Autonomous Driving Concept Stocks Watch | XPENG-W (09868.HK) Edges Lower in Early Trading; Delivered 32158 New Vehicles in May
As of 09:41 on June 5, 2026,XPENG-W (09868.HK)traded marginally lower at HK$65.3, representing a 1.73% decline. The firm announced its May new vehicle delivery totalled 32158 units in 2026, rising 4% month-on-month from April’s figure.
On the news front,According to Guosheng Securities, in terms of intelligent driving iteration of XPeng Inc.-W (09868.HK), the VLA 2.0 launched in March delivers robust performance. The firm intends to roll out an updated version in Q3 2026, which will substantially lift the upper limit of its model capabilities.
According to a research report from China Galaxy Securities, on February 12, the Ministry of Industry and Information Technology (MIIT) launched public consultation on five mandatory national standards including Intelligent and Connected Vehicle—Safety Requirements for Automated Driving System. The move will further refine regulatory policies governing high-level autonomous driving and lay a solid foundation for the commercial rollout of Level 3 and Level 4 intelligent driving solutions.Previously on December 15, 2025, MIIT granted the first batch of market access permits to two models equipped with Level 3 conditional automated driving. Mass production and commercial application of L3/L4 intelligent driving are advancing steadily, helping upgrade the technological value of the automotive industry.
XPENG-W (09868.HK) Focuses on the full-stack in-house R&D and large-scale deployment of end-to-end autonomous driving foundational models for mass-produced vehicles. Its proprietary XNGP (Advanced Driver Assistance System) has completely decoupled from high-definition maps, demonstrating exceptional generalization capabilities in complex urban NOA (Navigation Guided Pilot) scenarios. The activation rate of advanced ADAS and the mileage penetration rate among users of newly delivered models remain at the industry forefront, providing a highly deterministic benchmark for vehicle-side AI application delivery.
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