UB#XPENGRC2602D

Xpeng Opens Largest Sales Service Center in Guangzhou

GZ XPeng Auto Tech Co., Ltd. Applies for Patent on Humanoid Robot Control Method

XPENG Partners with Antom to Launch Start-Stop Payment Function in Hong Kong

JPMorgan Analyst Maintains Buy Rating on XPeng

Xpeng's Aridge Enhances Marketing for Airborne Carrier of Flying Cars and Plans for Production

Bernstein Analyst Maintains Hold Rating on XPeng with a Price Target of HKD 82

Xpeng GX SUV Undergoes L4 Autonomous Driving Technology Validation Test

Citi Publishes Analysis Report on XPeng, Downgrades Price Target

Xpeng launches first 480kW ultra-fast charging station in Indonesia

XPeng Motors Unveils Its First Six-Seater SUV, XPeng GX

Xpeng Auto Merges Autonomous Driving and Smart Cockpit Departments into General Intelligence Center

Xpeng Auto Launches Large-Scale Overseas Shipping of the 2026 Xpeng P7+

XPeng CEO Responds to Humanoid Robot Stumble During Walk

Xpeng Delivers 20,011 Vehicles in January 2026, Aiming to Cut Over 300,000 Tons of Lifecycle GHG Emissions

Xpeng Auto Launches Pre-orders for the 2026 X9 Electric Edition

Ali Pingtouge Unveils High-end AI Chip “Zhenwu 810E”

Xpeng Auto's Affiliate Granted Patent for Land-Air Hybrid Vehicle Charging Technology

XPeng's Vice Chairman Sees Strong Growth and Excitement for Low Altitude Economy in 2023

Xpeng Aims to Double Overseas Sales by 2026, Expanding International Dealer Networks

Xpeng VP Visits Dong'an Power to Discuss Mass Production Progress and Engine Technology

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KNOWLEDGE ATLAS

SIMPLICITY HLDG

TOUYUN BIOTECH

HING LEE (HK)

NEXION TECH

WAI CHUN GROUP

ILUVATAR COREX

CCOE

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TCTZF

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09868

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The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

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Xiaomi Corporation

NetEase

Tencent Holdings Limited

BYD Company Limited

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Li Auto (LI) stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models amid fierce competition in the Chinese EV market. Analyst Nick Lai lowered the price target from $18 to $14 and projected a 10% sales decline to 366,000 units. He also downgraded Nio and XPeng, adjusting their price targets but maintaining Buy ratings, anticipating losses for both in 2026. Wall Street remains cautious on Li Auto while being optimistic about Nio and XPeng's growth potential.

- Li Auto's stock fell over 3% after JPMorgan downgraded it to Sell, citing a lack of new models and intense competition in the Chinese EV market.  
- Analyst Nick Lai expects Li Auto's sales to decline by about 10% this year, anticipating a possible loss due to price cuts and increased costs, while lowering Nio and XPeng's targets but keeping them rated as Buy.  
- Wall Street remains cautiously optimistic on Nio and XPeng, seeing greater potential in XPeng compared to Li Auto, which is viewed less favorably.

Tip Ranks

Hua Xia CSI New Energy Vehicles ETF

NIO-SW

Li Auto

Hwabao WP CSI Intelligent Electric Vehicle ETF

LI AUTO-W

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'

XPeng: Recently, XPeng officially joined the Dutch Mobility Industry Association (referred to as "BOVAG"), becoming the first Chinese automotive company member in the association's 90-year history

XPeng becomes the first Chinese car company to join the Dutch BOVAG

XPENG has partnered with Antom, a subsidiary of Ant International, to enhance the digital payment experience for EV charging. This collaboration marks XPENG as the first Chinese EV maker to establish a global payment partnership with Antom, launching in Hong Kong in February 2026 and expanding to Southeast Asia. The XPENG APP will allow users to pay for charging via AlipayHK and other payment methods, streamlining the charging process. XPENG aims to improve its global charging network, which currently connects over 2.66 million charging piles across 31 countries.

- Antom has become the first global payment partner for XPENG’s EV charging business, launching in Hong Kong on February 9, 2026.  
- The collaboration enables XPENG users to make direct payments for charging through the XPENG APP, integrating over 300 payment methods across various global markets.  
- As XPENG expands its global presence, the partnership aims to enhance user experience and support efficient payment infrastructure for electric vehicle charging.

