Autonomous Driving Concept Stocks Watch | XPENG-W (09868.HK) Edges Higher in Afternoon; MONA L03 Expected to Reach Maximum Production Capacity in September and October

NewTimeSpace News:August 10, 2026,XPENG-W(09868.HK) edged higher in the afternoon session, trading at HK$47.04 as of 15:40, a gain of 0.86%.

On the news front, on August 7, Jiang Wen, head of R&D for XPeng's MONA series, responded on social media to user concerns regarding MONA L03 delivery timelines. He stated that supply chain issues have been gradually resolved, and production has now shifted to two-shift full-capacity operations. August production efficiency has nearly doubled, and the company expects to ramp up to maximum capacity in September and October.

Dongwu Securities noted that in July, world models and self-developed chips were densely rolled out into production vehicles, with the RoboX main storyline entering a "licensing–fleet–IPO" resonance phase. In August, investors should watch for the implementation feedback from the L3 city-wide pilot program across six cities, as well as Robotaxi expansion into more cities and the realization of safety-driver removal. The firm continues to favor the L4 RoboX theme in 2026.

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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