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XPENG-W

Today’s Key News Recap

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QCOM

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1106 | Dolphin Research Focus: 🐬 Stocks 1. $XPeng(XPEV.US) On November 5th, XPeng Technology Day, the new generation humanoid robot IRON was officially unveiled and topped the trending searches, even sparking discussions suggesting it was &#34;a real person in disguise.&#34; It features a bionic design, with 82 degrees of freedom throughout the body and 22 degrees of freedom in the hands, equipped with 3 Turing AI chips and a physical world large model, with a total computing power of 2250 TOPS, and debuts solid-state battery technology. The robot is planned for mass production by the end of 2026...

Robinhood

Moutai

Qualcomm

Airbnb

Block

SIASUN

XPeng

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

New Hope

Alaska Air

XPeng humanoid robot's catwalk amazed the audience; Moutai announced repurchase + dividend｜Today's Important News Review

CATL

Financial Analysis

Conference Minutes

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The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

SINOPEC CORP

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Sinopec Corp.

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JD.com

LEAPMOTOR

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ZEEKR Intelligent Tech

BYD COMPANY

Tesla

NIO Inc. USD OV

Li Auto

JD HK SDR 10to1

CATL HK SDR 30to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

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CATL (Minutes): Demand is strong, profitability does not rely on price increases

New energy vehicles

HUAWEI

TSDD

At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

Huawei

GraniteShares 2x Short TSLA Daily ETF

The threshold for car tax reduction has been reshuffled, has BYD been hit again?

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0926 | Dolphin Research Focus: 🐬 Macro/Industry 1. On Thursday, U.S. President Trump once again wielded the tariff stick, announcing a new round of high tariffs on various imported products starting October 1. Measures include a 25% tariff on all imported heavy trucks; a 50% tariff on kitchen cabinets, bathroom vanities, and related building materials; a 30% tariff on imported furniture; and a 100% tariff on patented and branded drugs. He also threatened to expand the list subsequently. 🐬 Individual Stocks 1. $XIAOMI-W(01810.HK) Xiaomi 17 series phones officially released...

Alibaba

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Alibaba HK SDR 5to1

SERES

Xiaomi Plunges Over 8% Post-Launch Event; XPeng Expands into Five European Markets | Today's Important News Review

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0925 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Last night, the official website of the National Press and Publication Administration released the latest batch of online game license lists. A total of 145 domestic games received licenses, and 11 imported games were approved. Key games include Tencent's 'Return to Loop', NetEase's 'Star Painting Friends Sunny Day', and miHoYo's 'Honkai: Spirit of Fate'. The number of licenses issued in a single batch continues to exceed 100, maintaining a 'normalized high-frequency issuance' pace, confirming the warming policy...

Marvell Tech

Baidu

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News

JD Unveils New "Jingxi" Initiative; Xiaomi 17 Series Launches Tonight | Today's Important News Recap

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0912 | Dolphin Research Focus: 🐬 Stock 1, $MEITUAN(03690.HK) Meituan launched its first AI Agent product &#34;Xiaomei&#34; App, positioned as a &#34;small and beautiful AI life assistant,&#34; equipped with Meituan's self-developed model LongCat-Flash-Chat. It can provide local life services such as food delivery orders and restaurant recommendations and is already available in major app stores. Embedding AI Agent into high-frequency consumption scenarios is expected to enhance user stickiness and transaction conversion rates, expanding competitive advantages. Meituan has been declining for several consecutive days recently...

BIDU ADR US

Meituan

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Meituan HK SDR 5to1

Microsoft

Meituan Launches "Xiaomei" App, Still Can't Lift Stock; Alibaba & Baidu Keep AI Progress | Today's Important News Recap

HSAI

0829 | Dolphin Research Focus: 🐬 Macro/Industry 🐬 Individual Stocks 1. $Alibaba(BABA.US) $BABA-W(09988.HK) It is reported that Alibaba is negotiating with its existing syndicate to refinance its $6.5 billion loan due in April 2026 into a 5-year revolving credit facility, with an interest rate approximately 80 basis points above SOFR. The negotiations are still ongoing, and the results could be finalized as early as September. Yesterday, Meituan's earnings report fell short of expectations, triggering a sharp decline and raising market concerns about Alibaba's earnings under the competitive pressure in the food delivery sector. Alibaba fell more than 4% today...

