来源：金吾财讯 消息面上，小鹏汽车宣布正式进入瑞士、奥地利、匈牙利、斯洛文尼亚和克罗地亚五国市场，并将于今 年秋季在布达佩斯、卢布尔雅那和萨格勒布三地同步推出快闪店，集中展示2025款小鹏G6及2025款小 鹏G9等车型。 此外，小鹏汽车旗下广州小鹏汽车科技公布"人形机器人"专利。专利摘要显示，从人形机器人中发明实 例说明，通过设置包括连接支架的机械臂，连接支架和机器人主体可活动连接，使得机械臂通过连接支 架相对于机器人主体活动、增加机械臂的可活动自由度、提高机械臂活动的灵活性及使机械臂活动关节 的分布较为均匀，从而使得机械臂的造型更为协调，提高人形机器人拟人效果。 金吾财讯 | 小鹏汽车(XPEV)盘前涨超4%，截至发稿，报23.230美元。 ...

Group 1 - XPeng Motors officially enters the markets of Switzerland, Austria, Hungary, Slovenia, and Croatia, planning to launch the 2025 models of XPeng G6 and G9, with the P7+ set for mid-2026 [2] - Anew AITO M7 has begun nationwide deliveries, with a monthly production capacity of up to 30,000 units [2] - Seres has successfully registered the "AITO Used Cars" trademark, covering services related to vehicle repair, maintenance, and charging [2] - BYD has announced a patent for a thermal runaway prevention device that can reduce or even avoid explosion risks, enhancing battery pack safety [2]

Group 1 - Xiaomi has established its first electric vehicle R&D and Design Center in Munich, Germany, marking its entry into the global automotive market [2][3] - The center is part of Xiaomi's strategy to enter the European market by 2027, confirming its focus on this region [2][3] - The popularity of Xiaomi's SU7 and YU7 vehicles in China, with the YU7 SUV receiving over 289,000 orders within an hour of its launch, indicates strong domestic demand [3] Group 2 - Other Chinese EV manufacturers are also expanding in Europe, with Xpeng planning to enter five countries and BYD experiencing a 225% sales surge in the region [4]

每经AI快讯，9月26日，小鹏汽车美股盘前涨超5%。 ...

Overall Market - The overall market for passenger vehicles includes ICE (Internal Combustion Engine), BEV (Battery Electric Vehicle), and PHEV (Plug-in Hybrid Electric Vehicle) [4] - In the first eight months of 2025, the total production and sales of vehicles reached 2,481,169 units, with a year-on-year growth of 13.5% [5] - The market share of new energy vehicles (NEV) in the overall market reached 23.1% in production and 23.5% in wholesale [5] Submarket Analysis - The new energy vehicle market is segmented into BEV and PHEV, with significant growth observed in both categories [4] - The retail sales of new energy vehicles in August 2025 reached 1,114,901 units, showing an increase of 8.8% compared to the previous year [5] Export Market - The export of new energy vehicles in the first eight months of 2025 totaled 499,341 units, reflecting a growth of 20.2% year-on-year [5] - The overall export market for vehicles, including complete vehicles and CKD (Completely Knocked Down), showed a positive trend with a total of 2,481,169 units exported [5] Manufacturer Performance - BYD remains the top manufacturer in the new energy vehicle segment, with wholesale sales of 371,501 units, marking a growth of 10.2% [21] - Tesla China reported a decline in wholesale sales by 4.0%, totaling 83,192 units [21] Vehicle Type Segmentation - In August 2025, the retail sales of new energy vehicles were dominated by SUVs, with 543,141 units sold, followed by sedans and MPVs [26] - The overall retail market for new energy vehicles showed a significant increase in the SUV segment, indicating a shift in consumer preference [26] Brand Positioning - The luxury brand segment, including brands like Mercedes-Benz and BMW, continues to maintain a strong presence in the market, with competitive sales figures [4] - The market is segmented into price ranges, with vehicles priced below 100,000 yuan showing a notable increase in sales [4] Country Positioning - The export market for new energy vehicles is expanding, with countries increasingly adopting electric vehicles, contributing to the growth of the export segment [20] - The penetration rate of new energy vehicles in the export market reached 43.5% in 2025, indicating a growing acceptance of these vehicles globally [20] Price Positioning - The price segmentation of vehicles shows that the demand for mid-range vehicles (100,000 to 300,000 yuan) is increasing, reflecting changing consumer preferences [4] - The overall market dynamics indicate a shift towards more affordable electric vehicles, which is expected to drive future growth [4]

