XPeng achieved a 149% year-over-year increase in vehicle deliveries, totaling 116,007 units, driven by the successful launch of the XPeng P7, which became a top BEV sedan in its price range, boosting monthly deliveries to over 40,000 units by September. The company's gross margin exceeded 20% for the first time in Q3, and XPeng is focused on reducing its net loss, aiming to achieve break-even by Q4, indicating improved financial performance and operational efficiency. XPeng is leveraging AI and physical AI ...

中国汽车工业协会：10月新能源汽车出口25.6万辆 同比增长99.9% 11月17日，中国汽车工业协会发布数据显示，2025年10月，新能源汽车出口25.6万辆，环比增长 15.4%，同比增长99.9%。2025年1—10月，新能源汽车出口201.4万辆，同比增长90.4%。 智通财经汽车：中国新能源车出海迎来黄金期。 乘联分会崔东树：2025年汽车投资增速达17.5% 11月17日，乘联分会秘书长崔东树发文表示，2025年汽车投资增速也达到17.5%，近两年汽车投资超预 期的强，处于近年的1-10月历史高位，也远高于其它制造业行业的投资增速。2025年10月汽车生产328 台，同比增11%；新能源汽车生产171万台，同比增19%，渗透率52%；燃油车生产157万台，同比增 4%。2025年1-10月汽车生产2733万台，同比增11%；新能源汽车生产1267万台，同比增28%，渗透率 46%；燃油车生产1465万台，同比持平。 智通财经汽车：汽车产业投资主要聚焦于新能源汽车、智能网联技术、核心零部件等领域。 广汽集团新一届领导班子公布 閤先庆任总经理 11月17日，广汽集团新一届职业经理人选聘结果公布。广汽集 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 72.14%, COSCO Shipping Energy (01138) at 69.18%, and GCL-Poly Energy (01330) at 69.09% [1][2] - Xiaomi Group-W (01810), Pop Mart (09992), and Industrial and Commercial Bank of China (01398) saw the largest increases in holding amounts over the last five trading days, with increases of +34.20 billion, +12.67 billion, and +11.24 billion respectively [1][2] - The largest decreases in holding amounts were observed in the Tracker Fund of Hong Kong (02800) at -58.33 billion, Alibaba Group-W (09988) at -40.89 billion, and Hang Seng China Enterprises Index (02828) at -18.98 billion [1][3] Group 1: Top Holding Ratios - China Telecom (00728) has a holding ratio of 72.14% with 10.013 billion shares [2] - COSCO Shipping Energy (01138) has a holding ratio of 69.18% with 0.897 billion shares [2] - GCL-Poly Energy (01330) has a holding ratio of 69.09% with 0.279 billion shares [2] Group 2: Recent Increases in Holdings - Xiaomi Group-W (01810) increased by +34.20 billion with a change of +81.51 million shares [2] - Pop Mart (09992) increased by +12.67 billion with a change of +5.83 million shares [2] - Industrial and Commercial Bank of China (01398) increased by +11.24 billion with a change of +172.61 million shares [2] Group 3: Recent Decreases in Holdings - Tracker Fund of Hong Kong (02800) decreased by -58.33 billion with a change of -219.93 million shares [3] - Alibaba Group-W (09988) decreased by -40.89 billion with a change of -26.39 million shares [3] - Hang Seng China Enterprises Index (02828) decreased by -18.98 billion with a change of -19.89 million shares [3]

Key Points - The article discusses various significant events and developments in the business and technology sectors, highlighting key company announcements, financial results, and market trends. Group 1: Company Announcements - Yu Minhong's internal letter to New Oriental employees sparked criticism as he celebrated the company's anniversary from Antarctica while employees were working late [4][5] - JD.com launched an independent food delivery app, with founder Liu Qiangdong emphasizing that the review service will never be commercialized [8][9] - Huawei announced the upcoming release of the Mate 80 series, featuring models with up to 20GB of RAM, set for November 25 [30] Group 2: Financial Results - XPeng Motors reported Q3 revenue of 20.38 billion yuan, a 101.8% year-on-year increase, with a net loss of 3.8 billion yuan [17][19] - Geely's Q3 revenue reached 89.2 billion yuan, a 27% increase year-on-year, with a net profit of 3.82 billion yuan, up 59% [20] - The Chinese tablet market saw Huawei leading with a 32.1% market share, while the overall market grew by 10.9% year-on-year [26][27] Group 3: Market Trends - The article notes a significant shift in the electric vehicle market, with XPeng Motors and Geely both reporting substantial growth, indicating a competitive landscape [17][20] - The AI and robotics sectors are experiencing rapid advancements, with companies like Booster Robotics and Ling Universe securing significant funding for product development [28][29] - The tech industry is facing a wave of layoffs, contrasting with the growth in AI-related projects, highlighting a disparity in workforce stability [45][46]

