UB#XPENGRC2608A

UNI HEALTH

QUANTGROUP

AE LOGISTICS

XUNCE

KINTOR PHARMA-B

XunZhong

ILUVATAR COREX

HP LIVING TECH

NANFANG COMM

ZHAOWEI

09868

XPEV

516380

515030

159323

516110

159565

XPeng Chairman He Xiaopeng stated that in the past, technology research and development accounted for over 10% of revenue, and it is expected to turn into profit in the second half of this year to next year. He mentioned that the company will launch the second generation VLA assisted driving, which is expected to have a significant impact on the Chinese autonomous driving market, and anticipates that sales will continue to rise, with higher sales in the third and fourth quarters

AASTOCKS

XPENG-W

XPeng

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

He Xiaopeng: In the past, technology research and development accounted for over 10% of revenue, expected to convert into profits in the second half of this year to next year

DRIV

Xpeng will launch VLA 2.0 test drives across 732 stores in China starting March 11, a move seen as crucial for the company's sales recovery. Analysts from Deutsche Bank predict that the new autonomous driving system will enhance performance and efficiency, potentially leading to a 23% year-on-year growth in sales by 2026. The system is designed to deliver a driving experience comparable to human drivers and will be rolled out to various models, with international markets expected to receive it in 2027. Xpeng's CEO is confident in the technology's capabilities.

- Xpeng will begin nationwide test drives for its VLA 2.0 autonomous driving system across 732 stores in China starting March 11.  
- Analysts, including those from Deutsche Bank, view the rollout as pivotal for Xpeng's sales recovery, projecting a 23% year-on-year growth in 2026.  
- The VLA 2.0 system is expected to enhance driving efficiency significantly and will first be adopted by Volkswagen before being available in overseas markets in 2027.

CnEVPost

Global X Autonomous & Electric V

Xpeng to kick off VLA 2.0 test drives on Mar 11 as analysts see autonomous driving leap

BILI

01347

STECH

00HSI

01024

09626

688347

Bilibili rose over 4%, XPeng rose nearly 4%, HUA HONG SEMI and KUAISHOU rose nearly 3%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

华尔街见闻资讯

Bilibili

HUA HONG SEMI

Hang Seng TECH Index

Hang Seng Index

KUAISHOU-W

BILIBILI-W

Hua Hong

The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 2%

PONY

00175

TSLG

MOTO

CARZ

TSLT

The major test after capitalization

- The Robotaxi industry faces intense competition as major players focus on achieving scale and profitability following their public listings.  
- Geely's commercial vehicle group and WeRide have announced a strategic partnership, aiming to deliver 2,000 new Robotaxi GXR units this year, significantly reducing production time.  
- As the industry evolves, those who can successfully implement mass production and lower costs will dominate, while inefficiencies could lead to the exit of less competitive players.

Wallstreetcn

Pony AI

GEELY AUTO

GraniteShares 1.25 Long TSLA Daily ETF

WeRide

Tesla

NIO Inc. USD OV

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

PONY-W

Geely Auto

Uber Tech

Leverage Shares 2X Long TSLA Daily ETF

Global X Robotics & Artificial

ChinaAMC CSI Auto Components Thematic ETF

iShares Future AI & Tech ETF

Simplify Volt TSLA Revolution ETF

SmartETFs Smart Transportation & Tech ETF

First Trust S-Network Future Vehicles & Tech ETF

Direxion Daily TSLA Bull 2X Shares

ROBO Global Robotics

HFT CSI Auto Components Thematic ETF

VanEck Robotics ETF

ARK Autonomous Tech & Robotics ETF

T-Rex 2X Long Tesla Daily Target ETF

Robotaxi enters the "ten-minute" mass production era

BYDDY

DRAG

MPNGY

The China concept index rose over 1.7%, with the Nasdaq Golden Dragon China Index up 1.76%, closing at 7083.84 points. XPeng rose 6.4%, BYD rose 6%, and Meituan rose 5.7%. The China Technology Index ETF (CQQQ) rose 3.01%, and the China Internet Index ETF (KWEB) rose 2.79%

