Messaggi
21$NIO (+5,09%) provides January 2025 delivery update:
- 13,863 vehicles were delivered in January 2025 (+37.9% YoY).
- Cumulative deliveries reached 685,427 as of January 31, 2025.
—
$LI (-1,88%) Auto delivers 29,927 cars in Jan, almost halves from Dec
—
$XPEV (+0%) 30,350 (+268% YOY), surpassing Li Auto in monthly deliveries for the first time since 4Q22
In January 2025, XPENG delivered $9868 (+0,73%) respectively $XPEV (+0%) 30,350 Smart EVs, an increase of 268% compared to the previous year and exceeding the 30,000 unit mark for the third consecutive month.
The XPENG MONA M03 has delivered more than 15,000 units per month for two consecutive months.
The XPENG P7+ has reached 20,000 cumulative deliveries within just two months of its market launch.
The penetration rate of monthly active users of XNGP in urban transportation reached 87% in January 2025.
At the same time, XPENG launched its latest XOS version, AI Tianji 5.5.0, which includes door-to-door ADAS and other advanced smart driving functions such as the world's first bus vehicle detection
with bypass function for authorized customers across China. The update provides owners with a seamless smart driving experience in various scenarios, including parking lots, highways and city streets.
In January, the company unveiled the right-hand drive version of the XPENG X9 MPV globally at the Singapore Motor Show.
In the same month, XPENG expanded its global presence by entering the markets of Belgium, Luxembourg, Ireland and Finland.
+ 2
Podcast episode 73 "Buy High. Sell Low."
Subscribe to the podcast to beat cancer.
00:00:00 Donald Trump inauguration
00:15:40 Tempus AI A40EDP $TEM
00:26:00 Groupon $GRPN (+4,9%)
00:30:20 Palantir $PLTR
00:35:00 Insider Trading
00:40:20 Netflix $NFLX (+4,18%)
00:59:00 Adobe AI $ADBE (+1,51%)
01:01:00 Alibaba $BABA (-0,66%)
$9988 (-0,7%)
01:07:40 Baidu $BIDU (+1,75%)
$9888 (+1,73%)
01:15:15 JD com $9618 (-3,64%)
$89618
$JD (-3,8%)
01:16:40 PDD Holdings $PDD (+1,79%)
01:19:00 Xpeng $9868 (+0,73%)
$XPEV (+0%)
01:21:00 Nio, BYD, Xiaomi, Huawei $9866 (+5,54%)
$NIO (+5,09%)$1810 (+0,73%)
$XIACY (+2,6%)
$81810
01:28:00 Li Auto $AUTO (-25,61%)
$LI (-1,88%)
01:35:20 Bitcoin $BTC (+0,71%)
Spotify
https://open.spotify.com/episode/4xzXvdMeMtWs5fgYoQaNHU?si=3JuxaaqaQ2KM55PHh5IYWg
YouTube
Apple Podcast
Humanoids
$TSLA (+2,01%)
Tesla
$XPEV (+0%)
Xpeng
$1810 (+0,73%)
Xiaomi
$HYUD
Hyundai
Logistics
$SERV
Serve Robotics
$AMZN (+3,74%)
Amazon
$SYM
Symbotic
$AUTO (-25,61%)
AutoStore
Robotics Software
$NVDA (+2,65%)
NVIDIA
$PTC (+2,01%)
PTC
Sensors
$OUST
Ouster
Healthcare Robotics
$ISRG (+3,34%)
Intuitive Surgical
$SYK (+0,46%)
Stryker
$MDT (+0,14%)
Medtronic
$ARAY (-0,74%)
Accuray
Industrial Robotics
$HON (+0,69%)
Honeywell
$TER (+4,89%)
Teradyne
$LECO (+2,19%)
Lincoln Electric
Robotics Automation
$ROK (+2,95%)
Rockwell Automation
$ABBN (+0,31%)
ABB
$ZBRA (+3,43%)
Zebra Technologies
$CGNX (+3,81%)
Cognex
$PATH (+3,12%)
UiPath
$PEGA (+1,92%)
Pegasystems
Defense Robotics
$AVAV (+1,2%)
