MSXPENG@EC2611A

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

Wang Fengying Becomes Xpeng Car Shareholder Through Stock Grant

Xpeng Group Clarifies No Official Talks or Investigations and Will Hold Rumor Spreaders Accountable

XPeng 澄清未被约谈及立案调查

Regulatory authorities 约谈 multiple automakers to address new energy vehicle lock power issues

XPeng Group's Second Generation VLA System Achieves Over 50% Autonomous Driving Mileage Share

XPeng Announces 2025 Yearly Report, Equity Structure Remains Stable

FactSet downgrades XPeng's 2026 EPS estimate to -0.06

XPeng Delivered 31,011 Vehicles in April, Test Drive Satisfaction Improved

XPENG Motors Announces April Deliveries, Launches Promotions, and Expands Charging Network

Xpeng Group's April Deliveries Reach 31,011, Up 13% MoM

XPeng Announces April Delivery Results and Launches New Model

XPeng Releases X-Cache Technical Report to Boost Autonomous Driving Model Efficiency

He Xiaopeng Announces XPeng's Plans to Add New Factories and R&D Centers Globally, Adjust Business Model, and Set Sales Targets for Humanoid Robots

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0515 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today is Jerome Powell's final day as Fed Chair, and Kevin Warsh begins his first term. On the same day, Governor Stephen Miran tendered his resignation and will step down as Warsh takes office.The leadership change opens a window for a policy shift at the Fed. Warsh, a hawk, advocates QT plus rate cuts and may tweak the inflation framework.Miran voted against at all six FOMC meetings; his exit weakens the dovish camp. In the near term, this heightens uncertainty around monetary policy, affecting global liquidity and asset pricing...

Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News Recap

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0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

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SAIC Motor

BYD COMPANY

GWMOTOR

HASCO

BYD Company Limited

XPeng

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LI AUTO-W

BYD Company

China Universal CSI New Energy Vehicle Industry ETF

Huaan CSI New Energy Vehicles ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Guotai CSI 800 Automobile and Parts ETF

GX CN EV BATT-U

Hua Xia CSI New Energy Vehicles ETF

GX CN EV BATT

Global X Autonomous & Electric V

New Energy Vehicles ETF

China's early May NEV sales rebound from April lows despite yearly drop

Xpeng is in discussions to acquire a Volkswagen plant in Europe to support its expansion, as its current Austrian production line is nearing capacity. The talks were revealed by Xpeng's managing director at the Financial Times' Future of the Car summit. Xpeng's exports have surged, reaching a record 6,006 vehicles in April, indicating strong international growth. Volkswagen, facing declining demand, is restructuring and considering allowing its Chinese partners to utilize excess capacity. Xpeng may also explore building a new manufacturing facility in Europe.

- Xpeng is in discussions to acquire European manufacturing facilities due to capacity constraints at its Austrian production line.  
- Exports of Xpeng vehicles reached a record 6,006 units in April 2026, marking a 62.24% increase year-on-year, as the company seeks to boost international sales amidst a competitive market.  
- The talks with Volkswagen include potential collaboration on production facilities, with Xpeng exploring further expansion options in Europe given the evolving landscape of the automotive industry.

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Xpeng in talks to buy VW plant for Europe expansion

XPeng, Inc. has announced a board meeting on May 28, 2026, to review its Q1 2026 results. The company will publish its financial performance and hold an earnings call on the same day, providing access via its investor relations website. Currently, the stock has a Sell rating with a price target of HK$59.00. XPeng is a China-based smart electric vehicle manufacturer listed in Hong Kong, focusing on intelligent EVs for the Chinese market.

- XPeng, Inc. has scheduled a board meeting on May 28, 2026, to review its first-quarter results for the period ending March 31, 2026.  
- The company will publish its financial results accompanied by an earnings conference call, enhancing transparency for investors and analysts.  
- As of now, analysts have rated XPeng (HK:9868) stock as a Sell, with a target price of HK$59.00 and a current market capitalization of HK$119.6 billion.

Tip Ranks

XPeng Sets May 28 Board Meeting and Earnings Call for Q1 2026 Results

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Xpeng will report its Q1 earnings on May 28, alongside Li Auto, while Nio will report earlier on May 21. Investors are keen to see Xpeng's margin trends and its investments in AI and new models. Xpeng achieved a historic profit in Q4 2025 but saw a 33.32% decline in Q1 deliveries year-on-year, delivering 62,682 vehicles. The company expects Q1 revenues between 12.2 billion and 13.28 billion yuan. The earnings call is scheduled for 7:00 am ET on May 28, following the launch of its new flagship SUV, the GX, on May 20.

- Xpeng is set to release its first quarter 2026 financial results on May 28, after achieving its first quarterly profit in Q4 2025 with a net profit of 380 million yuan.  
- The company delivered 62,682 vehicles in Q1, reflecting a 33.32% decline from the prior year, though it remained within the estimated guidance of 61,000 to 66,000 units.  
- Xpeng will also launch its new flagship SUV, the GX, on May 20, and plans to significantly increase AI-related investments to 7 billion yuan this year.

