🇺🇸 SECXPENG INC.Qwen · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:10:26·⟳ 抓取 18:10:53 +27s·⚡ 决策 09-01 18:13:01 +2m08s·56.1 天前
小鹏汽车公布2026年8月交付39,107辆,同比仅增4%,增速与7月持平无加速
例行月度交付数据,+4%同比增速与7月完全一致,无加速、无超预期、无重大不及预期;G9L预售刚启动尚未体现交付,Robotaxi许可为长期里程碑无近期收入影响。无方向性edge,不构成交易催化。
📄 原文XPENG INC.↗ 原文
----- d76421d6k.htm ----- 6-K 1 d76421d6k.htm FORM 6-K Form 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHIN…
不做 小鹏汽车(XPEV.US)
例行月度交付数据,+4%同比增速与7月持平无加速,无超预期或显著miss;G9L预售尚未体现交付,Robotaxi许可为长期里程碑。无方向性edge,不构成可交易催化。
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
结论摘要
小鹏汽车8月交付39,107辆(+4% YoY)为例行月度披露,增速与7月(38,027辆,+4% YoY)持平,无加速迹象。G9L 8月11日开启预售但交付尚未放量,Robotaxi远程测试许可为长期里程碑。内部KB显示Q1收入同比-17.6%、分析师期待新车周期带动,但8月数据未显示拐点。无超预期/不及预期的方向性edge,不做。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-01 · 影响 none
7月同为+4% YoY,8月无加速;KB中Q1点评显示分析师期待新车周期但尚未兑现
检索:小鹏汽车 8月交付 超预期 加速 原文 ↗
工具执行结果 · 成功 3 · 降级 2 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 444 ms
{"result": "search_processed_events:agent query=`xpeng 小鹏汽车 2026年8月交付 | xpev august 2026 delivery 39107 | 小鹏汽车 月度交付数据`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.3/72 小时、1924 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"} - stock_quote 降级 stock_tools HTTP · 4,462 ms
取价失败: Futu returned no quote - kb_search 成功 stock_tools HTTP · 2,732 ms
{ - stock_quote 降级 stock_tools HTTP · 1,338 ms
取价失败: Futu returned no quote - kb_search 成功 stock_tools HTTP · 6,427 ms
{
原文全文
展开原文 · 5,068 字
----- d76421d6k.htm -----
6-K
1
d76421d6k.htm
FORM 6-K
Form 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO
RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
September 2026
Commission File
Number: 001-39466
XPENG INC.
No.10, Cencun Fengzhuang Avenue
Tianhe District, Guangzhou
Guangdong 510640
People’s Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under
cover Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
TABLE OF CONTENTS
Exhibit 99.1
Press release: XPENG Announces Vehicle Delivery Results for August 2026
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
XPENG INC.
By:
/s/ Xiaopeng He
Name:
Xiaopeng He
Title:
Chairman and Chief Executive Officer
Date: September 1, 2026
----- d76421dex991.htm -----
EX-99.1
2
d76421dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
XPENG Announces Vehicle Delivery Results for August 2026
GUANGZHOU, China, Sept. 1, 2026 (PRNewswire) — XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading
global Physical AI company, today announced its vehicle delivery results for August 2026.
XPENG delivered 39,107 vehicles in August 2026, up 4%
year-over-year.
On August 11, 2026, the XPENG G9L made its official debut and commenced
pre-sales
in the
Chinese mainland.
In August, XPENG Robotaxi business validation gained further progress. The Company secured a permit to conduct remote testing of
intelligent connected vehicles in Guangzhou, allowing road trials without an onboard safety operator on designated Level 1, 2 and 3 test roads across the city and marking a key milestone toward fully driverless road testing.
XPENG’s electric vehicles delivered from January to August 2026 are expected to reduce life-cycle greenhouse gas emissions by more than
3.72 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorbed by 61.6 million young trees over 10 years.
About XPENG
XPENG is a leading global Physical AI
company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. Through
in-house
R&D, XPENG has developed a full-stack Physical AI architecture
spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. This unified technology foundation of XPENG powers an expansive product portfolio of smart EVs, robotaxis, and humanoid robots, advancing
the deployment of Physical AI at scale. Headquartered in Guangzhou, China, XPENG is dual-primary listed on the New York Stock Exchange and the Hong Kong Stock Exchange. With global capabilities across R&D, manufacturing, sales, and services,
XPENG drives continuous technological innovation and fosters an open Physical AI ecosystem, making life smarter, safer, and better for users worldwide. For more information, please visit https://www.xpeng.com/.
