On September 4, XPENG-W rose 3.08% in regular trading, trading at 44.2 HKD/share with turnover of 112 million HKD, rebounding notably from the previous session's low of 42.80 HKD. The gain was driven by a confluence of positive developments around the company's second-generation VLA model upgrade and accelerating robot mass production plans.

On the technology front, XPENG recently unveiled a major upgrade to its second-generation VLA (Vision-Language-Action) model at its physical AI event, with the new XOS 6.3.0 system set to debut globally on the XPENG G9L. The upgrade enables the AI to evolve from static 3D spatial understanding to dynamic 4D spatiotemporal cognition, with on-device model parameters expanding 3.5 times to over 15 times the size of mainstream VLA models. The system is capable of L2 through L4 autonomous driving and is slated for push delivery starting in September.

On the robotics front, reports indicate XPENG's humanoid robot division will adopt a solid-liquid battery solution to advance mass production, targeting volume output in this year with deployment in global XPENG stores beginning next year. The robot business completed a first-round financing exceeding $900 million at a post-money valuation over $6.3 billion, led by IDG Capital with strategic investments from Alibaba and Tencent.

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