Over the past six sessions, the company gained more than 21.55%, outpacing the S&P 500 Index, which fell 0.60%. However, in 2025, the stock declined over 0.35%, slightly outperforming the broader S&P 500’s 2.02% loss.

XPeng surged 6.52% to $18.45 on Monday, March 9, following positive remarks from Morgan Stanley on its VLA 2.0 autonomous driving system after a test ride in Guangzhou. Analyst Tim Hsiao described the ride as smooth, impressive, and more human-like in control, highlighting its performance across complex real-world scenarios, including narrow suburban roads.

According to Seeking Alpha analyst Michael Ngan, XPeng’s strong performance in the second half of 2024 and throughout FY25 continues to highlight its competitive advantage and growth potential.

Seeking Alpha’s Quant rating gives XPEV a Buy with a score of 3.52 out of 5, assigning the company a D for profitability, an A+ for growth, and a C- for valuation.

On Wall Street, 23 analysts rate the stock as Buy or higher, four rate it Hold, and only one rates it Sell or lower.

Similarly, Seeking Alpha analysts appear bullish, issuing a Buy recommendation for XPEV.

The post XPeng extends gains for a seventh straight session appeared first on Up2info.com.

About 950,000 passenger vehicles were sold domestically during the month, down from nearly 1.4M in January, marking the fourth consecutive month of year-on-year declines.

Total passenger car sales, including exports, fell 15.4% from a year earlier, though overseas shipments surged 58% to 586,000 units.

Automakers are grappling with softer demand as some local governments scale back incentives designed to encourage electric vehicle purchases. Consumer spending has also been pressured by a slowing economy and a prolonged property slump, while the Lunar New Year holiday in February likely further weighed on sales.

Sales at BYD (BYDDF) (BYDDY), which overtook Tesla (TSLA) in 2025 as the world’s largest EV maker, fell 41% year over year to 190,190 vehicles in February. XPeng (XPEV) reported a decline of 49.9% Y/Y in February deliveries, while Geely Automobile (GELYF) (GELHY) reported a 1% increase to 206,160 vehicles.

In contrast, Chinese EV maker NIO (NIO) delivered 20,797 vehicles in February, representing an increase of 57.6% year-over-year.

Source: Press Release

The post China’s auto sales fall sharply in February as subsidies fade appeared first on Up2info.com.

VLA 2.0 is described as XPeng’s (XPEV) next-generation “Vision-Language-Action” autonomous driving large model, redesigned as an end-to-end vision-to-action AI stack aimed at enabling Level 4-grade, human-like autonomous driving and broader embodied AI applications.

Morgan Stanley analyst Tim Hsiao noted the autonomous test ride was impressive, notably smooth, and more human-like in control. “The test ride covered a wide range of real-world scenarios, including narrow suburban roads, busy intersections, roundabouts, and unprotected U-turns, showcasing XPeng’s efficient and more human-like performance under complex traffic conditions,” he updated.

VLA 2.0 is scheduled to roll out on Xpeng’s (XPEV) P7, G7, and X9 Ultra models in the second half of this year. Hsiao highlighted that XPeng (XPEV) intends to deploy VLA 2.0 on its international models in 2027, which is seen as supporting a first-mover advantage among autonomous vehicles and attracting potential global OEM partnerships.

Shares of XPeng (XPEV) were up 5.9% in late morning trading to $18.35 vs. the 52-week range of $15.38 to $28.24.

The post XPeng rallies after showing off its new next-gen autonomous driving model appeared first on Up2info.com.

On March 2, 2026, XPENG is set to host a media event in Guangzhou, where it will introduce its 2nd Gen VLA prior to its official launch later in the month.

More on XPeng

• XPeng: Not Just A Car Company
• XPeng’s Potential Breakout Ahead – I Am A Buyer Here
• XPeng And BYD Are Squeezing Tesla; And BYD Is Leading The Race
• XPeng delivers 20K vehicles in January, down 47% from December
• Are Chinese electric vehicles heading to the U.S. in the future?

The post XPENG February deliveries slide 49.9% Y/Y to 15,256 units following Lunar New Year; global P7+ rollout begins appeared first on Up2info.com.

“Our primary reservation on Li Auto is a lack of major new models this year when competitors are launching [extended range EVs] and BEVs that overlap with Li’s existing offerings,” writes J.P. Morgan’s Nick Lai.