Safe Harbor Statement
This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the United States Private
Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,”
“plans,” “believes,” “estimates” and similar statements. Statements that are not historical facts, including statements about XPENG’s beliefs and expectations, are 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: XPENG’s goal and
strategies; XPENG’s expansion plans; XPENG’s future business development, financial condition and results of operations; the trends in, and size of, China’s EV market; XPENG’s expectations regarding demand for, and market
acceptance of, its products and services; XPENG’s expectations regarding its relationships with customers, 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. Further information regarding these and other risks is included in XPENG’s filings with the United States Securities and Exchange Commission. All information provided in this
announcement is as of the date of this announcement, and XPENG does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
Contacts:
For Investor Enquiries:
IR Department
XPeng Inc.
Email:
ir@xiaopeng.com
Jenny Cai
Piacente Financial Communications
Tel: +1 212 481 2050 / +86 10
6508 0677
Email:
xpeng@tpg-ir.com
For Media Enquiries:
PR Department
XPeng Inc.
Email:
pr@xiaopeng.com
Source: XPeng Inc.
6-K
1
d76421d6k.htm
FORM 6-K
Form 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO
RULE 13a-16 OR 15d-16
OF THE SECURITIES EXCHANGE ACT OF 1934
September 2026
Commission File
Number: 001-39466
XPENG INC.
No.10, Cencun Fengzhuang Avenue
Tianhe District, Guangzhou
Guangdong 510640
People’s Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under
cover Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
TABLE OF CONTENTS
Exhibit 99.1
Press release: XPENG Announces Vehicle Delivery Results for August 2026
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
XPENG INC.
By:
/s/ Xiaopeng He
Name:
Xiaopeng He
Title:
Chairman and Chief Executive Officer
Date: September 1, 2026
----- d76421dex991.htm -----
EX-99.1
2
d76421dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
XPENG Announces Vehicle Delivery Results for August 2026
GUANGZHOU, China, Sept. 1, 2026 (PRNewswire) — XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading
global Physical AI company, today announced its vehicle delivery results for August 2026.
XPENG delivered 39,107 vehicles in August 2026, up 4%
year-over-year.
On August 11, 2026, the XPENG G9L made its official debut and commenced
pre-sales
in the
Chinese mainland.
In August, XPENG Robotaxi business validation gained further progress. The Company secured a permit to conduct remote testing of
intelligent connected vehicles in Guangzhou, allowing road trials without an onboard safety operator on designated Level 1, 2 and 3 test roads across the city and marking a key milestone toward fully driverless road testing.
XPENG’s electric vehicles delivered from January to August 2026 are expected to reduce life-cycle greenhouse gas emissions by more than
3.72 million tons compared to internal combustion engine vehicles, equivalent to the carbon absorbed by 61.6 million young trees over 10 years.
About XPENG
XPENG is a leading global Physical AI
company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. Through
in-house
R&D, XPENG has developed a full-stack Physical AI architecture
spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. This unified technology foundation of XPENG powers an expansive product portfolio of smart EVs, robotaxis, and humanoid robots, advancing
the deployment of Physical AI at scale. Headquartered in Guangzhou, China, XPENG is dual-primary listed on the New York Stock Exchange and the Hong Kong Stock Exchange. With global capabilities across R&D, manufacturing, sales, and services,
XPENG drives continuous technological innovation and fosters an open Physical AI ecosystem, making life smarter, safer, and better for users worldwide. For more information, please visit https://www.xpeng.com/.
Safe Harbor Statement
This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the United States Private
Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,”
“plans,” “believes,” “estimates” and similar statements. Statements that are not historical facts, including statements about XPENG’s beliefs and expectations, are 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: XPENG’s goal and
strategies; XPENG’s expansion plans; XPENG’s future business development, financial condition and results of operations; the trends in, and size of, China’s EV market; XPENG’s expectations regarding demand for, and market
acceptance of, its products and services; XPENG’s expectations regarding its relationships with customers, 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. Further information regarding these and other risks is included in XPENG’s filings with the United States Securities and Exchange Commission. All information provided in this
announcement is as of the date of this announcement, and XPENG does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
Contacts:
For Investor Enquiries:
IR Department
XPeng Inc.
Email:
ir@xiaopeng.com
Jenny Cai
Piacente Financial Communications
Tel: +1 212 481 2050 / +86 10
6508 0677
Email:
xpeng@tpg-ir.com
For Media Enquiries:
PR Department
XPeng Inc.
Email:
pr@xiaopeng.com
Source: XPeng Inc.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。