Automobile Manufacturers

LI AUTO-W

Xpeng

Conference Minutes

09868

VWAGY

TSLA

XPEV

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

300024

399432

09863

02015

09866

01810

01211

VWAPY

81810

HXXD

XIACY

81211

HYDD

002594

BYDDF

BYDDY

Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

XPENG-W

Volkswagen AG

Volkswagen

Tesla

XPeng

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SIASUN

Intelligent Vehicle

LEAPMOTOR

NIO-SW

XIAOMI-W

ZEEKR Intelligent Tech

BYD COMPANY

Li Auto

NIO Inc. USD OV

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

Financial Analysis

TOPS

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Top Ships

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

Rivian

RIVN

It is expected that the R2 model will achieve positive gross profit by the end of 2026.

Rivian Automotive

Rivian (3Q25 Minutes): Still Confident in Achieving the Goal of Halving R2 Costs

UBER

NVDA

STLA

GOOG

GOOGL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

GGLS

GGLL

The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to &#34;Uber: Performance is Fine, but Scared by Robotaxi Again?&#34; 1. Review of Core Financial Data Trip Count: Increased by 22%, marking the fastest growth rate since 2023. User Growth: User base grew by 17%; user activity increased by 4%. Financial Performance: Total bookings grew by 21%, with the average price per trip remaining stable; adjusted EBITDA and free cash flow reached record highs...

Uber Tech

NVIDIA

Sensata Tech

Stellantis NV

Alphabet - C

Alphabet

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time

Today’s Key News Recap

AAPL

MSFT

600519

601138

09901

01797

NOA3

1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...

Apple

Microsoft

Moutai

Meta Platforms

Argan

NEW ORIENTAL-S

EAST BUY

Nokia Oyj

New Oriental EDU & Tech

The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap

HMTD

03690

83690

MPNGY

SOXS

SOXL

SOXX

CP00062

1027 | Dolphin Research Focus: 🐬 Macro/Industry 1. On October 25-26 local time, China and the United States held economic and trade consultations in Kuala Lumpur. The two sides reached a preliminary consensus on properly addressing several important economic and trade issues of mutual concern, and the next step will be to go through their respective domestic approval procedures. The easing signals in China-US economic and trade relations help to restore market risk appetite, coupled with positive signals from macroeconomic data, leading to a collective surge in Hong Kong and A-shares today...

Meituan HK SDR 5to1

MEITUAN

MEITUAN-WR

Meituan

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

Both Hong Kong and A-shares Rise; Meituan Officially Releases and Opens Source Its Video Generation Model | Today's Important News Recap

SSNGY

OPTI

000591

The following are the minutes of the FY25Q3 earnings call for $Tesla(TSLA.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Tesla: Relying on the Stars and the Sea, It's Time to Pay for Faith Again.&#34; Summary of Tesla Minutes: 1. Automotive Business: Existing capacity will reach an annualized production rate of 3 million units within 24 months (possibly sooner), with the core increment coming from the Cybercab model, which will be launched in the second quarter of 2026. This model is optimized for full autonomous driving, with no steering wheel or pedals, focusing on minimizing operational costs. On the demand side, no additional stimulus is needed...

Samsung Electronics 

Optec International, Inc.

Taiwan Semiconductor

Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.

CATL

00386

09618

300750

03750

600028

89618

HJDD

HCCD

The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

SINOPEC CORP

JD-SW

Pros

Sinopec Corp.

JD-SWR

JD.com

JD HK SDR 10to1

CATL HK SDR 30to1

CATL (Minutes): Demand is strong, profitability does not rely on price increases

New energy vehicles

HUAWEI

At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

Huawei

The threshold for car tax reduction has been reshuffled, has BYD been hit again?

LEADING IDEAL

On Friday night, Li Auto released its third pure electric model, the i6, following the Mega and i8. This model is expected to carry the burden of sales volume. Compared to the complete failure of the Mega and the product configuration mistakes of the i8, the i6 has learned significant lessons in terms of product configuration and pricing strategy. 1) Single blockbuster strategy: The i6 does not have Pro or Max versions. Features of the advanced version are offered as optional configurations; for example, four-wheel drive is an optional feature, the color TV is optional, and the refrigerator is optional. However, regarding the battery...

Li Auto (including the press conference transcript): i6 orders are booming, why is the stock price still 'sell on the news'?

Li Auto Aims to Accelerate Product Launch and Expand Overseas Sales

LI AUTO-W to release FY2025 Q3 earnings on November 26 Pre-Market (BJT), forecast revenue HKD 28.92 B, EPS HKD 0.333

Xiaopeng Auto Opens 21 New Stores in October 2025

LI Auto Holds 18 Employees Accountable for Quality Issues

Hesa Technology Secures Li Auto's LiDAR Order

Li Auto to Announce Q3 2025 Financial Results on November 26, 2025

Li Auto Announces Handling Announcements for Quality Issues in 2024 MEGA and 2025 L Series Vehicles and Holds 18 Employees Accountable

Li Auto's Extended-Range SUV Cumulative Deliveries Exceed 1.4 Million

Hesa Technology Secures Li Auto's Full Series of New Generation ADAS Platform LiDAR Orders

LI Auto's Range-Extended SUV Cumulative Deliveries Exceed 1.4 Million

DB Cuts Li Auto's 2025 Net Profit Forecast

Li Auto Predicts 30% Revenue Decline in Q3 2025

Li Auto Reports Stable Equity and Hold Rating

Caitong Securities Upgrades Li Auto to Overweight with Profit Projections

Jiangsu Xingyu Auto Battery Co., Ltd. Established with a Registered Capital of 70 Million Yuan

Li Auto Launches 47 Super Charging Stations in Week 44 of 2025, Cumulative Total Surpasses 3,500