BPXPENG@EC2611A

XPeng X9 Wins 2026 Norway NAF El Prix with 111.4% WLTP Range Achievement Rate

XPeng Motors Officially Enters Yacht Sector, Assembles 100-Person Team for 'Flying Fish' Project

XPeng Begins Local Production of G6 in Malaysia, Accelerating Southeast Asia Expansion

He Xiaopeng Announces He Will Serve as CEO of XPeng Robotics on June 10

Xpeng Group Establishes North Africa "Strategic Iron Triangle", 2500sqm Tunis Service Center Opens

Daiwa Capital cuts XPeng Motors target price from $29 to $25

XPeng responds to Shandong vehicle fire rumors: No thermal runaway found in data check

HSBC: Xpeng May Deliveries Improve, 2026 Earnings Cut but Buy Rating Maintained

XPeng Expands to Morocco and Tunisia, Building North Africa 'Strategic Iron Triangle'

XPeng Motors Rolls Out First Locally Assembled G6 SUV in Malaysia

XPeng Motors Refutes Rumors of Vehicle Fire in Pingdu, Shandong: No Thermal Runaway Detected

JPMorgan Adds 1.09M Shares of XPeng on June 1, Worth Approx. HKD 73.46M

XPeng Expands Magna Cooperation to Produce Fourth EV in Graz, Austria

XPeng Group: GX Model Receives 1,000 Blind Orders from Middle East; Strictly Prohibits Pay-to-Queue Delivery

Bernstein Maintains Hold on XPeng, Target Price HKD 86 Below Market Consensus

XPeng's He Xiaopeng Debunks 'Pay-to-Jump' Rumors, Announces Capacity Boost for GX

Morgan Stanley reiterates Overweight rating on XPeng with HK$96 target price

NIO, XPeng, Li Auto May 2026 Delivery Data: NIO up 62%, Others Down

DBS Analyst Tse Maintains Buy Rating on XPeng, Sets Target Price at HKD 109

ONE MEDIA GROUP

WT GROUP

ROBOTPHOENIX

GW TIANDI

HAITIAN ANTENNA

DIT GROUP

E-HOUSE ENT

PROSPER FUTURE

MININGLAMP-W

REDCO HEALTHY

XPEV

09868

The XPENG X9 topped the world's largest independent EV test, El Prix Summer 2026, achieving the highest range deviation (11.4% above WLTP) and fastest charging time (10-80% in 12m55s). This performance validates XPENG's latest EV technology as the model launches in Europe, starting with Norway.

- The XPENG X9 achieved the highest WLTP range deviation and fastest charging time in the summer edition of El Prix 2026, surpassing its official WLTP range by 11.4% and completing a 10% to 80% charge in 12 minutes and 55 seconds.  
- This performance highlights XPENG’s advanced EV technology, as the vehicle covered 646 km under real-world conditions and continued running for over 11 hours during the test.  
- The results underscore XPENG's commitment to combining long-range capability and fast charging, with plans to expand its market presence in Europe beginning in Norway.

StockTitan

XPeng

XPENG-W

XPENG X9 Tops Range and Charging Performance in World's Largest EV Test | XPEV Stock News

Xpeng’s AI Progress Should Give XPEV Stock a Big Boost in the Long Term

Barchart Option

Xpeng’s AI Progress Should Give XPEV Stock a Big Boost in the Long Term

Xpeng CEO He Xiaopeng has personally taken over as head of the company's robotics division to accelerate the commercialization of its 'Iron' humanoid robots. This strategic move marks Xpeng's transition from a smart car manufacturer to a 'physical AI' company, leveraging automotive supply chain and manufacturing expertise. The company aims for mass production and initial delivery by Q4 2026, followed by retail deployment in early 2027 and broader market expansion thereafter.

- Xpeng is transitioning from a smart car company to a physical AI company, focusing on mass production of humanoid robots by Q4 2026.  
- CEO He Xiaopeng will personally lead the robotics business as the company aims to replicate its automotive success in a competitive market.  
- Plans include introducing humanoid robots in stores by Q1 2027 and expanding to international markets by Q2 2027, with commercial implications for households by 2028.

CnEVPost

Xpeng CEO takes helm of robotics unit to drive physical AI transition

Xpeng has reportedly entered the yacht industry by forming a nearly 100-person R&D team for a project codenamed 'Flying Fish.' Led by vehicle architecture head Qian Zhanwei, the initiative aims to build a land, sea, and air mobility ecosystem. The yacht, targeting high-net-worth individuals, focuses on advanced chassis algorithms and remains in early development. This move aligns with Xpeng's broader expansion into smart mobility beyond EVs and flying cars.