StockTitan

XPENG and Ant International’s Antom Advance Global Collaboration to Improve Digital Payment Experience for EV Charging | XPEV Stock News

HUA HONG SEMI rose over 4%, Tencent Music, XPeng, and Baidu rose over 3%, while SMIC rose nearly 3%. Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

Hua Hong

Guotai CSI Semiconductor Material Equipment Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

SMIC

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Hang Seng TECH Index

Hang Seng Index

Guotai CES Semiconductor Chip Industry ETF

TME-SW

HUA HONG SEMI

The Hang Seng Index opened up 1.6%, and the Hang Seng TECH Index rose 1.9%

J.P. Morgan analyst Nick Lai has maintained a Buy rating on XPeng, Inc. Class A (9868) with a price target of HK$135.00. Lai focuses on the Consumer Cyclical sector, covering stocks like Li Auto and BYD. XPeng has an analyst consensus of Strong Buy, with a price target consensus of HK$113.57. Lai's average return is -2.0% with a 39.62% success rate on recommendations.

- Nick Lai from J.P. Morgan has maintained a Buy rating on XPeng, Inc. Class A, with a price target of HK$135.00.  
- Lai primarily covers the Consumer Cyclical sector and monitors stocks such as Li Auto, Inc. Class A and BYD Co.  
- XPeng, Inc. Class A has a consensus rating of Strong Buy and a price target consensus of HK$113.57, despite Lai's average return of -2.0%.

J.P. Morgan Keeps Their Buy Rating on XPeng, Inc. Class A (9868)

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GF Securities analyst maintained a Buy rating on XPeng, Inc. Class A yesterday and set a price target of HK$97.96.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential XPeng, Inc. Class A has an analyst consensus of Strong Buy, with a price target consensus of HK$117.55.

- GF Securities analyst maintained a Buy rating on XPeng, Inc. Class A with a price target of HK$97.96.  
- The analyst consensus for XPeng, Inc. Class A is Strong Buy, with a higher price target consensus of HK$117.55.  
- This indicates positive market sentiment towards XPeng, reflecting investor confidence in its prospects.

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

Max Auto Industry 3X Leveraged ETN

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

GF Securities Keeps Their Buy Rating on XPeng, Inc. Class A (9868)

Bernstein analyst Eunice Lee has maintained a Hold rating on XPeng, Inc. Class A (9868) with a price target of HK$82.00. Lee, who covers the Consumer Cyclical sector, has an average return of 7.4% and a 46.38% success rate on recommended stocks. TipRanks also reiterated a Hold rating on the stock with a price target of HK$68.00 in a report released on February 4.

- Bernstein analyst Eunice Lee maintained a Hold rating on XPeng, Inc. Class A, setting a price target of HK$82.00.  
- Lee specializes in the Consumer Cyclical sector, tracking stocks like BYD Co, Nio, and Guangzhou Automobile Group Co., with an average return of 7.4% and a 46.38% success rate.  
- Additionally, on February 4, TipRanks reaffirmed a Hold rating for XPeng with a lower price target of HK$68.00.

Bernstein Keeps Their Hold Rating on XPeng, Inc. Class A (9868)

Xpeng has officially entered New Zealand, launching its first two service centers in Auckland and Christchurch, showcasing the G6 SUV. This marks Xpeng's expansion into right-hand drive markets, with plans to further extend its service network to additional cities by 2026. The new centers will provide local customers with sales and after-sales services, enhancing engagement with Xpeng's products. This move follows competitors like Geely Auto and Nio, who are also entering the New Zealand and Australian markets.

- Xpeng has operationalized its first two service centers in New Zealand, marking its entry into the right-hand drive market.  
- The centers, located in Auckland and Christchurch, offer sales and after-sales services while showcasing the G6 SUV, which competes with the Tesla Model Y.  
- Xpeng plans to expand its service network to additional cities in New Zealand by 2026, aiming to enhance its smart mobility vision and consumer engagement.

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Xpeng enters New Zealand, continuing expansion in right-hand drive markets

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Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...

Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap

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Citigroup's research report indicates that rising commodity prices will benefit the basic materials industry, particularly aluminum, copper, and lithium suppliers, giving companies like CHALCO a "buy" rating. However, automakers will face pressure from rising costs, especially XPeng and GAC GROUP. Second-tier companies in the battery industry face short-term challenges, while CATL has bargaining power. Solar module manufacturers and grid equipment manufacturers will also be affected by rising costs. In the technology sector, Xiaomi may face pressure from rising memory costs

AASTOCKS

CHALCO

Invesco DB TR Base Metals ETF

CATL

SPDR S&P Mtls & Mng

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

GAC GROUP

Guotai CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Citi expects that rising commodity prices will benefit basic materials, while automakers and second-tier battery manufacturers face pressure

Xpeng is testing Level 4 autonomous driving on its upcoming GX flagship SUV, equipped with four Turing chips providing 3,000 TOPS of computing power. The GX, a six-seat SUV, is built on the SEPA 3.0 architecture and features advanced technologies like steer-by-wire. Xpeng aims to launch three robotaxi models in 2026, utilizing the same Turing AI chips. The GX is expected to be priced between RMB 400,000 and RMB 500,000, positioning it as Xpeng's flagship model in the EV market.

