MBXPENG@EP2609A

Guangzhou Penghang Intelligent Technology Co., Ltd. Established, Wholly Owned by Guangzhou XPeng Automobile

He Xiaopeng Announces XPENG X9 Pure Electric Version to Launch on March 2

He Xiaopeng Outlines XPeng's Overseas Goals for 2026 and 2030

He Xiaopeng Announces XPeng's Advanced Humanoid Robot Mass Production in 2026

XPeng Car Delivery Volume Drop Leads to 8.29% ADR Price Decline

XPENG Receives 'Moderate Buy' Consensus Rating from Brokers

CITIC CLSA cuts XPeng's target price to HKD77

Xpeng Auto and Dongbu Aviation Sign Strategic Cooperation Agreement to Promote Low-altitude Economy Industry Development

Guangzhou Penghang Intelligent Technology Co., Ltd. established by wholly-owned subsidiary of Guangzhou XPeng Automobile Technology Co., Ltd.

Xpeng Opens Largest Sales Service Center in Guangzhou

GZ XPeng Auto Tech Co., Ltd. Applies for Patent on Humanoid Robot Control Method

XPENG Partners with Antom to Launch Start-Stop Payment Function in Hong Kong

JPMorgan Analyst Maintains Buy Rating on XPeng

Xpeng's Aridge Enhances Marketing for Airborne Carrier of Flying Cars and Plans for Production

Bernstein Analyst Maintains Hold Rating on XPeng with a Price Target of HKD 82

Xpeng GX SUV Undergoes L4 Autonomous Driving Technology Validation Test

Citi Publishes Analysis Report on XPeng, Downgrades Price Target

Xpeng launches first 480kW ultra-fast charging station in Indonesia

XPeng Motors Unveils Its First Six-Seater SUV, XPeng GX

Xpeng Auto Merges Autonomous Driving and Smart Cockpit Departments into General Intelligence Center

HKC INT'L RTS

TIANBAO ENERGY

HANG YICK RTS

KWAN ON RTS

SINO GAS HLDGS

KO YO GROUP

AGTECH HOLDINGS

CHERISH SUN

K W NELSON GP

CREATIVE CHINA

XPEV

09868

515030

DRIV

516110

CARZ

159565

MOTO

516380

The full matrix is open for battle

- On February 24, Xpeng Motors' CEO He Xiaopeng outlined the company's strategy for 2026, emphasizing a balance between maintaining market share and advancing in physical AI.  
- The company aims to be the first to mass-produce robots, flying cars, and Robotaxis this year, with significant partnerships and organizational changes to support this agenda.  
- Facing a competitive landscape, Xpeng targets 550,000 to 600,000 vehicle sales in 2026 and aims to double overseas sales, positioning itself as a leader in the evolving AI-driven automotive sector.

Wallstreetcn

XPeng

XPENG-W

Hua Xia CSI New Energy Vehicles ETF

Global X Autonomous & Electric V

Guotai CSI 800 Automobile and Parts ETF

First Trust S-Network Future Vehicles & Tech ETF

E Fund CSI Auto Components Thematic ETF

SmartETFs Smart Transportation & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

XPeng's New Year Sword, pointing towards Physical AI

Xpeng is set to officially launch its 2026 X9 BEV on March 2, aiming to enhance its position in the premium family mobility market. The new model features a maximum CLTC range of 750 kilometers and advanced intelligent features. Pre-sales began in late January, with pricing details yet to be disclosed. The X9 BEV will include an 800V high-voltage platform and the Turing AI chip for smart driving. Xpeng targets annual deliveries of 550,000 to 600,000 units in 2026, following a significant increase in deliveries in 2025.

- Xpeng is launching the updated X9 BEV on March 2, aiming to enhance its position in the premium family mobility market.  
- The new model features a CLTC range of 750 kilometers, 800V high-voltage platform, active rear-wheel steering, and advanced AI capabilities.  
- Xpeng's strategy includes a dual-powertrain transition with a target of delivering between 550,000 and 600,000 units in 2026, following a strong delivery growth in 2025.

CnEVPost

Xpeng to officially launch 2026 X9 BEV on Mar 2

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09863

BYDDF

HSBC Research expects BYD to launch the "Super e Platform" in early March, enhancing range and efficiency technology standards, which will impact competitive strategies in the second quarter. The bank is focused on milestones in autonomous driving, believing that policy support will facilitate the commercialization of autonomous driving, and expects the pricing environment for passenger vehicles to remain resilient. It recommends BYD, Leapmotor, XPeng, Horizon Robotics, CATL, and Top Group, with investment ratings and target prices as follows: BYD buy at 139 yuan, Leapmotor buy at 66.7 yuan, CATL buy at 594 yuan, Horizon buy at 11 yuan, Top buy at 82 yuan, XPeng buy at 27.7 USD

