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Xpeng News 🍾

A few months ago, I also pointed out in a comment that Xpeng $9868 (-1,4 %) and $XPEV (-1,51 %) could offer its technology to other foreign automakers beyond Volkswagen. Now the time has come, and Xpeng has already contacted potential partners. No names have been mentioned yet. But it seems that the path to profitability is now open. Licensing fees and the like will certainly help.

The offering is said to include electrical and electronic architectures, cockpit systems, Turing AI chips, driver-assistance software, robotaxi solutions, as well as robotics and other technologies for physical AI.

In the second quarter, revenue from services and other activities nearly doubled, while the segment margin rose from 53.6% a year ago to 75.1%; Xpeng has formed its own marketing team to pursue further technology partnerships.

5 Comentarios

Maximilian@Max095

Thanks for sharing. Great news. Now we just need to see that news reflected in the stock price. 😀

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Seventrader@7Trader

@Max095 It will certainly take some time before this is actually reflected in the balance sheet.
But as soon as a few agreements are in place and announced, positive momentum could build.

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Paulchen@Divident_e

@Max095 That's nice, my dear

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_EvD_@_EvD_

I’ve been investing in emerging markets myself for a long time, and personally, I’ve viewed China as the true global player of the modern era for quite some time now. Still, I’m skeptical about stocks like XPeng—just think of NIO and the hype surrounding that brand back then. By now, they’ve more or less been written off, and the next big thing is already taking center stage. This policy of arbitrariness would be reason enough for me not to invest too much money in it. If a company is a thorn in the government’s side or isn’t really running smoothly, it’s simply wound up. Something similar to what happened with NIO could happen to XPeng at some point.

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Seventrader@7Trader

@_EvD_ I don't think Nio's European flop (only 45 registrations in Europe in H1 🤪) will be repeated by Xpeng.
With over 31,000 vehicles across Europe, XPeng is orders of magnitude ahead—this isn’t just a slight difference, but highlights two completely different European strategies. XPeng is actively building out its sales and charging infrastructure (290 of its 380 overseas locations are in Europe, plus 4,000 planned fast-charging stations by 2028), while NIO is practically stuck in place there.

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