HSXPENG@EC2610A

Cornerstone Tech Holdings Signs Strategic Partnership with XPeng Auto Charging

XPeng Chairman Shares Plans for Humanoid Robots and Flying Cars, Compares VLA with Tesla's FSD

Guangzhou Pengyan Technology Co., Ltd. Wholly Founded by Guangzhou XPeng Automotive Technology Co., Ltd.

Xpeng Executives Discuss Flying Car Development Progress at Beijing Auto Show

He Xiaopeng Announces Booking of Xiaopeng GX on Weibo

FactSet raises XPeng's 2026 EPS forecast to -0.02 USD

Xpeng's CEO Reveals Talks with Overseas Automakers on Potential Collaboration

Xpeng Group Negotiates Global Cooperation to Commercialize Autonomous Driving Technology

XPeng's Second Generation VLA Launch Boosts Sales

XPeng Group Unveils AI Cars and Flying Cars at 2026 Beijing Auto Show

XPeng to debut new model GX at Beijing Auto Show

XPeng expects 50% of revenue to come from overseas in the next five to ten years

XPeng Auto Seeking Global Operating Partners for Robo-Taxi Business

XPeng to Achieve Robot Mass Production by End of Q4

XPeng Group Plans Mass Delivery of Flying Cars Next Year

XPeng Unveils Guangzhou Flying Car Factory

Xpeng Launches Full-Size SUV GX with Different Pricing Strategy from G9

Xpeng to Unveil Next-Gen 'Physical AI' Ecosystem at 2026 Beijing Motor Show

Xpeng Auto Xpeng GX Display Car Entering Stores Nationwide

FactSet lowers the EPS forecast for XPeng in 2026

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I.CENTURY HLDG

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XPEV

HYDD

BYD delivered a better-than-feared set of results. Expectations were low, and the outcome was solid.

BYD: Overseas Boom Won't Plug Home-Market Hole

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Foreign carmakers are increasingly collaborating with Chinese partners to leverage local technology and platforms, marking a shift from traditional joint ventures. Companies like Volkswagen and Mercedes-Benz are adapting to China's rapid advancements in electric vehicles (EVs) and technology. This collaboration aims to enhance competitiveness both in China and globally, as seen in VW's partnerships with XPeng and other tech firms. Analysts note that while foreign brands struggle to regain market share in China, their technological improvements could benefit them in other markets.

- Foreign automakers like Volkswagen are increasingly collaborating with Chinese companies such as XPeng to enhance their competitiveness in the rapidly evolving electric vehicle market.  
- The shift from requiring joint ventures to leveraging local technology reflects the growing influence of China's automotive innovations on global brands, as they seek to adapt and thrive internationally.  
- Despite challenges in regaining market share, foreign firms are improving their products through these partnerships, benefiting from China's integrated ecosystem of tech and supply chain advantages.

Yahoo Finance

Mercedes-Benz Group AG

Volkswagen

XPeng

XPENG-W

Global X Autonomous & Electric V

Ping An CSI New Energy Vehicles Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

UBS Group AG

Bayerische Motoren Werke AG

Volkswagen AG

Huawei

Toyota Motor Corp.

Toyota Motor

General Motors

Momentus

Nissan Motor Co., Ltd.

Nissan Motor

SAIC Motor

HORIZONROBOT-W

Ford Motor

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

DONGFENG GROUP

DFAC

Bayerische Motoren Werke AG Pref

Volkswagen AG Pref

Toyota

MOMENTUS INC C/WTS 15/05/2026 (TO PUR COM)

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

'Joint venture in reverse': foreign carmakers seek edge with China partners

Xpeng's flying car unit, Aridge, received over 90 orders in a single day at the Beijing Auto Show, with total pre-orders exceeding 7,000. The modular flying car, priced under 2 million yuan, aims for mass production and global market introduction within 2026. The vehicle features a ground-based parent vehicle and a two-seater aircraft, with a combined range of over 1,000 kilometers. Aridge is also preparing for an IPO in Hong Kong and has completed a $200 million equity financing round.

- Aridge's Land Aircraft Carrier secured over 90 orders in one day at the Beijing Auto Show, boosting total pre-orders to over 7,000 units.  
- The company plans to launch mass production within 2026, offering a modular flying car priced under 2 million yuan, featuring an innovative parent vehicle that can charge its aircraft.  
- Aridge is also developing a second-generation flying car aimed at both domestic and international markets, while preparing for an initial public offering in Hong Kong.

CnEVPost

Xpeng flying car unit daily orders top 90, drawing crowds at Beijing Auto Show

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Germany's top carmakers are losing market share in China to local brands like BYD, NIO, and XPeng, which now hold 68% of the passenger car market. The shift is attributed to lower prices, advanced technology, and changing consumer preferences favoring local brands. German automakers, facing declining sales and increased competition, are responding by launching new models and adapting strategies. However, they are struggling to keep pace with the rapid innovation and appeal of Chinese EV makers, as the market dynamics evolve significantly.

- Germany's automotive industry is experiencing significant challenges in the Chinese market, with local brands increasing their market share to 68%.  
- Traditional German carmakers like Mercedes-Benz and BMW are facing slower sales and expect to sell fewer than 500,000 cars in China in 2026, influenced by changing consumer preferences and a focus on local brands.  
- German manufacturers are responding by introducing new models and adapting strategies to meet the competition from agile Chinese companies that excel in technology and design.