AeroVironment
$KTOS (-0,24%)
Kratos
$LMT (+0,42%)
Lockheed Martin
$NOC (-2,66%)
Northrop Grumman
$BA (+1,77%)
Boeing
$GD (+1,59%)
General Dynamics
Consumer & B2B Robotics
$IRBT (+15,05%)
iRobot
$1810 (+0,73%)
Xiaomi
$RR
RichTech Robotics
Specialized Robotics
$OII (+2,61%)
Oceaneering
$FARO (+17,09%)
FARO Technologies
$NIO (+5,09%) Nio Shatters Delivery Records with Over 31,000 Cars in December, Eyes Faster Growth
$LI (-1,88%) Li Auto Achieves Record December Deliveries Despite Missing Quarterly Guidance
$XPEV (+0%) Xpeng Sets New Record with 91,507 Car Deliveries in Q4, Surpasses Guidance
China's EV Market Surges: BYD Tops with 72,100, Tesla and Nio See Notable Growth
EV deliveries China November:
$XPEV (+0%) (NYSE:XPEV) delivered 30,895 Smart EVs in November 2024, representing growth of 54% year-over-year and 29% over the prior month. Deliveries of XPENG MONA M03 exceeded 10,000 units for the third consecutive month since its launch. For the first eleven months of 2024, XPENG delivered 153,373 Smart EVs, a 26% increase from the same period last year.
__
$NIO (+5,09%) reports November 2024 deliveries of 20,575 vehicles, up 28.9% YoY Nio released its delivery figures for November 2024, reporting a total of 20,575 vehicles delivered, marking a 28.9% year-over-year growth. This included 15,493 vehicles from its premium smart electric vehicle brand, Nio, and 5,082 vehicles from its family-focused brand, ONVO. As of November 30, 2024, Nio’s cumulative deliveries reached 640,426 units.
__
$LI (-1,88%) reported 48,740 deliveries for November, up about 19% from a year ago. Based on recent guidance from Li’s third-quarter earnings, the company should deliver about 65,000 cars in December, up 29% from a year ago.
$XPEV (+0%) Inc. Q3 FY2024 #EarningsReport Summary
In Q3 FY2024, XPENG achieved significant operational and financial progress, with revenue growth driven by higher vehicle deliveries and improved gross margins. Strategic initiatives in AI and new product launches marked this period.
📊 Income Statement Highlights (vs. Q3 FY2023):
▫️ Net Loss: $0.26B vs. $0.55B (-53.5%)
▫️ Total Revenue: $1.44B vs. $1.21B (+18.4%)
▫️ Vehicle Sales: $1.25B (+12.1%)
▫️ Services and Others: $0.19B (+90.7%)
▫️ Gross Margin: 15.3% vs. -2.7% (+18.0 pts)
▫️ Vehicle Margin: 8.6% vs. -6.1% (+14.7 pts)
💼 Balance Sheet Highlights (as of Sep 30, 2024):
▫️ Total Assets: $10.89B
▫️ Total Liabilities: $6.33B
▫️ Equity: $4.56B
🔮 Future Outlook:
▫️ Q4 Vehicle Deliveries: Expected between 87,000 and 91,000 (+44.6% to +51.3% YoY).
▫️ Q4 Revenue: Anticipated between $2.18B and $2.31B (+17.2% to +24.1% YoY).
XPENG’s future strategy focuses on mass adoption of AI technology in mobility, emphasizing cost-efficient growth and continued innovation in smart EV solutions.
I sold positions of $VOW3 (+0,37%) , $XPEV (+0%) and buy $MDLZ (-2,42%) .What do you find with the dividend portfolio? #dividends
#portfoliofeedback
I incorporate into portfolio $JNJ (-0,93%)
$XPEV (+0%)
#dividends
#portfoliofeedback
