 8,083 vehicles delivered in June. Deliveries in the 8,000-range usually look good, but month-to-month declines are typically problematic for the stock.<blockquote>蔚来（股票代码：蔚来）7 月份交付了 7,931 辆汽车，略低于 6 月份交付的 8,083 辆。8,000 点范围内的交付量通常看起来不错，但对于该股来说，环比下降通常是有问题的。</blockquote> NIO deliveries dropped from January to February, from March to April, and from April to May. The stock dropped each time the sequential delivery drops were disclosed, falling about 13%, 1%, and 2%, respectively.<blockquote>蔚来的交付量从一月到二月、从三月到四月以及从四月到五月都有所下降。每次披露连续交割跌幅时，该股都会下跌，分别下跌约 13%、1% 和 2%。</blockquote> That might not be the case this time. NIO shares have gained 2.6% on Monday, while&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average futures&nbsp;are down about 0.2% and&nbsp;0.3%. The shares of NIO peers&nbsp;Li Auto(LI) and&nbsp;XPeng(XPEV) are both up between 0.9% and 5% on their own delivery numbers.<blockquote>这次可能不是这样。蔚来股价周一上涨2.6%，而标普500和道琼斯工业平均指数期货分别下跌约0.2%和0.3%。蔚来同行理想汽车 (LI) 和小鹏汽车 (XPEV) 的股价均上涨了 0.9% 至 5%。</blockquote> <img src=\"https://static.tigerbbs.com/4ad3ba7f1d0a26ea01f1e803434f7ed1\" tg-width=\"456\" tg-height=\"558\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> July was the first month NIO’s deliveries fell behind Li and XPeng’s totals since delivery numbers have become available, stretching back to May 2020. XPeng delivered&nbsp;8,040 vehicles&nbsp;in July, a new monthly record and up from&nbsp;6,565 vehicles&nbsp;delivered in June. Li delivered&nbsp;8,589 vehicles, a monthly record for Li too, up from7,713 vehiclesdelivered in June.<blockquote>自 2020 年 5 月有交付数据以来，7 月份是蔚来的交付量首次落后于李和小鹏的交付量。小鹏汽车 7 月份交付了 8,040 辆汽车，创下月度新纪录，高于 6 月份的 6,565 辆。李交付了 8,589 辆汽车，也创下了李的月度纪录，高于 6 月份交付的 7,713 辆。</blockquote> Citigroup analyst&nbsp;Jeff Chung&nbsp;blamed&nbsp;Tesla(TSLA) for the lackluster month-over-month numbers from NIO. The “trend for ES6 and EC6 is likely due to the recent price cut of Tesla’s Model Y,” wrote Chung in a Monday report. “But the company should be able to achieve our [2021- deliveries estimate of [93,000]units as long as it maintains monthly deliveries of [8,000 to 9,000] units.” Chung rates shares Buy and has a $72 price target for the stock.<blockquote>花旗集团分析师 Jeff Chung 将蔚来环比数据低迷归咎于特斯拉 (TSLA)。Chung 在周一的一份报告中写道：“ES6 和 EC6 的趋势很可能是由于特斯拉 Model Y 最近降价所致。”“但只要公司保持每月 [8,000 至 9,000] 台的交付量，就应该能够实现我们对 [2021 年交付量 [93,000] 台的预期。” Chung 给予该股买入评级，并将该股目标价定为 72 美元。</blockquote> (The ES6 and EC6 are SUV/crossover vehicles similar to the Model Y.)<blockquote>（ES6和EC6是类似于Model Y的SUV/跨界车。）</blockquote> In July, the three Chinese electric vehicle producers delivered roughly 24,500 vehicles combined. That’s up almost 10% compared with June and up about 190% over July 2020. The companies are, essentially, selling all the EVs they can make.<blockquote>7 月份，这三家中国电动汽车制造商总共交付了约 24,500 辆汽车。这比 6 月份增长了近 10%，比 2020 年 7 月增长了约 190%。这些公司本质上是在销售他们能生产的所有电动汽车。</blockquote> NIO is still the largest, most valuable of the three, but its stock has lagged behind recently. NIO stock is up 12% over the past three months. XPeng stock has added 36%. Li shares have added 69%.<blockquote>蔚来仍然是三家公司中规模最大、最有价值的，但其股票最近有所落后。过去三个月，蔚来股价上涨了 12%。小鹏汽车股价上涨 36%。李股份上涨69%。</blockquote> Closing to Monday trading, NIO shares are down about 8% so far in 2021. XPeng stock has rose 1% year to date. Li shares have added almost 17%.<blockquote>截至周一交易，蔚来股价在 2021 年迄今已下跌约 8%。小鹏汽车股价今年迄今已上涨 1%。李氏股价上涨近17%。