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    Xiaoyi Lei

    Research Analyst at Jefferies Financial Group

    Xiaoyi Lei is an analyst at Jefferies Financial Group specializing in coverage of the consumer discretionary sector, with a focus on auto manufacturers including Li Auto, Geely Automobile Holdings, Xpeng Inc, NIO Inc, and Ecarx Holdings. Lei’s performance record is notable, achieving a success rate of 84% and an average return of 31.9% on TipRanks in the past year, and has received ratings on platforms such as StockAnalysis and Fintool for precision and research quality. With active coverage of earnings calls and stock ratings, Lei began their career analyzing equities and has demonstrated consistent performance since joining Jefferies, leveraging experience in industry research and quantitative analysis. The analyst holds relevant professional credentials and participates in industry earnings calls, providing insights and recommendations backed by rigorous analysis.

    Xiaoyi Lei's questions to XPENG (XPEV) leadership

    Xiaoyi Lei's questions to XPENG (XPEV) leadership • Q2 2025

    Question

    Xiaoyi Lei from Jefferies asked if the P7's new design focus represents a long-term strategic shift for Xpeng. She also inquired about how the company is adjusting its operations in response to China's 'anti-involution' policy in the auto sector.

    Answer

    CEO He Xiaopeng confirmed a fundamental strategic shift to prioritize aesthetics, moving design to the forefront of the development process to create more emotionally impactful products. Brian Gu, Vice Chairman and Co-President, addressed the policy question, stating that it aligns with Xpeng's focus on innovation and quality over pure price competition and that Xpeng is fostering a healthier ecosystem.

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    Xiaoyi Lei's questions to XPENG (XPEV) leadership • Q1 2025

    Question

    Xiaoyi Lei of Jefferies asked about XPeng's humanoid robot initiative, specifically how it leverages autonomous driving know-how, what its product advantages are, and the timeline for mass production.

    Answer

    CEO He Xiaopeng detailed that the robotics division leverages about 70% of the automotive R&D stack, including chips, AI models, and EEA. He cited key advantages as being data-driven with full-stack in-house capabilities. He targeted 2026 for initial mass production, followed by rapid OTA iterations to improve capabilities.

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    Xiaoyi Lei's questions to ECARX Holdings (ECX) leadership

    Xiaoyi Lei's questions to ECARX Holdings (ECX) leadership • Q2 2024

    Question

    Xiaoyi Lei from Jefferies inquired about the expected proportion of overseas revenue in the next 2-3 years and plans for local capacity expansion. She also asked about potential adjustments to the chip procurement strategy in light of Chinese policy and requested an update on the cooperation with FAW Group.

    Answer

    CFO Phil Zhou reiterated the company's goal for international business to contribute at least 40% of revenue by the 2026-2027 timeframe, supported by investments in global R&D and manufacturing. COO Peter Cirino noted that ECARX is well-positioned for chip sourcing with both global partners like Qualcomm and a domestic solution via its SiEngine JV. Regarding FAW, Phil Zhou confirmed two programs are launching by year-end and that ECARX aims for over 50% penetration in the Hongqi brand by 2028-29.

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