Earnings

NIO Q2 earnings: Here's Deutsche Bank's first look
The earnings report represents the final reset of numbers before the long-awaited product supercycle takes off and NIO can finally demonstrate the power of its brand and ecosystem. ...
NIO's Q2 earnings call: Significant delivery ramp-up expected in Q4; 150-kWh battery delayed
NIO expects record deliveries in each month of the fourth quarter, while mass production of the 150-kWh pack will be delayed by several months. ...
NIO's Q2 revenue beats expectations while losses widen
NIO's guidance of 31,000-33,000 vehicle deliveries for the third quarter means it expects September deliveries of 10,271 to 12,271. ...
BYD earnings beat expectations, here's what analysts say
An increase in vehicle prices and an upward pivot in its product sales mix are seen as the main reasons why BYD beat earnings estimates in the second quarter. ...
NIO Q2 earnings preview: Will this be last reset before product supercycle hits full stride?
Edison Yu's reiterated NIO as their top pick for China electric vehicles and kept Buy rating for the stock. ...
NIO to report Q2 earnings on Sept 7
NIO delivered 25,059 vehicles in the second quarter, above the upper end of its previous guidance range of 23,000-25,000 vehicles. ...
Deutsche Bank cuts XPeng price target to $33, citing painful strategic transition
Yu's team maintained its Buy rating on XPeng, saying they believe XPeng's assisted driving technology is undervalued over the long term. ...
CATL H1 net profit up 82% year-on-year, first models with Qilin Battery to be announced soon
In the first half, CATL's gross margin was 18.68 percent, up 4.2 percentage points from 14.48 percent in the first quarter. ...
XPeng's weak Q3 outlook suggests further demand deterioration, says Deutsche Bank
"Even if we embed some degree of conservatism, this suggests further demand deterioration in Aug/Sep on a sequential basis." ...
XPeng Q2 revenue beats estimates, but provides weak guidance for Q3
XPeng expects third-quarter deliveries of 29,000 to 31,000 units, up only about 13 to 20.8 percent year-over-year. ...