Core Viewpoint - He Xiaopeng, the controlling shareholder of XPeng Motors, increased his stake in the company to approximately 18.9% by purchasing 3.1 million Class A ordinary shares at an average price of HKD 80.49 per share, reflecting confidence in the company's growth prospects [1] Group 1: Company Performance - The automotive business gross margin for Q2 2025 exceeded expectations, reaching 14.3% [1] - XPeng's new P7 model, positioned as a flagship stylish sedan, achieved over 10,000 pre-orders within 6 minutes and 37 seconds, setting a record for pre-sale orders for a model in its category [1] - The company reported a significant increase in overseas sales, with Q2 2025 figures showing 11,000 units sold abroad, a year-on-year increase of 150.2% and a quarter-on-quarter increase of 45.6% [1] Group 2: Future Outlook - For Q3 2025, the company anticipates delivery volumes between 113,000 and 118,000 units, representing a year-on-year growth of 142.8% to 153.6% [2] - Expected revenue for Q3 2025 is projected to be between CNY 19.6 billion and CNY 21 billion, reflecting a year-on-year increase of 94.0% to 107.9% [2] - The launch of new models such as the G6, G9, and G7 is expected to drive sales, with the G7 achieving over 10,000 orders in just 9 minutes [2] - The company is entering a new vehicle cycle with models like MONA M03 and P7+, which are anticipated to enhance sales further [2] - The projected revenue for 2025 is CNY 92.8 billion, corresponding to a price-to-sales ratio of 1.5X, indicating a significant improvement in financial performance [2]
小鹏汽车-W(9868.HK)：何小鹏增持公司股份 彰显发展前景及信心