（文章来源：每日经济新闻） 每经AI快讯，小鹏汽车(XPEV.US)今日美股盘前续涨1.7%，报20.93美元。消息面上，工信部新车公告 曝光，小鹏汽车首款增程SUV——小鹏G7超级增程亮相。 ...

Group 1 - The core announcement is about the recall plan filed by Zhaoqing Xiaopeng New Energy Investment Co., Ltd. for certain Xiaopeng P7+ vehicles due to safety concerns related to the steering assist motor sensor wiring harness [1] - The recall number is S2025M0142V, and it affects a total of 47,490 vehicles produced between August 20, 2024, and April 27, 2025 [1] - The issue involves potential signal fluctuations from the steering machine sensor, which may lead to a warning light activation and loss of steering assistance, posing a safety risk [1] Group 2 - The company will provide free replacement of the improved steering machine assembly for the affected vehicles to eliminate safety hazards [1]

| XPEV 小鹏汽车 | 0 | | --- | --- | | 20.580 + +0.480 +2.39% | 收盘价 09/11 15:59 美东 | | 20.930 + 0.350 +1.70% | 盘前价 09/12 04:05 美东 | | 一 7 24 4 8 | ● 快捷交易 | | 最高价 20.655 开盘价 20.310 | 成交量 500.22万 | | 最低价 20.270 昨收价 20.100 | 成交额 1.03亿 | | 平均价 20.525 市盈率TM 亏损 | 总市值 196.18亿 (...) | | 振 幅 1.92% 市盈率(静) 亏损 | 总股本 9.53亿 | | 市净率 4.602 换手率 0.75% | 流通值 137.85亿 | | 52周最高 27.160 委 比 -- | 流通股 6.7亿 | | 52周景低 8.620 量 比 0.66 | 每 手 1股 | | 历史最高 74.490 股息TIM -- | 换股比率 2.00 | | 历史最低 6.180 股息率TM -- 1 14 | | 昨日收涨2.39%的小鹏汽车(XPEV.US)今日美股盘 ...

Core Viewpoint - Recently, the Guangzhou Internet Court ruled in favor of XPeng Motors in a network infringement case against Beijing Manger Electric Technology Co., Ltd, ordering the defendant to delete infringing content, issue a public apology, and compensate XPeng Motors for economic losses [1] Group 1 - The court's decision mandates Manger Electric to remove false statements and malicious defamation regarding XPeng Motors' products published on various online accounts [1] - The infringing accounts included names such as "Long Teacher Talks About Electric Cars" and "Long Teacher Manger Electric New Energy Maintenance Training" [1]

Group 1 - The core viewpoint of the article is that Xiaopeng Motors is actively responding to a special rectification action initiated by six departments, including the Ministry of Industry and Information Technology, to address network chaos in the automotive industry [1] - Xiaopeng Motors' legal department announced that the Guangzhou Internet Court ruled in favor of Xiaopeng Motors in a network infringement case against Beijing Mangge Electric Technology Co., which was ordered to delete infringing content, issue a public apology, and compensate Xiaopeng Motors for economic losses [1] - The infringing party, Mangge Electric, had used multiple accounts on online platforms to spread false statements and malicious slander about Xiaopeng Motors' products [1] Group 2 - Xiaopeng Motors' legal department emphasized its commitment to collaborating with relevant authorities to create a positive industry environment and to firmly combat malicious rumors, misinformation, and illegal infringement activities [1]

Core Viewpoint - The news highlights the upcoming changes in the vehicle purchase tax policy for new energy vehicles in China, indicating a significant financial impact on consumers starting in 2026 [1][2]. Group 1: Tax Policy Changes - From January 1, 2026, to December 31, 2027, new energy vehicles will be subject to a 50% reduction in vehicle purchase tax, which means a tax rate of 5% will apply [1][2]. - The purchase price of a new energy vehicle, such as the new Xiaopeng P7, will result in additional costs for consumers, with estimates indicating an increase of approximately 9,276 yuan for a vehicle priced at 219,800 yuan [1]. Group 2: Historical Context and Future Implications - In June 2023, the Ministry of Finance, State Taxation Administration, and Ministry of Industry and Information Technology announced that new energy vehicles purchased between January 1, 2024, and December 31, 2025, would be exempt from vehicle purchase tax, with a maximum exemption of 30,000 yuan per vehicle [1]. - The announcement has raised concerns about the potential for a 5% purchase tax on new energy vehicles starting next year, as indicated by industry experts [1].

