UB#XPENGRP2812D

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

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

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TIANLI HOLDINGS

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CITY COOLXUAN

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XPENG Inc. (NYSE:XPEV) has received an average recommendation of "Hold" from eleven brokerages. Ratings include four sell, one hold, four buy, and two strong buy. The average price target is $24.74. Recent reports show Weiss Ratings issued a "sell (d-)" rating, while Barclays lowered its price target from $17.00 to $16.00. XPENG's shares opened at $15.86, with a market cap of $15.05 billion. The company reported $3.18 billion in revenue last quarter, with analysts predicting -0.16 earnings per share for the current year.

- XPENG Inc. (NYSE:XPEV) has received an average "Hold" recommendation from eleven brokerages, with ratings including four sells, one hold, four buys, and two strong buys.  
- The current average price objective for the stock is $24.74, with recent fluctuations in ratings by various firms, including downgrades from Barclays and BNP Paribas Exane.  
- Institutional investors have increased their stakes in XPENG, which focuses on smart electric vehicles, with 21.09% of its stock now owned by such entities.

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

XPENG Inc. Sponsored ADR (NYSE:XPEV) Given Average Recommendation of "Hold" by Analysts

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The rise in gas prices, now averaging over $4.40 per gallon, is driving increased interest in electric vehicles (EVs). College student Matthew Fuller switched to a used Nissan Leaf, saving significantly on fuel costs compared to his previous gas-powered car. EV sales surged in March, with new sales up 20% and used sales up 54% from February, despite the expiration of federal tax credits. Many potential buyers are now exploring EV options due to high gas prices, leading to a notable increase in inquiries about EVs and charging solutions.

- Rising gas prices, exceeding $4.40 per gallon, are driving more consumers to consider electric vehicles (EVs) as a cost-saving alternative.  
- Sales of new EVs surged 20% and used EVs increased by 54% from February to March, indicating a growing interest despite the lack of tax incentives previously offered.  
- While some EV owners report significant savings on fuel, the higher upfront costs of EVs mean it may take years to break even compared to gas-powered vehicles.

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EV drivers are taking a victory lap - right past the gas stations selling $4-a-gallon fuel

XPeng Inc. reported a 13% increase in vehicle deliveries in April, totaling 31,011 units, driven by demand for intelligent driving features following the VLA 2.0 rollout. The company also launched the XPENG GX SUV and expanded its European production with the first locally produced P7+ in Austria. Despite the positive delivery news, XPeng's shares fell 0.55% in pre-market trading on the NYSE, while closing lower on the HKSE.

- XPeng Inc. reported a 13 percent increase in vehicle deliveries in April, totaling 31,011 units, driven by the rollout of its VLA 2.0 intelligent driving features.  
- Customer satisfaction after test drives rose significantly, and the time for purchase decisions decreased by 44.7 percent.  
- The company also expanded its European production, highlighting the local assembly of its P7+ model in Austria.

rttnews

Magna

XPeng April Deliveries Rise Sequentially On Intelligent Driving Demand

Xpeng delivered 31,011 vehicles in April 2026, marking an 11.5% year-on-year decline but a 13% increase from the previous month. In the January-April period, total deliveries reached 93,693, reflecting a 27.4% year-on-year drop. The company also reported improved customer satisfaction and quicker purchase decisions following the rollout of VLA 2.0. Additionally, Xpeng unveiled its first full-sized flagship SUV, the XPENG GX, and began local production of the P7+ in Austria, expanding its European manufacturing presence.

- Xpeng delivered 93,693 vehicles from January to April 2026, reflecting a 27.40% year-on-year decline.  
- In April alone, Xpeng delivered 31,011 vehicles, showing a 13.12% month-over-month increase despite an 11.51% year-over-year decline.  
- The rollout of VLA 2.0 in March enhanced customer satisfaction and reduced purchase decision time by 44.7%, while Xpeng also debuted its first full-sized flagship SUV, the GX, and commenced local production of the P7+ in Austria.

CnEVPost

Xpeng delivers 31,011 vehicles in April, down 11.5% year-on-year while up 13% sequentially

XPENG Announces Vehicle Delivery Results for April 2026 | XPEV Stock News

StockTitan

XPENG Announces Vehicle Delivery Results for April 2026 | XPEV Stock News

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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.

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BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

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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.

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

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.

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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.

Thomson Reuters

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

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- 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

Guotai CSI 800 Automobile and Parts ETF

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

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

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

E Fund CSI Auto Components Thematic ETF

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

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...

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HK & A-Shares Rout; Gold Hammered | Daily News Recap---

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2026 overseas delivery target to double YoY.Intl revenue to account for over 20% of total.

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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? 👇

UB#XPENGRP2812D(54015.HK)

XPENG Inc. Sponsored ADR (NYSE:XPEV) Given Average Recommendation of "Hold" by Analysts

EV drivers are taking a victory lap - right past the gas stations selling $4-a-gallon fuel

XPeng April Deliveries Rise Sequentially On Intelligent Driving Demand

Xpeng delivers 31,011 vehicles in April, down 11.5% year-on-year while up 13% sequentially

XPENG Announces Vehicle Delivery Results for April 2026 | XPEV Stock News