Core Viewpoint - UBS research report indicates that XPeng Motors (09868.HK) management has considered the changes in the trade-in policy for pricing of new models and expects a relatively stable pricing environment by 2026 [1] Group 1: Management Strategy - The company will prioritize cost optimization, enhance operational leverage, and solidify its technological leadership [1] - Management mentioned that despite rising lithium prices, the gross margin will not face significant challenges this year, as sales expansion can offset the increase in raw material costs [1] Group 2: Future Developments - The company plans to equip future models with Turing chips to highlight its cost advantages and performance improvements [1] - UBS has assigned a neutral rating for XPeng Motors (XPEV.N) with a target price of $18 [1]

汽车股早盘普涨，截至发稿，比亚迪股份（01211）上涨4.44%，报99.95港元；小鹏汽车-W（09868） 上涨4.17%，报83.70港元；零跑汽车（09863）上涨3.37%，报49.10港元；理想汽车-W（02015）上涨 2.23%，报66.50港元。 来源：新浪港股 ...

每经AI快讯，港股汽车股早盘普涨。截至发稿，比亚迪股份(01211.HK)涨4.13%，报99.65港元；小鹏汽 车-W(09868.HK)涨3.55%，报83.2港元；零跑汽车(09863.HK)涨2.91%，报48.8港元；理想汽车- W(02015.HK)涨2.54%，报66.7港元。 ...

本文源自：金融界AI电报 港股新能源汽车板块集体走强，小鹏汽车(09868.HK)涨超4%，比亚迪股份(01211.HK)涨超3%，理想汽 车(02015.HK)、零跑汽车(09863.HK)等跟涨。消息面上，欧方将发布《关于提交价格承诺申请的指导文 件》。 ...

智通财经APP获悉，汽车股早盘普涨，截至发稿，比亚迪股份(01211)涨4.13%，报99.65港元；小鹏汽 车-W(09868)涨3.55%，报83.2港元；零跑汽车(09863)涨2.91%，报48.8港元；理想汽车-W(02015)涨 2.54%，报66.7港元。 消息面上，商务部1月12日通报中欧电动汽车案磋商进展：欧方将发布《关于提交价格承诺申请的指导 文件》，欧方将秉持非歧视原则，根据世贸组织规则有关规定，对每一项价格承诺申请，适用相同法律 标准，并以客观和公正的方式进行评估。中国机电商会认为，妥善解决欧盟对华电动汽车反补贴案，是 中欧电动汽车上下游业界的普遍期待，有助于促进中欧相关产业链供应链的安全稳定，维护中欧经贸合 作大局及以规则为基础的国际贸易秩序。 ...

Core Viewpoint - Xpeng Motors' flying car division, Xpeng Aeroht, is preparing for an IPO in Hong Kong, with JPMorgan and Morgan Stanley as joint sponsors, aiming for a potential listing as early as this year [1] Group 1: Company Developments - Xpeng Aeroht has recently rebranded its international brand to "Aridge" [1] - The company has submitted a confidential application for its share offering [1] - The smart manufacturing base in Guangzhou covers an area of 120,000 square meters, with a planned production capacity of one flying car every 30 minutes [1] Group 2: Product Launch Timeline - The first mass-produced flying car is expected to begin customer deliveries by the end of 2026 [1]

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of major electric vehicle companies, including BYD, Xpeng Motors, Li Auto, and Leap Motor, indicating positive market sentiment towards the sector [1] - BYD shares rose by 4.13% to HKD 99.65, Xpeng Motors increased by 3.55% to HKD 83.2, Leap Motor gained 2.91% to HKD 48.8, and Li Auto saw a rise of 2.54% to HKD 66.7, reflecting a bullish trend in the electric vehicle market [1] - The Ministry of Commerce of China reported progress in negotiations regarding the EU electric vehicle case, with the EU set to release guidelines for price commitment applications, which is expected to promote stability in the supply chain and enhance China-EU trade relations [1] Group 2 - The EU will adhere to non-discrimination principles and apply the same legal standards to all price commitment applications, ensuring an objective and fair evaluation process [1] - The China Machinery Industry Federation expressed that resolving the EU's anti-subsidy case against Chinese electric vehicles is a common expectation among the industry, which would benefit the overall stability of the China-EU industrial chain [1] - The resolution of this case is seen as crucial for maintaining the broader framework of China-EU economic and trade cooperation and upholding a rules-based international trade order [1]

