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<Research>G Sachs: XPENG-W 1Q Rev. Guidance Beats; Investors Likely to Focus on Gross Margin Guidance
Recommend 7 Positive 13 Negative 2 |
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According to a report from Goldman Sachs, XPENG-W (09868.HK)'s gross profit and EBIT beat both the broker's and the market's expectations, thanks to the higher-than-expected service and other income, as well as increased government subsidies. Although XPENG-W's delivery guidance for 1Q26 is relatively low at 61,000-66,000 units, the revenue guidance of RMB12.2-13.28 billion, likely driven by non-automotive income, has exceeded Goldman Sachs' forecasts. Goldman Sachs expects investors to focus on XPENG-W's gross margin guidance for 1Q26, future milestones in humanoid robots and autonomous driving, as well as the timeline for new model launches throughout the year and overseas expansion strategy. XPENG-W has been rated as Buy, with a target price of HKD85. AAStocks Financial News |
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