UB#XPENGRP2812D

XPeng Group Holds Robot Mass Production Mobilization Meeting, Targets 2026 Year-End Launch

Guangdong's 100 Billion Yuan Strategic Emerging Industry Fund Launches, Prioritizes XPeng Group Signing

XPeng VP Welcomes Tesla FSD Entry, Both Use Pure Vision Strategy

XPeng completes acquisition of 90.1% stake in Indonesian EV entity EIDO, launching local production in Southeast Asia

XPeng Group's First Mass-Produced Robotaxi Officially Rolls Off the Line in Guangzhou

XPeng GX Secures 24,900 Orders in 12 Hours of Launch; CLSA Reaffirms Outperform Rating

XPENG-W to Release FY2026 Q1 Earnings on May 28 Pre-Market (BJT), Forecast Revenue HKD 14.75 B, EPS HKD -0.9075

XPeng He Xiaopeng Announces XPeng GX Official Launch Tonight at 7:30 PM

XPeng's Robotaxi Fleet Debuts Unmasked, Verifies L4 Autonomous Driving Capability

XPeng Plans to Launch Robotaxi Pilot Operations in Second Half of Year

XPeng Motors Plans to Achieve Fully Autonomous Operations Without On-site Safety Personnel by Early 2027

XPeng Acquires 90.1% Stake in Indonesian EV Maker ERA Industri

XPeng's New Flagship Model GX Scheduled for Official Launch on May 20

XPeng Auto in Talks to Acquire European Factories to Expand Overseas Sales

XPeng Plans to Acquire VW Factory to Advance Overseas Production

XPeng to Release First Quarter Earnings Report on May 28

XPeng Group Plans to Launch Intelligent Vehicle XPeng GX with High-Calculation AI Chip

XPeng Group to Launch New Tech Flagship Model XPeng GX

XPeng Group to Launch New Flagship Model XPeng GX

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MINIMAX-W(00100) rose 10.53%, with a trading turnover 2.8 Billion HKD, and a year-to-date rose 415.2%. CATL(03750) rose 6.38%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 40.7%. SANHUA(02050) fell 4.89%, with a trading turnover 594.3 Million HKD, and a year-to-date fell 9.7%. XIAOMI-W(01810) fell 4.57%, with a trading turnover 8.3 Billion HKD, and a year-to-date fell 27.7%.

- The Hang Seng Index fell by 1.06%, with a year-to-date decline of 1.2%, while the Hang Seng Tech Index decreased by 0.79% and is down 11% for the year.  
- MINIMAX-W (00100) rose by 10.53% with a trading volume of HKD 2.76 billion, marking a significant year-to-date increase of 415.2%.  
- Additionally, CATL (03750) increased by 6.38%, while SMC (02050) and Xiaomi Group (01810) dropped by 4.89% and 4.57%, respectively, with respective year-to-date declines of 9.7% and 27.7%.

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Top 5 HK Stock Gainers/Losers (>100B) (5.27)

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0527 | Dolphin Research Focus: 🐬 Macro/Industry1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in Mar. This is the fastest pace since Nov-2023.Earnings recovery was evident, led by equipment manufacturing and high-tech manufacturing. AI-driven demand and a rebound in PPI were the main drivers.However, upstream-downstream divergence persists and the domestic-demand repair is not yet firm, so earnings sustainability bears watching. This is supportive for a repair in A-share manufacturing and cyclical sectors...

CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap

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XPeng, Inc. (XPEV) is set to report its Q1 2026 earnings on May 28, with the stock down over 20% year-to-date due to a tough EV market. Options traders anticipate an 8.4% price move in response to the earnings report, aligning with XPeng's average post-earnings move of 8.9% in the last four quarters.

- XPeng, Inc. (XPEV) will announce its Q1 2026 earnings on May 28.  
- The company has seen its stock decline over 20% year-to-date due to a competitive EV market, characterized by price cuts and slowing demand.  
- Options traders anticipate an 8.4% volatility in XPEV stock following the earnings report, aligning closely with the average post-earnings movement of 8.9% from the past year.

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XPeng

Global X Autonomous & Electric V

Guotai CSI 800 Automobile and Parts ETF

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KraneShares Artfcl Intllgnc and Tech ETF

XPeng Is About to Report Q1 Earnings — Options Traders Expect an 8.4% Move in XPEV Stock

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Deutsche Bank forecasts Xpeng's new orders to rise 40% in May, reaching approximately 50,000 units, driven by strong demand for the GX SUV. The GX's aggressive pricing strategy, starting at 269,800 yuan, has significantly boosted order volume, with over 24,000 firm orders in the first 12 hours post-launch. The GX's advanced features and competitive pricing are expected to enhance Xpeng's market share in the mid-to-high-end segment.

- Xpeng's new GX SUV has generated strong initial demand, with new orders expected to rise by 40% in May compared to April, reaching about 50,000 units.  
- The GX, launched on May 20, has secured over 24,000 orders in just 12 hours due to its competitive pricing strategy, which starts at 269,800 yuan ($39,750), significantly lower than earlier estimates.  
- Xpeng plans to expand its product lineup with several new models, including the G9L, while maintaining steady orders for existing models like the Mona M03 and P7+.