To address competitive pressures, Li (LI) is currently offering rebates of RMB 20-30K and discounts on its models. The potential impact on the company’s top-line coupled with price cuts, incentives, and input cost inflation, could cost Li Auto (LI) its fragile profitability and ultimately, a further correction in its share price (currently down 31% year-over-year).

Cost pressures are not just isolated to Li Auto (LI), however, as Lai anticipates bottom-line pressure across the EV industry from higher prices for lithium, copper, and storage chips. Spot prices for these have risen by 30% to 50% recently, and cost pressure will likely start to kick in across the supply chain into the second quarter of this year, Lai predicts.

Accordingly, Lai cut earnings estimates for key OEMs in 2026, including BYD (BYDDY) (BYDDF), Great Wall, Nio (NIO), Xpeng (XPEV), Leapmotor, and Li Auto (LI).

On the flip side, by accelerating production in overseas markets, extending distribution networks further, and increasing product offerings, Chinese OEMs should mitigate tariff headwinds and the European Union’s anti-dumping price policy.

J.P. Morgan’s downgrade of Li Auto (LI) is weighing on shares, leading to a 3% loss in the share price on Monday.

The post Li Auto risks sales and profitability erosion on lack of new models, rebates — J.P. Morgan appeared first on Up2info.com.

The post XPeng delivers 20K vehicles in January, down 47% from December appeared first on Up2info.com.

A major focus within the industry is if there is a place in the sub-$20,000 class for Chinese EVs following the expiration of the EV tax credit, which has made models from Tesla (TSLA), Rivian Automotive (RIVN), Lucid Group (LCID), and some European, Korean, and Japanese automakers pricier on a net basis. A key component for the door cracking for Chinese EVs in the U.S. is the possibility of building vehicles in North America, which could help the companies avoid tariffs and cool political opposition. In that regard, recent reports indicate that Geely Automobiles (GELYF) (GELHY) is considering U.S. production. At CES 2026, Geely’s (GELYF) (GELHY) head of global communications said the company expects to announce its U.S. strategy within 24 to 36 months and is evaluating when and where to enter the U.S. market. Geely has explicitly floated using Volvo’s (VLVCY) Ridgeville, South Carolina plant (which already builds the Volvo EX90, XC60, and Polestar 3) as a natural option for local production to get around tariffs.

The post Are Chinese electric vehicles heading to the U.S. in the future? appeared first on Up2info.com.

The post China threatens penalties for carmakers amid price war crackdown appeared first on Up2info.com.

For comparison, XPeng (XPEV) reported vehicle deliveries of 120,757 in 2022, 141,601 in 2023, 190,068 in 2024, and 429,445 in 2025. The 2026 target works out to 28% to 40% growth from the 2025 volume.

Notably, XPeng (XPEV) aims to double overseas sales in 2026, after overseas deliveries reached 45,008 units in 2025 and about 10% of total volume. To that end, the automaker is building localized supply chains and production footprints in Europe and ASEAN, including localized supply-chain teams and European manufacturing partnerships, to reduce tariffs, lower costs, and shorten delivery times.

Shares of XPeng (XPEV) are up 3.8% for the early part of 2026 and are more than 75% higher over the last 52 weeks. The market cap on XPEV is just over $20B. The Chinese EV stock has a Buy rating across Seeking Alpha analysts, Wall Street analysts, and the Seeking Alpha Quant Rating system.

The post XPeng sets an aggressive sales target for 2026 as international deliveries start to play in appeared first on Up2info.com.

Vehicle sales are expected to grow 1% this year, cooling from 9.4% last year, Reuters reported, citing data from the China Association of Automobile Manufacturers.

Sales growth of electric vehicles and plug-in hybrids is set to slow to 15.2% from 28.2%, while vehicle exports are likely to rise 4.3% after a stronger-than-expected 21.1% growth in 2025, CAAM data showed on Wednesday.

Further, it said the regulation over zero-mileage used cars, a tactic used by automakers to sell new cars as second-hand vehicles at heavily discounted prices, will intensify inventory pressure at home in the short term, the report added.

The post Chinese auto sales and exports head for slowdown, industry warns appeared first on Up2info.com.