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GKL88
2021-07-02
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GKL88
2021-07-02
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New car-building forces show their power again: delivery soars, and June reaches a new high across the board
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13:20","market":"us","language":"zh","title":"New car-building forces show their power again: delivery soars, and June reaches a new high across the board","url":"https://stock-news.laohu8.com/highlight/detail?id=1106840909","media":"老虎资讯综合","summary":"近日，国内三家新能源汽车巨头——蔚来、理想汽车 、小鹏汽车 先后公布了6月份以及二季度的交付数据，月度交付提速且均创历史新高。\n6月及二季度三家公司的交付情况\n\n蔚来：6月共交付智能电动汽车8,083","content":"<p>Recently, three domestic new energy vehicle giants — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The delivery data of June and the second quarter have been announced successively, and the monthly delivery has been accelerated and reached a record high.</p><p><b>Deliveries by the three companies in June and the second quarter</b></p><p><ul><li><b>Nio:</b>Total deliveries in June<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>There were 8,083 electric vehicles, exceeding 8,000 units for the first time, a record high, representing a year-on-year increase of 116.1% and a month-on-month increase of 20.4%. Nio delivered a total of 21,896 units in the second quarter, representing a year-on-year increase of 111.9% and five consecutive quarters of positive growth. In the first half of the year, Nio delivered a total of 41,956 units, representing 95.9% of last year's full year deliveries.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a>：</b>7,713 vehicles were delivered in June, up 320.6% year-on-year. In the second quarter, 17,575 vehicles were delivered, up 166.1% year-over-year. Monthly and quarterly deliveries both set new records.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>：</b>June delivered 6,565 units, a record high and a 617% year-on-year increase. 4,730 P7s were delivered in June, the highest monthly delivery since the release of the P7. XPeng delivered 17,398 vehicles in the second quarter, also a record high, with a year-on-year increase of 439%; Separately, XPeng plans to launch the G3I SUV in July 2021, with deliveries scheduled for September of this year.</li></ul><img src=\"https://static.tigerbbs.com/63451b4aa8263a79c11c69311607ff8d\" tg-width=\"1430\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the performance of the three companies in the capital market is also quite bright. Since mid-May, the three companies have continued to move higher. As of the close of U.S. stocks on Thursday (July 1st), Nio rose by about 51% from the low on May 13th, Ideal rose by about 95% in the same period, and XPeng rose by about 76%.</p><p><img src=\"https://static.tigerbbs.com/8c87603baaa7a1b8ba89fac61f816099\" tg-width=\"1345\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p><b>Why have the new car-making forces soared in the past month?</b>Deutsche Bank said that in addition to benefiting from the general rise of growth stocks, new car-making forces have soared together, and there are several reasons.</p><p>First, until 2023-2024, new entrants to the car-building sector<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Companies such as Xiaomi and Xiaomi may not have any reliable products available.</p><p>At the same time, other NEV companies in the market may take market share from traditional internal combustion engine (ICE) sales associated with joint ventures, rather than directly competing with other medium-sized companies.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car companies compete, which also alleviates the market's worries about local competitive pressure.</p><p>Secondly,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Poor public relations ability and the potential reduction of subsequent new orders are also a big boost to the stock price of new car-making forces in China.</p><p>In addition, with the improvement of chip supply, the demand side and sales volume of new car-making forces are also getting stronger and stronger.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew car-building forces show their power again: delivery soars, and June reaches a new high across the board\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-02 13:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, three domestic new energy vehicle giants — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The delivery data of June and the second quarter have been announced successively, and the monthly delivery has been accelerated and reached a record high.