Li Auto ADR 2

$XPEV (+1,56%) (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 (+0,59%) 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 (-0,57%) 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.

Aktien Stammtisch

@Aktien_Stammtisch

3Mês·

$LI (-0,57%)
Auto Q3 Earnings Highlights:

🔹 Adjusted EPS: ¥3.63 (Est. ¥3.29) 🟢

🔹 Revenue: ¥42.9B (Est. ¥41.3B) 🟢; UP +23.6% YoY

🔹 Gross Margin: 21.5% (vs. 22.0% YoY)

🔹 Vehicle Deliveries: 152,831 units; UP +45.4% YoY

🔹 Vehicle Margin: 20.9% (vs. 21.2% YoY)

🔹 Free Cash Flow: ¥9.1B (vs. ¥13.2B YoY)

Q4 2024 Guidance:

🔹 Deliveries: 160,000-170,000 units; UP +21.4%-29.0% YoY

🔹 Revenue: ¥43.2B - ¥45.9B; UP +3.5%-10.0% YoY

Key Takeaways:

🔸 Record Q3 vehicle deliveries and revenue growth, with strong demand in China’s NEV market.

🔸 Achieved 1 million cumulative deliveries milestone, marking significant brand growth.

1 Comentar

The_Value_Investor_@The_Value_Investor_

3Mês

LI has got a huge potential, but as long as there are punitive tariffs, success will be a long time coming. I hope we finally find a way in Germany to ensure that foreign cars are also accepted and not just ours and that no fines are imposed. If this problem is solved, the share price will go through the roof. It is well known that LI Auto has no concrete plans to sell outside China apart from the Middle East, which is currently being planned, which is ultimately due to the punitive taxes.

••

Aktien Stammtisch

@Aktien_Stammtisch

5Mês·

$$LI (-0,57%) Auto Q2'24 Earnings Highlights:

🔹 Non-GAAP Diluted EPS: ¥1.42 (vs. ¥2.58 YoY)

🔹 Revenue: ¥31.7B (Est. ¥31.4B) 🟢; Up +10.6% YoY

🔹 Vehicle Sales: ¥30.3B; Up +8.4% YoY

🔹 Free Cash Flow: -¥1.85B (vs. ¥9.62B YoY)

Q3'24 Guidance:

🔹 Revenue: ¥39.4B - ¥42.2B (Est. ¥39.7B) 🟢

🔹 Vehicle Deliveries: 145,000 - 155,000 units

Operating Highlights:

🔹 Vehicle Deliveries: 108,581 units; Up +25.5% YoY

🔹 Vehicle Margin: 18.7% (vs. 21.0% YoY)

🔹 Gross Margin: 19.5% (vs. 21.8% YoY)

CEO Commentary:

🔸 "Li Auto achieved solid Q2 results with strong vehicle deliveries and significant progress in autonomous driving technologies, reinforcing our position in the premium NEV market."

Aktien Stammtisch

@Aktien_Stammtisch

5Mês·

Earnings next week

1 Comentar

5Mês

am looking forward to $LULU

•

BörsenApe

@Boersenape

1Ano·

Share analysis/share presentation ⬇️

Today we are talking about the company Li Auto: $LI (-0,57%)

What is Li Auto and what does it do?

Li Auto is a Chinese company that specializes in the development and production of electric vehicles. They are known for their hybrid vehicles, which can be powered by both electric and gasoline engines. Li Auto thus combines the advantages of electric cars with the range and flexibility of conventional vehicles.

How many employees does the company have?

Li Auto currently employs around 19,500 people in total.

Market capitalization:

Li Auto currently has a market capitalization of around 41.1 billion euros.

Strengths of the share:

Some of Li Auto's strengths are:

Innovative hybrid concept: Li Auto has developed a unique technology that allows their vehicles to be powered by both electric and gasoline engines. This allows them to combine the advantages of electric cars with the range and flexibility of conventional vehicles.
Long range: Thanks to hybrid technology, Li Auto vehicles can also be used for longer distances without having to worry about range. This makes them particularly attractive for customers who regularly drive longer distances.
Environmental friendliness: Thanks to the electric drive, Li Auto vehicles help to reduce emissions and thus contribute to environmental protection. They enable drivers to be environmentally conscious on the road without having to forego the advantages of a conventional vehicle.
Popular models: Li Auto has already launched a number of models that are very popular with customers. They offer a good combination of performance, comfort and efficiency, making them an attractive choice for many car buyers.
Fast charging: Li Auto's electric vehicles have a fast charging option that allows drivers to recharge their batteries in a short time. This makes them particularly practical and convenient in everyday life.

Share weaknesses:

Some weaknesses of Li Auto are:

Limited model variety: compared to established car manufacturers, Li Auto currently has a limited model selection. This could limit potential customers who have specific requirements or preferences.
Limited availability: Li Auto is currently mainly present in China and has not yet launched its vehicles in international markets. This means that they may not be available in some regions outside of China.
Limited experience: As a comparatively new player in the automotive industry, Li Auto may not have the long experience and established reputation of other manufacturers. This could lead some potential customers to opt for established brands.
Challenges in expanding the charging network: As Li Auto's electric vehicles need to be charged, the availability and reliability of charging stations could be a challenge. This could deter potential customers, especially if they live in regions with limited charging infrastructure.
Competitive environment: The automotive market is highly competitive, especially in the electric vehicle sector. Li Auto is in direct competition with established brands and other up-and-coming companies. This could make it difficult to stand out from the competition.

