Autonomous Driving Concept Stocks Watch | XPENG-W (09868.HK) Trades Lower in Afternoon Session, August New Vehicle Deliveries Hit 39,107 Units, Up 4% Year‑on‑Year

NewTimeSpace News: On September 1, 2026, XPENG-W (09868.HK) edged lower in afternoon trading. As of 15:38 HKT, the stock traded at HK$44.64, down 0.58%.

In news updates, Xpeng released its August 2026 delivery figures. The firm delivered 39,107 new vehicles in the month, representing a 4% year‑on‑year increase and a roughly 2.8% month‑on‑month rise from July’s 38,027 units. By the end of July, Xpeng’s cumulative global vehicle deliveries had surpassed 1.2 million units.

Guosheng Securities commented that the Robotaxi market features long‑term growth potential. It is positive about Xpeng’s business model of joint operations with Amap and overseas mobility platforms. Since launching internal trials in July, Xpeng’s mass‑produced Robotaxi equipped with VLA2.0 has completed more than 2,000 internal test ride‑hailing orders in Guangzhou. The company has recently finished development of its cloud remote takeover platform, targeting to launch passenger‑carrying operations without in‑vehicle safety drivers in 2027.

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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