Li Auto i8 suffers a poor start with stock price plummeting, XPeng's new P7 debut scheduled
0730 ｜Dolphin Research Key Focus:
🐬 Macro/Industry
1. On July 30th, the Political Bureau of the Central Committee of the CPC held a meeting, which emphasized that macro policies should continue to exert force and be strengthened appropriately. More proactive fiscal policies and moderately loose monetary policies should be implemented in detail to fully unleash policy effects. Accelerate the issuance and use of government bonds to improve the efficiency of fund utilization. Monetary policy should maintain ample liquidity to promote a reduction in comprehensive social financing costs. Utilize various structural monetary policy tools to intensify support for technological innovation, boost consumption, support small and micro enterprises, and stabilize foreign trade.
🐬 Individual Stocks
1.$Li Auto(LI.US)
Li Auto fell over 12% today. Last night, Li Auto officially launched its first pure electric SUV—the Li i8, offering three configuration models with an official guide price ranging from 321,800 to 369,800 yuan, lower than the previously announced pre-sale price of 350,000 to 400,000 yuan. Although the pricing exceeded expectations, the Pro and Max versions, starting at over 300,000 yuan, lack significant features like a refrigerator and large TV, which still left the market somewhat disappointed. Dolphin Research has already compiled comments and minutes this morning, see "Li (i8 Minutes): Can i8 Redefine Li's Pure Electric?".
2.$XPeng(XPEV.US)
XPeng Chairman He Xiaopeng paid tribute to 200,000 XPeng P7 owners in a post. He also announced that the debut of the new XPeng P7 is scheduled for August 6th. Positioned as a "technological, stylish, luxury coupe," this marks the first major facelift since XPeng launched the P7 in 2020, expected to officially hit the market in the second half of 2025.
3. Luckin Coffee, New Oriental, and CATL released their financial reports, and Dolphin Research will track and provide interpretative analysis.
🐬 Leading Sectors
Shanghai and Shenzhen: Film and Entertainment, Pharmaceutical Retailers, Household Cleaning Products;
Hong Kong Stocks: System Software, Medical Devices, Residential Construction Companies;
U.S. Stocks: Tobacco, Commercial Printing, Real Estate Services.
🐬 Focus for Tomorrow
1. U.S. Federal Reserve Interest Rate Decision (Upper Limit), China's Official Manufacturing PMI,
2. Meta, Microsoft, Qualcomm, Robinhood, Roblox, ARM release financial reports, and Dolphin Research will track and provide interpretative analysis.
Risk Disclosure and Statement of this article: Dolphin Research Disclaimer and General Disclosure
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
