HSXPENG@EC2609B

NTES-S

KWAN YONG

PEIJIA-B

REMEGEN

RADIANCE HLDGS

POP MART

BAOZUN-W

ARCHOSAUR GAMES

XIAOCAIYUAN

HEPALINK

XPEV

09868

According to the 21st Century Business Herald, Wei Bin, Vice President of XPeng and head of the smart cockpit, has recently resigned after being on leave due to family reasons. Currently, the XPeng Smart Cockpit Center has merged with the Autonomous Driving Center to form a General Intelligent Center, managed by Liu Xianming. The new department is a "Car + Robot" AI organization, and the AI middle platform will support businesses such as intelligent driving, cockpit, and robotics

AASTOCKS

XPeng

XPENG-W

It is reported that XPeng Vice President Wei Bin has recently resigned

BYDDY

TESL

515030

DRIV

CARZ

516380

02015

09866

March delivery data for Chinese new energy vehicle (NEV) companies is out, showing a clear pattern of the strong getting stronger: BYD delivered 300,200 vehicles in March, ranking first; Geely NEV delivered 127,000 units; Li Auto delivered 41,000 units; Nio delivered 35,000 units, a 136% year-on-year surge; ZEEKR delivered 29,000 units; XPeng delivered 27,000 units. Tesla's first-quarter deliveries are expected to reach 369,000 units, a sequential decline of nearly 12%

- In March 2026, major Chinese electric vehicle manufacturers reported impressive delivery growth, with BYD leading by delivering over 300,000 units.  
- NIO's deliveries reached 35,486, reflecting a 136% year-on-year increase, while other brands like Geely, Li Auto, and Xpeng also showed substantial growth, albeit with some facing market pressure.  
- Tesla is expected to see a quarterly delivery decline of about 12% due to increased competition and demand fluctuations, prompting analysts to revise their annual delivery forecasts downward.

Wallstreetcn

BYD Company

Simplify Volt TSLA Revolution ETF

GraniteShares 1.25 Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

BYD Company Limited

Hua Xia CSI New Energy Vehicles ETF

Leverage Shares 2X Long TSLA Daily ETF

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

Tesla

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD COMPANY

XL2CSOPTSLA

Li Auto

LI AUTO-W

NIO Inc

NIO-SW

LEAPMOTOR

March EV Report Card: BYD Breaks 300,000 Units Monthly, Nio Surges 136% YoY, Tesla Faces Q1 Pressure

VOW3

159323

Volkswagen's partnership with Chinese EV maker Xpeng highlights a shift in the automotive industry, as Chinese firms increasingly dominate high-value components. VW's reliance on Xpeng for hardware and software comes amid a 45% drop in its China profits, reflecting intense competition from local automakers. Xpeng's rapid development capabilities, exemplified by the co-developed ID.UNYX 08 vehicle, contrast with the longer timelines of Western automakers. As Xpeng expands globally, including sales in Mexico, the competitive landscape for non-Chinese automakers continues to evolve.

- Volkswagen's partnership with Chinese automaker Xpeng highlights the shifting power dynamics in the automotive industry, as the German company now relies on Chinese technology for competitive advantage.  
- VW's profits in China fell by 45 percent in 2025 due to intense competition from homegrown companies, which offer software-defined vehicles appealing to local buyers.  
- As Chinese automakers like Xpeng advance rapidly, VW risks becoming a contract manufacturer, facing tough decisions on technology partnerships in various global markets.

CNBC

Volkswagen AG Pref

Volkswagen

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI New Energy Vehicles Industry ETF

Volkswagen AG

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Volkswagen deal with EV maker Xpeng shows how China tech threatens Western automakers

Chinese EV makers NIO, XPeng, and Li Auto saw significant stock increases today following strong March 2026 delivery reports. NIO rose 9%, XPeng 2%, and Li Auto 1.6%, with Li Auto leading in total volume at 41,053 vehicles. NIO's deliveries reached 35,486, a 136% year-over-year increase, while XPeng delivered 27,415 vehicles, marking an 80% jump. Analysts rate NIO and XPeng as Moderate Buy, with Li Auto at Hold, predicting the highest upside for XPeng at 44%.

