信达国际控股港股晨报-20250814

Group 1: Company Insights - Xiaopeng Motors (9868) is recommended for purchase with a target price of HKD 89.00, indicating a potential upside of 15.6% from the current price of HKD 79.80 [10][11] - The company launched its new sedan, The Next P7, in early August, achieving over 10,000 pre-orders within 7 minutes of the announcement, indicating strong market interest [11] - In July, Xiaopeng Motors delivered 36,717 smart electric vehicles, a year-on-year increase of 229%, and has achieved a cumulative delivery of 233,906 vehicles in the first seven months of 2025, up 270% year-on-year [11] Group 2: Industry Trends - The Hang Seng Index is expected to challenge the 26,000-point mark, supported by improved corporate earnings and a favorable risk appetite in the market [3][7] - The technology sector is anticipated to see valuation increases due to strong earnings from leading companies, which may drive overall market momentum [8] - The Chinese government plans to strengthen regulations on smart connected vehicles, focusing on software upgrades and advertising practices to ensure consumer safety and accurate information [12]