</p><p><b>Deliveries by the three companies in June and the second quarter</b></p><p><ul><li><b>Nio:</b>Total deliveries in June<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>There were 8,083 electric vehicles, exceeding 8,000 units for the first time, a record high, representing a year-on-year increase of 116.1% and a month-on-month increase of 20.4%. Nio delivered a total of 21,896 units in the second quarter, representing a year-on-year increase of 111.9% and five consecutive quarters of positive growth. In the first half of the year, Nio delivered a total of 41,956 units, representing 95.9% of last year's full year deliveries.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a>：</b>7,713 vehicles were delivered in June, up 320.6% year-on-year. In the second quarter, 17,575 vehicles were delivered, up 166.1% year-over-year. Monthly and quarterly deliveries both set new records.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>：</b>June delivered 6,565 units, a record high and a 617% year-on-year increase. 4,730 P7s were delivered in June, the highest monthly delivery since the release of the P7. XPeng delivered 17,398 vehicles in the second quarter, also a record high, with a year-on-year increase of 439%; Separately, XPeng plans to launch the G3I SUV in July 2021, with deliveries scheduled for September of this year.</li></ul><img src=\"https://static.tigerbbs.com/63451b4aa8263a79c11c69311607ff8d\" tg-width=\"1430\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the performance of the three companies in the capital market is also quite bright. Since mid-May, the three companies have continued to move higher. As of the close of U.S. stocks on Thursday (July 1st), Nio rose by about 51% from the low on May 13th, Ideal rose by about 95% in the same period, and XPeng rose by about 76%.</p><p><img src=\"https://static.tigerbbs.com/8c87603baaa7a1b8ba89fac61f816099\" tg-width=\"1345\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p><b>Why have the new car-making forces soared in the past month?</b>Deutsche Bank said that in addition to benefiting from the general rise of growth stocks, new car-making forces have soared together, and there are several reasons.</p><p>First, until 2023-2024, new entrants to the car-building sector<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Companies such as Xiaomi and Xiaomi may not have any reliable products available.</p><p>At the same time, other NEV companies in the market may take market share from traditional internal combustion engine (ICE) sales associated with joint ventures, rather than directly competing with other medium-sized companies.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car companies compete, which also alleviates the market's worries about local competitive pressure.</p><p>Secondly,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Poor public relations ability and the potential reduction of subsequent new orders are also a big boost to the stock price of new car-making forces in China.</p><p>In addition, with the improvement of chip supply, the demand side and sales volume of new car-making forces are also getting stronger and stronger.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","09868":"小鹏集团-W","XPEV":"小鹏集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106840909","content_text":"近日，国内三家新能源汽车巨头——蔚来、理想汽车 、小鹏汽车 先后公布了6月份以及二季度的交付数据，月度交付提速且均创历史新高。\n6月及二季度三家公司的交付情况\n\n蔚来：6月共交付智能电动汽车8,083台，首超八千台，创历史新高，同比增长116.1%，环比增长20.4%。蔚来二季度共交付21,896台，同比增长111.9%，连续五个季度正增长。上半年蔚来共交付41,956台，达到去年全年交付量的95.9%。\n理想汽车：6月交付汽车7713辆，同比增长320.6%。第二季度交付17575辆，同比增长166.1%。月度和季度交付量双双创下新纪录。\n小鹏汽车：6月交付6565辆，创纪录新高，同比增长617%。6月交付4730台P7，为P7发布以来的最高月交付量。小鹏二季度交付17398辆，亦创纪录新高，同比增长439%；另外，小鹏计划在2021年7月推出G3I SUV，计划在今年9月交付。\n\n\n值得注意的是，三家公司在资本市场上的表现也相当亮眼。自5月中旬以来，三家公司持续走高。截至周四(7月1日)美股收盘，蔚来较5月13日低点上涨约51%，同期理想涨约95%，小鹏涨约76%。\n\n造车新势力过去一个月为何大涨？德银表示，除了受益于成长股的普遍上涨之外，造车新势力齐头大涨，还有以下几大原因。\n首先，在2023年-2024年之前，新晋进入造车领域的百度、小米等公司可能不会有任何靠谱的产品面世。\n与此同时，市面上其他的新能源车公司或许会从与合资企业相关的传统内燃机（ICE）销售当中夺取市场份额，而非直接与其他中国新能源车公司进行竞争，这也就缓解了市场对本土竞争压力的担忧。\n其次，特斯拉糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。