Autonomous Driving Concept Stocks Watch | XPENG-W (09868.HK) Trades Lower in Afternoon; Cumulative Global New Vehicle Deliveries Surpass 1.2 Million Units as of July

NewTimeSpace News: On August 4, 2026, XPENG-W (09868.HK) fluctuated lower in the afternoon. As at 15:23, the share price stood at HK$46.72, falling 4.73%.

In related news, XPeng Inc. delivered 38,027 new vehicles in July, rising 4% year-on-year. As of July, the Company’s cumulative global vehicle deliveries exceeded 1.2 million units.

GF Securities stated that against the backdrop of national macro policies aimed at cutting costs and boosting efficiency in domestic logistics, unmanned logistics delivery has been designated a core development focus of digital and intelligent supply chains. Multi-tiered policies keep refining access and implementation regulations to facilitate large-scale commercial application of the sector.

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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