XPeng Set to Benefit From Robots Business -- Market Talk

Dow Jones

Jun 08

0425 GMT - XPeng will likely benefit from its AI-related businesses such as humanoid robots and robotaxi, Daiwa analyst Kelvin Lau says in a note. Daiwa increased its 2027 revenue guidance for XPeng by 13% to reflect the revenue contribution from humanoid robots. Meanwhile, the company's strategy of localizing production will likely mitigate geopolitical risks, he says. XPeng's recent gross profit margin expansion also indicate an improving product mix and better cost control, he says. XPeng's management expects overseas revenue contribution to exceed 20% from 2Q, supported by the start of P7+ deliveries abroad, he adds. Daiwa maintains a buy rating for the stock but cuts its target price to $25 from $29 on lower EV growth in the domestic market. Shares last closed at $15.95. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

June 08, 2026 00:25 ET (04:25 GMT)

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Daiwa increased its 2027 revenue guidance for XPeng by 13% to reflect the revenue contribution from humanoid robots. Meanwhile, the company's strategy of localizing production will likely mitigate geopolitical risks, he says. XPeng's recent gross profit margin expansion also indicate an improving product mix and better cost control, he says. XPeng's management expects overseas revenue contribution to exceed 20% from 2Q, supported by the start of P7+ deliveries abroad, he adds. Daiwa maintains a buy rating for the stock but cuts its target price to $25 from $29 on lower EV growth in the domestic market. Shares last closed at $15.95. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 08, 2026 00:25 ET (04:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Set to Benefit From Robots Business -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Set to Benefit From Robots Business -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-08 12:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0425 GMT - <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> will likely benefit from its AI-related businesses such as humanoid robots and robotaxi, Daiwa analyst Kelvin Lau says in a note. Daiwa increased its 2027 revenue guidance for XPeng by 13% to reflect the revenue contribution from humanoid robots. Meanwhile, the company's strategy of localizing production will likely mitigate geopolitical risks, he says. XPeng's recent gross profit margin expansion also indicate an improving product mix and better cost control, he says. XPeng's management expects overseas revenue contribution to exceed 20% from 2Q, supported by the start of P7+ deliveries abroad, he adds. Daiwa maintains a buy rating for the stock but cuts its target price to $25 from $29 on lower EV growth in the domestic market. Shares last closed at $15.95. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 08, 2026 00:25 ET (04:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4526","symbol_name":"热门中概股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2641410393","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641410393","pubTimestamp":1780892700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0425 GMT - XPeng will likely benefit from its AI-related businesses such as humanoid robots and robotaxi, Daiwa analyst Kelvin Lau says in a note. Daiwa increased its 2027 revenue guidance for XPeng by 13% to reflect the revenue contribution from humanoid robots. Meanwhile, the company's strategy of localizing production will likely mitigate geopolitical risks, he says. XPeng's recent gross profit margin expansion also indicate an improving product mix and better cost control, he says. XPeng's management expects overseas revenue contribution to exceed 20% from 2Q, supported by the start of P7+ deliveries abroad, he adds. Daiwa maintains a buy rating for the stock but cuts its target price to $25 from $29 on lower EV growth in the domestic market. Shares last closed at $15.95. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","XPEG":"2倍做多XPEV ETF-Leverage Shares","BK4551":"寇图资本持仓","BK4099":"汽车制造商","XPEV":"小鹏集团","09868":"小鹏集团-W"},"translate_title":"小鹏汽车将受益于机器人业务——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EVS.SI":0.6,"XPEG":0.6,"09868":1.96,"XPEV":1.96},"content_text":"0425 GMT - XPeng will likely benefit from its AI-related businesses such as humanoid robots and robotaxi, Daiwa analyst Kelvin Lau says in a note. Daiwa increased its 2027 revenue guidance for XPeng by 13% to reflect the revenue contribution from humanoid robots. Meanwhile, the company's strategy of localizing production will likely mitigate geopolitical risks, he says. XPeng's recent gross profit margin expansion also indicate an improving product mix and better cost control, he says. XPeng's management expects overseas revenue contribution to exceed 20% from 2Q, supported by the start of P7+ deliveries abroad, he adds. Daiwa maintains a buy rating for the stock but cuts its target price to $25 from $29 on lower EV growth in the domestic market. Shares last closed at $15.95. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 08, 2026 00:25 ET (04:25 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}