Autonomous Driving Concept Stocks Watch | XPENG-W(09868.HK) Traded Weaker in Afternoon Session,13th OTA Update for MONA M03 Fully Rolled Out

NewTimeSpace News: On June 18, 2026, XPENG-W(09868.HK) saw sluggish performance in the afternoon session. At 15:31, the stock traded at HK$51.3, down 3.84%.

On the news front, XPENG recently announced the full rollout of its 13th OTA update for MONA M03, bringing new features including efficient parking mode, intelligent familiar route recommendation, and lane-level rendering for assisted driving.

Huatai Securities commented that L4 Robotaxi expansion into Europe has picked up momentum over the past two weeks, making breakthroughs in both regulatory compliance and commercialization. On the L2 front, Li Auto’s all-new L8 is equipped with its self-developed Maher M100 chip, VLA technology and steer-by-wire chassis. Meanwhile, XPENG Turing chip (selected by Volkswagen for mass production) and NIO Shenji chip have already been installed on production vehicles, marking that leading automakers have entered a peak period for mass production of self-developed automotive chips following product launches. In addition, Qualcomm AI Claw and Desay SV’s 8775 solution are accelerating the implementation of cockpit-driving integration. Competition in the L2 segment has evolved from mere functional coverage to system-level rivalry centering on chips, algorithms and integrated architecture.

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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