$NIO Inc(NIO.US)The actual insurance volume of Ledo is more important than the large order volume, after all, there have been too many cases of starting strong but ending weak. The pricing is quite aggressive, and the weak points in driving performance can be left to the ES9 to address, which is fine. I believe the pricing of the latter will also see a significant adjustment compared to before, and I'm optimistic about it.

$XPeng(XPEV.US)I personally really admire the new P7. Next, it depends on the pricing. If it's set right, the days of SU7 selling futures with 400V will come to an end. I'm also optimistic about this. By the end of the year, there will be the G9 and X9 with range extenders, launching a strong offensive. This year, XPeng has changed its game.

$Li Auto(LI.US) will face significant challenges in the near future. Let's not talk about pure electric vehicles for now. The range extender line is starting to show its age with the launch of IM Motors' large-battery plug-in hybrid, and it will likely lose market share gradually. The i6 needs to be developed, and the next-gen range extender should also be accelerated. The first two are aggressively attacking its core market, so it's better to avoid things like truck collisions, which only lead to PR disasters and prove nothing.