Autonomous Driving Concept Stocks Watch | XPENG-W(09868.HK) Traded Weakly in Afternoon Session; Cumulative New Vehicle Deliveries Hit 103,295 Units in Q2 2026

NewTimeSpace News: On July 3, 2026, XPENG-W(09868.HK) traded sluggishly with volatile movement in the afternoon. As of 14:14, the stock was quoted at HK$51.25, down 1.06%.

In terms of operational updates, XPeng delivered 40,126 new vehicles in June 2026, with cumulative deliveries reaching 103,295 units for the second quarter. Deliveries of the GX model amounted to 6,739 units in June 2026. The Company officially launched the XPeng MONA L03 in China on July 2, 2026 and opened pre-orders on the same day, with plans to roll out the model globally in July 2026.

Huatai Securities commented that multiple favorable regulatory developments have emerged: the draft version of China’s first mandatory national standard for L3/L4 autonomous driving has been publicly solicited for comments; China led the adoption of the UN ADS Global Technical Regulation; and the US NHTSA intends to revoke the pedal requirement for L4 and L5 autonomous vehicles. Regulators are shifting their focus from verifying drivability to proving operational safety, removing institutional hurdles for liability definition in mass-produced L3 vehicles and overseas Robotaxi capacity expansion in 2027. Leading automakers and Tier-1 suppliers with mature mass delivery experience and compliance verification capabilities are expected to be the primary beneficiaries.

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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