Group 1 - The core viewpoint of the article indicates that XPeng Motors' fourth-quarter revenue forecast fell short of expectations, leading to a significant drop of over 10% in its ADR [1] - Citigroup has lowered XPeng's target prices for both its US and Hong Kong stocks by over 3%, while still maintaining a positive outlook on the company's potential for diversified growth in the coming year [1] - Analysts, including Jeff Chung, have slightly reduced their sales forecasts for the company in 2025 to align with the new guidance provided by the company, which plans to launch seven new models and initiate Robotaxi pilot operations [1] Group 2 - XPeng aims to begin mass production of humanoid robots by the end of 2026, with management envisioning a total addressable market for humanoid robots that exceeds that of electric vehicles [1] - The company projects that global sales of its robots will surpass 1 million units by 2030 [1] - Citigroup has adjusted XPeng's US stock target price down by 3.4% to $28.4 and the Hong Kong stock target price down by 3.7% to HKD 110.6 [1]
小鹏汽车营收预测不及预期拖累ADR下挫