FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) 備註： 已發行股份佔有關股份發行前的現有已發行股份數目百分比是依據本公司已發行股份數目總數（不包括庫存股份）1,909,771,413股 (包括1,561,063,156 A 類普通股及 348,708,257 B 類普通股)計算。 第 2 頁 共 6 頁 v 1.3.0 公司名稱： 小鵬汽車有限公司（於開曼群島註冊成立以不同投票權控制的有限公司） 呈交日期： 2025年12月18日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

Group 1 - Ford Motor Company has canceled a $6.5 billion battery contract with LG Energy Solution, which accounted for over one-third of LG's total revenue last year, due to a reduction in its electric vehicle development plans [2] - LG Energy is the latest company affected by Ford's restructuring of its electric vehicle business, which includes a $19.5 billion charge and the cancellation of its planned all-electric F-series pickup project [2] - Ford will also exit its battery joint venture with SK On, a subsidiary of South Korea's SK Innovation [2] Group 2 - Lantu Automotive has signed a ten-year cooperation agreement with CATL, focusing on battery technology research and development, product supply, and global market collaboration [2] - Under the agreement, CATL will prioritize supplying Lantu with its advanced battery products and will work on joint innovations in areas such as battery swapping and integrated electric drive chassis [2] - The two companies will also collaborate on marketing and channel coordination in overseas markets [2] Group 3 - XPeng Motors has reported illegal "power theft" activities involving criminals using illegal devices and fake user accounts, and has filed a report with the police [2] - Some cases have been successfully solved, with key suspects arrested for theft and fraud [2] - XPeng expresses gratitude to law enforcement for their efficient handling of the cases and emphasizes its commitment to protecting its legal rights and consumer interests [2] Group 4 - Honda has confirmed a temporary production halt at its joint venture factory with GAC Group in China due to supply issues with Nexperia semiconductors, effective from December 29 for three days [2] - The Honda factory in Japan will also experience production downtime starting January 5, 2026, with reduced output planned for January 7-9 [2]

Core Insights - The humanoid robot industry is expected to transition from laboratory experiments to industrialization by 2025, with significant orders already being secured by leading companies like UBTECH, ZhiYuan, and Yushu, including a record order of 250 million yuan by UBTECH in September [1] - The humanoid robot sales in China are projected to exceed 10,000 units this year, representing a year-on-year growth of 125% [1] Group 1: Key Players in the Humanoid Robot Market - The main players in the domestic humanoid robot sector include automotive companies, startups, and tech giants [2] - Notable companies entering the market include UBTECH, Xiaomi, Xiaopeng Motors, and ZhiYuan, with significant product launches and strategic partnerships [3][4] Group 2: Industry Chain and Manufacturing - The manufacturing of humanoid robots can be divided into three main components: "brain" (perception, decision-making, human-machine interaction), "small brain" (cloud motion control), and the physical body [5][6] - Key components in the physical manufacturing include actuators, sensors, batteries, and skin materials [6] Group 3: Notable Companies in the Industry Chain - Companies involved in the "brain" and "small brain" segments include major internet firms like Tesla, Google, and NVIDIA, as well as startups like Youlu Robotics and Qianjue Technology [7] - For physical manufacturing, companies such as UBTECH, Xiaomi, and ZhiYuan are highlighted for their contributions to the development of humanoid robots [9] Group 4: Major Industry Events and Developments - Significant investments and partnerships are being formed, such as the 20.27 billion yuan fundraising by Green Harmonic for new precision transmission devices [11] - Companies like Huazhong University and various tech firms are collaborating on research and development for humanoid robots, indicating a strong focus on innovation in this sector [13][14]

