Below is Dolphin Research's Trans of $LEAPMOTOR(09863.HK) Q1 26 earnings call. For our earnings take, see 'Leapmotor: Aiming for 1mn, is GPM slipping first?'. I. Key highlights: 1) Guidance — Q2 26 de...
$LEAPMOTOR(09863.HK) released its Q1 2026 results after the HK close on May 15 (BJT). The print marked a departure from Leapmotor’s historically steady execution.
Despite a seasonal soft quarter for th...
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Leapmotor 1Q26 First Take: Overall, the first quarter of FY26 did not carry forward the company's usual operational discipline. The print is concerning.
Despite a decent delivery print for an industry...
0515 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today is Jerome Powell's final day as Fed Chair, and Kevin Warsh begins his first term. On the same day, Governor Stephen Miran tendered his resigna...
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Data center-related new products are advancing on track. This year is expected to grow 50%-100% YoY.
0317 | Dolphin Research Focus: 🐬 Stock #1, $NVIDIA(NVDA.US) — NVIDIA's GTC 2026 officially kicked off, and founder & CEO Jensen Huang delivered the keynote.
He announced a Vera Rubin Space Module unde......
We maintain the 2026 net profit target at RMB 5 bn. Guidance unchanged.
Leapmotor: Can its overseas blockbuster model really hit 1 mn units and 'lead' China's new EV upstarts?---
The latest results were solid. They again highlight Leapmotor's consistent, steady operating discipline.
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Leapmotor 4Q25 First Take: the company delivered a solid, in-line quarter. It demonstrated steady operating discipline.
Management had guided that heavier promotions would offset scale benefits, leavin...