- China's leading EV makers saw significant increases in March deliveries, reversing a dip in February, with Li Auto delivering 41,053 vehicles, NIO 35,486, and XPeng 27,415.  
- Li Auto's growth was aided by resolved production bottlenecks and the success of the Li i6, while NIO experienced a 136% year-over-year increase across its brands, highlighting broad demand.  
- Analysts have rated NIO and XPeng as Moderate Buy, with Li Auto rated Hold, and XPeng shows the highest projected upside at 44%.

Tip Ranks

NIO, XPEV, LI: Why These 3 Chinese EV Stocks Are Soaring Today

Xpeng sets Apr 2 launch for 2026 Mona M03 with in-house developed AI chip Xpeng will launch the updated Mona M03 on April 2, bringing 750 TOPS of computing power to the sub-$20,000 market for the first time. Xpeng Mar 30, 2026

CnEVPost

Xpeng Mar deliveries rebound sequentially despite year-on-year decline

GDXJ

82824

601068

The Hong Kong stock market performed weakly, with the Hang Seng Index falling by 0.81% and the Hang Seng Tech Index dropping by 1.84%. Aluminum stocks performed outstandingly, with CHALIECO rising over 22%. The gold sector increased, with CHIFENG GOLD rising over 10%. Automotive stocks generally declined, with GAC Group falling over 6%. Brokerage Huatai Securities advised investors to remain cautious and focus on balancing domestic and external demand. CITIC Securities pointed out that the asset structure of Hong Kong stocks is being optimized

腾讯新闻 - 财经

VanEck Junior Gold Miners ETF

EFUND GOLD MI-R

iShares Gold Trust

VanEck Gold Miners ETF

SPDR Gold Minishares

CHALIECO

iShares MSCI Global Gold Miners

CHIFENG GOLD

Abrdn Gold ETF Trust

Us Gbl GLD & Met

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Direxion Daily Jr Gold Miners Bull 2X

EFUND GOLD MI ETF

ChinaAMC Gold ETF

GLOBAL X Gold Explorers

Microsectors Gold Miners 3x Leveraged ETN

Sprott JR Gold Miners ETF

EFUND GOLD MI-U

Pro Ultr GLD

Roundhill Gold Miners Weeklypay ETF

Direxion Daily Gold Miners Bull 2X

Hong Kong Stock Review: Hang Seng Tech Index fell 1.84%, aluminum stocks led the rise, CHALIECO rose over 22%

516110

159565

XPeng will hold the launch party for the 2026 XPeng MONA M03 this Thursday (2nd) at 19:30, with an expected guide price ranging from RMB 119,800 to RMB 139,800. The new car is a compact pure electric sedan, featuring new colors of Roland Purple and Avocado Green. The charging time from 30% to 80% only takes 15 to 26 minutes, with a maximum range of up to 640km, and is equipped with the AI Tiangong 5.7.0 system and Qualcomm 8295 chip

Stheadline

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

XPeng's new model MONA M03 will be launched on Thursday, with a guide price expected to be below 139,800 yuan

00HSI

01810

07500

The Hang Seng Index closed at 24,727 points, down 224 points or 0.9%; the Hang Seng Tech Index reported 4,698 points, down 79 points or 1.7%. The China Enterprises Index fell 60 points, reporting 8,393 points. Among the active blue-chip stocks, Tencent fell 2.2%, Alibaba fell 1.9%, Xiaomi fell 1.5%, and Ping An fell 1.3%. XPeng fell 4.6%, and Xinyi Solar fell 3.8%. Some small and medium-sized stocks performed actively, with MIRXES-B rising 25.5%

Hang Seng Index

XIAOMI-W

FI2 CSOP HSI

CSOP HS TECH

MIRXES-B

BABA 2x Long Daily ETF - GraniteShares

Alibaba

KraneShares 2x Long BABA Daily ETF

Tencent

XUNCE

FI CSOP HSI

The Half-Day Report shows that the Hang Seng Index closed at 24,727 points, down 224 points; the Hang Seng Tech Index closed at 4,698 points, down 79 points. XPeng fell over 4%, and XUNCE reached a new high

MOTO

CARU

Xpeng is set to launch the updated Mona M03 electric sedan on April 2, featuring its in-house developed Turing AI chip, which offers 750 TOPS of computing power for the sub-$20,000 market. The model aims to enhance profit margins through hardware-software bundling. The Mona M03 is Xpeng's lowest-priced model and a key sales driver, contributing significantly to the company's deliveries. The updated version includes improved features, a longer electric range, and upgraded cockpit hardware. Xpeng plans to transition its entire lineup to Turing chips and launch four new models this year.