</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>Nio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</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\">\nNio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-08-03 13:34\n\n</h4>\n</header>\n<article>\nNIO reported healthy delivery figures for July early Monday morning. But in a first, NIO’s peers delivered more cars in the month than the Chinese electric vehicle maker did.<blockquote>蔚来周一早上公布了 7 月份的健康分娩数据。但蔚来的同行当月交付的汽车数量首次超过了这家中国电动汽车制造商。</blockquote> NIO (ticker: NIO) delivered 7,931 vehicles in July, down a little from the 8,083 vehicles delivered in June. Deliveries in the 8,000-range usually look good, but month-to-month declines are typically problematic for the stock.<blockquote>蔚来（股票代码：蔚来）7 月份交付了 7,931 辆汽车，略低于 6 月份交付的 8,083 辆。8,000 点范围内的交付量通常看起来不错，但对于该股来说，环比下降通常是有问题的。</blockquote> NIO deliveries dropped from January to February, from March to April, and from April to May. The stock dropped each time the sequential delivery drops were disclosed, falling about 13%, 1%, and 2%, respectively.<blockquote>蔚来的交付量从一月到二月、从三月到四月以及从四月到五月都有所下降。每次披露连续交割跌幅时，该股都会下跌，分别下跌约 13%、1% 和 2%。</blockquote> That might not be the case this time. NIO shares have gained 2.6% on Monday, while&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average futures&nbsp;are down about 0.2% and&nbsp;0.3%. The shares of NIO peers&nbsp;Li Auto(LI) and&nbsp;XPeng(XPEV) are both up between 0.9% and 5% on their own delivery numbers.<blockquote>这次可能不是这样。蔚来股价周一上涨2.6%，而标普500和道琼斯工业平均指数期货分别下跌约0.2%和0.3%。蔚来同行理想汽车 (LI) 和小鹏汽车 (XPEV) 的股价均上涨了 0.9% 至 5%。</blockquote> <img src=\"https://static.tigerbbs.com/4ad3ba7f1d0a26ea01f1e803434f7ed1\" tg-width=\"456\" tg-height=\"558\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> July was the first month NIO’s deliveries fell behind Li and XPeng’s totals since delivery numbers have become available, stretching back to May 2020. XPeng delivered&nbsp;8,040 vehicles&nbsp;in July, a new monthly record and up from&nbsp;6,565 vehicles&nbsp;delivered in June. Li delivered&nbsp;8,589 vehicles, a monthly record for Li too, up from7,713 vehiclesdelivered in June.<blockquote>自 2020 年 5 月有交付数据以来，7 月份是蔚来的交付量首次落后于李和小鹏的交付量。小鹏汽车 7 月份交付了 8,040 辆汽车，创下月度新纪录，高于 6 月份的 6,565 辆。李交付了 8,589 辆汽车，也创下了李的月度纪录，高于 6 月份交付的 7,713 辆。</blockquote> Citigroup analyst&nbsp;Jeff Chung&nbsp;blamed&nbsp;Tesla(TSLA) for the lackluster month-over-month numbers from NIO. The “trend for ES6 and EC6 is likely due to the recent price cut of Tesla’s Model Y,” wrote Chung in a Monday report. “But the company should be able to achieve our [2021- deliveries estimate of [93,000]units as long as it maintains monthly deliveries of [8,000 to 9,000] units.” Chung rates shares Buy and has a $72 price target for the stock.<blockquote>花旗集团分析师 Jeff Chung 将蔚来环比数据低迷归咎于特斯拉 (TSLA)。Chung 在周一的一份报告中写道：“ES6 和 EC6 的趋势很可能是由于特斯拉 Model Y 最近降价所致。”“但只要公司保持每月 [8,000 至 9,000] 台的交付量，就应该能够实现我们对 [2021 年交付量 [93,000] 台的预期。” Chung 给予该股买入评级，并将该股目标价定为 72 美元。</blockquote> (The ES6 and EC6 are SUV/crossover vehicles similar to the Model Y.)<blockquote>（ES6和EC6是类似于Model Y的SUV/跨界车。）</blockquote> In July, the three Chinese electric vehicle producers delivered roughly 24,500 vehicles combined. That’s up almost 10% compared with June and up about 190% over July 2020. The companies are, essentially, selling all the EVs they can make.<blockquote>7 月份，这三家中国电动汽车制造商总共交付了约 24,500 辆汽车。这比 6 月份增长了近 10%，比 2020 年 7 月增长了约 190%。这些公司本质上是在销售他们能生产的所有电动汽车。</blockquote> NIO is still the largest, most valuable of the three, but its stock has lagged behind recently. NIO stock is up 12% over the past three months. XPeng stock has added 36%. Li shares have added 69%.