Xpeng $XPEV No Hype Update 3. Things to know before you buy this stock.

Xpeng $XPEV No Hype Update 3. Things to know before you buy this stock.

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I wanted to talk about Xpeng today and I wanted to do a roundup of some of the most important news in the last few months including an item or two that is pretty important but that may not have gotten a lot of attention.

As I covered before in another video Xpeng Motors on September 28 broke ground on its second self-owned and built intelligent manufacturing base at

Guangzhou Knowledge City. If you don’t know anything about Guangzhou Knowledge city it is basically the planned community version of Silicon Valley with intelligent manufacturing facilities within walking distance of research and development labs. Guangzhou is engineering the conditions to create a society able to compete in a technological future.
The Guangzhou base is constructed with cooperation and with funding from the local government and its economic development authority.

This is the second complete Xpeng vehicle production plant following the Zhaoqing-based one in addition to a third factory, the partnership production facility Xpeng has with Haima Motors.

One piece of news that slipped under the radar in November was the fact that the first self-owned Xpeng factory in Zhaoqing received permits from the government to expand capacity. Xpeng is now targeting an annual production capacity of 100,000 at the plant that produces its popular model P7 sedan. With deliveries already topping 3700 per month and rapidly growing demand I expect even the new capacity to be tested within the year.

It is probably already known by many Xpeng enthusiasts that the company exported 100 of their G3 SUV’s to Norway. The initial shipment was 100 units. What you may have missed in the news however was that the first batch was sold and an additional 200 units have been shipped to Norway.

In a business move that got very little coverage Guangzhou Chengxing Zhidong Motors a subsidiary of Xpeng Motors, set up an auto parts manufacturing company In late January

According to filings the new company, dubbed Guangzhou Zhipeng Manufacturing Co.,Ltd., was registered and funded on Jan. 14 in Guangzhou.

The new company has a lines of business includes the R&D, manufacture, retail and wholesale of automotive parts, the maintenance of electrical equipment, the production and sale of batteries and electrical & electronic parts, the manufacture of intelligent in-car facilities and IoT (Internet of Things) equipment, as well as the sale of NEV battery swapping facilities.

Xpeng is getting into the battery swapping business.

Also in late December Xpeng Motors founded another subsidiary a Shenzhen-based company dedicated to R&D and sales of smart robots
Dubbed Shenzhen Pengxing Intelligence Co.,Ltd., the company was founded on Dec. 22. It will have lines of business including the R&D, AI-powered hardware, industrial robots and service robots.

Xpeng Motors plans to launch its third production model in 2021 and the vehicle is expected for delivery as early as the fourth quarter, according Brian Hongdi Gu, Vice Chairman and President of Xpeng Motors.

The yet-to-be-launched model may be dubbed “P5”, according to sources. It will be the world's first mass-produced intelligent model carrying LiDAR.

Xpeng, announced in January that it will be using lidar sensors from Livox, a company with close ties to the Chinese drone maker DJI.

Many industry experts are surprised by this move towards LiDAR, Xpeng said it will be adding lidar to its mass-produced autonomous cars in 2021, a strategy that would differentiate it from Tesla. As Elon Musk has been fairly dismissive about the technology.

Tesla CEO Musk has long derided the use of lidar in autonomous driving, calling the technology “expensive sensors that are unnecessary.”

The choice of Livox is also intriguing. There are very good foreign options such as Velodyne and Luminar. Even in China, Livox faces some strong competition like Hesai, which is backed by Bosch and Chinese search giant Baidu and has funding from state-backed carmakers BAIC and SAIC.

The foray into autonomous driving is not surprising as DJI has been involved in agriculture drones. If you are interested in drone technology and possible applications for LiDAR this is a partnership you probably want to pay attention to.

[FightingWordsFinancial]

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[belkacemseddiki]

Xpeng, Nio and other EV Chinese manufacturers are formidable competitors and I think they are on the verge to seriously shake the electric car market worldwide. I personally would rather invest some money in their stock than in Tesla's which is clearly and hugely overpriced. Thanks for the video ! ✌️

[willvalencia]

Nothing but great news... Stock drops -5% on any good, bad, or no news.

[cbrtdgh]

I live in Shanghai and Nio seems more popular than Xpeng. I live near the Nanjing West Road showrooms, the Nio one has a prominent position opposite Tesla and is increasingly busy (though far less than Tesla) while Xpeng is less prominent and seems less busy. I also see more Nio driving about. Xpeng also has a funny sounding name, maybe their marketing needs a higher budget and more work!

[Pilsudski_Tekken]

this EV company looks way more interesting than NIO, yet somehow NIO is on the spotlight. It's hard to decide between one on another, probably the wise choice is buy both since they don't compete (yet) for the same type of buyer.

[AZA-kbqx]

Xpeng got hit hard but nothing has changed with the company huge potential still think 100 before EOY

[pavelsokov]

Thanks for the update! Xpeng is back to my buy in price nowadays

[AB-tsxd]

Thanks great research
XPeng is my biggest position

[Fnela]

Thank you Jason holding strong Xpeng no way I’m selling this company has great potential I’ll
Buy more if dips

[BenBassham]

Loading up on the stock, could be interesting around next earnings😏

[cbrtdgh]

I'm holding my Nio stock. It went up by 100% but is now down to 40%. It's all over the place. I'm ignoring the wild fluctuations for now. The EV market is surely going up year-on-year.

[raulgil]

Excellent reporting as usual :)
Can you elaborate on whether it would be possible for Elon Musk to use his Bitcoins to acquire Tesla stock? and would it be a practical thing to do ?

[Dtrmelee]

Xpeng is green after ipo lock up expiration. Seems like a bullish sign. Hoping it shoots up.

[boluwatife]

I bought in @ $59 . I’m bleeding right now

[capachinanyu]

I’m down 30% on xpeng. Jason, what do you do when a stock starts going down by more than 10%? Do you hold or sell? I’m not referring to just xpeng, but in general.

[richardforee]

Aloha and thanks Jason! This Tuesday early Xpeng investors can begin trading (divesting???) their shares, as the lockdown period expires. Will this have effect?

[Abane]

Nio, Li Auto, Xpev all three are undervalued and worth $100+ a share

[ndrsg]

The shares price is falling... Probably to $15... Then the 0.01% will buy again

[LG-vwvm]

The market cap of xpev is less than 5% of tesla. If tsla's value is justified, Xpev is way under valued. I believe Xpev may not be able to compete with tesla outside china. But I have no doubt it will win in China with the tilted policy from government and high resolution map only available to Xpev but not to tsla, it will be like how Huawei beats Apple in China.

[zaimmohammed]

Jason, Are you still bullish on Xpeng?