Autonomous Driving Concept Stocks Watch | XPENG-W (09868.HK) Trades Firm; Second‑Generation VLA Physical‑World Large Model Sees First Major Iteration

NewTimeSpace News: On September 4, 2026, XPENG-W (09868.HK) traded firmly in the afternoon session. As of 15:15, the stock traded at HK$43.54, up 1.73%.

According to China Business Journal, Xpeng recently held the“TIME”Physical AI Experience Day in Guangzhou. Its second‑generation VLA physical‑world large‑scale model has undergone its first major iteration. The brand‑new XOS 6.3.0 system will make its global debut on the Xpeng G9L.

Jiemian News reported that starting from September 1, multiple Chinese new‑energy vehicle startups released their August 2026 delivery figures. Leapmotor delivered 103,129 vehicles globally, representing an 80.7% year‑on‑year increase; Xpeng Group delivered 39,107 vehicles, up 4% year‑on‑year; Li Auto delivered 37,679 vehicles, a 32.1% year‑on‑year rise; NIO delivered 35,836 vehicles, growing 14.5% year‑on‑year.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.