Tip Ranks

NIO-SW

NIO Inc

NIO Inc. USD OV

BYD Company

BYD Company Limited

BYD COMPANY

XIAOMI-W

XIAOMI-WR

GEELY AUTO-R

GEELY AUTO

吉利汽车

Tesla

BYD HK SDR 10to1

BYD COMPANY-R

Xiaomi Corporation

Xiaomi HK SDR 2to1

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

German Auto Giants Lose Share in China as BYD, NIO, XPeng Lead Market Shift

Xpeng, a Chinese electric vehicle manufacturer, plans to start delivering its flying cars, priced at nearly $300,000, later this year, with full-scale production expected by 2027. The company has received over 7,000 orders, primarily from China, and is seeking regulatory approval. Xpeng's subsidiary, Aridge, is producing these vehicles in a facility designed for 10,000 units annually. Additionally, Xpeng is focusing on robotaxis and humanoid robots, aiming for significant production in the coming years. Shares of Xpeng rose over 2.5% in premarket trading following recent fluctuations.

- Xpeng, a Chinese electric vehicle manufacturer, plans to deliver flying cars priced under $300,000, with full production anticipated by 2027.  
- The company has received over 7,000 orders and is also developing humanoid robots, aiming to produce hundreds of thousands within 18 months for service roles.  
- Xpeng is advancing its cooperation with Volkswagen and initiating robotaxi tests in Guangzhou, with significant growth expected in both sectors.

Dow Jones

Thomson Reuters

Deliveries of a $300,000 flying car may be coming later this year

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AI Transforms the World: XPENG Showcases Its Full-Stack Physical AI Ecosystem at Auto China 2026 | XPEV Stock News

StockTitan

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

AI Transforms the World: XPENG Showcases Its Full-Stack Physical AI Ecosystem at Auto China 2026 | XPEV Stock News

CARZ

- China's auto industry aims to embed artificial intelligence in next-generation electric vehicles (EVs) to create self-reasoning machines that rely on Chinese chips.  
- This initiative is part of China’s five-year plan to reduce dependency on high-end semiconductors and drive "AI Plus" integration across various sectors.  
- Recent investments by automakers and technology companies, such as Xiaomi and Huawei, highlight a shift towards smart driving systems that blur the lines between technology and automotive sectors, marking a revolutionary change in the industry.

Reuters

First Trust S-Network Future Vehicles & Tech ETF

Qualcomm

China's auto industry races to embed AI in line with Beijing mandate

Chinese car manufacturers, including Xiaomi, BYD, and Xpeng, are set to dominate the world's largest auto show in Beijing, showcasing advancements in electric vehicles (EVs) and autonomous driving technology. The Auto China exhibition will feature over 1,400 vehicles from various brands, highlighting fierce competition among domestic firms and collaborations with foreign automakers like BMW and Audi. The event runs from April 28 to May 3, with a focus on innovative features and customer preferences for spacious SUVs. The rise of EVs is further fueled by rising oil prices, prompting a shift away from fossil fuels.

- Chinese car manufacturers, including Xiaomi, BYD, and Xpeng, are leading the integration of AI and autonomous driving technology in their electric vehicles.  
- The Auto China exhibition in Beijing will showcase over 1,400 vehicles from numerous companies, reflecting the competitive landscape where domestic brands are gaining ground against traditional automakers like Volkswagen and Toyota.  
- As electric vehicle adoption rises due to high oil prices, firms are initiating aggressive trade-in schemes and innovations to attract customers, amidst calls from Chinese officials for tighter price monitoring in the face of intense competition.

CATL

AUDI AG

CATL HK SDR 30to1

Chinese EVs geared up to dominate world's biggest auto show

- China is expanding its vehicle technology, including robotaxis and flying cars, to international markets in response to a saturated domestic market and declining sales.  
- Car sales in China fell 18% in the first quarter, prompting manufacturers like Xpeng to seek growth through exports, despite tariffs in Europe.  
- Xpeng anticipates substantial future revenue from abroad, with plans for large-scale production of flying cars and humanoid robots, aiming for over 50% of its revenue to come from international markets within the next decade.

Gartner

China's global EV push reflects its ambition - and harsh economics at home

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KB LAMINATES(01888) rose 10.63%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 158.8%. WEICHAI POWER(02338) rose 6.76%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 87.6%. AKESO(09926) fell 12.66%, with a trading turnover 3.1 Billion HKD, and a year-to-date rose 15.4%. MINIMAX-W(00100) fell 7.49%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 420.3%.

- The Hang Seng Index fell by 0.95%, with a year-to-date increase of 1.1%, while the Hang Seng Tech Index decreased by 1.98%, down 11.8% for the year.  
- Jian Tao Jici Ban (01888) rose by 10.63% with a trading volume of 1.76 billion HKD, marking a 158.8% year-to-date increase.  
- Weichai Power (02338) increased by 6.76% with a trading volume of 1.06 billion HKD, showing a 87.6% year-to-date rise, whereas Kangfang Biotech (09926) declined by 12.66%.

Daily Top

KB LAMINATES

WEICHAI POWER

YANKUANG ENERGY

KNOWLEDGE ATLAS

PETROCHINA

AKESO

MINIMAX-W

BIREN TECH

INNOVENT BIO

Top 5 HK Stock Gainers/Losers (>100B) (4.23)

Financial Analysis

Thank you pls. Pls i need help to asist me

ranjit

$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

TM ADR US

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

Alibaba

BABA-WR

NVIDIA

Sanhua

SANHUA

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@EC2610A(28625.HK)

BYD: Overseas Boom Won't Plug Home-Market Hole

'Joint venture in reverse': foreign carmakers seek edge with China partners

Xpeng flying car unit daily orders top 90, drawing crowds at Beijing Auto Show

German Auto Giants Lose Share in China as BYD, NIO, XPeng Lead Market Shift

Deliveries of a $300,000 flying car may be coming later this year