Core Viewpoint - Xiaoang Xpang aims to expand its operations to 60 countries by the end of 2025, with a target of achieving 50% of sales from outside China by 2035, driven by AI technology [1][2]. Expansion Strategy - The company plans to build local infrastructure and teams in all countries to support global success, with current growth exceeding expectations [2]. - Xpang has entered approximately 60 countries this year, a significant increase from just 3 to 5 countries two years ago [3]. Market Opportunities - The current market dynamics in Europe present opportunities for Xpang to gain market share, especially as competitors like Tesla face declining sales [4]. - The company believes it has seized a crucial opportunity as a technology-driven entity, with new technology launches planned for 2026 and 2027 [5]. Competitive Landscape - The automotive industry is characterized as a long-term marathon with both opportunities and challenges, particularly in the context of increasing competition and price wars in China [6][7]. - Xpang is confident that the market will stabilize, allowing for growth in targeted markets through local partnerships [8]. Product Development - The company plans to launch a variety of products, including fully electric vehicles and advanced autonomous driving features, in the coming years [3][10]. - The Mona brand will be launched globally, with the first model expected in 2026, tailored for both European and Chinese markets [11]. Local Manufacturing and Tariffs - Xpang is not currently concerned about tariffs affecting its expansion plans in Europe, focusing instead on establishing win-win partnerships with local entities for R&D and manufacturing [12][14]. - The company aims to roll out manufacturing capabilities in Europe, although no specific timeline has been provided [15]. Technological Vision - Xpang envisions a future with driverless cars operating in cities and flying cars for intercity travel within the next 5 to 10 years [17]. - The company is focused on owning the entire technology stack, integrating AI with hardware to drive innovation [20]. Robo-taxi and Robotics Market - The company identifies safety and regulatory compliance as major challenges for the deployment of robo-taxis [22]. - From 2026 onwards, Xpang expects to see significant advancements in autonomous driving technology, moving towards level 4 capabilities [24]. Company Transformation - Recent changes in leadership and organizational structure have been pivotal in reviving the company and facilitating its expansion into international markets [25][26].

Core Viewpoint - Xpeng Motors (09868) shares rose over 4%, currently trading at 81.65 HKD, following the announcement of its first range-extended SUV, the Xpeng G7 Super Range Extender, which features the latest range-extending technology [1][1]. Group 1: Product Launch - The Xpeng G7 Super Range Extender was officially unveiled on September 12, featuring a pure electric range of 430 km and equipped with an 800V high-voltage platform and 5C supercharging AI battery [1][1]. - The vehicle is designed to offer both long-range capabilities and fast charging advantages [1]. Group 2: Future Plans - Xpeng's CEO, He Xiaopeng, indicated at the Munich Auto Show that future models will generally feature "dual energy" capabilities, launching both pure electric and super range extender versions for the global market [1][1]. - The Xpeng P7+ is planned to launch a super range extender version in 2026, also featuring a 5C supercharging AI battery, with an expected pure electric range of approximately 400 km [1].

Core Viewpoint - Xiaopeng Motors (09868) has seen a stock increase of over 4%, currently trading at 81.65 HKD with a transaction volume of 770 million HKD, following the announcement of its first range-extended SUV, the Xiaopeng G7 Super Range Extender [1] Group 1: Product Launch - The Xiaopeng G7 Super Range Extender features the latest generation of Xiaopeng's range-extending technology, offering a pure electric range of 430 km [1] - The vehicle is equipped with an 800V high-voltage platform architecture and a 5C supercharging AI battery, which provides advantages in both long-range and fast charging [1] Group 2: Future Plans - CEO He Xiaopeng announced at the Munich Auto Show that future Xiaopeng models will generally achieve "dual energy" capabilities, launching both pure electric and super range-extended versions for the global market [1] - The Xiaopeng P7+ is planned to launch a super range-extended version in 2026, also featuring a 5C supercharging AI battery, with an expected pure electric range of approximately 400 km [1]

Market Overview - The U.S. stock market has reached historical highs, with the Dow Jones Industrial Average surpassing 46,000 points, the Nasdaq exceeding 22,000 points, and the S&P 500 also hitting new records, marking a rare occurrence in the past six months [1] Economic Indicators - Recent economic data indicates a potential shift in monetary policy, with the Consumer Price Index (CPI) for August showing a month-over-month increase of 0.4%, slightly above the expected 0.3%, while the year-over-year CPI stands at 2.9%, aligning with forecasts [3] - The core CPI, excluding food and energy, matched predictions for both month-over-month and year-over-year changes, suggesting inflation is not worse than anticipated [3] - Weekly unemployment claims rose to 263,000, the highest in nearly three years, exceeding expectations by almost 30,000, indicating a softening labor market [3] Federal Reserve Expectations - The combination of slowing economic growth and a softening job market suggests that the Federal Reserve may consider easing monetary policy, with the CME FedWatch tool indicating a high probability of a 25 basis point rate cut, and even a slight increase in the likelihood of a 50 basis point cut [3][4] Market Sentiment - The decline in the 10-year U.S. Treasury yield to around 4% could further fuel bullish sentiment in the stock market, as broad market participation is observed, with gains in technology, banking, and consumer stocks, indicating a collective bet on liquidity easing due to potential rate cuts [4] Individual Stock Highlights - Notable individual stocks include NetEase, which recently reached a historical high, driven by the success of its mobile game "Destiny" in the U.S. iOS download rankings [5] - Alibaba's new "Gaode Street Ranking" app quickly gained 40 million users, becoming the largest food ranking platform in China [5] - NIO secured $1 billion in financing, and XPeng received flight certification for its aircraft in the UAE, showcasing the ongoing advancements in domestic technology and automotive sectors [5] Conclusion - The recent surge in U.S. stock indices is largely attributed to market anticipation of a rate cut by the Federal Reserve, with the focus now shifting to the actual decision and accompanying statements from the Fed next week, which will be crucial for long-term investment strategies [5]