Core Insights - Xpeng Inc. has seen a significant increase in its share price, with a 4.36% rise in premarket trading and a 5.4% spike in Hong Kong-listed shares, currently trading at $22.90 [1] European Expansion - The company has officially entered five European markets: Switzerland, Austria, Hungary, Slovenia, and Croatia, in partnership with Magna International Inc. to manufacture two EVs in Austria, with production expected to start in Q3 2025 [2] Overseas Deliveries and Recall - Xpeng reported a 137% year-over-year increase in overseas deliveries from January to August 2025, totaling 24,702 units. Year-to-date sales for 2025 reached 271,615 vehicles, marking a 252% year-over-year increase. Additionally, the company issued a recall for its P7+ vehicle due to a steering defect [3] Competition with Tesla - The launch of the P7 Sedan in the Chinese market, priced at $30,000, positions it as a competitor to the Tesla Model 3. The company received over 10,000 orders within seven minutes of the launch. The P7 offers two battery configurations: a 74.9 kWh LFP battery with a range of 436 miles and a 92.2 kWh NMC battery with a range of approximately 510 miles [4]

| XPEV 小鹏汽车 | | 101 | | --- | --- | --- | | 22.250 + +0.980 +4.61% | | 收盘价 09/25 15:59 美东 | | 23.180 + 0.930 +4.18% | | 盘前价 09/26 04:03 美东 | | 一 7 24 4 5 8 0 目 ♥ 白选 | | ● 快捷交易 | | 最高价 23.275 | 开盘价 21.940 | 成交量 1585.7万 | | 最低价 21.720 | 昨收价 21.270 | 成交额 3.57亿 | | 平均价 22.523 | 市盈率TM 亏损 | 总市值 212.1亿(--) | | 振 幅 7.31% | 市盈率(静) 亏损 | 总股本 9.53亿 | | 换手率 2.37% | 市净率 4.987 | 流通值 148.69亿 | | 52周最高 27.160 | 委 比 73.96% | 流通股 6.68亿 | | 52周最低 10.065 | 量 比 3.28 | 色 手 1股 | | 历史最高 74.490 | 股息TTM -- | 换股比率 2.00 | | 历史最低 6.180 ...

Group 1 - The Hong Kong stock market indices collectively declined on September 26, with technology stocks experiencing a broad downturn, while wind power stocks strengthened and real estate stocks generally rose [2] - Xpeng Motors signed a post-quantum security technology cooperation agreement with Alibaba Cloud at the Cloud Summit, focusing on joint research and development in automotive security algorithms [2] - The cooperation aims to expand post-quantum security encryption technology applications to AI, V2X, robotics, and flying cars, enhancing safety and reliability for users [2] Group 2 - Alibaba's stock price has doubled this year, making it the largest weighted stock in the Hang Seng Technology Index with a weight of 9.17% [3] - The potential for a revaluation of the Hang Seng Technology Index is anticipated due to the resumption of interest rate cuts by the Federal Reserve and continued inflow of southbound capital [3] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Technology Index ETF (513180) to gain exposure to core AI assets in China [3]

