Smart and Sustainable Electric Mobility
Shares of Xpeng have given up the entire rally that followed the Volkswagen announcement, suggesting that the markets are missing the forest for the trees, Deutsche Bank said.
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Xpeng reported second-quarter earnings today, and Deutsche Bank analyst Edison Yu's team provided their first impressions.
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Nio's vehicle deliveries in August and September are expected to be 20,000-21,000 units per month due to auto parts constraints, but parts supply will improve in the fourth quarter, BofA said.
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Nio's effective pricing adjustments and more models offered to the market have driven solid sales, BofA said.
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Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book.
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While Li Auto's underlying execution remains strong, Nio, Xpeng will be more compelling growth stories in coming quarters, said Deutsche Bank.
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A solid order backlog and improving production ramp bode well for Nio's ongoing operational recovery and rising sales, Morgan Stanley said.
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Following a price cut and a slew of new models, Nio's sales efficiency has improved materially and should maintain this level of demand for at least the rest of the third quarter, said Edison Yu's team.
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Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.
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Volkswagen's deal with Xpeng could be the first of many strategic partnerships between global automakers and Chinese EV startups, Morgan Stanley said.
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