Market Performance - The three major U.S. stock indices closed lower on December 17, with the Dow Jones down 228.29 points (0.47%) at 47,885.97, the Nasdaq down 418.14 points (1.81%) at 22,693.32, and the S&P 500 down 78.83 points (1.16%) at 6,721.43 [1] Sector Performance - Technology stocks led the decline, with ASML, Oracle, and AMD dropping over 5%, while Tesla and Broadcom fell over 4%. Other notable declines included Nvidia, TSMC, Intel, and Google-A, which were down over 3%, and Qualcomm down over 2%. Meta, Apple, Amazon, Boeing, and Microsoft experienced slight declines, while Netflix saw a small increase [1] AI-Related Stocks - AI-related stocks generally fell, with Nvidia down 3.8%, Broadcom down 4.5%, AMD down 5.3%, Oracle down 5.4%, and Tesla down 4.6% [1] Chinese Stocks - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index down 0.73%. Notable declines included Huya, Pinduoduo, NIO, and Li Auto, which fell over 3%, while iQIYI, Tiger Brokers, and Xpeng dropped over 2%. Futu Holdings, Alibaba, NetEase, and Kingsoft fell over 1%, while Baidu and New Oriental saw slight increases, and Ctrip rose over 1% [1] Monetary Policy Insights - Federal Reserve Governor Christopher Waller expressed support for further interest rate cuts to return rates to neutral levels, indicating that current monetary policy rates are up to 100 basis points above neutral levels. He noted that this neutral rate would neither suppress growth nor elevate inflation [2]

Group 1 - The core issue of illegal electricity theft has been identified, with the company reporting criminal activities involving unauthorized devices and fake user accounts [2] - The company has filed a formal report to law enforcement, and some cases have been successfully resolved, leading to the arrest of key suspects for theft and fraud [2] Group 2 - The company announced plans to add 150 self-operated charging stations by November 2025, including 11 S5 ultra-fast charging stations and 124 S4 ultra-fast charging stations [4] - As of December 1, 2025, the company has established a total of 2,910 self-operated charging stations and 15,900 charging guns across 430 cities [4] Group 3 - In November 2025, the company delivered 36,728 smart electric vehicles, representing a year-on-year growth of 19% [5] - From January to November 2025, cumulative deliveries reached 391,937 units, marking a significant year-on-year increase of 156% [5] - The overseas market deliveries for the company reached 39,773 units during the same period, reflecting a 95% year-on-year growth [5]

Core Viewpoint - Xiaopeng Motors has reported illegal activities involving theft of electricity through unauthorized devices and fake user accounts, leading to criminal investigations and arrests [1] Group 1: Company Actions - Xiaopeng Motors has filed a formal report to law enforcement regarding the illegal activities [1] - The company expresses gratitude to the police for their efficient investigation and to the media for providing leads on the cases [1] - Xiaopeng Motors commits to continue cooperating in combating illegal activities in the industry to protect its legal rights and consumer service rights [1] Group 2: Criminal Activities - The illegal activities include the use of unauthorized electricity theft devices and the registration of fraudulent user accounts [1] - Some cases have been successfully solved, with key suspects arrested for theft and fraud [1]

Group 1 - The chairman of XPeng Motors, He Xiaopeng, shared insights from his recent trip to the U.S., highlighting a strong entrepreneurial atmosphere in AI, biotechnology, and finance, with a significant focus on robotics in Silicon Valley [2] - There is a notable difference in the development paths of robotics between China and the U.S., with Chinese companies focusing on hardware and American firms emphasizing software [2] - XPeng Motors has been actively involved in the robotics sector, having acquired Dogotix in December 2020 and launched several humanoid robots, including the PX5 and Iron [2][3] Group 2 - He Xiaopeng expressed confidence in the humanoid robotics market, predicting its long-term potential to surpass that of the automotive sector [3] - The Chinese government has recognized humanoid robots as a key area for economic growth, with over 150 companies currently operating in this space, many of which are startups [3][4] - The humanoid robotics market in China is projected to reach approximately 2.76 billion yuan by 2024, with significant capital investment already observed in the sector [6] Group 3 - The humanoid robotics industry in China is experiencing rapid growth, with a surge in patent applications, reaching 2,903 in 2023 [4] - Despite the industry's growth, challenges remain, particularly regarding the AI capabilities of humanoid robots, which are still in the early stages of development [7] - The Ministry of Industry and Information Technology has outlined plans for the industry to achieve large-scale development by 2027, integrating humanoid robots into the economy [6]

