XPeng (XPEV) News

Guosheng Securities: Reiterates 'Buy' Rating for XPeng Motors; VLA2.0 Large Model Demonstrates Smooth Performance in High Computing Power and Big Data

XPeng Motors' GX model has already begun unmanned driving tests in Guangzhou. The company will continue to enhance the capabilities of VLA 2.0, aiming to increase the safety takeover mileage 50-fold, the average takeover mileage 25-fold, and expand the vehicle-end model parameter count to over 20 billion by 2026, rivaling the latest abilities of FSD.

Zhitong FinanceMar 11 10:46 · Ratings

XPeng Motors-W (09868.HK): VLA2.0 ushers in a new cycle, anticipating the implementation of the physical AI ecosystem.

Following the organizational restructuring initiated in 2023, the investment advisory firm successfully reversed its困境and embarked on a robust product cycle driven by models such as MONA. Subsequently, it entered into a strategic partnership with Volkswagen, enabling a revenue model based on technology licensing.

CICC08:07

Zhitong HKEX Stock Connect Fund Flow Statistics (T+2) | March 12

Zhitong HKEX Stock Connect Fund Flow | March 12

Zhitong Finance07:31

The MPV market competition has reignited, with multiple automakers playing the intelligent driving card.

Intense market competition.

wallstreetcnMar 11 19:50

Over 60% of A/H-share automakers achieved year-on-year growth, with overseas markets serving as the primary support for sales in the first two months.

①In February, automobile exports reached 6.72 million units, representing a year-on-year increase of 52.4%; from January to February, automobile exports totaled 13.52 million units, up 48.4% year-on-year. ②According to statistics compiled by reporters from Cailian Press regarding the sales performance of 14 A/H-share listed automakers during January-February, nine automakers achieved year-on-year growth, accounting for more than 60%.

cls.cnMar 11 19:10

Express News | Information from the Hong Kong Exchange shows that Goldman Sachs Group's shareholding in XPeng Motors' H shares decreased from 5.00% to 4.93% on March 6.

BreakingsMar 11 17:04

Express News | Hong Kong Stock Market Closing: Hang Seng Index Falls 0.24% After Early Gains, Auto Stocks Remain Strong Throughout the Day

BreakingsMar 11 16:17

Express News | The Hong Kong stocks related to the intelligent driving concept remained strong, with 51Sim rising nearly 50% at one point.

BreakingsMar 11 14:54

UBS Group: Oil price volatility makes the total cost of ownership for electric vehicles more attractive; BYD, CATL, and Li Auto offer favorable risk-reward profiles.

Some Chinese-funded automobile and new energy stocks surged today, with Geely (00175.HK) jumping 8.5% to HKD 17.44, and CATL (03750.HK) climbing 7.5% to CNY 591. UBS Group issued a report stating that the current conflict involving the US, Israel, and Iran bears striking resemblance to the situation during the Russia-Ukraine war in 2022, which caused spikes in oil and lithium prices. Both international oil prices and commodity prices have simultaneously driven up the operating costs of fuel vehicles and the production costs of electric vehicles. Based on the bank's latest spot price estimates, compared to autumn 2025, manufacturing a pure electric vehicle (BEV), extended-range electric vehicle (

AASTOCKSMar 11 14:47

China Association of Automobile Manufacturers (CAAM): In February, new energy vehicle sales reached 765,000 units, representing a year-on-year decrease of 14.2%.

Data from the China Association of Automobile Manufacturers shows that in February this year, production and sales of new energy vehicles reached 694,000 units and 765,000 units respectively, representing year-on-year declines of 21.8% and 14.2%. New energy vehicle sales accounted for 42.4% of total new car sales.

AASTOCKSMar 11 14:24

He Xiaopeng: XPeng (09868.HK) aims to become a global-scale physical AI company in the next decade.

According to domestic media reports, He Xiaopeng, a member of the National People's Congress and Chairman of XPeng Motors (09868.HK), stated during the Two Sessions that in the next decade, XPeng Motors will strive to become a global leader in physical AI. He pointed out that the physical world holds two major AI development opportunities: the transition from autonomous driving to fully driverless technology, and the expansion of robotics from industrial and commercial settings into households. He believes that these two fields will undergo significant transformations within the next five years. He also emphasized that “physical AI,” represented by autonomous vehicles, humanoid robots, and flying cars, will serve as a crucial carrier of the intelligent economy in the coming five years. He stressed that companies must possess self-developed hardware capabilities.

