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Weekly Recap | LI AUTO-W +5.61%, earnings next Wednesday in focus
Weekly Review·1 day ago, 01:53 AM
- Li Auto-W accumulated a 5.61% increase this week, outperforming the Hang Seng Index by 3.42 percentage points. - The weekly performance was driven by share buybacks and rising expectations ahead of the upcoming second-quarter financial report scheduled for August 26. - The company holds an average analyst rating of neutral with a consensus target price of 67.72 HKD, while upcoming earnings will test the current valuation recovery logic.
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Xiamen Xinweidachuang Investment Partnership Limited Partnership Purchases Shares of 4,926,165 Li Auto Inc. Sponsored ADR $LI
Market Beat·Aug 20 at 05:16 AM
- Xiamen Xinweidachuang Investment Partnership Limited Partnership purchased a new position of 4,926,165 shares in Li Auto Inc. Sponsored ADR during the second quarter, valued at approximately $57,833,177,000. - The stake accounts for 100.0% of the firm's portfolio, making Li Auto its largest holding and representing 0.46% ownership of the company. - Li Auto trades with a market capitalization of $13.62 billion and reported $3.33 billion in revenue for its quarterly earnings released on May 15th.
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Hong Kong Midday: Hang Seng up 1.14%; mRNA stocks explode as Everest Medicines soars 68%
Market Pulse·Aug 19 at 11:21 PM
- On August 20 morning close, Hong Kong stocks rose collectively with the Hang Seng Index up 1.14% to 25786.32 points and a total turnover of about 1441 billion HKD. - Propelled by Moderna's cancer vaccine breakthrough, the mRNA and innovative drug sectors surged strongly with Leading stocks like Everly Health soaring over 68% and CanSino jumping over 51%. - Meanwhile, Kuaishou dropped nearly 10% following its earnings report and subsequent rating downgrades, while Xiaomi and Ideal Auto gained on positive financial results and vehicle-to-countryside policies.
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HK Midday: HSI Gains Nearly 1% as Gold Stocks Surge; Kuaishou Tumbles Over 10% Post-Earnings
Market Pulse·Aug 19 at 09:19 PM
- On August 20, Hong Kong stocks rallied collectively, with the Hang Seng Index rising 0.74% to 25684.92 points. - Sector performance showed gold stocks surging driven by safe-haven demand, pharmaceutical stocks strengthening following positive overseas clinical trial results, and new energy vehicle stocks posting gains. - Kuaishou shares plunged over 11% following its second-quarter financial results reporting a 36% year-on-year drop in net profit.
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Li Auto (LI) Projected to Announce Earnings on Wednesday
Market Beat·Aug 19 at 01:26 AM
- Li Auto is projected to announce its Q2 2026 earnings on Wednesday, August 26, 2026, with analysts expecting earnings of ($0.01) per share and $3.8649 billion in revenue. - The company previously reported an EPS of ($0.15) and revenue of $3.33 billion for the quarter ending in May 2026, while its stock opened at $12.12 with a market capitalization of $12.99 billion. - Various financial institutions hold an average "Hold" rating on Li Auto stock, with a consensus price target of $17.24.
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Li Auto falls 2% in HK trading to one-month low on risk-off sentiment
HK Stock Market Update·Aug 18 at 08:59 PM
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HSAI: ASP Keeps Plunging — How Long Will the Pain Last?
