Earnings Call

Xpeng’s Turing AI chips have surpassed 200,000 units in cumulative shipments, with a target of approximately 1 million units for the full year of 2026.

Leapmotor unveiled the launch schedule for four new models, expecting them to contribute 60% of its 2026 sales.

Li Auto targets a 20% sales increase in 2026, seeking to recover from an 18.8% drop in 2025 deliveries.

Shenji's second chip, targeting a broader customer base, has successfully completed tape-out and is currently in mass production.

Nio will launch two new models in the second quarter of 2026 and one new model in the third quarter.

Nio aims to deliver 150,000 vehicles in the fourth quarter, averaging 50,000 deliveries per month.

Xpeng's new generation P7 sedan will be launched next week.

Nio's third factory will officially start production in September, and some production lines will operate on a double shift basis as needed.

Li Auto will launch its first all-electric SUV model, the Li i8, in July, and will roll out another electric SUV, the Li i6, in September.

Xpeng is confident that sales will more than double in 2025 and expects the company to be profitable in the fourth quarter of this year.