A little more about the business model:

Li Auto is a Chinese company that specializes in the manufacture and sale of electric vehicles. Its business model is based on the development and production of intelligent electric SUVs that have an extended range and are equipped with range extender technology. The company pursues a hybrid approach in which the vehicles can run on both electricity and gasoline. This allows customers to use their vehicles over long distances without the constraints of limited battery capacity. Another important element of Li Auto's business model is the integration of smart technologies. Their vehicles are equipped with advanced features such as autonomous driving, voice recognition and connectivity. This provides customers with an enhanced driving experience and allows them to interact with and control their vehicle. To expand their business, Li Auto has established a distribution network that covers sales and after-sales services. They have also partnered with various companies and organizations to drive the expansion of charging infrastructure and promote the adoption of electric vehicles. In addition, Li Auto has also introduced an innovative financing model that allows customers to lease their vehicles instead of buying them. This makes the vehicles more affordable and makes it easier for customers to switch to electric mobility. Overall, Li Auto's business model focuses on offering high-quality electric vehicles that address customers' range anxiety as well as utilizing the benefits of electric mobility and smart technologies.

A little more about the industry:

Li Auto operates in the automotive industry, more specifically the electric vehicle industry. This industry has experienced an enormous upswing in recent years as more and more people want to switch to more environmentally friendly means of transportation. Li Auto focuses on the development and production of intelligent electric SUVs with extended range. They combine electricity and gasoline to offer customers a longer range. With its innovative approach and focus on smart technologies, Li Auto has the potential to succeed in this growing industry.

When and where was Li Auto founded?

Li Auto was founded in 2015 in Beijing, China. The company was launched by Li Xiang, an experienced businessman and former head of CH-Auto Technology. Li Auto's vision was to develop electric vehicles that have an extended range, addressing customers' concerns about limited battery capacity. By combining electricity and gasoline, Li Auto wanted to provide a solution that would allow customers to use their vehicles for long distances without restrictions. Since its inception, Li Auto has continuously worked on developing and improving its smart electric SUVs and has become a major player in the electric vehicle industry.

Li Auto's goal :

Li Auto aims to provide innovative electric vehicles with extended range to give customers a seamless and reliable driving experience. The company strives to address customers' concerns about limited battery capacity by combining electricity and gasoline. Through this technology, Li Auto's vehicles can achieve a longer range to meet the demands of long-distance driving. In addition, Li Auto relies on smart technologies to equip the vehicles with advanced functions such as autonomous driving and intelligent infotainment. With these innovations, Li Auto aims to promote electric mobility and offer environmentally friendly transportation solutions for the future.

Your opinion:

I would now like to hear your opinion on this share in the comments.

I personally find the company very interesting and will continue to monitor it. It was an unknown company to me until recently, but that's exactly why I wanted to introduce you to the share.

What do you think of Li Auto and were you already familiar with this company?

Do you perhaps already have the share in your portfolio?

Please let me know in the comments.

This is of course not investment advice but just my own opinion that I would like to share with you.

Market News

@MarketNewsUpdate

2Ano·

getquin Daily Summary 26.09.2022

Hello getquin,

Happy Monday to all of you. Did you have a relaxing weekend?

America🌏:

1. iPhone 14 is also produced in India

Apple wants to move its production from China to India. Apple has already been active in India since 2017, but only on a small scale. Now the iPhone 14 will also be produced in India and will be sold primarily locally, but also abroad. Apple hopes for a more secure supply chain due to the growing tensions between the USA and China.

Read more: https://cnb.cx/3Cd1EYg

🟩 $AAPL (-0,19%) 157,63€ (🔼 +1,44%)

2. the second Prime Day is from 11-12 October

The company is going through a difficult period due to inflation, rising interest rates and over-expansion during the pandemic. Amazon now plans to hold a second Prime Day this year. Prime Day is Amazon's largest sale event and has generated about $12 billion in sales this year.

Read more: https://cnb.cx/3SxSUl8

🟩 $AMZN (+0,1%) 120,35€ (🔼 +2,34%)

Asia🌏:

3rd Li Auto lowers delivery forecasts

Li Auto said the forecast cut was a direct result of supply chain constraints. However, demand remains robust, he added. Li Auto will apparently only be able to deliver 25,500 vehicles in the third quarter, instead of the 27,000 to 29,000 vehicles it had previously forecast. At the same time, the Chinese government has announced an extension of e-car subsidies.

Read more: https://cnb.cx/3xXQe8n

🟩 $LI (-0,57%) 13,64€ (🔼 +7,95%)

Special: Right-wing alliance around Meloni wins parliamentary election

The Fratelli d'Italia party is rejoicing in the Italian elections. According to projections, it is by far the strongest party. Party leader Giorgia Meloni is thus likely to lead the future government.

Read more: https://cnb.cx/3LJ6hfU

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Time: 18:15 CEST

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