AASTOCKS

LEAPMOTOR

BYD Company Limited

BYD Company

BYD COMPANY

HSBC Research: BYD's launch of the "Super e Platform" may raise technical standards, closely monitoring milestones related to autonomous driving

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06618

The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising 154 points to 26,745 points, and the National Index and Hang Seng Tech Index increasing by 61 points and 45 points, respectively. Technology stocks generally rebounded, with JD.com, Alibaba, and Meituan each opening 1.2% higher, while Tencent and Baidu saw slight increases. In the automotive sector, Li Auto and XPeng opened 1.5% and 2.8% higher, respectively. Financial stocks saw HSBC opening 0.4% higher, while Standard Chartered opened 1.2% lower. Real estate stocks New World Development and Cheung Kong Holdings opened lower

ALI HEALTH

JD HEALTH

MEITUAN

Alibaba

TENCENT

JD.com

CSOP HS TECH

Guotai CSI Computer Theme ETF

Dacheng Hang Seng Technology ETF(QDII)

CAM HS TECH

ChinaAMC Hang Seng Technology ETF(QDII)

"Hong Kong Stocks" Hang Seng Index opened high at 154 points, technology stocks rebound

The NASDAQ Golden Dragon China Index preliminarily closed up 1.3%. Among popular Chinese concept stocks, GDS preliminarily closed up 6.7%, Century Internet rose 6.6%, XPeng rose 6.6%, and KINGSOFT CLOUD rose 4.8%

Kingsoft Cloud

GDS-SW

NASDAQ Golden Dragon China Index

KINGSOFT CLOUD

iShares MSCI China

Roundhill China Dragons ETF

Invesco Golden Dragon China

XPeng CEO He Xiaopeng announced in a letter to employees that the company plans to achieve mass production of the world's first advanced humanoid robot, IRON, by 2026. The robot will begin mass production by the end of the year, with the first applications in guiding and shopping scenarios, and will open its SDK to global developers. He emphasized that XPeng is at a historic turning point and must seize the opportunities in autonomous driving

He Xiaopeng internal letter: To achieve the world's first mass production of advanced humanoid robots

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159323

Xpeng has secured Volkswagen as the first customer for its VLA 2.0 smart driving solution, marking a significant partnership expansion into AI software. Xpeng aims for 1 million overseas EV sales by 2030, with international operations projected to contribute over 70% of profits. The VLA 2.0 supports Level 4 autonomous driving and adapts to global traffic conditions. Xpeng plans to launch new models and humanoid robots by 2026, with a focus on mass production and delivery of innovative technologies. The company reported a 125.94% increase in vehicle deliveries in 2025, with significant growth expected in overseas markets.

- Volkswagen's partnership with Xpeng, marked by adopting Xpeng's VLA 2.0 smart driving solution, signifies an expansion into AI software capabilities and represents the first large-scale export of a Chinese EV maker's core AI technology.  
- Xpeng aims for 1 million overseas sales by 2030, with international operations projected to account for over 70% of profits, alongside launching various new models and services, including robotaxis and humanoid robots by 2026.  
- Amidst these advancements, Xpeng's CEO emphasizes the company's growing competitiveness in global markets, highlighted by significant increases in vehicle deliveries and planned expansions in key international markets.

Penghua CSI Internet Of Vehicles Theme ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI New Energy Vehicles Industry ETF

Volkswagen

Volkswagen AG Pref

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Xpeng secures VW as first customer for VLA 2.0; targets 1 million overseas EV sales by 2030

09660

HSBC Global Research released a report indicating that China's legal framework for autonomous driving is gradually improving. The recently released draft standards will enhance the safety and testing processes for L3 and L4 level autonomous vehicles. It is expected that L3 level technology will be widely deployed between 2026 and 2027, while L4 level applications will expand rapidly. The bank is optimistic about XPeng and Horizon Robotics, giving them buy ratings with target prices of HKD 108 and HKD 11, respectively

HORIZONROBOT-W

"Big Banks" HSBC Research: China Improves Autonomous Driving Legal Framework, Optimistic About XPeng and Horizon

Last week in Shanghai, XPENG presented its AI-powered Advanced Driver Assistance System (ADAS) to an audience of global representatives. The live road demonstrations took place during the UN/WP.29 Informal Working Group on Automated Driving Systems (IWG ADS) session. The event featured the participation of [number] delegates from around the world. XPENG's innovative technology garnered significant attention at the international forum.