- Xpeng will launch the updated Mona M03 electric sedan on April 2, featuring the new Turing AI chip and delivering 750 TOPS of computing power for under $20,000.  
- The model is crucial to Xpeng's sales, accounting for over 40% of deliveries in 2025 and sustaining strong performance in early 2026.  
- Enhancements include upgraded chassis, increased range to 640 kilometers, and improved cockpit hardware, supporting Xpeng's strategy to boost profit margins through hardware-software integration.

SmartETFs Smart Transportation & Tech ETF

Max Auto Industry 3X Leveraged ETN

Xpeng sets Apr 2 launch for 2026 Mona M03 with in-house developed AI chip

STECH

03032

513130

513180

520920

The Hang Seng Index opened down 1.68%, and the Hang Seng TECH Index fell 2.78%. BYD Company Limited opened down 4.6%, while Baidu, Haier Smart Home, and XPeng all dropped over 4%. Market risk warning, investment should be cautious, this article does not constitute personal investment advice, users need to make their own investment decisions

华尔街见闻资讯

Hang Seng TECH Index

HSTECH ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

GX HS TECH

ChinaAMC Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

CAM HS TECH-R

ISHARESHSTECH-U

Tianhong Hang Seng TECH ETF(QDII)

ISHARESHSTECH

CSOP HSI ETF

China Universal Hang Seng Technology ETF(QDII)

ISHARESHSI

CAM HS TECH-U

Haier Smart Home

Hang Seng TECH ETF I

HAIER SMARTHOME

ISHARESHSI-U

BIDU-SW

The Hang Seng Index opened down 1.68%, and the Hang Seng TECH Index fell 2.78%

Chinese EV companies are achieving profitability while Western rivals struggle. Leapmotor, Nio, and Xpeng reported significant profits, marking a shift in the global automotive landscape. Chinese automakers benefit from government subsidies and vertical integration, allowing them to control costs effectively. Despite challenges, such as BYD's recent sales decline, these companies are adapting with innovative strategies, including multi-brand offerings and battery-swapping services. This trend signals a growing dominance of Chinese EV manufacturers in the global market, contrasting with the financial difficulties faced by American and European automakers in their transition to electric vehicles.

- Chinese electric vehicle (EV) startups are achieving profitability while American and European automakers continue to incur losses as they shift to electric models.  
- Notable profits were reported by Leapmotor, Nio, and Xpeng, contrasting with significant losses by Western manufacturers, highlighting a shift in the automotive power balance.  
- Chinese automakers benefit from government subsidies and vertical integration, enabling them to reduce costs and enhance competitiveness in a rapidly evolving market.

Yahoo Finance

NIO Inc. USD OV

China's EV Companies Aren't Just Making Great Cars. They're Making Money

Financial Analysis

Thank you pls. Pls i need help to asist me

NewUser_ajOEa6

$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:1) Revenue beat but driven by BYD Electronics; auto sales revenue in line: In Q4, total revenue was RMB 237.7bn, slightly above the RMB 236.7bn consensus, mainly on strong QoQ growth in non-core businesses, notably BYD Electronics.Auto sales revenue was RMB 181.5bn, in line with expectations, but vehicle ASP continued to trend down.2) Vehicle ASP still on a downward path: Vehicle ASP remains on a downward trajectory.In Q4...

BOYD Gaming

BYD COMPANY-R

TM ADR US

Toyota Motor

Toyota

BYD HK SDR 10to1

BYD: Crown Lost; A 'Toyota' Abroad Next?

Today’s Key News Recap

0323 | Dolphin Focus. Macro/Industry.1) On Mar. 21 (local time), Trump issued a 48-hour ultimatum to Iran to fully open the Strait of Hormuz or face strikes on its power plants. Iran responded that if its power facilities are attacked, it would shut the strait entirely.The Middle East conflict is a direct shock to the global energy supply chain. Higher oil prices will lift inflation, forcing the Fed to keep rates higher for longer and compressing growth-stock valuations.Gold's safe-haven appeal is being offset near term by rate expectations. Profit-taking after the prior rally has triggered technical selling, magnifying the decline...

BABA-W

BABA-WR

NVIDIA

Sanhua

SANHUA

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Alibaba HK SDR 5to1

HK & A-Shares Rout; Gold Hammered | Daily News Recap---

Xpeng

Conference Minutes

2026 overseas delivery target to double YoY.Intl revenue to account for over 20% of total.

