Q2 overall GPM is expected to be roughly flat vs. Q1. Approx. 20.6%.

New-vehicle Cycle: Early Inflection

2026 overseas delivery target to double YoY.

Q4 core auto biz: revenue up, no profit improvement.

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

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

I. Current Performance: Currently, $XPeng(XPEV.US) has announced the new P7 model. Within 7 minutes of its launch, the large order volume exceeded 10,000 units, which is comparable to the G7's performance of exceeding 10,000 units within 9 minutes of its launch. Continuous tracking of subsequent large order volumes is still required. II. Information on the new XPeng P7 launch event (1) Product positioning and pricing Product positioning: A new generation of pure electric luxury sports sedan, adhering to the concept of "Disrupting Imagination, Returning to the Future," aiming to create the "fastest pure electric sports sedan under 500,000 RMB" and the "King of Curves"...

The goal remains to achieve profitability in the fourth quarter and attain overall profitability in the high-teens.

$XPeng(XPEV.US) released its Q2 2025 financial report after the Hong Kong stock market closed and before the U.S. stock market opened on August 19, 2025, Beijing time. XPeng's Q2 financial report performed well, with the gross profit margin reaching a historical high: 1) The gross profit margin from car sales reached a historical high: this quarter, the gross profit margin from car sales increased by 4 percentage points quarter-on-quarter to 14.3%, significantly higher than the market expectation of 11.4%. The main reason for the substantial quarter-on-quarter increase in the gross profit margin from car sales this quarter was the increase in the selling price per car due to the upward adjustment in the model structure, leading to a quarter-on-quarter increase in the selling price per car...

XPeng's stock price continues to have significant upward potential, but it still needs to wait for the next blockbuster.