Group 1 - The stock price of XPeng Motors-W (09868) has significantly retreated, with a decline of over 8% in the afternoon session, currently at 84.85 HKD and a trading volume of 2.114 billion HKD [1] - The new P7 model was officially launched on August 27, with a price range of 219,800 to 301,800 CNY, achieving over 10,000 pre-orders within 7 minutes of its launch [1] - Shenwan Hongyuan noted that the new vehicle cycle has commenced, with better-than-expected progress in external collaborations and internal reforms, leading to a substantial enhancement in profitability [1] Group 2 - Due to intensified industry competition this year, the revenue forecast for 2025 has been revised down from 95.9 billion CNY to 81.4 billion CNY, while the revenue estimates for 2026 and 2027 have been increased from 117.2 billion CNY and 135.5 billion CNY to 129.2 billion CNY and 166 billion CNY, respectively [1] - The fierce competition in 2025 and the introduction of new products in 2026 are expected to increase expenses, resulting in a downward revision of the net profit forecast for 2025 and 2026 from 400 million CNY and 2.8 billion CNY to -1.8 billion CNY and 2.4 billion CNY, respectively, while the net profit estimate for 2027 has been raised from 4.7 billion CNY to 6.4 billion CNY [1]
港股异动 | 小鹏汽车-W(09868)午后跌幅扩大逾8% 全新小鹏P7售价21.98万起