Disc Medicine

XPEV (4Q25 Trans): Iron robot targets >1,000 units/month by end-2026---

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

XPEV: All Hype, No Profits — Still the 'Tesla of the East'?---

XPeng 4Q25 First Take: Overall, headline results looked strong, with revenue, GPM and profit beating expectations. Net profit turned positive for the first time since listing, in line with prior guidance. Peel back the sheen, though, and underlying performance in the core auto biz and the forward guide point to mounting pressure. The outlook reads cautious. ① High-margin services and Gov. subsidies flattered core auto weakness; revenue beat was driven by 'VW collaboration' and carbon-credit income boosting services/other: Total revenue reached RMB 22.3bn (vs. RMB 20.8bn est.). Auto sales revenue was RMB 19.1bn (+30% YoY, vs. RMB 18.4bn est.), helped by mix upgrade from higher X9 contribution lifting ASP, and a rising share of higher-ASP export models. The largest upside came from 'services and other' revenue.It jumped QoQ by RMB 0.85bn to RMB 3.2bn (well above the RMB 2.35bn est.). We estimate this reflects milestone recognition from the E/E architecture R&amp;D services with Volkswagen, plus carbon-credit gains tied to export growth. ② Core auto gross margin missed: Total GPM was 21.3% in Q4 (+120bps QoQ, vs. 20.5% est.), lifted mainly by high-margin tech services. By contrast, the core auto sales GPM was just 13%, roughly flat QoQ and below the 13.9% consensus. Despite a higher mix of the margin-richer X9, auto GPM failed to meet expectations. Rising per-unit manufacturing costs — early supply-chain/capacity ramp costs and higher battery costs — likely offset mix benefits. ③ Positive net profit lacks quality; core operations still bleeding: While net profit turned positive, it relied heavily on RMB 0.84bn of 'other gains' (mainly one-off Gov. subsidies). Ex these non-recurring items, XPeng would still have posted a net loss in Q4. On a more telling basis of core operating profit (GP minus core Opex), Q4 was RMB -0.93bn, worse than Q3's RMB -0.82bn. Despite higher GP QoQ, a sharp QoQ increase in S&amp;M, G&amp;A and R&amp;D (the three Opex lines) capped profit release. Most importantly, the 1Q26 guidance. It is the key focus. ④ Guidance under the 'one model, two powertrains' launch cycle fell short: It disappointed vs. expectations. Versus Q4's mixed print, the 1Q guide is notably weak. The tone is soft. Delivery guide is weak, failing to show a new-model surge: 1Q deliveries are guided to 61k–66k, well below the 84k the market expected. With Jan (~20k) and Feb (~15k) known, the implied Mar run-rate is only 26k–31k.Given dense 1Q launches of G6/P7+/G7/X9 range-extended 'super' trims plus annual refreshes for BEVs (the full rollout of the 'one model, two powertrains' strategy), this pace suggests the new-model effect is underwhelming vs. expectations. Revenue guide implies ASP pressure; price war bites. 1Q revenue is guided to RMB 12.2bn–13.28bn. Ex services/other, the implied ASP is roughly RMB 155k–165k per vehicle, with the top end only flat vs. Q4 and below the RMB 170k the market expected. Even with a further mix lift from the high-end X9, overall ASP still falls short, likely due to heavier promotions and discounting. $XPeng(XPEV.US) $XPENG-W(09868.HK)

It's good to finally see some food news for alibaba, it has been in the down trend for months. The company is also laying off roughly 30% of its workforce. Hopefully the trend will reverse!

Morning ☕️ Middle East tension = oil/gold rollercoaster. Alibaba aiming for $100B AI revenue. Xiaomi's new EV + mega AI model. What's your play today? 👇

HSXPENG@EC2609B(27298.HK)

HSXPENG@EC2609B Stock Performance Chart

It is reported that XPeng Vice President Wei Bin has recently resigned

March EV Report Card: BYD Breaks 300,000 Units Monthly, Nio Surges 136% YoY, Tesla Faces Q1 Pressure

Volkswagen deal with EV maker Xpeng shows how China tech threatens Western automakers

NIO, XPEV, LI: Why These 3 Chinese EV Stocks Are Soaring Today

Xpeng Mar deliveries rebound sequentially despite year-on-year decline