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@thinkercar Avatar @thinkercar ThinkerCar

XPeng is making significant advancements in autonomous driving and robotics, with its 2nd-gen VLA technology and a new humanoid robot called Iron. The company has also achieved a major milestone, hitting its annual sales target as of October 2025. Additionally, XPeng's Chairman, He Xiaopeng, anticipates mass production of robots by 2026, predicting their entry into more households within 5-10 years.

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Social Influence

Social category influence automotive brands XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX% finance XXXX%

Social topic influence xpeng #30, nio #120, byd #118, china #3780, volkswagen #236, li auto #24, pv #42, $nio 3.7%, xpev #22, $xpev #22

Top accounts mentioned or mentioned by @electricfelix @renaldyapreza @nezze366883 @alberti1berisha @sreesub @5littlebass @jaysidh22054556 @wilson_na @dirkdevos @liquidsky1967 @lunexalith @rruush15637 @zaheerkybaat @dcageless @nioswitzerland @chemaozhon35049

Top assets mentioned XPeng Inc. (XPEV) Li Auto Inc. (LI) Lennox International, Inc. (LII) Tesla, Inc. (TSLA) Toyota Motor Corporation (TM)

Top Social Posts

Top posts by engagements in the last XX hours

"Sparking major debate: Xpeng's new IRON robot. The big question everyone is askingreal or a person inside We might get an answer at the X9 Extended-Range Technology Launch Event tonight at X. Whats your take #XPeng"
X Link 2025-11-06T03:23Z 6332 followers, 2.4M engagements

"On July XX #FORVIA Group and #BYD opened a new seat assembly factory in Rayong Thailand. The factory is owned by Shenzhen Faurecia Automotive Components Co. Ltd. a joint venture formed by Faurecia and BYD in 2017 in which FORVIA holds a majority stake. The factory will begin mass production one month after opening producing complete seats for BYD's BEVs and PHEVs including the ATTO X and Song Plus. It has an annual capacity of 180k seats at full production"
X Link 2024-07-22T13:29Z 6318 followers, XXX engagements

"LiAuto Q3 2025 Financial Report $Li Vehicle Deliveries and Revenue Q3 Vehicle Deliveries: 93211 units Vehicle Sales: RMB XXXX billion Total Revenue: RMB XXXX billion Profitability Gross Profit: RMB XXX billion Gross Margin: XXXX% Vehicle Margin: XXXX% Adjusted Vehicle Margin (excluding MEGA recall costs): XXXX% Expenses and R&D Operating Expenses: RMB XXX billion Quarterly R&D Expenses: RMB XXX billion Full-Year R&D Budget: RMB XXXX billion AI-related R&D Investment: RMB XXX billion Liquidity Cash and Reserves: RMB XXXX billion (as of end-Q3) Q4 2025 Outlook Vehicle Deliveries: 100000110000"
X Link 2025-11-26T10:25Z 6331 followers, 2145 engagements

"Tier-one and new tier-one cities are the core sales contributors. With strong purchasing power and high acceptance of premium NEV models consumers in these markets align well with NIO's mid-to-high-end positioning. $NIO"
X Link 2025-11-28T10:22Z 6328 followers, 1759 engagements

"A new spy shot of the #XPeng G01"
X Link 2025-11-28T13:27Z 6333 followers, 1350 engagements

"XPeng's XX Best-Selling Provinces in China (2025 Jan-Oct) $XPEV"
X Link 2025-11-30T10:59Z 6331 followers, 1232 engagements

"According to ThinkerCar's end-market research statistics: XPeng recorded 11k+ new orders in the last week of November (Nov 24-30 Week 48) representing a XXXX% WoW decrease; the mona M03 model once again accounted for more than XX% of new orders. #XPeng #monaM03 #OrderVolume"
X Link 2025-12-01T07:30Z 6332 followers, 1753 engagements

"New Car-making Brands: Monthly Delivery Trend (Jan-Nov 2025) #Leapmotor: 70327 +0.1% MoM #Xiaomi : 40000+ #XPeng: 36728 -XXXX% MoM #NIO : 36275 -XXXX% MoM #LiAuto: 33181 +4.5% MoM"
X Link 2025-12-01T10:27Z 6332 followers, 5036 engagements

"#Leapmotor led the rankings with 70327 deliveries the only brand to surpass 70000 units and pulling well ahead of the competition. #Xiaomi followed in second place with over 40000 deliveries. #BYD FCB came third with 37405 units with #XPeng close behind at 36728. #NIO delivered 36275 units only about XXX vehicles behind Xpeng in a tight race"
X Link 2025-12-01T14:45Z 6331 followers, 2395 engagements

"#Xpeng and #Huawei have partnered. The Xpeng X9 EREV globally premieres Huawei's DriveONE next-generation range extender generator"
X Link 2025-12-02T04:24Z 6331 followers, 1075 engagements

"Li Auto is facing challenges as its new i8 EV underperforms and its key model i6 struggles with production constraints amid high demand. This has prompted a strategic review to prepare for 2026's tougher competition leading to adjustments in its vehicle lineup R&D strategy accelerated global expansion and increased AI investment"
X Link 2025-12-03T02:15Z 6333 followers, XX engagements