Core Insights - The "Million Talents Gathering in Nanyue" autumn recruitment event successfully concluded, covering 19 provinces and attracting over 15,000 participating companies and more than 500,000 job positions [1] - The event aims to stabilize employment and upgrade the talent pool in Guangdong, supporting high-quality development [1] Group 1: Recruitment Scope and Duration - The recruitment event expanded from 8 key cities in the spring to over 100 universities across 19 provinces, targeting excellent graduates nationwide [2] - The duration of the recruitment has shifted from a concentrated two-week period to a continuous effort throughout the autumn semester [2] - Various cities in Guangdong initiated recruitment activities in September, October, November, and December, establishing long-term cooperation mechanisms with universities [2] Group 2: Talent Demand and Job Offerings - The recruitment focuses on 20 strategic industrial clusters in Guangdong, aiming to attract key talents for emerging and future industries [3] - A diverse range of participating companies includes state-owned enterprises, leading private firms, and high-level research institutions, ensuring precise matching of supply and demand [3] - Job offerings span cutting-edge fields such as artificial intelligence and new energy, catering to various educational backgrounds and professional specializations [3][4] Group 3: Salary and Job Quality - Over 30% of the job positions offered annual salaries exceeding 200,000 yuan, with more than 27,000 positions offering salaries above 500,000 yuan [4] - The recruitment event provides opportunities for graduates from various levels of universities to find desirable jobs, including positions in both urban and rural areas of Guangdong [4] Group 4: Recruitment Services and Support - The recruitment process is enhanced by the "Yue Employment" app and a public job service platform, creating a streamlined and intelligent recruitment service system [5] - AI recruitment service areas were set up at various university recruitment events, offering resume optimization, interview practice, and job matching services [5] - Cities provided policy packages for graduates, covering multiple aspects of employment and life, while also promoting local culture and attractions [5]

凤凰网科技讯12月18日，小鹏汽车法务部发文称，近期，小鹏汽车发现存在不法分子通过非法盗电设备、注册虚假用户账号等手段，实施或参与"盗电"行 为。针对上述违法行为，小鹏汽车已向公安机关正式报案，目前部分案件已成功侦破，主要犯罪嫌疑人因涉嫌盗窃罪、诈骗罪已依法到案。 公布的案件文书显示：小鹏汽车充电站电被盗刷一案，符合刑事案件立案标准。经过侦查，该案嫌疑人已经到案，主要犯罪事实已经固定，案件已侦破。 ...

案件编号:A4401126700002025096063 公司小姐月本道路景 12月18日，小鹏汽车法务部发文称，近期，小鹏汽车发现存在不法分子通过非法盗电设备、注册虚假用 户账号等手段，实施或参与"盗电"行为。针对上述违法行为，小鹏汽车已向公安机关正式报案，目前部 分案件已成功侦破，主要犯罪嫌疑人因涉嫌盗窃罪、诈骗罪已依法到案。在此，小鹏汽车对公安机关的 高效侦办，和媒体提供的案件线索表示感谢。我们将继续配合打击行业黑灰产，坚决维护企业的合法权 益，保障消费者的服务权益和体验。 破案告知书 广州小鹏智慧充电科技有限公司: 广州小鹏智慧充电科技有限公司被盗都电费一案,我局认为经过货 查,现该题嫌疑人已经到家,主要犯罪事实已经困变,案件已使破。 转此合知。 技诉、非报、监督电话:110 此联交被告知人 英中演号: A4401126700002025076051 ct 80 ME 破突告知书 广州小島智慧充电科技有限公司枝详题一篇,我局认为广州小蚂蚁 魅充电科技有限公司技诈骗案,现已经破裂。 井此告知。 投诉,学叔,宜都电话:110 此联突被告知人 ...