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26.06.26 - 08:30
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As Chinese EVs expand global footprint, banks raise export forecasts (SCMP)
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Spurred by the rising popularity of electric vehicles (EVs), Chinese carmakers are consolidating their foothold in the global auto market, prompting international banks like Goldman Sachs to significantly raise their export forecasts.
Buoyant overseas shipments have also effectively created a cushion against falling domestic deliveries and an expected overall sales decline for Chinese automotive groups including BYD and Xpeng, analysts said.
“China's new-energy vehicle exports have been......
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24.06.26 - 12:30
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Morgan Stanley raises China humanoid robot shipment forecast to 50,000 units (SCMP)
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Morgan Stanley has again raised its forecast for China's humanoid robot shipments this year, lifting its estimate to 50,000 units from 28,000 as commercial validation, policy support and supply-chain momentum accelerate adoption.
The investment bank had already doubled its projection to 28,000 units in January. In a report published on Tuesday, it said the latest upgrade reflected a growing number of Chinese companies, including electric-vehicle maker Xpeng, announcing plans for mass production......
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24.06.26 - 01:48
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Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges (ZeroHedge)
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Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges
Bernstein analyst Eunice Lee is out with a fascinating note explaining why automakers are making a mad dash into the world of humanoid robotics, arguing that their manufacturing scale, supply-chain depth, and years of investment in autonomous driving give them a structural lead in the emerging physical-AI market.
Lee writes that automakers are also seeking new revenue streams beyond the core vehicle business, with humanoids poised to move from factory floors into the physical world across retail, security, public service, and eventually homes.
From Tesla and Hyundai to XPeng, Xiaomi, BYD, Geely, and Chery, automakers are quickly moving beyond EVs and into humanoids through in-house development, acquisitions, minority stakes, and strategic partnerships. Lee said this trend became visible in China, where multiple OEM-linked robots were showcased at the 2026 Beijing Auto Show.
"OEMs are entering humanoid ...
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22.06.26 - 09:15
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XPENG-W Unveils MONA's First SUV 'MONA L03' (AAStocks)
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XPENG-W (09868.HK) announced that MONA's first SUV, "MONA L03", has officially debuted. Within the MONA series, M represents sedans, while L represents SUVs. ~AASTOCKS Financial NewsWebsite: www.aastocks.com...
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17.06.26 - 19:30
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Der X-Faktor (Der Aktionaer)
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Schon lange sprechen die stetig steigenden Verkaufszahlen dafür, dass XPeng gute Autos baut. Nun hat das auch eine Jury offiziell anerkannt und das Modell X9 mit einem namenhaften Preis ausgezeichnet....
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17.06.26 - 14:36
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Autohelden-Plattform startet Direktimporte von Xpeng und Co. (Electrive)
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Die Autoteile-Plattform Autohelden wird die rein in China erhältlichen Elektroautos von Xiaomi laut einem Medienbericht in Kürze nach Deutschland und Europa bringen – ebenso wie Modelle der China-Marken Zeekr, Jetour und Avatr. Im ersten vollen Jahr will die Plattform rund 50.000 solcher Fahrzeuge in Europa verkaufen....
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16.06.26 - 07:36
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EV prices in UK and EU not likely to dive due to Chinese rivalry, says Xpeng boss (The Guardian)
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Brian Gu says he sees Chinese car firms competing on quality rather than launching price war as at homeMotorists in the UK and EU should not expect a sharp drop in the cost of electric vehicles despite increased competition among Chinese manufacturers, one of the country's biggest electric carmakers has said.Brian Gu, the vice-chair of the manufacturer Xpeng, said that Chinese carmakers could compete on quality to win customers in the EU and UK, rather than unleashing a brutal price war as they have in China. Continue reading......
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