HUXPENG@EC2608A

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

Xpeng Auto Launches Large-Scale Overseas Shipping of the 2026 Xpeng P7+

XPeng CEO Responds to Humanoid Robot Stumble During Walk

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XPeng-W CEO He Xiaopeng stated that the company's goal for 2023 is to double overseas sales, expecting that by 2030, the overseas market will contribute over 70% of profits. The company plans to achieve mass production of robots, flying cars, and Robotaxis in the same year, and launch 6 models in markets such as Israel, Germany, Norway, Thailand, and France, with prices ranging from 100,000 to 200,000 RMB. Meanwhile, the number of distribution points is expected to double to 680

AASTOCKS

XPeng

Hwabao WP CSI Intelligent Electric Vehicle ETF

XPENG-W

Hua Xia CSI New Energy Vehicles ETF

XPeng CEO: Striving for a doubling of overseas sales this year, with a target of over 70% profit contribution from overseas markets by 2030

516110

DRIV

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

Wallstreetcn

Guotai CSI 800 Automobile and Parts ETF

Global X Autonomous & Electric V

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

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159323

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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.

CnEVPost

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

E Fund CSI Auto Components Thematic ETF

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

MOTO

09660

CARZ

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

SmartETFs Smart Transportation & Tech ETF

HORIZONROBOT-W

First Trust S-Network Future Vehicles & Tech ETF

"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

BYD Company Limited

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

BYD COMPANY

BYD Company

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.

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Goldman Sachs released a research report listing investment ratings and target prices for mainland automotive OEMs and suppliers. Companies such as BYD, Li Auto, XPeng, and FUYAO GLASS were all given a "Buy" rating, but target prices were adjusted downward. Specifically, BYD's target price was lowered from RMB 144 to RMB 137, Li Auto's target price was reduced from USD 27 to USD 24, XPeng's target price was decreased from USD 25 to USD 22, and FUYAO GLASS's target price was cut from RMB 77 to RMB 73

Guotai CSI Mainland transport theme ETF

FUYAO GLASS

FYG;FUYAO GLASS

ChinaAMC CSI All Share Transportation ETF

Goldman Sachs' Investment Ratings and Target Prices for Mainland Automobile OEMs and Suppliers (Table)

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The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

YUM China

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Xiaomi Corporation

NetEase

Tencent Holdings Limited

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Baidu

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TENCENT

Alibaba

Li Auto (LI) stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models amid fierce competition in the Chinese EV market. Analyst Nick Lai lowered the price target from $18 to $14 and projected a 10% sales decline to 366,000 units. He also downgraded Nio and XPeng, adjusting their price targets but maintaining Buy ratings, anticipating losses for both in 2026. Wall Street remains cautious on Li Auto while being optimistic about Nio and XPeng's growth potential.

- Li Auto's stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models and intense competition in the Chinese EV market.  
- Analyst Nick Lai expects Li Auto's sales to decline by about 10% this year, anticipating a possible loss due to price cuts and increased costs, while lowering Nio and XPeng's targets but keeping them rated as Buy.  
- Wall Street remains cautiously optimistic on Nio and XPeng, seeing greater potential in XPeng compared to Li Auto, which is viewed less favorably.

Tip Ranks

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'

XPeng: Recently, XPeng officially joined the Dutch Mobility Industry Association (referred to as "BOVAG"), becoming the first Chinese automotive company member in the association's 90-year history

XPeng becomes the first Chinese car company to join the Dutch BOVAG

XPENG has partnered with Antom, a subsidiary of Ant International, to enhance the digital payment experience for EV charging. This collaboration marks XPENG as the first Chinese EV maker to establish a global payment partnership with Antom, launching in Hong Kong in February 2026 and expanding to Southeast Asia. The XPENG APP will allow users to pay for charging via AlipayHK and other payment methods, streamlining the charging process. XPENG aims to improve its global charging network, which currently connects over 2.66 million charging piles across 31 countries.

- Antom has become the first global payment partner for XPENG’s EV charging business, launching in Hong Kong on February 9, 2026.  
- The collaboration enables XPENG users to make direct payments for charging through the XPENG APP, integrating over 300 payment methods across various global markets.  
- As XPENG expands its global presence, the partnership aims to enhance user experience and support efficient payment infrastructure for electric vehicle charging.

StockTitan

XPENG and Ant International’s Antom Advance Global Collaboration to Improve Digital Payment Experience for EV Charging | XPEV Stock News

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

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

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👋 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-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🧐

HUXPENG@EC2608A(22232.HK)

XPeng CEO: Striving for a doubling of overseas sales this year, with a target of over 70% profit contribution from overseas markets by 2030

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

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

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

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)