BYD Company

Roundhill China Dragons ETF

Meituan

iShares MSCI China

BYD COMPANY

Krne Csi China Internet

Invesco China Tech

MEITUAN

Invesco Golden Dragon China

BYD Company Limited

The China concept index closed up over 1.7%, CQQQ rose 3%

.HXC

09866

BABA

00700

KBAB

The NASDAQ Golden Dragon China Index preliminarily closed up 1.8%. Among popular Chinese concept stocks, XPeng rose 6.4%, BYD rose 6%, Meituan rose 5.7%, Li Auto and Nio rose over 3.8%, Baidu rose 2.9%, Tencent rose 2.4%, Alibaba rose 1.4%, NetEase fell 0.1%, and WeRide fell 1.4%

NASDAQ Golden Dragon China Index

NIO-SW

Alibaba

TENCENT

Baidu

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Direxion FTSE China Bull 3X

NetEase

00100

02513

01171

01787

03986

02338

03993

02888

09660

MINIMAX-WP(00100) rose 23.77%, with a trading turnover 3.3 Billion HKD, and a year-to-date rose 504.2%. KNOWLEDGE ATLAS(02513) rose 8.08%, with a trading turnover 2.3 Billion HKD, and a year-to-date rose 394.8%. GIGADEVICE(03986) fell 6.59%, with a trading turnover 502.3 Million HKD, and a year-to-date rose 125.8%. WEICHAI POWER(02338) fell 5.54%, with a trading turnover 758.8 Million HKD, and a year-to-date rose 59.2%.

- The Hang Seng Index fell by 1.35%, with a year-to-date decline of 0.9%, while the Hang Seng Tech Index decreased by 0.12%, down 10.4% year-to-date.  
- MINIMAX-WP (00100) surged by 23.77% with a trading volume of 3.32 billion HKD, marking a year-to-date increase of 504.2%.  
- Meanwhile, Zhi Pu (02513) rose by 8.08%, while Zhao Yi Innovation (03986) and Weichai Power (02338) declined by 6.59% and 5.54% respectively, with significant year-to-date gains for each.

Top Gainers & Losers

MINIMAX-WP

KNOWLEDGE ATLAS

YANKUANG ENERGY

SD GOLD

GIGADEVICE

WEICHAI POWER

CMOC

STANCHART

HORIZONROBOT-W

Top 5 HK Stock Gainers/Losers (>100B) (3.9)

LARK

80700

TCTZF

TCEHY

03750

HCCD

300750

BYTED

HTCD

09988

89988

HBBD

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...

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

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02318

The Hang Seng Index closed at 25,408 points, down 348 points or 1.4%. The Hang Seng TECH Index reported 4,941 points, down 5 points or 0.1%. The total market turnover was HKD 392.33 billion. Among the active heavyweight stocks, PING AN fell 3.1%, MEITUAN rose 2.4%, and Alibaba fell 1.5%. XPeng rose 5.7%, and CHINA SHENHUA hit a new high, closing at HKD 46.62, up 3.3%

PING AN

BABA-W

YANCOAL AUS

CHINA SHENHUA

PETROCHINA

According to the "All-Day Express," the Hang Seng Index fell by 348 points; the Hang Seng TECH Index dropped by 5 points. PING AN fell over 3%, while CHINA SHENHUA, PETROCHINA, YANCOAL AUS, and YANKUANG ENERGY reached new highs with active trading

Xpeng's CEO, He Xiaopeng, expressed confidence in the company's VLA 2.0 autonomous driving system, inviting competitors like Tesla's Elon Musk to experience it in China. Xpeng plans to roll out the system later this month and anticipates widespread Level 4 autonomous driving within one to three years. He highlighted significant advancements in R&D, predicting Level 5 autonomy could be achieved in five years. Morgan Stanley praised VLA 2.0 as a "bold leap forward," emphasizing Xpeng's ambition to compete globally with Tesla.

