Autonomous Driving Concept Stocks Watch | second-quarter revenue came in at RMB 19.74 billion,while its third-quarter guidance missed market expectations;XPENG-W (09868.HK) traded weaker in the afternoon

NewTimeSpace News: On August 27, 2026, XPeng‑W (09868.HK) trended lower in afternoon session. As of 15:11, it was quoted at HKD45.12, representing a 3.34% decline.

XPeng recently released its 2026 second‑quarter earnings report. Financial data showed total quarterly revenue reached RMB19.74 billion, rising 8% year‑on‑year and 51.5% quarter‑on‑quarter. Gross margin stood at 20.7%, staying above 20% for two consecutive quarters. Net loss came in at RMB1.34 billion, nearly 1.8 times larger than the RMB480 million net loss recorded in the same period last year. The Company also issued third‑quarter guidance, forecasting vehicle deliveries between 115,000‑121,000 units and revenue ranging from RMB21.7 billion‑23.4 billion. Both figures fell short of market consensus expectations.

According to Cls.cn, the People’s Government of Fujian Province has issued the Fujian 15th Five‑Year Plan for Emerging and Future Industries Development Plan. The document prioritizes Xiamen, Quanzhou, Fuzhou and Putian to foster capabilities in chip design, special‑process chip manufacturing, packaging & testing and component & equipment supporting sectors. It supports R&D of high‑performance AI SoCs, autonomous driving chips and industrial control chips, to actively integrate into national AI chip layout.

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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