Blue Lotus: Recommend Selling XPeng Among Chinese EV Makers

The transcript discusses concerns about Expan's product positioning and sales, the impact of chip shortages on automakers, and cost pressures due to rising raw material prices. It also covers Tesla's challenges in the Chinese market, including customer rights issues and domestic competition. Additionally, it highlights Huawei's advancements in autonomous driving technology and its potential impact on the market.

What is a major concern regarding Xpeng's P7 model?

• Its limited availability in the market

• Its lack of autonomous driving features

• Its similarity to Tesla's Model 3 and Model Y

• Its high price compared to competitors

How is the chip shortage expected to affect Chinese automakers like Xpeng and Li Auto?

• It will have a significant impact on their production

• It will have a relatively smaller impact due to their lower volume

• It will not affect them at all

• It will lead to a complete halt in production

What additional cost pressures are automakers facing besides the chip shortage?

• Higher taxes on imported parts

• Rising prices of raw materials and commodities

• Decreasing demand for electric vehicles

• Increased competition from foreign brands

What issue did Tesla face at the Shanghai Auto Show?

• A ban on Tesla sales in China

• A recall of all Tesla models

• A lawsuit over patent infringement

• A protester complained about the Tesla braking device

What is a common challenge for automakers in terms of technology?

• Reducing vehicle weight

• Improving quality and customer service after accidents

• Developing new fuel types

• Increasing battery life

What is the potential benefit of partnerships with companies like Huawei for automakers?

• Improving fuel efficiency

• Expanding into new international markets

• Reducing production costs

• Building high-end self-driving and electric car brands

Why might autonomous driving features not be a major sales booster currently?

• They require special infrastructure that is not widely available

• They are only available in luxury models

• They are not yet advanced enough to significantly impact sales

• They are too expensive for most consumers