UB#XPENGRC2608C

AOM INT'L

KO YO GROUP

MABPHARM-B

MOST KWAI CHUNG

CHINA ORAL IND

BRIGHT SMART

CCT FORTIS

EASY SMART GP

CEN PLAZA HOTEL

SMART DIGI TECH

XPEV

VWAGY

VOW3

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VWAPY

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CARZ

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DRIV

- On March 13, Volkswagen and Xpeng Motors launched their jointly developed vehicle, the Yu Zhong 08, marking a significant step for Volkswagen in the Chinese market.  
- Volkswagen has shifted its strategy, aiming for rapid development of electric vehicles tailored to local consumer needs, reducing the typical development timeline from several years to approximately 900 days.  
- The company plans to introduce about 20 new electric models in China by 2026, emphasizing a localized approach in response to competitive pressures and changing market dynamics.

Wallstreetcn

XPeng

Volkswagen

Volkswagen AG Pref

XPENG-W

Volkswagen AG

Ping An CSI New Energy Vehicles Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

First Trust S-Network Future Vehicles & Tech ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Global X Autonomous & Electric V

Joining hands with XPeng, Volkswagen launches a major counterattack

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159565

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The first model jointly developed by Volkswagen and XPeng has begun mass production, marking Volkswagen's strategic adjustment to return to the Chinese market. Volkswagen plans to launch more than 20 new models this year, including the full-size electric SUV ID. UNYX 08, which will be launched in the first half of the year. XPeng will provide the autonomous driving system and artificial intelligence chips, with the second electric vehicle expected to be launched later, all produced at Volkswagen's Hefei factory, with an annual production capacity of 350,000 vehicles

AASTOCKS

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

Volkswagen and XPeng's first collaborative model has begun mass production

BYDDF

BYDDY

Volkswagen has commenced mass production of its first model, the ID. UNYX 08, developed in collaboration with Chinese EV maker Xpeng, as part of its strategy to regain market share in China. The full-size electric SUV is central to Volkswagen's plan to launch over 20 new models this year, aiming to compete with local rivals like BYD and Geely. The company emphasizes a 'in China, for China' approach, with faster development times and a total of 50 new energy vehicles planned by 2030. The ID. UNYX 08 will be available in the first half of the year, with a second model expected later.

- Volkswagen has commenced mass production of the ID. UNYX 08, an electric SUV developed with Chinese EV maker Xpeng, as part of its strategy to regain market share in China.  
- This model is integral to Volkswagen's plan to launch over 20 new electric models this year, responding to competition from local brands like BYD and Geely.  
- The ID. UNYX 08 reflects Volkswagen's push for local development, aimed to accelerate production timelines by 30%, with a goal of releasing 50 new energy vehicles in China by 2030.

Yahoo Finance

BYD Company Limited

BYD Company

BYD COMPANY

VW targets China comeback as first model with Xpeng starts mass production

XIACY

MOTO

01810

STLA

According to reports, automotive giant Stellantis is reportedly in talks with Xiaomi, XPeng, and others, seeking investment from Chinese car companies for its European operations. The cooperation plan includes equity stakes in brands such as Maserati and opening up European production capacity. The company aims to alleviate pressure on its European business by bringing in Chinese funds and technology, while shifting its investment focus to the U.S. market

- Stellantis is reportedly seeking investment from Chinese car manufacturers to support its European operations while focusing more on the American market.  
- Recent discussions include potential partnerships with Xiaomi and Xpeng, considering options such as equity acquisitions in brands like Maserati and access to European manufacturing capabilities.  
- Stellantis faces significant challenges in Europe, including overcapacity and fierce competition, prompting the need for strategic restructuring, as highlighted by recent substantial asset write-downs linked to its electric vehicle transition.

Xiaomi Corporation

SmartETFs Smart Transportation & Tech ETF

XIAOMI-W

Stellantis NV

Including investment in brands like Maserati! Automotive giant Stellantis is reportedly seeking investment from Xiaomi and XPeng

TCEHY

09988

00700

09866

The NASDAQ Golden Dragon China Index initially closed down 1%. Among popular Chinese concept stocks, Pony.ai initially closed down 4.6%, Li Auto and Tencent fell over 2%, Alibaba fell 1.5%, PDD fell 1.3%, Nio rose 1.2%, XPeng rose 3.6%, and Fangduoduo rose 14.9%

Tencent

Li Auto

NASDAQ Golden Dragon China Index

BABA-W

PONY-W

TENCENT

NIO-SW

Tencent Holdings Limited

KraneShares 2x Long BABA Daily ETF

GraniteShares 2x Long PDD Daily ETF

KraneShares 2x Long PDD Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Reuters

Stellantis Weighs Deals With China Carmakers To Shore Up Europe- Bloomberg News

According to informed sources, Stellantis Group is in talks with Xiaomi and XPeng regarding a European agreement. (Bloomberg)

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Hong Kong stocks fluctuated downward today, with the Hang Seng Index closing down 182 points at 25,716 points, and net inflow of southbound funds amounting to HKD 11.283 billion. The situation between the U.S. and Iran is tense, with international oil prices briefly surpassing USD 100. The Dow Jones and Nasdaq fell by 0.6% and rose by 0.08%, respectively. AI concept stocks generally declined, with KNOWLEDGE ATLAS and SenseTime dropping by 8.9% and 8.3%, respectively. Some automotive stocks performed well, with XPeng and Nio rising by 4.4% and 3.2%, respectively

KNOWLEDGE ATLAS

E Fund CSI Hongkong Bond Investment Theme ETF

CSOP HSI ETF

"Market Review" Hong Kong stocks decline, northbound capital net inflow exceeds 11.2 billion, aluminum and coal stocks are favored

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YANKUANG ENERGY(01171) rose 8.26%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 73.1%. CHINA COAL(01898) rose 4.86%, with a trading turnover 808.0 Million HKD, and a year-to-date rose 49.5%. KNOWLEDGE ATLAS(02513) fell 8.86%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 378.1%. MINIMAX-WP(00100) fell 5%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 557%.

