Feels recent $XPeng (XPEV.US)$ The trend of public opinion took a 360-degree turn. After Xiaopeng G6 came out, all kinds of bullish remarks came out. Expectations were full, and the stock price also rose a lot, almost doubling in the short term, so public opinion is emotional. Stock prices explain everything. Stock prices have fallen, and public opinion is just bearish; there are all kinds of optimistic reasons for the rise in stock prices.
I think we still have to look at it objectively $XPENG-W (09868.HK)$ You can't start blindly bullish just because stock prices have risen, and of course you can't be brainless and bearish because stock prices have fallen.
First, let me throw some cold water. Xiaopeng's upward trend is the logic of reversing the difficult situation, that is, the market expects the G6 to drive Xiaopeng's sales volume. Note that this is a market expectation. The market is also rumored that the G6 already has 35,000 orders. The development of the Xiaopeng G6 was held at the end of June. The earliest delivery will be around the end of July, and climbing will be in August, so it won't be until August to see real G6 performance. Many people expect Xiaopeng's monthly delivery to exceed 20,000; I think it's very difficult. Also, the Xiaopeng G6 is on the cost-effective route and only sells for 200,000. This may affect gross profit, that is, it may not be able to make much money. Xiaopeng doesn't have much cash on its books. A while ago, Xiaopeng actually has hidden dangers in this regard. Even if the G6 sells OK, it's just a car. According to Xiaopeng's plan, there's only one new MPV left this year. This kind of car can't carry enough...