- Xpeng's CEO He Xiaopeng expressed confidence in the new VLA 2.0 smart driving software, which is set to roll out later this month.  
- He invited global competitors, including Tesla's Elon Musk, to test the system, emphasizing its advanced capabilities compared to past driver assistance systems.  
- VLA 2.0 aims for true Level 4 autonomous driving within one to three years, with aspirations for Level 5 within five years, as interest and positive feedback from Wall Street increase.

Xpeng CEO confident in self-driving leap, welcomes peers including Tesla's Musk to experience it

01810

The NASDAQ Golden Dragon China Index preliminarily rose by 0.7%, with a cumulative decline of about 4.2% this week. Among popular Chinese concept stocks, GDS rose by 7.5%, JD rose by 6.1%, XPeng, Trip.com, NetEase, and Kingsoft Cloud rose by up to 5.9%, Xiaomi rose by 3%, Meituan and Tencent rose by over 2%, and Alibaba rose by 0.4%. Canadian Solar fell by 3.7%, and Pony.ai fell by 8.5%. In terms of ETFs, KWEB rose by 1.3%, and CQQQ rose by 0.1%

XIAOMI-W

JD-SW

JD LOGISTICS

TRIP.COM-S

GDS-SW

Tencent

KINGSOFT CLOUD

KraneShares 2x Long JD Daily ETF

NTES-S

Li Auto's stock surged as it joins other EV manufacturers in developing humanoid robots. The company has been working on robotics for nearly a year under a team called Nexus, led by He Junpei. They plan to unveil a two-wheeled robot for manufacturing and are also developing a bipedal humanoid. Other EV makers like XPeng and Tesla are also advancing in humanoid robotics, aiming to diversify their business models amid increasing competition. The global humanoid robotics market is projected to grow significantly, reaching $4.75 billion by 2032.

- Li Auto is reportedly developing humanoid robots through its internal team, Nexus, led by He Junpei.  
- The company aims to unveil a two-wheeled robot for manufacturing and is also working on a bipedal robot that mimics human movement.  
- This initiative aligns with trends among other EV makers like XPeng and Tesla, who are diversifying into robotics as part of their business models amid increasing competition.

Tip Ranks

LI AUTO-W

Li Auto

Li Auto Stock (LI) Climbs as it Joins EV Rivals in Humanoid Robotics Club

Xpeng has launched the G6 extended-range SUV, starting at 186,800 yuan ($27,080), featuring a combined range of up to 1,704 kilometers. The model includes a 1.5-liter turbocharged engine and a 55.8-kWh battery, with a pure electric range of 430 kilometers. It boasts an 800V high-voltage platform and advanced driving features available through tiered paid options. To boost initial sales, Xpeng offers promotional packages worth up to 33,200 yuan for early orders. Morgan Stanley praises Xpeng's VLA 2.0 as a significant advancement, indicating the company's growth beyond traditional automotive boundaries.

- Xpeng has officially launched the extended-range version of the G6 SUV at a starting price of 186,800 yuan ($27,080) with a combined range of up to 1,704 kilometers.  
- The new model features a 1.5-liter turbocharged engine, a large 55.8-kWh battery, and offers advanced driving features with tiered paid options.  
- To encourage early sales, Xpeng is providing promotional packages worth up to 33,200 yuan for customers who order by the end of March.

Xpeng expands dual-powertrain lineup with G6 extended-range model

Today’s Key News Recap

Landmark Bancorp

TENCENT-R

Tencent Holdings Limited

CATL

CATL HK SDR 30to1

ByteDance

Tencent HK SDR 10to1

NIO Inc

BABA-WR

Alibaba HK SDR 5to1

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

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UB#XPENGRC2608A(69992.HK)

He Xiaopeng: In the past, technology research and development accounted for over 10% of revenue, expected to convert into profits in the second half of this year to next year

Xpeng to kick off VLA 2.0 test drives on Mar 11 as analysts see autonomous driving leap

The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 2%

Robotaxi enters the "ten-minute" mass production era

The China concept index closed up over 1.7%, CQQQ rose 3%