\n还有，随着芯片供应状况改善，造车新势力需求侧和销售量也越来越强劲。","news_type":1,"symbols_score_info":{"09868":0.9,"NIO":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":156271728,"gmtCreate":1625227889764,"gmtModify":1703738820651,"author":{"id":"3585455502831247","authorId":"3585455502831247","name":"GKL88","avatar":"https://static.itradeup.com/news/eb4b54c860a29c0a6dba406a41a13c1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585455502831247","authorIdStr":"3585455502831247"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156271728","repostId":"1120284680","repostType":2,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156292392,"gmtCreate":1625223333216,"gmtModify":1703738696603,"author":{"id":"3585455502831247","authorId":"3585455502831247","name":"GKL88","avatar":"https://static.itradeup.com/news/eb4b54c860a29c0a6dba406a41a13c1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585455502831247","authorIdStr":"3585455502831247"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156292392","repostId":"1106840909","repostType":2,"repost":{"id":"1106840909","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625203223,"share":"https://ttm.financial/m/news/1106840909?lang=en_US&edition=fundamental","pubTime":"2021-07-02 13:20","market":"us","language":"zh","title":"New car-building forces show their power again: delivery soars, and June reaches a new high across the board","url":"https://stock-news.laohu8.com/highlight/detail?id=1106840909","media":"老虎资讯综合","summary":"近日，国内三家新能源汽车巨头——蔚来、理想汽车 、小鹏汽车 先后公布了6月份以及二季度的交付数据，月度交付提速且均创历史新高。\n6月及二季度三家公司的交付情况\n\n蔚来：6月共交付智能电动汽车8,083","content":"<p>Recently, three domestic new energy vehicle giants — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The delivery data of June and the second quarter have been announced successively, and the monthly delivery has been accelerated and reached a record high.</p><p><b>Deliveries by the three companies in June and the second quarter</b></p><p><ul><li><b>Nio:</b>Total deliveries in June<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>There were 8,083 electric vehicles, exceeding 8,000 units for the first time, a record high, representing a year-on-year increase of 116.1% and a month-on-month increase of 20.4%. Nio delivered a total of 21,896 units in the second quarter, representing a year-on-year increase of 111.9% and five consecutive quarters of positive growth. In the first half of the year, Nio delivered a total of 41,956 units, representing 95.9% of last year's full year deliveries.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a>：</b>7,713 vehicles were delivered in June, up 320.6% year-on-year. In the second quarter, 17,575 vehicles were delivered, up 166.1% year-over-year. Monthly and quarterly deliveries both set new records.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>：</b>June delivered 6,565 units, a record high and a 617% year-on-year increase. 4,730 P7s were delivered in June, the highest monthly delivery since the release of the P7. XPeng delivered 17,398 vehicles in the second quarter, also a record high, with a year-on-year increase of 439%; Separately, XPeng plans to launch the G3I SUV in July 2021, with deliveries scheduled for September of this year.</li></ul><img src=\"https://static.tigerbbs.com/63451b4aa8263a79c11c69311607ff8d\" tg-width=\"1430\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the performance of the three companies in the capital market is also quite bright. Since mid-May, the three companies have continued to move higher. As of the close of U.S. stocks on Thursday (July 1st), Nio rose by about 51% from the low on May 13th, Ideal rose by about 95% in the same period, and XPeng rose by about 76%.</p><p><img src=\"https://static.tigerbbs.com/8c87603baaa7a1b8ba89fac61f816099\" tg-width=\"1345\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p><b>Why have the new car-making forces soared in the past month?</b>Deutsche Bank said that in addition to benefiting from the general rise of growth stocks, new car-making forces have soared together, and there are several reasons.</p><p>First, until 2023-2024, new entrants to the car-building sector<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Companies such as Xiaomi and Xiaomi may not have any reliable products available.</p><p>At the same time, other NEV companies in the market may take market share from traditional internal combustion engine (ICE) sales associated with joint ventures, rather than directly competing with other medium-sized companies.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car companies compete, which also alleviates the market's worries about local competitive pressure.</p><p>Secondly,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Poor public relations ability and the potential reduction of subsequent new orders are also a big boost to the stock price of new car-making forces in China.</p><p>In addition, with the improvement of chip supply, the demand side and sales volume of new car-making forces are also getting stronger and stronger.