XPeng's (XPEV) stock has been on a steady decline since late June despite outperforming delivery growth compared to its Chinese electric vehicle ("EV") peers like NIO (NIO) and Li Auto (LI). On a year-to-date basis, XPeng has lost more than half of its value, underperforming...

• For the current month, retail sales of new energy passenger vehicles in China are expected to reach 520,000 units, up 108.3% Y/Y and up 7% from July, as per China Passenger Car Association report.
• All passenger vehicle sales in China are expected to be 1.88M units in...

XPeng’s (NYSE:XPEV) unveiling of a supercharger to save consumers time at charging stations and planned charging network expansion are notable positives for the stock, per Morgan Stanley analyst Tim Hsiao.

At an event in China...

Chinese electric vehicle manufacturer XPeng (XPEV) continued to out-perform its rivals NIO (NIO) and Li Auto (LI) in July regarding absolute delivery volume and year-over-year growth. XPeng is executing extremely well and is growing its deliveries at about twice the rate...

腾讯控股：详解微信增量：视频号加速变现，小程序持续拓宽

十一年不断迭代，微信成社交 APP 龙头

视频号：拓展公域流量，释放微信商业化潜力

小程序：为用户与服务搭建桥梁

中国移动互联网用户增长趋稳，平台着力提升存量用户质量。

视频号 DAU 高增长，用户粘性有待提升。

视频号加快商业化变现，信息流广告逐步上线。

小程序连接人与服务，推动数字化进程。

$NYSE:BABA $SEHK:09988 $NASDAQ:JD $SEHK:09618 $NASDAQ:PDD $NASDAQ:AMZN $SEHK:00700 @价值投资交流社区 @vicoaching $NYSE:U $NYSE:RBLX $NYSE:SE$NASDAQ:BILI $SEHK:09626 $NYSE:XPEV $NYSE:NIO $SEHK:09866 $SEHK:03690

中国充电基础设施行业简析-充电桩行业加速发展，助推零售电市场化

1. 碳中和战略推动电力市场发展
2. 电力市场化成为趋势
3. 充电基础设施市场应运而生
4. 充电桩成为重点落地场景
5. 充电桩行业发展现状
6. 充电桩市场规模分析
7. 充电桩产业链与竞争格局
8. 充电基础设施未来趋势

碳中和的实施路径

• 推动电力广泛应用成为实现“双碳”目标的重要路径
• 随着“双碳”目标的提出，电力作为清洁、高效的二次能源，将在支撑社会经济发展，服务民生用能需求，构建清洁低碳、安全高效能源体系 中发挥更加重要的作用。推动电力的大规模应用是解决电力供需平衡问题、保障“双碳”目标顺利实现的重要路径。

电力市场化成为趋势

...