- Xpeng has formed a nearly 100-member R&D team for its yacht project, internally codenamed "Flying Fish," which aims to focus on advanced chassis algorithm technology.  
- This initiative marks Xpeng's entry into the yacht sector, targeting high-net-worth families while expanding its business ecosystem to include land, sea, and air mobility.  
- The growing Chinese yacht market, though currently underdeveloped, is witnessing increased interest from tech and automotive companies, with Xpeng's project expected to enhance its mobility vision.

Porsche Automobil Holding SE Pref

Porsche

CATL

CATL HK SDR 30to1

Xpeng reportedly enters yacht industry, expanding its land, sea and air mobility empire

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Guangdong province plans to build over 3 million EV charging facilities by end-2027 to support 8 million NEVs. This infrastructure boost, including high-power and V2G stations, aims to eliminate range anxiety and benefits local automakers like BYD, Xpeng, and GAC.

- Guangdong province plans to construct over 3 million electric vehicle (EV) charging facilities by the end of 2027 to support 8 million new energy vehicles (NEVs).  
- The initiative, backed by eight government departments, aims to eliminate range anxiety and achieve full coverage of supercharging stations across all counties, surpassing traditional gas stations.  
- The infrastructure development will bolster the local EV industry, benefiting automakers like BYD, Xpeng, and GAC, while also promoting vehicle-to-grid technology to enhance grid capacity.

BYD Company Limited

BYD COMPANY

BYD Company

GAC Group

GAC GROUP

SINOPEC CORP

Sinopec Corp.

BYD HK SDR 10to1

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Southern Chinese province plans 3 million EV chargers in boost for BYD and Xpeng

Xpeng delivered 32,158 vehicles in May, with the Mona M03 accounting for 44% (14,160 units) as the best-selling model. The G6 followed with 6,525 units, while the P7+ and X9 contributed 4,000 and 2,153 units respectively. New premium SUV GX launched with 284 deliveries. Total monthly volume rose slightly from April, driven by strong demand for the affordable Mona M03.

- Xpeng's Mona M03 remained the best-selling model in May 2026, delivering 14,160 units, which accounted for 44.03% of total deliveries.  
- The company introduced the GX SUV, which delivered 284 vehicles following its May 20 launch, indicating a move into the premium market.  
- Overall, Xpeng's total deliveries for May reached 32,158 units, but cumulative deliveries of the Mona M03 were down 33.15% year-on-year in the January-May period.

Xpeng May deliveries breakdown: Mona M03 contributes 44%

HSBC maintained a Buy rating on XPeng Inc. Class A (9868) with a price target of HK$104.52. This follows Morgan Stanley's Buy rating on June 2, while Bernstein held a Hold rating on June 3.

- HSBC has retained a Buy rating on XPeng, Inc. Class A, setting a price target of HK$104.52.  
- Similarly, Morgan Stanley's Tim Hsiao also issued a Buy rating on June 2.  
- Conversely, Bernstein maintained a Hold rating on XPeng, Inc. Class A on June 3.

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HSBC HOLDINGS

HSBC Holdings Plc

HSBC

Morgan Stanley

AllianceBernstein

HSBC 5xShortSG241213

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HSBC Sticks to Their Buy Rating for XPeng, Inc. Class A (9868)

Xpeng rolled off its first locally assembled G6 SUV in Malaysia via partner EPMB, marking its second Asia-Pacific localization project. This asset-light strategy supports Xpeng's goal for overseas sales to account for half of global volume within a decade. The move aims to serve the right-hand drive market efficiently, following similar initiatives in Indonesia and Austria.

- Xpeng has launched local production of its G6 SUV in Malaysia through a partnership with EPMB, marking its second localized assembly in the Asia-Pacific.  
- This initiative aims to support Xpeng's long-term sales targets, allowing quicker response to the right-hand drive market.  
- Xpeng's strategy includes an asset-light production model, expecting international markets to account for 50% of total sales in 10 years, while competing with other automakers like Stellantis in the region.

Stellantis NV

LEAPMOTOR

Xpeng rolls off first locally assembled G6 SUV in Malaysia

Xpeng's core robotics product chief, Shi Xiaoxin, has resigned just as the company accelerates toward its 2026 mass production goal for humanoid robots. Shi, a key figure in developing the 'Iron' robot from prototype to commercial deployment, leaves amid industry talent mobility trends. Xpeng is simultaneously advancing its Guangzhou manufacturing base and recent technological breakthroughs with the new Iron model.