AASTOCKSMar 11 12:23

XPeng Motors' Hong Kong stock price rose as the G6 Super Range Extender version officially hit the market. The new model will be equipped with the second-generation VLA intelligent assisted driving system.

XPeng Motors' Hong Kong-listed shares surged nearly 6%, closing at HKD 76.6, with a trading volume of HKD 1.375 billion.

Zhitong FinanceMar 11 11:20

J.P. Morgan: Nio's (NIO.US) Q4 results were largely in line with expectations, with a positive surprise in its guidance for this year.

JPMorgan issued a research report indicating that Nio-SW (09866.HK)’s Q4 performance last year was largely in line with expectations, without significant surprises, as the company had already announced preliminary operating profit figures in February, which exceeded expectations. Despite industry headwinds such as weak demand and rising costs anticipated for Q1 2026, Nio's management guidance for a 40% to 50% increase in sales volume in 2026 (the bank estimates approximately 30%) and full-year non-GAAP profitability remains a positive surprise for both the bank and market expectations. In the bank’s earnings preview last week, it highlighted Nio and XPeng Motors ahead of the Beijing Auto Show in April.

AASTOCKSMar 11 10:59

Stock Movement in Hong Kong | Auto Stocks Lead Gains as Industry Bellwether BYD Drives Recovery Expectations; Terminal Demand Poised for Accelerated Recovery

Automotive stocks led the gains. As of press time, Nio-SW (09866) surged 16.68% to HKD 44.5; Geely Auto (00175) rose 9.96% to HKD 17.67; XPeng Motors-W (09868) climbed 6.78% to HKD 77.2; BYD (01211) increased 2.37% to HKD 99.25.

Zhitong FinanceMar 11 10:53

CMB International Securities maintains an "Outperform" rating for XPeng Motors (09868.HK), expressing optimism about the company's advancements in the intelligent driving sector.

A research report from China Merchants Securities International noted that the firm participated in the XPeng Motors (09868.HK) organized test drive event for its second-generation VLA on Monday (September 9). The test drive covered a total distance of approximately 28 kilometers, passing through various typical urban road conditions including narrow roads, blind spots, busy city roads, and main urban thoroughfares. During the roughly 70-minute test drive, the vehicle demonstrated stable overall performance across different road conditions and complex traffic environments, with the vast majority of participants experiencing zero manual takeovers throughout the journey. The firm pointed out that the company has introduced a second-generation VLA native multimodal physical world large model and achieved higher computational efficiency through its self-developed Turing chip, enabling smoother model operations.

AASTOCKSMar 11 10:09

Everbright Securities: Weak performance in the auto market may lead to investment opportunities in the internal combustion engine supply chain due to AI-related power shortages.

Everbright Securities released a research report stating that the commercialization of advanced intelligent driving may be approaching a turning point, while humanoid robots still await event-driven catalysts.

Zhitong FinanceMar 11 07:26

Overnight US Stocks | Mixed Performance of Major Indices, Broad Gains in Chinese Stocks Listed Abroad; Amazon Issues Ultra-Long Mega Bond to Bet on AI

At the close, the Dow Jones Industrial Average fell by 34.29 points, or 0.07%, to 47,706.51 points; the Nasdaq Composite Index rose by 1.16 points, or 0.01%, to 22,697.10 points; and the S&P 500 Index declined by 14.49 points, or 0.21%, to 6,781.50 points.

Zhitong FinanceMar 11 06:00

Express News | Multiple automakers have successively launched 7-year ultra-long low-interest loans. Experts say this lowers the threshold and boosts the auto market.

BreakingsMar 10 16:29

XPeng Likely to Continue Refining Intelligent-Driving Features -- Market Talk

WSJMar 10 13:48

He Xiaopeng: In the past, technology R&D accounted for over 10% of revenue. It is expected to translate into profits in the second half of this year to next year.

He Xiaopeng, Chairman and Chief Executive Officer of XPeng Motors (09868.HK), mentioned in an interview that this year marks the culmination of the company's foundational efforts in organization, products, and technology, with global expansion set to accelerate fully between 2027 and 2028. In the past, the company’s investment in research and development has exceeded 10% of its revenue, and it is anticipated that from the second half of this year through next year, these technological advancements will begin translating into commercial profits. The company is preparing to launch its second-generation VLA-assisted driving system, and He Xiaopeng believes that 3 to 6 months after its release, significant changes will occur in China’s autonomous driving market, creating broader ripple effects across industries, technologies, users, and customers alike.

AASTOCKSMar 10 12:38