<blockquote>蔚来仍然是三家公司中规模最大、最有价值的，但其股票最近有所落后。过去三个月，蔚来股价上涨了 12%。小鹏汽车股价上涨 36%。李股份上涨69%。</blockquote> Closing to Monday trading, NIO shares are down about 8% so far in 2021. XPeng stock has rose 1% year to date. Li shares have added almost 17%.<blockquote>截至周一交易，蔚来股价在 2021 年迄今已下跌约 8%。小鹏汽车股价今年迄今已上涨 1%。李氏股价上涨近17%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/nio-deliveries-ev-stocks-china-51627903881?mod=hp_DAY_Theme_1_1\">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":"小鹏集团","TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.barrons.com/articles/nio-deliveries-ev-stocks-china-51627903881?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152834921","content_text":"NIO reported healthy delivery figures for July early Monday morning. But in a first, NIO’s peers delivered more cars in the month than the Chinese electric vehicle maker did.\nNIO (ticker: NIO) delivered 7,931 vehicles in July, down a little from the 8,083 vehicles delivered in June. Deliveries in the 8,000-range usually look good, but month-to-month declines are typically problematic for the stock.\nNIO deliveries dropped from January to February, from March to April, and from April to May. The stock dropped each time the sequential delivery drops were disclosed, falling about 13%, 1%, and 2%, respectively.\nThat might not be the case this time. NIO shares have gained 2.6% on Monday, while S&P 500 and Dow Jones Industrial Average futures are down about 0.2% and 0.3%. The shares of NIO peers Li Auto(LI) and XPeng(XPEV) are both up between 0.9% and 5% on their own delivery numbers.\n\nJuly was the first month NIO’s deliveries fell behind Li and XPeng’s totals since delivery numbers have become available, stretching back to May 2020. XPeng delivered 8,040 vehicles in July, a new monthly record and up from 6,565 vehicles delivered in June. Li delivered 8,589 vehicles, a monthly record for Li too, up from7,713 vehiclesdelivered in June.\nCitigroup analyst Jeff Chung blamed Tesla(TSLA) for the lackluster month-over-month numbers from NIO. The “trend for ES6 and EC6 is likely due to the recent price cut of Tesla’s Model Y,” wrote Chung in a Monday report. “But the company should be able to achieve our [2021- deliveries estimate of [93,000]units as long as it maintains monthly deliveries of [8,000 to 9,000] units.” Chung rates shares Buy and has a $72 price target for the stock.\n(The ES6 and EC6 are SUV/crossover vehicles similar to the Model Y.)\nIn July, the three Chinese electric vehicle producers delivered roughly 24,500 vehicles combined. That’s up almost 10% compared with June and up about 190% over July 2020. The companies are, essentially, selling all the EVs they can make.\nNIO is still the largest, most valuable of the three, but its stock has lagged behind recently. NIO stock is up 12% over the past three months. XPeng stock has added 36%. Li shares have added 69%.\nClosing to Monday trading, NIO shares are down about 8% so far in 2021. XPeng stock has rose 1% year to date. Li shares have added almost 17%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2420,"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":11,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Nio Delivered Fewer Cars Than XPeng and Li for the First Time. Blame Tesla.<blockquote>蔚来交付的汽车数量首次少于小鹏和理想。都怪特斯拉。</blockquote>

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