Group 1: Hong Kong Stocks - Guoquan (02517) rose over 2% after announcing a plan to repurchase up to HKD 100 million of H-shares by September 25, 2025 [1] - Jiangxi Copper (00358) increased by over 1%, highlighting the detrimental effects of "involution" competition in the copper smelting industry, which contradicts the high-quality development direction [1] - XPeng Motors (09868) surged over 5% as it officially entered five new markets: Switzerland, Austria, Hungary, Slovenia, and Croatia, with its first batch of new cars rolling off the production line in Austria [1] - NetDragon (00777) jumped over 13% with multiple game launches planned for overseas markets in the second half of the year, expecting growth after optimizing core IP [1] - Goldwind Technology (02208) rose over 5% as its power station business sees an increase in hydrogen ammonia, benefiting from price hikes and international expansion in its wind turbine business [1] - Xiaomi Group (01810) fell over 5% following the launch of its new Xiaomi 17 series smartphones, starting at RMB 4,499 [1] - Hua Hong Semiconductor (01347) increased over 5% after announcing a restructuring with Huahong Micro to resolve competition issues related to its IPO commitments, with Goldman Sachs noting ongoing price negotiations with clients [1] Group 2: Other Stocks - Shoucheng Holdings (00697) rose over 1% as it deepens its layout in the robotics sector, with CICC raising its target price to HKD 3.3 [2] - Smoore International (06969) increased over 3% after the launch of the Glo Hilo product on the Polish Glo website [2] - Chinese property stocks collectively surged, with Longfor Group (00960) up over 2%, Vanke Enterprises (02202) up over 2%, Country Garden (02007) up over 3%, and Sunac China (01918) up over 1%, following recent policy optimizations aimed at stimulating housing demand in several new first-tier cities [2] Group 3: US Stocks - Freeport-McMoRan (FCX.US) fell 6.19% due to the suspension of operations at its Indonesian mine following a landslide that resulted in fatalities [3] - Trust Stamp (IDAI.US) rose 0.61% after Intel announced a partnership to utilize AI for identity verification through selfies [3] - XPeng Motors (XPEV.US) increased 4.61% after signing a quantum security technology cooperation agreement with Alibaba Cloud [3] - Baidu (BIDU.US) rose 1.87% as its subsidiary received the first autonomous driving test license in Dubai [3] - GDS Holdings (GDS.US) increased 3.44% following a report indicating Alibaba's token consumption is doubling every 2-3 months due to rising AI workloads [3] - JD.com (JD.US) fell 1.60% as it announced plans for continued investment in AI development at its global technology conference [3] Group 4: Additional US Stocks - Bilibili (BILI.US) rose 4.07% with the approval of a new round of game licenses, including the upcoming test of "Three Kingdoms: Hundred Generals Card" [4] - Sony (SONY.US) increased 1.67% after successfully obtaining a game license for "Cosmic Robot" [4] - NIO (NIO.US) rose 4.92% as Citigroup upgraded its sales forecasts for NIO's electric vehicles due to strong order performance [4] - Intel (INTC.US) surged 8.87%, reaching a new high since July 2024, with plans to raise prices for its "Raptor Lake" processors in Q4 [4] - CoreWeave (CRWV.US) fell 5.05% after expanding its agreement with OpenAI to provide computing power for training advanced models [4]

2025.09.26 9月26日，小鹏汽车宣布正式进入瑞士、奥地利、匈牙利、斯洛文尼亚和克罗地亚五国市场。 小鹏汽车宣布，公司已与Hedin集团达成官方合作，计划在瑞士陆续推出2025款小鹏G6与2025款小鹏 G9，并于2026年上半年上市小鹏P7+。同期，小鹏汽车宣布将于2025年10月正式进入奥地利市场。此 外，小鹏汽车还将同步进军匈牙利、斯洛文尼亚和克罗地亚三国，三国业务将由AutoWallis集团与 Salvador Caetano集团共同成立的合资公司负责运营。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本 文字数：311，阅读时长大约1分钟 ...