$9868 (+1,4 %)

You just have to get the right analyst in the car haha, Handelsblatt was also very positive by HB standards after the test drive.

https://de.investing.com/news/stock-market-news/xpengaktie-legt-nach-positivem-testbericht-von-morgan-stanley-zu-93CH-3379462

》CATL subsidiary Era Electric is becoming the next important player after Nio《

At the end of January, Contemporary Amperex Technology $3750 (+9,36 %) held its annual partner conference "Choco-Swap" in Xiamen.

The event went off without much media coverage or an extensive press campaign. However, in footage released later via the official video channel, familiar names appeared among the participants: Sinopec, Gresgying Digital Energy and Xiaoju Charging from Didi.

In purely formal terms, some of these companies appear to be competing with CATL's subsidiary Era Electric Service Technology, but on the ground, executives shook hands, smiled and made plans for collaboration in the coming year.

In China's new energy sector, competition and cooperation often overlap, and CATL is expanding its partner network to create a shared energy ecosystem rather than operating in isolation.

CATL has continued to build its electric vehicle traction battery business and the next target is charging infrastructure, although the company seems to recognize that it cannot achieve this alone.

》The plan is taking shape《

At the end of 2024, CATL's subsidiary Era Electric began the mass construction of Choco Swap stations. By the end of 2025, over 1,000 stations in 45 cities were already in operation.

By comparison, China has more than 100,000 filling stations nationwide. CATL has set itself the long-term goal of building 30,000 battery swap stations across the country.

Now that the first 1,000 stations are in operation, the pace is accelerating. Era Electric plans to open a further 2,000 Choco Swap stations in 2026, bringing the total number to over 3,000.

》What does 3,000 stations mean in concrete terms《

Nio $9866 (-3 %)the car manufacturer most closely associated with battery swapping, currently operates around 3,700 such stations.

Building this network, which underpins the brand's premium positioning with a tank-like user experience, has required almost a decade of continuous investment.

Era Electric aims to reduce this timeframe to around a quarter.

》The infrastructure is complex《

Site selection, approvals and construction require time and capital. Qu Guojun, Head of Energy Development at Era Electric, explained that even the selection of suitable sites was a major challenge. "Over the course of 2025, we examined over 10,000 plots of land and ultimately secured around 1,000 sites," he said.

Charging and swapping infrastructure has become a focus for electric vehicle manufacturers. Tesla $TSLA (+2,23 %), Li Auto $LI (+3,1 %) and Xpeng $9868 (+1,4 %) have each set up their own large-scale fast charging networks.

Nio, for example, has invested massively in exchange stations and, in addition to financial and human capital, such projects require outstanding implementation.

The construction of 1,000 Choco-Swap stations within a year demonstrates a high level of operational efficiency and organizational capability in this context.

Internally, this enabled Era Electric to establish mature operating systems and teams on site. Externally, it signaled commitment and removed doubts among industry partners, car manufacturers and consumers.

At CATL's 2024 Choco Swap Ecosystem Conference, Yang Jun, General Manager of CATL's battery swap business and CEO of Era Electric, outlined a phased plan: CATL would finance the first 1,000 stations and later work with partners to build 10,000 more. In the long term, the aim is to reach 30,000 stations through broader industry participation.

CATL wants to prove two things with Choco-Swap: that battery swapping is feasible on a large scale and that a shared ecosystem can be successful.

According to Deng Xu, Vice President of Era Electric, partnership requests are increasing and more and more vehicle models are compatible with Choco-Swap.

The sales of BYD$1211 (+0,75 %) in Germany and the UK - the two largest automotive markets in Europe - increased significantly in January.

In the German market, the Chinese giant's vehicle registrations rose by over 1,000%, while they doubled in the UK.

BYD entered both markets in early 2023, but sales figures only began to rise last year, when monthly registrations consistently exceeded 1,000 units.

According to the monthly registration figures published by the Society of Motor Manufacturers & Traders (SMMT), the BYD Seal U DM-i plug-in hybrid ranked sixth among the best-selling models of all drive types.

The model sold 2,550 units - that is 63.4% of all BYD sales in January.

The brand offers ten models in the UK: five battery electric vehicles (BEVs) and five plug-in hybrids (PHEVs).

The model range consists mainly of sport utility vehicles as well as the Seal saloon and the Dolphin and Dolphin Surf compact city cars.

While the SMMT does not provide a breakdown of figures by model or drive type, data from the EU EVs platform, which records electric vehicle registrations, shows that 1,285 of the total 4,021 units sold in January were all-electric.

This means that BEVs accounted for 32% of registrations and that while PHEVs made up the remaining 68%, PHEV models other than the Seal U only accounted for 4.6% of sales.

According to the platform, the Seal saloon was the best-selling EV in the range with 318 units registered in January.

Tesla $TSLA (+2,23 %) saw both year-over-year and month-over-month sales decline, as 718 vehicles were sold last month - 51% fewer than a year ago.

The Geely $175 (+6,68 %) backed Polestar, for which the UK is one of its largest markets, saw a 43% increase in sales compared to 2025 with 1,070 units registered in January.