- Xpeng has introduced the GX large six-seat SUV, featuring four Turing chips that provide 3,000 TOPS of computing power, allowing for Level 4 autonomous driving capabilities.  
- Testing for the GX is underway in Guangzhou, with the vehicle marked for autonomous driving trials, and it is built on Xpeng’s Smart Electric Platform Architecture (SEPA) 3.0.  
- The GX is expected to cost between RMB 400,000 and RMB 500,000 and will position Xpeng as a leader in smart driving technologies, including the rollout of robotaxis in 2026.

Xpeng begins testing Level 4 autonomous driving on its GX flagship SUV

Citi lowered the target price for XPeng to HKD 107.8 and adjusted its profit forecast, expecting a 5% reduction in revenue for 2025 and a 12% increase in net loss to RMB 1.501 billion. It is anticipated that vehicle sales in 2026 will be adjusted down to 500,000 units, with a gross margin dropping to 14.9%. At the same time, Citi has included the robotics business in its valuation, expecting revenue contributions of RMB 1.2 billion and RMB 3.6 billion for 2026 and 2027, respectively. The total revenue forecast has been lowered by 8% to 15%

Citi lowers XPeng's target price to 107.8 yuan and also reduces earnings forecasts, incorporating valuation for the robotics business

China's electric vehicle market is facing a significant downturn, with shares of major manufacturers like BYD, Nio, and Xpeng dropping sharply. BYD reported a 30% decline in January sales, leading to a $100 billion loss in market value across the sector. Despite this, analysts predict a 29% earnings increase for BYD by 2026, driven by strong export growth. The company aims to sell 1.3 million vehicles abroad this year, contributing significantly to its earnings. While domestic sales may struggle, there are opportunities for recovery in the EV market.

- China's electric-car makers, including BYD, Nio, and Xpeng, have seen significant stock declines due to BYD's January sales plummeting 30% year-on-year, which contributed to a total market cap loss of almost $100 billion.  
- Despite this setback, analysts project BYD's earnings could rise by 29% in 2026, driven by increased exports which generate significantly higher profits than domestic sales.  
- Other competitors, including Leapmotor and Xpeng, are also adapting by expanding internationally and sharing technology, although domestic sales are expected to remain affected in the short term.

Reuters

BREAKINGVIEWS-BYD-led $100 bln EV stock slump goes too far

Today’s Key News Recap

TENCENT-R

Tencent

BABA-WR

Amazon

Roblox

DingDong

Alibaba HK SDR 5to1

MEITUAN-WR

Tencent HK SDR 10to1

Meituan HK SDR 5to1

Meituan

$XPENG-W(09868.HK)Pay attention againWait patiently⌛️

Bearish in the short term with trump's tariffs and the whole Greenland saga... watching Netflix to maybe beat expectations and solidify its support line

Featured

👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.

Alphabet

Xiaomi HK SDR 2to1

XIAOMI-WR

Informatica Inc.

BIG LOTS INC

Alphabet - C

Pro Ultr R Est

Ellington Credit

Essex Property Trust

ING Groep

ETFS Capital Ltd.

Gold.com

Hasbro

Global X Silver Miner

Safestore Holdings plc

Safehold

Couchbase

Apple

Micron Tech

Netflix

🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥

Looks like precious metals are extending their rally with the fear and uncertainties around. Stay safe everyone!

The world is vigorously developing AI, focusing on computing power, electricity, and storage in the future

股市江湖故事会

Anyone noticing that the AI, cloud memory, chips &amp; generally the next IT, web &amp; online industries are doing their own development &amp; progress while the politicians and government administrators are also going their own way, thinking they can affect the big market economy but are actually trying to catch up?

PolarDB breaking performance records is cool. But the cloud price war is brutal. Can they grow profitably? That's the billion-dollar question🧐

KC.SG

Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing power and capex cycles are just beginning.

UB#XPENGRC2602D(63028.HK)

Li Auto Stock (LI) Falls as JPMorgan Turns Bearish, Cites 'Lack of Major New Models'

XPeng becomes the first Chinese car company to join the Dutch BOVAG

XPENG and Ant International’s Antom Advance Global Collaboration to Improve Digital Payment Experience for EV Charging | XPEV Stock News

The Hang Seng Index opened up 1.6%, and the Hang Seng TECH Index rose 1.9%