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Analysts say aggressive pricing of GX boosts Xpeng's May orders to 50,000

Xpeng's top-trim battery-electric GX SUV is experiencing delivery wait times of up to 29 weeks due to aggressive pricing and strong demand, with over 80% of initial orders for the Ultra flagship version. The model, launched on May 20, features advanced tech and a starting price of 269,800 yuan. Lower-trim variants have shorter wait times of 5 to 7 weeks. Xpeng aims to boost sales with this model, targeting 5,000 units per month, despite a 27.4% drop in deliveries earlier this year.

- Xpeng's new flagship SUV, the GX, has seen high demand, particularly for the top-trim battery-electric Ultra version, leading to delivery waits of up to 29 weeks.  
- The GX was launched on May 20, and over 80% of its initial 24,863 orders were for the Ultra model, which features advanced technology and a competitive starting price.  
- Despite a 27.40% drop in overall deliveries earlier this year, Xpeng aims to boost sales, expecting the GX to sell 5,000 units monthly, significantly impacting its performance.

Aggressive pricing drives Xpeng GX top-trim wait times to up to 29 weeks

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SERES(09927) rose 5.09%, with a trading turnover 218.1 Million HKD, and a year-to-date fell 33.9%. OMNIVISION(00501) rose 5%, with a trading turnover 239.8 Million HKD, and a year-to-date fell 9.7%. BIREN TECH(06082) fell 7.69%, with a trading turnover 339.2 Million HKD, and a year-to-date rose 138.8%. YOFC(06869) fell 6.84%, with a trading turnover 3.4 Billion HKD, and a year-to-date rose 316.2%.

- The Hang Seng Index fell by 1.03%, with a year-to-date decline of 1%.  
- The Hang Seng Tech Index decreased by 2.15%, accumulating a 13.5% loss for the year.  
- Notable movements include Sai Liu Si rising by 5.09% despite a 33.9% year-to-date drop, while Wall Group and Biran Technology saw gains and losses, respectively, throughout the year.

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0521 | Dolphin Research Focus: Stock 1, $SpaceX(SpaceX.NA). SpaceX has formally filed an S-1 with the SEC to list on Nasdaq (ticker SPCX).The implied valuation range is $1.75–2.0tn, and the deal could raise up to $75bn, potentially the largest IPO on record. Q1 2026 revenue was $4.69bn, with a net loss of $4.28bn.Its AI biz remains in the investment phase. The company will adopt a dual-class share structure, with Elon Musk holding Class B shares...

SpaceX Files Prospectus; TSLA's Supervised FSD to Enter China | Daily News Recap

Xpeng CEO He Xiaopeng asserts that LiDAR is no longer essential for the auto industry, advocating for a pure vision autonomous driving strategy. The company launched the GX SUV, which utilizes this approach, similar to Tesla's. He acknowledges LiDAR's value in other sectors but emphasizes that performance, not hardware, is key for autonomous driving. Xpeng plans to continue its transition away from LiDAR, having previously integrated it in earlier models. The GX SUV received 24,863 orders within 12 hours of its launch.

- Xpeng's CEO, He Xiaopeng, claims that the automotive industry no longer requires LiDAR sensors, emphasizing a shift to a Tesla-like pure vision autonomous driving solution with the new GX SUV.  
- Despite the rising trend of models with LiDAR in China, Xpeng remains confident in its decision to rely on high-resolution cameras and its second-generation VLA system for performance.  
- The company previously utilized LiDAR in its models, but since late 2024, all new Xpeng vehicles have adopted a LiDAR-free approach as part of their strategy.

Tesla

Xpeng defends its pure vision strategy, says LiDAR is no longer necessary for cars

Xpeng's new flagship GX SUV received 24,863 firm orders within 12 hours of its launch, with over 80% for the top-trim Ultra Flagship versions. The SUV, priced at 269,800 yuan ($39,720), aims to capture the mid-to-high-end family market. Analysts predict monthly sales of 5,000 units, driven by competitive technology and pricing. Xpeng plans to expand the GX's availability to the Middle East soon.

- Xpeng's new GX SUV achieved 24,863 orders within its first 12 hours, with over 80% from the top-trim Ultra Flagship versions.  
- The competitive starting price of 269,800 yuan aims to capture a larger share of the mid-to-high-end family user market, while analysts project monthly sales of 5,000 units.  
- The GX is equipped with advanced technology and plans to enter the Middle East market, marking a key initiative to boost Xpeng's sales this year amid a decline in deliveries.

Xpeng's new flagship GX SUV secures 24,863 firm orders in 12 hours after launch

China's 300 million e-scooters to be major challenge for Tesla FSD, says Xpeng exec In central Guangzhou, for example, about 30 percent of roads don't have bike lanes, and e-scooters need to use the same roads as motor vehicles. Xpeng Jun 27, 2024

- China's market of 300 million e-scooters poses significant challenges for Tesla's Full Self-Driving (FSD) technology.  
- In cities like Guangzhou, approximately 30 percent of roads lack bike lanes, forcing e-scooters to share roads with motor vehicles.  
- This situation highlights the complexity of integrating autonomous vehicles with the growing number of e-scooters on the roads.

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