Unusual Whales

XPENG showcased AI-driven ADAS to global delegates at UN forum in China. Live road demos at UN/WP.29 Informal Working Group on ADS. (Character count: 145)

CARU

Citi lowered the target price for XPeng to 77 yuan due to rising raw material costs in the industry and increased spending on artificial intelligence research and development, expecting losses to continue in 2026. Although the sales forecast is 471,000 vehicles, a year-on-year increase of 10%, revenue forecasts have been revised down by 8%, 28%, and 37%, respectively. The target price for U.S. stocks has also been reduced from $27 to $20, maintaining an "Outperform" rating

Max Auto Industry 3X Leveraged ETN

In "The Big Banks," Citigroup lowers XPeng's target price to 77 yuan, as rising costs delay breakeven

XPeng's subsidiary Huitian Aerospace Technology has signed a strategic cooperation agreement with Eastern General Aviation, planning to create a low-altitude economy demonstration project through scenario display, exhibition and sales cooperation, and ecological co-construction, covering diversified scenarios such as flight experiences and low-altitude tours, to promote the development of China's low-altitude economy industry. The chairman of Eastern General Aviation stated that low-altitude travel will become an important supplement to future urban transportation and looks forward to both parties applying advanced aircraft technology to more scenarios. Huitian will provide aircraft products and technical support, while Eastern General Aviation will share infrastructure networks and operational experience

XPeng Huitian has reached a strategic cooperation in the low-altitude economy industry with Eastern General Aviation

XPeng made an appearance at the 19th informal working group meeting of the United Nations WP.29 on autonomous driving systems. The meeting was held from February 9 to 13 in Shanghai, discussing the draft technical chapters of autonomous driving regulations and exchanging opinions on dynamic driving tasks, inspections, human-machine interaction, and other topics. Several technical proposals put forward by China attracted significant attention from all parties present

XPeng made an appearance at the 19th informal working group meeting of the United Nations WP.29 on autonomous driving systems

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As the Spring Festival holiday approaches, the car rental market is heating up, especially with a 600% year-on-year increase in bookings for new energy vehicles. Family travel and the demand for returning home have driven the choice of self-driving trips, resulting in significant growth in both rental orders and user scale. Consumers are more inclined to choose intelligent and environmentally friendly new energy vehicles, reflecting the market's preference for eco-friendly travel

SAIC Motor

Ping An CSI Auto Components Thematic ETF

Li Auto

Guotai CSI New Energy Vehicles ETF

NIO Inc

ChinaAMC CSI Auto Components Thematic ETF

Tesla

GAC GROUP

NIO-SW

BAIC BluePark

CHANGAN AUTOMOBILE

LI AUTO-W

HFT CSI Auto Components Thematic ETF

GAC Group

Car rental has become popular, with a 600% surge in bookings for new energy vehicle rentals

In Guangzhou, China on February 12, 2026, XPENG, a prominent AI-powered mobility firm, wrapped up its inaugural presence at the World Governments Summit (WGS). This event signifies a significant advancement in XPENG's interaction with worldwide policymakers and industry influencers.

XPENG showcased AI-driven mobility at World Governments Summit, first appearance, key for engagement with global leaders.

Today’s Key News Recap

Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

TENCENT-R

Tencent

Tencent Holdings Limited

BABA-W

BABA-WR

Amazon

Roblox

DingDong

NIO Inc. USD OV

Alibaba HK SDR 5to1

MEITUAN-WR

Tencent HK SDR 10to1

Meituan HK SDR 5to1

Meituan

Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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$XPENG-W(09868.HK)Pay attention againWait patiently⌛️

Bearish in the short term with trump's tariffs and the whole Greenland saga... watching Netflix to maybe beat expectations and solidify its support line

Featured

👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.

Alphabet

Xiaomi HK SDR 2to1

XIAOMI-W

Xiaomi Corporation

XIAOMI-WR

Informatica Inc.

BIG LOTS INC

Alphabet - C

Pro Ultr R Est

Ellington Credit

Essex Property Trust

ING Groep

ETFS Capital Ltd.

Gold.com

Hasbro

Global X Silver Miner

Safestore Holdings plc

Safehold

Couchbase

Apple

Micron Tech

Netflix

🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥

Looks like precious metals are extending their rally with the fear and uncertainties around. Stay safe everyone!

The world is vigorously developing AI, focusing on computing power, electricity, and storage in the future

股市江湖故事会

Anyone noticing that the AI, cloud memory, chips &amp; generally the next IT, web &amp; online industries are doing their own development &amp; progress while the politicians and government administrators are also going their own way, thinking they can affect the big market economy but are actually trying to catch up?

PolarDB breaking performance records is cool. But the cloud price war is brutal. Can they grow profitably? That's the billion-dollar question🧐

MBXPENG@EP2609A(24569.HK)

XPeng's New Year Sword, pointing towards Physical AI

Xpeng to officially launch 2026 X9 BEV on Mar 2

HSBC Research: BYD's launch of the "Super e Platform" may raise technical standards, closely monitoring milestones related to autonomous driving

"Hong Kong Stocks" Hang Seng Index opened high at 154 points, technology stocks rebound

The NASDAQ Golden Dragon China Index preliminarily closed up 1.3%. Among popular Chinese concept stocks, GDS preliminarily closed up 6.7%, Century Internet rose 6.6%, XPeng rose 6.6%, and KINGSOFT CLOUD rose 4.8%