Autonomous Driving Concept Stocks Watch | XPENG-W(09868.HK) Edges Lower in Afternoon Session, Five Brand-New Vehicle Models to Be Launched in H2 2026

NewTimeSpace News: On 27 July 2026, XPENG-W(09868.HK) saw mild downward momentum in afternoon trading. As of 14:33, its intraday price stood at HK$49.12, representing a drop of 0.73%.

In corporate news, Xpeng recently unveiled its long-term Australia strategy in Melbourne. The group plans to launch five brand-new vehicle models in H2 2026, introduce high-level intelligent driving assistance technology locally in 2027, and expand its sales, delivery and after-sales service network concurrently.

Guosheng Securities stated that the intelligent driving chip market will benefit from mandatory L2 intelligent driving standards, rising sales of smart vehicles and growing computing power per vehicle driven by larger intelligent driving models. Under conservative and base-case assumptions where the average selling price (ASP) per vehicle reaches RMB 1,396 and RMB 2,500 respectively by 2030, the global intelligent driving chip market will hit RMB 0.1146 trillion and RMB 0.2053 trillion in 2030 correspondingly.

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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