---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/24921308.md"
description: "$LI AUTO-W(02015.HK) is going to announce its earnings report today. From the performance of US stocks last night, the market is clearly looking forward to this earnings report. Here’s my take on it:1. Sales and pure electric vehicles are clear indicators. They definitely won't disclose too many details about next year's new products in the earnings report just to please the market. However, the earnings report being ahead of schedule indicates that they are prepared.2. Last time before the earnings report, there were concerns about gross margin, but it stabilized. This time, without a mega impact, gross margin should not be an issue and may even recover.3. In this quarter, there has been a lot of positive feedback in the market. Let's see if the earnings report will disclose or forecast some positive information. This is the point I am most looking forward to personally.4. Although they definitely won't disclose new product details, will they at least give a rough idea about next year's product schedule to help the market recalibrate next year's sales and growth targets, thereby opening up upward space? However, this is uncertain and could be postponed to the next quarter or held in a separate press conference.5. More disclosure of supercharging information, including plans for next year and financial impacts. Positively, it should be accelerated in advance, and the market has already seen actions in this regard. Cautiously, will the financial impact be significant? Will some situations be disclosed in the earnings report? I understand that it mainly depends on the cooperation model at the end points, whether it will be heavy assets or light operational assets in the future.6. Going overseas. The US is impossible, and the product compatibility in Europe is poor and currently facing tariffs, which is also not feasible. The focus is still on the Middle East and Central Asia, which was originally planned for early this year but was halted due to the mega impact. Recently, they have been working on it again, establishing a new first-level department, attempting to shift from parallel exports to self-operated. Let's see if more will be disclosed in the earnings report. This is my second point of expectation for this earnings report.All of the above are positive expectations; now let's discuss the cautious side.7. Production capacity has not been cleared, and the entire industry is still in high-intensity competition. I do not hide my admiration and recognition for the management of Li Auto. However, it must be noted that in such a relatively poor landscape, even with excellent management and company, the final outcome may only yield ordinary returns, and the risks may not be small, so position management should be cautious.Finally, related interests: I am a Li Auto L9 owner and currently hold over 10% of the shares. There are no plans to reduce holdings as long as the stock price remains below 150."
datetime: "2024-10-31T00:35:30.000Z"
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  - [en](https://longbridge.com/en/topics/24921308.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/24921308.md)
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author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

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# $LI AUTO-W(02015.HK) is going to announce its earn…


### Related Stocks

- [Li Auto Inc. (LI.US)](https://longbridge.com/en/quote/LI.US.md)
- [LI AUTO-W (02015.HK)](https://longbridge.com/en/quote/02015.HK.md)

## Comments (10)

- **Tesla Fans · 2024-10-31T10:21:19.000Z**: 實際駕駛過$Li Auto(LI.US)之下 NOA 系統之中比$NIO Inc(NIO.US)、$XPeng(XPEV.US)優秀，對嗎？
  - **闷闷不乐** (2024-10-31T12:39:08.000Z): Be more confident. The hardware and system integration capabilities are also superior to Aito.
- **谋定而后动 · 2024-10-31T09:08:36.000Z**: 中概财报见光死啊
- **未来的MJ · 2024-10-31T08:27:41.000Z**: 纯猜测，财报可能一般般
- **我是大侠 · 2024-10-31T04:46:15.000Z**: 汽车行业会不会太重资产了，导致要不停的投入，而且竞争太激烈，感觉不是一门好生意
  - **TransBerg** (2024-10-31T05:04:16.000Z): 講個笑話 愛駕駛不會買挖掘機
  - **跟对方向做对行动** (2024-10-31T09:29:51.000Z): 不停投入是因为这几年技术更新快，竞争激烈，你看合资车都吃了多少年红利
- **KarlHu · 2024-10-31T00:49:21.000Z · 👍 1**: 我猜毛利和净利应该修复了 不然没道理提早发 想子提前发应该是想提振下股东信心 搞点投资过来 从销量算 Q3 营收应该 440 亿左右 符合预期 10 月销量 5w5 Q4 的销量指引应该也不差
  - **晓风 morning_wind** (2024-10-31T02:24:30.000Z): Agreed✅
  - **人送外号川渝美食家** (2024-10-31T08:56:38.000Z): 好像没到 440