1. Upcoming Financial Report Date XPENG-W (09868.HK) is scheduled to release its first-quarter financial report for 2026 on May 28, 2026.
2. Q1 2026 Performance Forecast for XPENG-W As of May 26, 2026, based on data from a quarterly performance forecast service: - Forecasted operating revenue is between RMB 12.739 billion and RMB 13.021 billion, representing a year-on-year change of -19.4% to -17.6%. - Forecasted net profit is between RMB -1.503 billion and RMB -1.352 billion, representing a year-on-year change of -126.3% to -103.6%. - Forecasted adjusted net profit is RMB -1.393 billion, representing a year-on-year change of -227.2%. Attention will focus on whether the actual disclosed financial data can exceed these expectations. The quarterly performance forecast data serves as a reference for investors to assess performance.
3. Latest Analyst Perspective on XPENG-W A securities firm has expressed the following view: XPENG-W achieved quarterly profitability in Q4 2025, with growth in both vehicle deliveries and revenue. The company delivered 116,000 vehicles, with revenue reaching RMB 22.25 billion. Service and other business revenue grew 122% year-on-year. The gross margin improved to 21.3%, and the company achieved quarterly profitability for the first time on an attributable basis. For Q1 2026, the company anticipates a year-on-year decrease in sales volume and revenue but plans to continue increasing R&D investment, particularly in the field of physical AI. The launch of VLA 2.0 has driven growth in test drives and sales. The company plans for rapid iteration and enhancement of its intelligent driving capabilities. The target for overseas market sales is to double year-on-year, with plans to launch new models and expand the sales network. 2026 is also seen as the inaugural year for the commercialization of Robotaxi, robotics, and Turing chips, with the company having clear development plans and targets in these areas. By business segment: 1) VLA 2.0: XPENG aims to enhance intelligent driving capabilities through VLA 2.0, which has increased test drives and sales. The plan is for rapid iteration, targeting over 20 billion parameters for the vehicle-side model by year-end. 2) Overseas Market Expansion: The target for 2026 overseas sales is to double year-on-year. The company plans to launch 4 new models and expand the overseas sales network to 680 stores. 3) New Business Development: In 2026, the company plans to launch 3 Robotaxi models, commence construction of a humanoid robot mass production base, achieve external supply of Turing chips, and explore more potential customers.
(Note: The related profit forecast data in this article is sourced from a profit forecast database.)
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