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New car-building forces show their power again: delivery soars, and June reaches a new high across the board</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew car-building forces show their power again: delivery soars, and June reaches a new high across the board\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-02 13:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, three domestic new energy vehicle giants — —<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>The delivery data of June and the second quarter have been announced successively, and the monthly delivery has been accelerated and reached a record high.</p><p><b>Deliveries by the three companies in June and the second quarter</b></p><p><ul><li><b>Nio:</b>Total deliveries in June<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>There were 8,083 electric vehicles, exceeding 8,000 units for the first time, a record high, representing a year-on-year increase of 116.1% and a month-on-month increase of 20.4%. Nio delivered a total of 21,896 units in the second quarter, representing a year-on-year increase of 111.9% and five consecutive quarters of positive growth. In the first half of the year, Nio delivered a total of 41,956 units, representing 95.9% of last year's full year deliveries.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a>：</b>7,713 vehicles were delivered in June, up 320.6% year-on-year. In the second quarter, 17,575 vehicles were delivered, up 166.1% year-over-year. Monthly and quarterly deliveries both set new records.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>：</b>June delivered 6,565 units, a record high and a 617% year-on-year increase. 4,730 P7s were delivered in June, the highest monthly delivery since the release of the P7. XPeng delivered 17,398 vehicles in the second quarter, also a record high, with a year-on-year increase of 439%; Separately, XPeng plans to launch the G3I SUV in July 2021, with deliveries scheduled for September of this year.</li></ul><img src=\"https://static.tigerbbs.com/63451b4aa8263a79c11c69311607ff8d\" tg-width=\"1430\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the performance of the three companies in the capital market is also quite bright. Since mid-May, the three companies have continued to move higher. As of the close of U.S. stocks on Thursday (July 1st), Nio rose by about 51% from the low on May 13th, Ideal rose by about 95% in the same period, and XPeng rose by about 76%.</p><p><img src=\"https://static.tigerbbs.com/8c87603baaa7a1b8ba89fac61f816099\" tg-width=\"1345\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p><b>Why have the new car-making forces soared in the past month?</b>Deutsche Bank said that in addition to benefiting from the general rise of growth stocks, new car-making forces have soared together, and there are several reasons.</p><p>First, until 2023-2024, new entrants to the car-building sector<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Companies such as Xiaomi and Xiaomi may not have any reliable products available.</p><p>At the same time, other NEV companies in the market may take market share from traditional internal combustion engine (ICE) sales associated with joint ventures, rather than directly competing with other medium-sized companies.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car companies compete, which also alleviates the market's worries about local competitive pressure.</p><p>Secondly,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Poor public relations ability and the potential reduction of subsequent new orders are also a big boost to the stock price of new car-making forces in China.</p><p>In addition, with the improvement of chip supply, the demand side and sales volume of new car-making forces are also getting stronger and stronger.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","09868":"小鹏集团-W","XPEV":"小鹏集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106840909","content_text":"近日，国内三家新能源汽车巨头——蔚来、理想汽车 、小鹏汽车 先后公布了6月份以及二季度的交付数据，月度交付提速且均创历史新高。\n6月及二季度三家公司的交付情况\n\n蔚来：6月共交付智能电动汽车8,083台，首超八千台，创历史新高，同比增长116.1%，环比增长20.4%。蔚来二季度共交付21,896台，同比增长111.9%，连续五个季度正增长。上半年蔚来共交付41,956台，达到去年全年交付量的95.9%。\n理想汽车：6月交付汽车7713辆，同比增长320.6%。第二季度交付17575辆，同比增长166.1%。月度和季度交付量双双创下新纪录。\n小鹏汽车：6月交付6565辆，创纪录新高，同比增长617%。6月交付4730台P7，为P7发布以来的最高月交付量。小鹏二季度交付17398辆，亦创纪录新高，同比增长439%；另外，小鹏计划在2021年7月推出G3I SUV，计划在今年9月交付。\n\n\n值得注意的是，三家公司在资本市场上的表现也相当亮眼。自5月中旬以来，三家公司持续走高。截至周四(7月1日)美股收盘，蔚来较5月13日低点上涨约51%，同期理想涨约95%，小鹏涨约76%。\n\n造车新势力过去一个月为何大涨？德银表示，除了受益于成长股的普遍上涨之外，造车新势力齐头大涨，还有以下几大原因。\n首先，在2023年-2024年之前，新晋进入造车领域的百度、小米等公司可能不会有任何靠谱的产品面世。\n与此同时，市面上其他的新能源车公司或许会从与合资企业相关的传统内燃机（ICE）销售当中夺取市场份额，而非直接与其他中国新能源车公司进行竞争，这也就缓解了市场对本土竞争压力的担忧。\n其次，特斯拉糟糕的公关能力、后续新进订单有可能减少也是中概造车新势力股价的一大助力。\n还有，随着芯片供应状况改善，造车新势力需求侧和销售量也越来越强劲。","news_type":1,"symbols_score_info":{"09868":0.9,"NIO":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
