Core Viewpoint - Xiaopeng Motors (09868) experienced a significant stock price increase, reaching a new high since July 2022, driven by the announcement of four key applications related to "Physical AI" during the 2025 Xiaopeng Technology Day [1] Group 1: Stock Performance - Xiaopeng Motors opened high and saw its stock price rise over 18%, peaking at 108.7 HKD, with a current increase of 17.93% at 108.5 HKD and a trading volume of 8.382 billion HKD [1] Group 2: Key Announcements - The company unveiled four major applications, including the second-generation VLA large model, Robotaxi, a new generation of IRON humanoid robots, and the Huitian flying car [1] - The introduction of a female robot with highly realistic walking capabilities garnered significant attention [1] - Xiaopeng will collaborate with Alibaba's Gaode Map to launch Robotaxi services, with plans to introduce three fully self-developed Robotaxi models in 2026 and commence trial operations [1] Group 3: Analyst Insights - Guohai Securities released a report indicating that Xiaopeng Motors will maintain a strong new car cycle in 2026, with potential advancements in partnerships with Volkswagen and Robotaxi services [1] - The report suggests that Xiaopeng's AI capabilities are beginning to show signs of becoming a major player in the industry, with a valuation awaiting re-evaluation, projecting a price-to-sales ratio of 1.8x for 2026, corresponding to a total market value of 211.1 billion HKD and a target price of 111 HKD, maintaining a "Buy" rating [1]
港股异动 | 小鹏汽车-W(09868)涨幅扩大逾18% 股价创三年新高 机构称AI具身智能巨头雏形初显