消息面上，1月12日，据市场援引知情人士消息，小鹏汽车旗下飞行汽车部门——小鹏汇天(Xpeng Aeroht)已委聘银行筹备其在香港的首次公开募股(IPO)事宜。据悉，这家中国电动汽车制造商选择了摩 根大通和摩根士丹利作为联席保荐人，负责推进相关上市工作。消息人士指出，小鹏汇天已秘密提交了 股份发售申请，上市时间最早可能定在今年。 公开资料显示，小鹏汇天近期已将国际品牌重塑为"Aridge"。在产能布局方面，公司位于广州的智能制 造基地占地面积达12万平方米，按照设计规划，该工厂未来有望实现每30分钟下线一台飞行汽车的高效 生产能力。据悉，其首款量产飞行汽车计划于2026年年底正式开启客户交付。 智通财经APP获悉，小鹏汽车-W(09868)涨近5%，截至发稿，涨3.67%，报83.3港元，成交额3.71亿港 元。 ...

更多香港上市、美国上市等境外IPO资讯可供搜索、查阅，敬请浏览: www.ryanbencapital.com 彭博社引述消息报道，传闻小鹏汽车(09868.HK)旗下飞行汽车公司小鹏汇天已聘请摩根大通、摩根士丹利，负责安排香港IPO事宜。 小鹏汇天已通过保密方式在港交所提交上市申请，最快可能在今年进行交易。 小鹏汇天，历经数轮融资，其投资者包括IDG资本、五源资本、红杉中国、钟鼎资本、GGV纪源资本、高瓴创投、云锋基金等。 彭博社引述消息报道，传闻小鹏汽车(09868.HK)旗下飞行汽车公司小鹏汇天已聘请摩根大通、摩根士丹利，负责安排香港IPO事宜。 小鹏汇天已通过保密方式在港交所提交上市申请，最快可能在今年进行交易。 小鹏汇天，历经数轮融资，其投资者包括IDG资本、五源资本、红杉中国、钟鼎资本、GGV纪源资本、高瓴创投、云锋基金等。 版权声明：所有瑞恩资本Ryanben Capital的原创文章，转载须联系授权，并在文首/文末注明来源、作者、微信ID，否则瑞恩将向其追究法律责任。部分文 章推送时未能与原作者或公众号平台取得联系。若涉及版权问题，敬请原作者联系我们。 更多香港上市、美国上市等境外IPO资讯可 ...

Market Review - Gold and silver prices experienced significant fluctuations, with London spot gold dropping below $4,580 per ounce and silver falling below $84 per ounce after reaching historical highs the previous trading day [1] - Asian stock markets opened higher, with the Nikkei 225 index rising by 1.67% and the Korean Composite Index increasing by 0.81% [1] - U.S. stock indices closed higher, with the Dow Jones Industrial Average up 0.17% at 49,590.20 points, the Nasdaq up 0.26% at 23,733.90 points, and the S&P 500 up 0.16% at 6,977.27 points [1] - Notable gains were seen in popular Chinese stocks, with the Nasdaq Golden Dragon China Index rising by 4.26%, Alibaba increasing by over 10%, and Bilibili and Xpeng Motors rising by nearly 9% and over 8%, respectively [1] Company News - Google's market capitalization surpassed $4 trillion, following an announcement of a partnership with Apple to enhance AI capabilities, including a significant upgrade to Siri later this year [2] - Planet Labs' stock reached a new historical high after announcing a multi-year agreement with the Swedish Armed Forces worth "low nine figures" [2] - Nvidia and Eli Lilly announced a $1 billion investment over five years to establish a joint research lab in the San Francisco Bay Area, aimed at accelerating AI applications in the pharmaceutical industry [2] - Meta Platforms' CEO Mark Zuckerberg revealed plans for a new initiative called "Meta Compute," which aims to build "tens of gigawatts" of AI infrastructure by the end of 2030 [2] Institutional Research - Moody's latest report indicates that to support the explosive growth of AI and cloud computing, trillions of dollars must be invested in servers, computing devices, data center facilities, and additional power capacity [3] - An estimated $3 trillion will flow into data center-related investments over the next five years, primarily from large tech companies due to their increasing demand for data centers and power capacity [3]