Hesai

Alibaba seeks $6.5 billion bank loan refinancing; Hesai completes Hong Kong IPO filing | Today's Important News Review

Xpeng

I. Current Performance: Currently, $XPeng(XPEV.US) has announced the new P7 model. Within 7 minutes of its launch, the large order volume exceeded 10,000 units, which is comparable to the G7's performance of exceeding 10,000 units within 9 minutes of its launch. Continuous tracking of subsequent large order volumes is still required. II. Information on the new XPeng P7 launch event (1) Product positioning and pricing Product positioning: A new generation of pure electric luxury sports sedan, adhering to the concept of &#34;Disrupting Imagination, Returning to the Future,&#34; aiming to create the &#34;fastest pure electric sports sedan under 500,000 RMB&#34; and the &#34;King of Curves&#34;...

XPeng (Minutes of the Press Conference): Competing Head-to-Head with Xiaomi SU7, Can It Soar Again?

The goal remains to achieve profitability in the fourth quarter and attain overall profitability in the high-teens.

XPeng (Minutes): Committed to making the New P7 one of the top three pure electric vehicles in the 200,000 to 300,000 RMB range.

$XPeng(XPEV.US) released its Q2 2025 financial report after the Hong Kong stock market closed and before the U.S. stock market opened on August 19, 2025, Beijing time. XPeng's Q2 financial report performed well, with the gross profit margin reaching a historical high: 1) The gross profit margin from car sales reached a historical high: this quarter, the gross profit margin from car sales increased by 4 percentage points quarter-on-quarter to 14.3%, significantly higher than the market expectation of 11.4%. The main reason for the substantial quarter-on-quarter increase in the gross profit margin from car sales this quarter was the increase in the selling price per car due to the upward adjustment in the model structure, leading to a quarter-on-quarter increase in the selling price per car...

XPeng: Gross Margin Hits a Record High, Can It Soar Like a 'Great Roc'?

Ericsson showcases AI-integrated network technology, XPeng car demonstrates robot's tech, JD plans fully unmanned delivery station

Xpeng Announces Second-Generation VLA to Be Mass-Produced in Q1 2026

XPeng Motors' MONA M03 Model Reaches 200,000 Deliveries

XPeng Unveils Humanoid Robot IRON for Mass Production in 2026

He Xiaopeng meets with battery suppliers' bosses to address supply tension

XPeng X9 Super Range Model Pre-order Launch

XPeng Announces Pre-sale Price and Range for X9 Super Range Max and Ultra Versions

Analyst Eunice Lee Maintains Hold Rating for XPeng's A Shares

Morgan Stanley Analyst Reiterates Buy Rating on XPeng Motors

Caitong Securities Releases Report on XPeng's Revenue Forecast and Rating for 2025-2027

Xpeng Cars Showcases New Generation IRON Robot Catwalk

XPeng Motors showcases latest autonomous driving achievements, BYD announces battery installation capacity surpasses 230GWh

Xpeng Announces New Driving Assistance System and Comparison with Tesla

XPeng Automotive Deputy Chairman Hopes to Attract More Domestic Investors

XPeng Auto Deputy Chairman Reveals Korea Market Planning

XPeng CEO announces mass production delivery of flying car 'Land Carrier' next year

Xpeng CEO Emphasizes AI Talent Recruitment

XPeng to Release Third Quarter 2025 Financial Results

XPeng Opens IRON Robot SDK and Partners with Baosteel

XPeng's Flying Car A868 Enters Test Flight Phase

HUSCOKE HLDGS

CHINA IN-TECH

FE HLDGS INTL

SAM WOO CONS

CH SUPPLY CHAIN

CMON

LVGEM CHINA

SHENGHUA LANDE

JIU RONG HOLD

MILAN STATION

Earning Release Date

财报预告

FY2025 Q3 Earning Release 2025.11.17 Pre-Market

XPENG-W (09868.HK, XPEV.US) Q2 2025 Earnings Conference Call

XPENG-W (09868.HK, XPEV.US) Q1 2025 Earnings Conference Call

XPENG-W (09868.HK, XPEV.US) Fourth Quarter and Full Year 2024 Earnings Conference Call