- The Hang Seng Index decreased by 0.7%, with a year-to-date increase of 0.3%, while the Hang Seng Tech Index fell by 0.54%, accumulating an 8.9% decline this year.  
- Yanzhou Coal Mining (01171) rose by 8.26%, with a trading volume of HKD 1.62 billion and a year-to-date gain of 73.1%.  
- In contrast, Zhihui (02513) dropped by 8.86%, despite a significant year-to-date gain of 378.1%, while MINIMAX-WP (00100) fell by 5% and has seen a remarkable 557% increase since the beginning of the year.

Top Gainers & Losers

YANKUANG ENERGY

CHINA COAL

CHALCO

CHINAHONGQIAO

MINIMAX-WP

WEICHAI POWER

NONGFU SPRING

GTHT

Top 5 HK Stock Gainers/Losers (>100B) (3.12)

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On March 12th, all three major indices of the Hong Kong stock market retreated during the session, with the Hang Seng Index falling by 0.99% and the Technology Index dropping by 0.86%. The oil and gas sector performed strongly, boosted by international oil prices, with CNOOC rising over 4%; however, the internet and retail sectors faced significant pressure. Overall market sentiment has become cautious, with funds primarily focusing on resource leaders and some semiconductor stocks after a high-level pullback

- As of March 12, Hong Kong's market shows weakness, with all major indices retreating after hitting recent highs.  
- The crude oil exploration and production sector gains due to rising international oil prices, especially China National Offshore Oil Corporation, which rose by 4.78%.  
- Nevertheless, macroeconomic indicators suggest a cautious recovery, with external demand and consumer momentum remaining weak, leaving market confidence reliant on policy direction and capital flows.

Market Heartbeat

CNOOC

SHANDONG MOLONG

HUA HONG SEMI

Hang Seng Index

Hong Kong stock market intraday | The Hang Seng Index fell 0.99%, while CNOOC rose more than 4% against the trend

MPNGY

The Nasdaq Golden Dragon China Index initially closed down 0.7%. Among popular Chinese concept stocks, Tencent fell 4%, Nio fell 3.6%, XPeng fell 3%, Meituan fell 2.4%, and PDD fell 1.8%; BYD rose 1.1%, JD rose 1.4%, XPeng rose 2.3%, and Li Auto rose 3.1%

Meituan

LI AUTO-W

JD-SW

MEITUAN

Invesco Golden Dragon China

JD.com

Today’s Key News Recap

0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

Landmark Bancorp

TENCENT-R

CATL

CATL HK SDR 30to1

ByteDance

Tencent HK SDR 10to1

NIO Inc. USD OV

NIO Inc

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

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So far for every single geopolitical risk like war, the market always recovers a few months later! So nothing to fear

Featured

Iran war fears: Strait closed, oil spikes. Nvidia invests $4B, +3%. Apple debuts iPhone 17e. MongoDB crashes 24%. Your move? Comment &amp; earn Task Coins!

ASML

Apple

Amazon

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

SPDR Gold Shares

GLD SG

MongoDB

Tesla

Broadcom

Bilibili

Apple Group

🔥 Market Flash: War, Tech & Turmoil | Mar 3, 2026

JD-SWR

JD HK SDR 10to1

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Valuations are still very lofty in certain area of the market. However software has pulled back greatly which is currently a value play!

The earnings season so far is very optimistic, don't let other noises affect the investment plan, especially those that cannot be controlled!

Gold continue to surge while high risk high reward equities falls. Though it is worth noting that usually in times of tensions, markets tend to bottom in about 40 days and rebound by the end of the year so let's see

Gold.com

I believe not many people have noticed this news. A federal appeals court has rejected the Donald Trump administration’s request to delay litigation over tariff refunds, allowing importers’ refund cases to proceed. This marks another domestic political setback for the administration.I am currently holding shares of JD.com, and I hoping to hear positive remarks from Liu Qiang Dong regarding the company’s FY2025 financial performance and its outlook for FY2026. Let’s go my green dragon 🐉.

I bought into some dips but I’m not sure if that’s a wise move on my part given how uncertain the war can be.

Gold prices remain firm. If the situation tightens, the stock market is bound to fall. Precious metals and energy will still be strong for a while.

Even though the data shows that the market usually eventually recovers after a geopolitical shock, it is imperative to remember that markets are stretched to begin with. And again according to research, narratives account for only 20% of market movements. Stay safe!

XPeng says full autonomy in 1-3 years. Sounds optimistic. Might buy some calls🤔

UB#XPENGRC2608C(59589.HK)

Joining hands with XPeng, Volkswagen launches a major counterattack

Volkswagen and XPeng's first collaborative model has begun mass production

VW targets China comeback as first model with Xpeng starts mass production

Including investment in brands like Maserati! Automotive giant Stellantis is reportedly seeking investment from Xiaomi and XPeng

The NASDAQ Golden Dragon China Index initially closed down 1%. Among popular Chinese concept stocks, Pony.ai initially closed down 4.6%, Li Auto and Tencent fell over 2%, Alibaba fell 1.5%, PDD fell 1.3%, Nio rose 1.2%, XPeng rose 3.6%, and Fangduoduo rose 14.9%