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文章核心观点 - 欧盟正在对从中国进口的电动汽车(EV)征收高达37.6%的关税 [1][2] - 这一政策还包括一个为期4个月的过渡期,预计双方将进行密集谈判 [2] - 这一消息导致中国EV股票今早普遍下跌,行业前景变得复杂 [3] 中国EV股票表现 - 蔚来(NIO)、理想汽车(LI)股价下跌超过1% [3] - 小鹏汽车(XPEV)股价下跌超过5% [3] - 行业龙头比亚迪(BYDDY)股价也下跌 [3] 受影响企业 - 中国汽车工业协会对此表示"强烈不满" [4] - 不同中国EV企业受影响程度不同:比亚迪17.4%、吉利19.9%、上汽37.6% [5] - 吉利旗下包括沃尔沃和Polestar,上汽旗下包括MG [5] - 其他企业如大众、宝马、特斯拉也将受到至少20.8%的关税 [5] 行业前景 - 除了欧盟,中国EV企业还面临来自加拿大和美国的关税威胁 [6] - 总的来说,中国EV企业在全球市场的竞争地位面临高度不确定性 [6]

Nio (NYSE:NIO), a Chinese electric vehicle (EV) maker, said CFO Steven Wei Feng resigned over the weekend for personal reasons. He will be replaced by Stanley Yu Qu. Qu is a former executive with Lear Corporation (NYSE:LEA) and Johnson Controls (NYSE:JCI). He also worked at PriceWaterhouseCoopers (PWC) for a decade. He has been with Nio since 2016.NIO stock fell on the news, but only by 2.5%. It opened this morning at $4.54 per share, its market capitalization down to $9.4 billion.Shuffling Deck ChairsNIO s ...

travelview/iStock Editorial via Getty Images Introduction I remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growt ...

文章核心观点 - 中国新能源车市场持续增长,新能源车销量占乘用车总销量的比例从年初的32%上升至5月的47% [11] - 为刺激消费,中国推出了新能源车以旧换新政策,同时多家车企也下调了车价并在北京车展上推出了新车型 [12] - 中国新能源车市场增长主要由混合动力车型驱动,纯电动车型的增长相对较慢,消费者对续航里程的担忧仍是一大顾虑 [9] 行业概况 - 2023年上半年,李Auto交付车辆188,981辆,位居中国新能源车企交付量第一 [1] - 小鹏交付车辆52,028辆,较去年同期有所增长 [2] - 蔚来交付车辆87,426辆,6月单月交付创新高 [3] - 几何交付车辆创新高,成为美股上市的中国纯电动车企中上半年交付量最大的 [4] - 华为与赛力斯联合开发的Aito品牌上半年交付184,286辆混合动力车型 [6] - 小米自主研发的电动SUV车型SU7自3月底上市以来累计交付超过25,000辆 [7] - 比亚迪上半年新能源乘用车销量达160万辆,其中插电式混合动力车型增速高于纯电动车型 [8]

Key Takeaways Electric vehicle maker Nio announced record June and quarterly deliveries. The company's 21,209 deliveries in June was an increase of 98% from a year ago, and second quarter deliveries of 57,373 was a 144% jump. ADRs of Nio and Chinese rivals, as well as shares of American EV manufactures, advanced. Nio's (NIO) American Depositary Receipts (ADRs) jumped Monday after the Chinese electric vehicle (EV) maker reported a second-straight month of record deliveries. The news lifted ADRs of Chinese ri ...

Though the electric vehicle (EV) industry has been struggling for more than 12 months, 2024 has generally been recognized as a particularly dire period of the so-called ‘EV winter.’ There has hardly been a company operating in the sector whose stock has managed to remain in the green, with even Elon Musk’s Tesla Motors (NASDAQ: TSLA) staying decisively in the green despite record deliveries at the end of 2023 and the 2024 attempts to rebrand as a robotics and artificial intelligence (AI) firm. Given the cur ...

Nio (NYSE:NIO) stock jumped 4% over the weekend after announcing June car deliveries doubled those from the year before. Nio delivered 21,209 cars during the month, its second record in a row. Deliveries for the quarter of 57,373 also exceeded previous guidance. Over the weekend, NIO’s gains erased most of its June 28 trading loss. The Chinese electric vehicle (EV) maker opened at $4.33 per share, with a market capitalization of about $9.4 billion. Other Chinese EV makers traded in New York were also up, in ...

Company Achieved New Record-High Monthly and Quarterly Deliveries NIO delivered 21,209 vehicles in June 2024, increasing by 98.1% year-over-year NIO delivered 57,373 vehicles in the three months ended June 2024, increasing by 143.9% year-over-year Cumulative deliveries of NIO vehicles reached 537,020 as of June 30, 2024 SHANGHAI, China, July 01, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle ...

Company Achieved New Record-High Monthly and Quarterly Deliveries NIO delivered 21,209 vehicles in June 2024, increasing by 98.1% year-over-year NIO delivered 57,373 vehicles in the three months ended June 2024, increasing by 143.9% year-over-year Cumulative deliveries of NIO vehicles reached 537,020 as of June 30, 2024 SHANGHAI, China, July 01, 2024 (GLOBE NEWSWIRE) -- NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle ...