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🇭🇰 港交所XPENG-WCodex · 实盘不做把握 7/10
北京时间·🕒 发布 08-03 17:58:00时区推断·⟳ 抓取 08-26 19:02:28·⚡ 决策 08-04 12:42:46 −22d06h·84.1 天前

小鹏汽车7月交付38,027辆、同比增长4%

公告确认小鹏7月交付38,027辆、同比增长4%,属于正向但幅度有限的月度经营数据。

📄 原文XPENG-W↗ 原文
VOLUNTARY ANNOUNCEMENT VEHICLE DELIVERY RESULTS FOR JULY 2026
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 小鹏汽车(09868.HK)
例行月度交付披露仅同比增长4%,未给出收入利润或指引上修;港股次日上午已交易并下跌,剩余做多edge不足,不做。
不做 小鹏汽车(XPEV.US)
同一经营催化已在美股披露后交易且ADR收跌约4.9%,没有形成可执行同向多头窗口,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 high ↗

消息传播链

  1. 2026-08-03 17:58 HK官方确认/否认HKEX一手源原文 ↗
    港交所披露小鹏7月交付38,027辆、同比增长4%,并补充海外车型和NGP全球 rollout 规划。
  2. 2026-08-03市场反应stock_quote非一手
    美股ADR在披露后的美国交易日收于12.37美元,较前收跌约4.88%。
    市场反应:XPEV.US -4.88%
  3. 2026-08-04 12:40 HK市场反应stock_quote非一手
    港股次日上午交易至午休报46.94港元,较前收跌约4.28%,未体现正向追价。
    市场反应:09868.HK -4.28%

关键理由

  • 公告确认小鹏7月交付38,027辆、同比增长4%,属于正向但幅度有限的月度经营数据。
  • 该数据未披露收入、利润率、订单金额或指引上修,难以形成相对公司市值的短线增量重估。
  • 事件在港股盘后、美股盘前披露后,美股ADR当日收跌约4.9%、港股次日上午午休前跌约4.3%,市场未按利好交易。

主要风险

  • 月度交付数据是例行披露,若没有明显超预期或指引上修,容易被当作已预期经营更新而非交易催化。
  • L03海外发布、澳洲战略和NGP全球 rollout 均为此前或中长期规划,缺少短期可量化业绩增量。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 weakens
    内部库未命中可支持明显超预期或上调盈利预期的机构解读。
    检索:小鹏 2026年7月 交付 38027 同比4%
  • 做多前查反向 · 来源 stock_quote · 日期 2026-08-04 · 影响 weakens
    事件后ADR与港股均已交易且下跌,说明市场未把该月度交付数字定价为短线利好。
    检索:09868.HK stock_quote; XPEV.US stock_quote
工具调用 · 历史记录,结果未知(3 种)
  • stock_quote · 结果未知
  • search_processed_events · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 3,564 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.

# XPeng Inc. 小鵬集團*

(A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability)

(Stock Code: 9868)

# VOLUNTARY ANNOUNCEMENT VEHICLE DELIVERY RESULTS FOR JULY 2026

The board of directors of XPeng Inc. (the “Company” or “XPENG”) is pleased to announce its vehicle delivery results for July 2026.

XPENG delivered 38,027 vehicles in July 2026, marking an increase of 4% year over year. As of July 31, 2026, the Company’s cumulative deliveries reached a new milestone of more than 1.2 million units worldwide.

On July 16, 2026, XPENG held its Brand Day and the L03 Global Launch Event in Munich, Germany. The new global model will launch in 65 countries and regions this year, expanding XPENG's international product lineup.

On the global expansion front, earlier this month XPENG officially unveiled its long-term strategy for the Australian market, including plans to launch five all-new models in the second half of 2026 and continue expanding its local sales and service network. XPENG also announced that its NGP (Next Generation Pilot) system, powered by the in-house developed VLA 2.0 model, would begin its global rollout in 2027, bringing its intelligent driving technology to markets around the world.

XPENG's electric vehicles delivered from January to July 2026 are expected to reduce life-cycle greenhouse gas emissions by more than 3.23 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorbed by 53.75 million young trees over 10 years.

Shareholders and potential investors of the Company are advised to exercise caution when dealing in the securities of the Company.

By order of the Board XPeng Inc. Xiaopeng He

Chairman Hong Kong, Monday, August 3, 2026

This announcement contains forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: the Company’s goals and strategies; the Company’s expansion plans; the Company’s future business development, financial condition and results of operations; the trends in, and size of, China’s EV market; the Company’s expectations regarding demand for, and

market acceptance of, its products and services; the Company’s expectations regarding its relationships with customers, contract manufacturers, suppliers, third-party service providers, strategic partners and other stakeholders; general economic and business conditions; and assumptions underlying or related to any of the foregoing. All information provided in this announcement is as of the date of this announcement, and the Company does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

As at the date of this announcement, the board of directors of the Company comprises Mr. Xiaopeng He as an executive director, Mr. Ji-Xun Foo as a non-executive director, and Mr. Donghao Yang, Ms. Fang Qu, Mr. HongJiang Zhang and Mr. Yudong Chen as independent non-executive directors.

* For identification purpose only

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