- Xpeng's humanoid robot project faces uncertainty following the resignation of core product chief Shi Xiaoxin, who was instrumental in its development.  
- The company is aiming for mass production by the end of 2026 and is expanding its production capabilities with a new facility in Guangzhou.  
- Shi's departure highlights recent trends in talent mobility within the AI industry, as he takes a break from career pursuits after declining offers from other companies.

Xpeng loses robotics product head as 2026 mass production target looms

Today’s Key News Recap

Matchabingsu

0601 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) China’s NEV market May delivery data is out, with Leapmotor, Nio, and ZEEKR posting sharp MoM gains as production and sales sentiment improves. Li Auto and XPeng saw YoY declines in delivery volumes, while BYD’s monthly sales were steady. Performance among leading OEMs is clearly diverging.The industry is moving from a broad-based rally to structural divergence. This is accelerating the shake-out of weaker capacity and pushing OEMs to optimize product mix and channel strategy.🐬 Stocks 1) $TENCENT(00700.HK): internal projects are moving into deployment, with a WeChat-embedded AI assistant entering the final countdown to launch...

ZEEKR Intelligent Tech

MEITUAN

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Meituan HK SDR 5to1

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NIO Inc. USD OV

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Microsoft

NVIDIA

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Li Auto

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Tencent

NVIDIA Corporation

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Tencent HK SDR 10to1

Tencent Holdings Limited

NVDA muscles RTX Spark into the PC market; Tencent speeds WeChat AI assistant rollout | Daily News Recap

The market keeps going up with minimal pullbacks. That is a market that will run out of air at the top! Be careful everyone. I am staying defensive!

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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☕️ [Task Coins Giveaway] Daily Market Talk

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Wah Anthropic almost 1 trillion liao, sure got bubble vibes lah but the monetization damn fast also. For EV I prefer Li Auto's profit discipline over Xpeng growth, and with crude shooting up I keeping more cash this weekend leh

I read somewhere that for AI, one cannot just look at whether the valuation of the company is at a historic high but whether it is justified by a growing demand and at this juncture, the answer seems yes. Whether this demand can bring in profits that will be over and above the amount of capex being poured in is the crucial thing we have to keep an eye on.

Private AI valuations bubble risk, monetization still lags. Li Auto's profit &gt; Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.

Anthropic’s implied valuation versus OpenAI￼ reflects investor willingness to price future AI infrastructure dominance before normalized earnings exist. The risk resembles prior liquidity-driven cycles, but unlike earlier tech bubbles, frontier AI firms are already generating meaningful enterprise revenue. Sustainability likely depends less on model hype and more on monetization durability, inference economics, and regulatory outcomes.In China EVs, Li Auto appears to be prioritizing margin protection while XPENG is leaning into scale and share capture. H2 2026 may favor whichever strategy better converts software adoption and pricing power into sustainable cash flow amid intensifying competition.

OpenAI

Xpeng's Q1 headline numbers look rough. Revenue down 17.6% to RMB 13 billion. Deliveries down 33.3% to 62,682. Net loss widened to RMB 1.78 billion. Headlines are brutal. But here's what most people are completely missing. Gross margin hit 20.6%, up 5 percentage points year over year. XPEV just improved profitability WHILE cutting volume. In a brutal EV price war, that's actually impressive. Here's the number that matters: Q2 delivery guidance is 100,000 to 106,000 units. That's nearly double Q1 in a single quarter. If they hit even the low end, this stock looks completely different by end of June. The thesis is unit economics are finally inflecting. I think the bottom was Q1.

The market keeps climbing and the optimism feels excessive. But is that really the reality on the ground? Ask yourself and your friends around you .Chipmakers and storage companies are reaching trillion-dollar valuations while layoffs continue across many industries. Does it genuinely make sense for the economy to keep moving in this direction when everyday conditions seem so disconnected from the market’s enthusiasm? Something not right. Stop chasing the high. Trade prudently and keep more money in your bank account.

Holding Xpeng since the lows last year. Wider losses but the delivery number is what I care about. Volume this year, margin next year. Not touching it 💎

The market is still going up with narrow leadership and tepid volume. Unless breadth expands and volume picks up along with it, I am staying safe.

BPXPENG@EC2611A(29497.HK)

XPENG X9 Tops Range and Charging Performance in World's Largest EV Test | XPEV Stock News

Xpeng’s AI Progress Should Give XPEV Stock a Big Boost in the Long Term

Xpeng CEO takes helm of robotics unit to drive physical AI transition

Xpeng reportedly enters yacht industry, expanding its land, sea and air mobility empire

Southern Chinese province plans 3 million EV chargers in boost for BYD and Xpeng