Group 1 - JD.com announced the official launch of its independent food delivery app, aiming to enhance user accessibility and convenience for its delivery services [3] - New Oriental's founder Yu Minhong sent a controversial letter to employees from Antarctica, reflecting on the company's journey and encouraging unity amidst challenges, which received mixed reactions from staff [5][7] - Alibaba's new AI application "Qianwen" faced service interruptions on its first day due to overwhelming user traffic, leading to a trending topic on social media [8] Group 2 - Former CEO of Hema, Hou Yi, is launching a new pet food brand "Chong Tian Tian" after the closure of his previous venture "Pai Te Xian Sheng" [10] - ByteDance's Seed AI team has seen significant turnover, with seven core members leaving this year, raising concerns about talent retention [11] - XPeng Motors plans to release seven new vehicles in 2026, focusing on "super range extender" configurations to address market needs [11] Group 3 - DJI confirmed its investment in a 3D printing company, reflecting confidence in the growth potential of the consumer 3D printing market, which is projected to reach $24.61 billion in 2024 [11] - Ubisoft is rumored to have been acquired, following a sudden halt in its stock trading and a delay in its Q2 financial report [13] - Meta's executives defended their aggressive AI investments, suggesting that current spending levels are not excessive compared to historical tech bubbles [13] Group 4 - Mercedes-Benz's CEO stated that the strict deadline for phasing out fuel vehicles in Europe by 2035 is no longer feasible, advocating for more flexibility in the transition to electric vehicles [13] - OceanBase launched a new AI domain, indicating a strong commitment to integrating AI into its database solutions [13] - L'Oréal Group made a minority investment in the Chinese skincare brand "LAN," marking its first investment in a local skincare company [14]

| 蒙格序號 | 大 股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法國 | | | --- | --- | --- | --- | --- | --- | --- | | | 版优惠 | | | | 份權益 請參閱│迦本註 有投票權股期(日 / 月 / | | | | | | | | 份自分比 年 | | | CS20251114E00464 | JPMorgan Chase & Co. | 1001(L) | 5.742.126(L | HKD 105.6553 | 80,373,920(L) | 5.14(L)11/11/2025 | | | | 1403(S) | 5,745,451(S) | | 60.686.996(S) | 3.88(S) | | | | | | | 27.324.902(P) | 1.75(P) | | 股份代號: | 09868 | | --- | --- | | 上市法國名稱: | 小鵬汽車有限公司 - W | | 日期 (日 / 月 / 年): | 18/10/2025 - 1 ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potentia ...

Group 1 - The majority of popular Chinese stocks closed lower on Monday, with the Nasdaq Golden Dragon China Index falling by 1.21% [1] - Alibaba saw an increase of over 2%, while Pinduoduo, NetEase, Ctrip, and Baidu experienced declines of over 1% [1] - Xpeng dropped by over 10%, Li Auto fell by over 4%, Manbang decreased by over 11%, and New Oriental declined by over 1% [1]

Electric vehicle (EV) stock Xpeng Inc (NYSE:XPEV) is down 9.4% to trade at $22.67 at last check, brushing of a bottom-line win for the third quarter as well as record deliveries, after the company issued a dismal fiscal fourth-quarter outlook amid fierce competition. XPEV is on track for its fourth-straight loss, as well as its worst day since April 2023. Shares are pivoting lower from a Nov. 11, roughly three-year high of $28.23, but support from the 80-day moving average looks positioned to contain these ...

A Chinese Tesla rival is betting on huggability to take on Elon Musk's Optimus robot. EV startup Xpeng unveiled the latest version of its humanoid robot, called Iron, earlier this month, and CEO He Xiaopeng said the company wanted its bipedal bots to be "highly human-like."In an earnings call on Monday, he told analysts that Xpeng had found adding fake muscles and "bionic skin" to Iron made people more comfortable touching and even hugging the robot. "This is very exciting because traditional robots reall ...