Aug 18 at 08:06 PM
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Hesai 2Q26 First Take: results were broadly in line, but the print again highlights the core issue — lidar pricing pressure remains steep. Details below.① Total revenue was RMB 860 mn (+22% YoY), roughly in line. It came in near the low end of the RMB 850–900 mn 2Q26 guidance range. New biz SGI (currently mainly Kosmo) contributed RMB 40 mn; excluding this, core lidar revenue was ~RMB 810 mn with YoY growth slowing to ~16.5%, below street expectations.② Core lidar revenue missed, and ASP declines continued. Pricing remained on a downward trend.On shipments, 2Q26 units were 628k, below company guidance of 650k and the street’s 637k. This was mainly due to softer-than-expected ADAS passenger-car lidar sales, likely tied to pressure on NEV market growth and slower growth at key customers Xiaomi and Li Auto.On pricing, the blended 2Q26 lidar ASP was just RMB 1,297, down 35% YoY and below the street’s RMB 1,350. This was likely driven by the following:a. Intensifying competition: rivals such as RoboSense’s EMX series have narrowed the product gap. As the leader, Hesai ceded its historical 10–20% pricing premium to trade price for volume and defend share.b. The ATX dedicated versions for high-volume customers like BYD and Geely are priced at ~RMB 800. As their mix increases, the ATX line ASP moves lower.c. The FTX blind-spot lidar ASP is guided at ~US$100. As blind-spot lidar weighs more in the mix, it structurally drags the blended ASP.③ GPM held the 40% line: 2Q26 GPM was 40.1%, slightly above the street’s 39.5% and up 100bps QoQ. Despite rapid ASP declines, the 40% threshold held. This reflected scale benefits from higher QoQ shipments, localization and high integration of the main SoC, and in-house SPAD integration reducing costs.④ OP missed on higher opex: 2Q26 OP was just RMB 2 mn vs. street at RMB 50 mn. The shortfall was mainly driven by higher R&D, with increased investment in the robotics new biz. Management had previously indicated a forward-looking RMB ~200 mn investment in 2026.$Hesai(HSAI.US)
Aug 18 at 07:31 AM
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Li Auto Details August 2026 Share Repurchases Under Hong Kong Mandate
Tip Ranks·Aug 17 at 05:47 AM
- Li Auto reported repurchasing 490,050 Class A WVR ordinary shares on August 7, 2026, under a mandate approved on May 29, 2026. - The company had bought back a total of 67,142,416 shares by early August, representing 3.1334% of its authorized share base. - The transactions complied with Hong Kong and U.S. regulations, reflecting an ongoing capital management strategy to support its share price.
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Li Auto's chip ambitions extend from assisted driving to data centers, report says
CnEVPost·Aug 14 at 09:33 AM
- Li Auto is exploring the development of an in-house cloud inference chip using the same dataflow architecture as its assisted driving chip. - The early-stage project aims to handle inference workloads like assisted driving model processing and large language model requests to reduce reliance on GPUs. - Meanwhile, the company recently mass-produced its in-house Mach M100 assisted driving chip and registered a new technology company for potential independent semiconductor operations.
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Li Auto's L6 tops 400,000 cumulative deliveries as revamped model revives demand
CnEVPost·Aug 13 at 10:56 PM
- Li Auto announced that cumulative deliveries of its Li L6 SUV have surpassed 400,000 units in less than 27 months. - The surge in sales follows the July launch of the revamped new-generation Li L6, which delivered about 9,000 units in the first half of August. - Priced at 249,800 yuan ($36,800), the updated model features upgraded computing power, a larger battery capacity, and a combined range of 1,250 kilometers.
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Xpeng starts G9L pre-sales with 6 versions spanning BEV and EREV
CnEVPost·Aug 11 at 09:26 AM
- Xpeng launched the global debut and pre-sales of its G9L SUV, with prices starting at 259,800 yuan ($38,260). - The 5-seat SUV is available in 6 variants spanning EREV and BEV powertrains, featuring an 800-volt fast-charging platform. - The model aims to compete in the Chinese market against rivals such as Li Auto's Li L7 and the Huawei-backed Aito M7.
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Li Auto to report Q2 results on August 26 as sales slump tests profitability
CnEVPost·Aug 11 at 03:54 AM
- Li Auto will report its unaudited second-quarter financial results on August 26, 2026, amid declining deliveries and profitability pressures. - The company delivered 98,330 vehicles in the second quarter, marking an 11.47 percent year-on-year decrease and testing investor confidence following a 2.3 billion yuan net loss in the first quarter. - To counter the sales slump and margin pressures, Li Auto is accelerating product refreshes, including recent launches and the upcoming September release of the Li i9 flagship SUV.
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Li Auto Inc. to Report Second Quarter 2026 Financial Results on August 26, 2026 | LI Stock News
StockTitan·Aug 10 at 07:30 PM
- Li Auto Inc. announced that it will report its unaudited financial results for the second quarter of 2026 on August 26, 2026. - The company management will host an earnings conference call at 8:00 A.M. U.S. Eastern Time on the same day. - A live and archived webcast alongside telephone replays will be available for investor access through September 2, 2026.
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