First Trust S-Network Future Vehicles & Tech ETF

Li Auto

NIO Inc

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Xpeng to report Q1 earnings on May 28 alongside Li Auto

Xpeng reported April deliveries of 31,011 units, with the Mona M03 leading at 13,699 vehicles, contributing 44% of total sales. The G6 SUV followed with 5,692 units, while the P7+ sedan delivered 3,999 units. Despite a year-on-year decline, the Mona M03's deliveries rose 46.75% from March. Xpeng's domestic retail sales reached 25,005 units, alongside 6,006 exports, indicating growth in overseas markets. The company is set to launch new models to enhance its premium market presence.

- Xpeng delivered 31,011 vehicles in April, with the Mona M03 accounting for 44.17% of that total at 13,699 units.  
- Despite a year-on-year decline, monthly deliveries of the Mona M03 increased 46.75% from March, contributing to Xpeng's overall retail sales of 25,005 units domestically.  
- Xpeng also achieved significant export numbers, reaching 6,006 units in April, while planning new product launches to enhance its market presence.

Xpeng April deliveries breakdown: Mona M03 contributes 44%

Xpeng is set to launch its flagship GX SUV on May 20, following pre-sales that began on April 15 at a price of 399,800 yuan ($58,820). This model aims to penetrate the premium SUV market, competing with Nio ES8, Li L9, and Aito M9. The GX features advanced technology, including autonomous driving capabilities, and is built on the SEPA 3.0 platform. Xpeng's CEO emphasized the vehicle's design for trust and innovation, marking a significant step in the company's strategy to enhance profitability through high-end offerings.

- Xpeng began pre-sales for its GX model on April 15, priced at 399,800 yuan ($58,820), targeting China's premium SUV market alongside competitors like Nio and Li Auto.  
- Officially launching on May 20, the GX aims to enhance Xpeng's profitability by entering the high-end luxury segment and integrating advanced technologies for autonomous driving.  
- The GX will feature both battery electric and extended-range versions, built on the SEPA 3.0 platform with in-house developed AI driving chips for improved performance.

Huawei

Xpeng to launch flagship GX SUV on May 20 in premium market push

Xpeng is expanding its product lineup with new filings for the G9L, L05, and L03 SUVs, which include both battery electric and extended-range versions. The G9L is a large SUV with various motor options, while the L05 and L03 are mid-size and compact SUVs, respectively, also featuring EREV variants. This move aligns with Xpeng's dual-powertrain strategy to boost sales and address consumer range anxiety. The new models are expected to launch later this year, enhancing Xpeng's competitiveness in the market.

- Xpeng has filed for three new SUV models: G9L, L05, and L03, including battery electric and extended-range variants, to enhance its vehicle sales through a dual-powertrain strategy.  
- The G9L, a large SUV, features a dual-motor option with significant power outputs and will utilize CALB batteries, while the L05 and L03 models are mid-size and compact SUVs, respectively, with EREV versions powered by 1.5-liter engines.  
- These new models aim to address consumer range anxiety and capture a larger market share, building on the success of the Mona M03 sedan.

E Fund CSI Auto Components Thematic ETF

SmartETFs Smart Transportation & Tech ETF

Max Auto Industry 3X Leveraged ETN

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

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Xpeng prepares major product offensive with multiple new filings

Xpeng president Wang Fengying has become a shareholder after 1.65 million shares vested, valued at approximately $13 million. Since joining in 2023, she has led the company out of a sales slump, increasing annual sales from 120,800 to 429,400 units by 2025. Under her leadership, Xpeng achieved its first quarterly profit in Q4 2025, with revenue reaching 22.25 billion yuan. Wang's equity grant was approved in March 2023, contingent on a three-year service condition, which she fulfilled by March 2026.

- Xpeng president Wang Fengying has successfully led the company out of a sales slump since joining in January 2023, significantly increasing annual sales from 120,800 units to 429,400 units.  
- As of March 31, 2026, Wang holds 1.65 million Class A ordinary shares of Xpeng, valued at approximately $13 million, after meeting a three-year service condition for stock incentives.  
- Under her leadership, Xpeng achieved its first quarterly profit by the end of 2025, reflecting a historic turning point in the company's financial situation.

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Xpeng president Wang Fengying becomes shareholder as 1.65 million shares vest

Today’s Key News Recap

Porsche

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SMIC HK SDR 5to1

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Alibaba HK SDR 5to1

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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. House lawmakers introducing bill to ban Chinese vehicles in the U.S - $Ford Motor(F.US) $General Motors(GM.US) $Tesla(TSLA.US) $NIO Inc(NIO.US) $XPeng(XPEV.US) $Li Auto(LI.US)

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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

Financial Analysis

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

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...

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

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...

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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'?---

MSXPENG@EC2611A(29277.HK)

Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News Recap

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

China's early May NEV sales rebound from April lows despite yearly drop

Xpeng in talks to buy VW plant for Europe expansion

XPeng Sets May 28 Board Meeting and Earnings Call for Q1 2026 Results