Nio delivered more than 20,000 EVs for the third month in a row.American depositary shares of Chinese electric-vehicle (EV) maker Nio (NIO -8.56%) plunged Thursday after the company announced its July monthly delivery results. Those results weren't bad, but investors wanted more.Nio delivered about 20,500 EVs last month, marking the third straight month the company has surpassed the 20,000 unit delivery threshold. But it was still only about 2% higher than the year-ago period. Nio closed today's trading ses ...

文章核心观点 - 中国经济形势对电动车生产商来说越来越复杂 [1] - 中国政府确认不会在2024年下半年再次出台刺激政策,导致许多公司在市场上挣扎 [1] - 中国汽车制造商仍在从7月的高度波动中恢复,8月开局也不太理想 [2] - 中国电动车股票大多下跌,其他行业也受到中国经济放缓的影响 [3][4] 行业总结 - 中国电动车股票普遍下跌,如蔚来、比亚迪、小鹏、理想汽车等 [3] - 中国经济增长目标可能难以实现,面临内外部挑战 [4] - 此前预期会有刺激政策支持,但现已被证实不会出台,给电动车公司带来不确定性 [5] - 强势公司如比亚迪可能会较快反弹,但对于蔚来等已经缺乏持续动力的公司来说,前景不太乐观 [6][7] 公司总结 - 蔚来股价大跌超9%,其他公司如比亚迪、小鹏、理想汽车也有不同程度下跌 [3] - 即使蔚来在自动驾驶技术方面有正面消息,也未能支撑股价 [6] - 已经证明自己是赢家的公司,即使进展缓慢,也能保持成功 [7] - 但对于原本就在挣扎的公司来说,前景更加艰难 [7]

文章核心观点 - 7月份,公司交付20,498辆车,同比增长0.18% [1] - 7月份是公司连续第三个月交付超过20,000辆车,6月份创下了21,209辆的月度交付纪录 [2] - 2023年累计交付107,924辆车,同比增长43.9% [2] - 受中国制造业采购经理人指数(PMI)下降影响,公司股价下跌 [3][4] - 公司计划推出新的更加亲民的品牌Onvo,首款车型L60将于9月底上市,与特斯拉Model Y竞争 [5][6][7] - 公司在IN 2024 Tech Day上发布了多项新技术,包括自动驾驶芯片Shenji NX9031的tape-out [8][9][10] 公司相关 - 7月交付20,498辆车,同比增长0.18% [1] - 7月是公司连续第三个月交付超过20,000辆车,6月创下月度交付纪录 [2] - 2023年累计交付107,924辆车,同比增长43.9% [2] - 公司计划推出新品牌Onvo,首款车型L60将于9月底上市,起价21.99万人民币 [5][6][7] - 公司在IN 2024 Tech Day上发布了自动驾驶芯片Shenji NX9031的tape-out,将应用于即将上市的ET9车型 [8][9][10] 行业相关 - 受中国制造业采购经理人指数(PMI)下降影响,公司股价下跌 [3][4] - 在中国房地产危机背景下,消费者对豪华车型的需求可能减弱,公司推出更亲民的Onvo品牌以应对 [5]

NIO Inc. (NIO) closed at $4.44 in the latest trading session, marking a +0.45% move from the prior day. This change lagged the S&P 500's 1.08% gain on the day. On the other hand, the Dow registered a gain of 0.75%, and the technology-centric Nasdaq increased by 2.64%.Heading into today, shares of the company had lost 2.43% over the past month, lagging the Auto-Tires-Trucks sector's gain of 3.09% and the S&P 500's loss of 0.44% in that time.Investors will be eagerly watching for the performance of NIO Inc. i ...

文章核心观点 - 中国政府正在考虑提供消费刺激措施以达到年度经济增长目标 [1][2] - 中国将投入约410亿美元的超长期国债,其中部分资金将用于提高新能源乘用车购车补贴 [3][4][5] - 中国经济状况恶化对销售高端车型的公司如蔚来汽车造成不利影响 [6][7] - 蔚来汽车仍处于亏损状态,需要大量投资以支持欧洲市场拓展、电池换电站和自动驾驶等 [7][8] 行业总结 - 中国政府正在采取措施刺激消费,包括提高新能源车购车补贴 [3][4][5] - 中国经济增长放缓,对高端车企如蔚来汽车造成不利影响 [6] - 新能源车企需要大量投资以支持业务拓展和技术创新,短期内难以实现盈利 [7][8] 公司总结 - 蔚来汽车作为中国高端新能源车企,受益于政府补贴政策 [3][4][5] - 但公司仍处于亏损状态,需要大量资金投入以支持欧洲市场拓展、电池换电站和自动驾驶等 [7][8] - 预计蔚来汽车要到2027年才能实现首个盈利年度 [9]

Chinese electric-vehicle manufacturer Nio (NYSE:NIO) saw its shares struggle despite positive developments. Late last week, the company revealed in its Tech Day event how it was spending its research and development funds. In particular, an advanced computer chip designed specifically for autonomous driving generated headlines. Still, investors were skeptical on NIO stock on Monday.According to a TechNode report, the EV maker announced the world’s first five-nanometer chip for automated driving. Called the ...

文章核心观点 - Nio公司的子品牌Onvo将于9月底推出首款车型Onvo L60 [1][2][3][4] - Onvo L60的正式价格将在发布会上公布,这也是首次让客户试驾新车 [2][3] - Onvo L60的续航里程和内饰设计等细节还未公布,但将在未来一个月内展示内饰 [3][4] - Onvo L60的预订价格为30,460美元,比特斯拉Model Y便宜约4,000美元 [4] - Nio股价今年下跌近50%,受到行业需求疲软、高利率环境和成本上升等因素的影响 [5][6][7] 行业概况 - 电动车行业整体需求疲软,加上高利率环境和成本上升,导致多家主要电动车企业股价下跌 [6] - 特斯拉二季度财报不佳,对整个电动车行业产生负面影响,Nio股价也随之下跌 [7] 公司概况 - Nio作为中国电动车企业,今年股价下跌近50%,表现不佳 [5] - Onvo作为Nio的子品牌,将于9月底推出首款车型L60,预计价格比特斯拉Model Y便宜约4,000美元 [1][2][3][4]

Republican presidential candidate Donald Trump recently unveiled his pick for vice president. At 39 years old, Ohio Senator JD Vance is a fresh face in Washington D.C. Despite being one of the most prominent millennial generation politicians out there, however, Vance holds surprisingly anti-electric vehicle sentiments.In fact, Vance has suggested the EV proponents are hypocrities, since EV cars are sometimes charged via dirty power sources such as coal. In fact, Vance said “The whole EV thing is a scam.”Van ...

Nio (NYSE:NIO) stock has witnessed some wild moves since listing in September 2018. It was during the meme euphoria of 2021 that the stock touched highs of $62. There has been a sustained correction from those levels and Nio stock trades at $4.30 after a drop of 60% in the last 12 months.I believe Nio stock will continue to destroy investor wealth in the coming years. With relatively better investment options among electric vehicle stocks, it’s best to steer clear of Nio. This column focuses on the factors ...

The electric vehicle (EV) sector is currently experiencing a rough ride, with NIO Inc. (NIO) emerging as a notable casualty. China-based EV maker NIO has been in the red territory for a while now. Year to date, shares of the company have plummeted 50.6%, underperforming the industry as well as its key rivals like Li Auto (LI) and XPeng (XPEV) . As NIO currently hovers around 72% below its 52-week high, should investors consider this a buying opportunity?YTD Price PerformanceImage Source: Zacks Investment Re ...