》Figures for 2025《

BYD was the best-selling new energy vehicle (NEV) brand in the country in 2025, with the exception of traditional carmakers and the originally British, now SAIC-backed MG brand.

Last year, sales increased almost fivefold to 51,422 units - a staggering increase on the 8,788 vehicles registered in the whole of 2024.

Sales in Germany

In Germany, the Shenzhen-based company registered 2,629 vehicles last month, according to data released by the KBA on Wednesday.

The figures represent an eleven-fold increase compared to the 235 units sold a year ago.

Compared to December, sales fell by around 37% from 4,109 units. The last month of 2025 recorded an increase of 1,172% compared to the previous year.

In contrast to the UK, where there is a balanced range of powertrains and hybrids lead the market, BYD's portfolio in Germany mainly comprises BEVs.

The company offers seven all-electric models, from the more affordable Dolphin Surf compact car to the premium Tang SUV, as well as three plug-in hybrids - including the recently launched Atto 2 model.

The German KBA does not break down monthly registrations by model, and figures for January were not yet available on EU EVs at the time of going to press.

German market

In January, total passenger car sales in Germany fell by 6.6% year-on-year to 193,981 units.

However, the share of electric vehicles increased compared to January 2025, as electric vehicles accounted for 42,692 of the cars sold last month - with a market share of 22%.

Other Chinese automakers increased their share of the German market last month compared to record deliveries in 2025, including XPeng $9868 (+1,4 %) and the Stellantis $STLAM (-0,76 %) backed company Leapmotor.

Because I was able to free up some money, I have just made 3 new purchases that I find very exciting: $XMTR (+3,01 %) , $9868 (+1,4 %) and a very small amount (here I am still waiting for a setback for further purchases) in $MIRM (+1,28 %) .

What about you: are you also making last-minute purchases on the last 2025 days and if so, which ones?

I wanted to take a look at the back row of the space baggage and I noticed $SPIR (+8,17 %) un $BKSY noticed. Still very small but exciting at first glance. 2026 is going to be great! I definitely have my savings plans with $9868 (+1,4 %)
$HLMA (+0,89 %) and $6861 (+2,31 %) supplemented. Also with $TER (+0,07 %)
$MOG.B (+0 %) and $HXL (-2,01 %)

let's see what happens

Hello everyone,

what is your opinion on $9868 (+1,4 %) ?

Do you think it has potential for the next few years?

In my search for exciting stocks for the month of December, I came across $1211 (+0,75 %) and $9868 (+1,4 %) also $INVE B (-0,84 %) was mentioned. Since I looked at all the companies, I have a clear picture for Investor AB from Sweden...

Feel free to take a look ;) Investor AB Analyse: DIE skandinavische Geldmaschine! 🔥 Eine Aktie für jedes Depot? - YouTube

$JKS (+2,17 %)
$HIVE (+3,37 %)
$9868 (+1,4 %)
$1810 (-1,59 %)
$BIDU (-0,28 %)
$PDD (-1,88 %)
$KLAR (+11,5 %)
$TGT (-1,2 %)
$WIX (+0,21 %)
$BLSH
$PANW (-0,25 %)
$NVDA (+0,75 %)
$992 (+1,51 %)
$WMT (-0,98 %)
$PSH (+0,21 %)
$ASC (-1,19 %)

Is $9868 (+1,4 %) the better $TSLA (+2,23 %) and the Chinese car manufacturer with the greatest potential? After reading many facts and analyses, I have come to this conclusion and remain invested. In the last few weeks, I have instead $1211 (+0,75 %) and $1810 (-1,59 %) in the last few weeks.

The shares of the electric car start-up XPeng have performed extremely well in recent days. At its "AI Day", XPeng announced its intention to start the first test drives of its own robotaxi fleet in Guangzhou and other Chinese cities next year. XPeng also unveiled a new humanoid robot that is scheduled for series production by the end of 2026.

Like its competitor Tesla, Xpeng also wants to position itself as more than just an electric car company. As part of its "AI Day", the car manufacturer announced that it will be launching three robotaxi models on the market. Xpeng's strategy for Robotaxis is to produce two categories of vehicles: one for commercial self-driving shared vehicles and one for fully autonomous private vehicles that may only be shared by family members.

Incidentally, Xpeng also presented its latest version of the humanoid robot "Iron" at the "AI Day". Similar to Tesla, Xpeng wants to position itself in the field of humanoid robots. The Chinese company is already planning to start mass production next year.

Xpeng's entry into the humanoid robot cab and flying cars should help to generate good sentiment in the stock," says analyst Jeff Chung from Citigroup. However, it is still too early to quantify the upside potential of new business profits, the team of experts added. Still, it should help the stock "potentially move on from past new-energy vehicle valuations to a premium-level connection with AI, tech and robotaxi," Jeff Chung wrote in his update on Xpeng. His price target is the equivalent of 25.50 euros.

XPeng (WKN: A2QBX7)

XPeng recently underlined its ambitions in the EV market with good delivery figures. The roll-out of new models should keep sales volumes high. On the technological side, the Group offers an exciting investment story in addition to electric cars with its own development of AI chips and robots. The company's own robotaxi fleet is an additional source of imagination.