"In Nov 2025 #Volkswagen (35740) FIAT (25550) and GM (23023) led Brazil's passenger car market in monthly sales while VW (326557) and FIAT (274762) led in year-to-date totals. Among Chinese brands #BYD stood out with 9726 monthly sales (ranking 7th) and 96167 units year-to-date making it the sole Chinese brand in the Top XX. CAOA CHERY and GWM also placed within the Top XX. #BrazilAutoMarket"
X Link 2025-12-04T07:19Z 6315 followers, XXX engagements

"Weekly Wholesale Volume of #Volkswagen's China Joint Ventures (Nov 24-30) FAW-Volkswagen: 79.8k units SAIC Volkswagen: 41.8k units"
X Link 2025-12-04T10:21Z 6317 followers, 1040 engagements

"The global EV battery market grew XXXX% YoY reaching XXXXX GWh as of Oct 2025. From Jan to Oct 2025 #CATL and #BYD led the market with a combined share of over 55%. CATL held a XXXX% share (355.2 GWh) while BYD accounted for XXXX% (157.9 GWh) both growing at over 36%"
X Link 2025-12-04T11:00Z 6317 followers, 1845 engagements

"#LiAuto has surpassed XXX million cumulative deliveries. Of these its Extended-Range SUVs account for over XXX million with a total driving distance of XXXX billion km XXXX billion km powered by fuel and XXXX billion km in pure electric mode"
X Link 2025-12-05T05:15Z 6332 followers, XXX engagements

"Correction: The earlier claim that losses "widened" must be corrected. NIOs Q3 financial report indicates a year-over-year narrowing of its net loss"
X Link 2025-12-05T13:35Z 6330 followers, 1664 engagements

"It is reported that #Zeekr is about to enter the South Korean market. The brand has officially signed agreements with four South Korean dealers marking the official launch of its sales and service system construction in the country"
X Link 2025-12-05T13:42Z 6330 followers, XXX engagements

"Battery supply is among the primary bottlenecks for NIO ES8 deliveries. This constraint is projected to ease in January 2026 when battery production will outpace vehicle manufacturing. Excess batteries will be diverted to the battery swap system. $NIO"
X Link 2025-12-07T09:24Z 6330 followers, 3262 engagements

"With only one month left in 2025 just three brands #Leapmotor #XiaoMi and #Xpeng have hit their annual sales targets"
X Link 2025-12-02T10:19Z 6334 followers, 2556 engagements

"#BYD's Wang Chuanfu addressed a sales dip in China this year. He cited two main reasons: the company's tech edge isn't as sharp as before and car offerings across the market are becoming more similar. He also noted that user pain points like slow charging in cold weather urgently need to be fixed with new technology. "The reason we say our current tech isn't leading is that we have major new tech comingdetails are under wraps for now" Wang added. He stressed that technology remains BYD's key strength"
X Link 2025-12-05T07:33Z 6331 followers, 16.5K engagements

"Chinese automakers' net profit margins for the first three quarters of 2025 varied widely. #Chery led at XXXX% while Great Wall and #Geely maintained stability at around 5.5%. In contrast #NIO (-28.82%) saw its losses widen"
X Link 2025-12-05T10:24Z 6334 followers, 11.4K engagements

"He Xiaopeng articulated the rationale behind #XPeng focus on humanoid robots: 1Scenario Versatility: Human environments are built for people so a human-like shape integrates most naturally and adapts widely. 2Data Availability: It can directly leverage vast amounts of existing human movement and behavior data for training. 3Business Flexibility: This prevents the robot from being limited to narrow single-purpose tasks. He also highlighted the "human-like" design of the IRON robot: its hardware follows human anatomy with added flexibility in the neck shoulders and waist and a spine-like"
X Link 2025-12-06T15:24Z 6331 followers, 1128 engagements

"No Person Inside IRON Robot Says Xpeng's He Xiaopeng in Response to Speculation #XPeng"
X Link 2025-11-06T04:28Z 6332 followers, 2.4M engagements

"#LiAuto #Nio and #Xpeng wholesale trend in Nov 2025 Xpeng: 36.7k units +18.9% YoY -XXXX% MoM. Nio: 36.3k units +76.3% YoY -XXX% MoM. LiAuto: 33.2k units -XXXX% YoY +4.5% MoM"
X Link 2025-12-08T09:01Z 6332 followers, 3359 engagements

"#BYD Group Wholesale Volume (Nov 17-23 2025): 100.6k Denza accounted for X% of the total with FCB at 9%. FCB's share increased by X% compared to last week"
X Link 2025-11-26T06:32Z 6333 followers, 1970 engagements

"$LI $NIO $XPEV Li Auto reported a net loss of RMB XXXXX bn in Q3 2025 ending a streak of XX consecutive profitable quarters since Q4 2022. XPeng and NIO achieved record highs across multiple metrics including deliveries and revenue"
X Link 2025-11-27T07:58Z 6333 followers, 5443 engagements

"According to ThinkerCar's end-market research statistics: In the first week of December (Dec X - X W49) NIO Group's total new orders fell below the 10k-unit mark down XXX% WoW affected by the order decline of Onvo and NIO brands; while orders for the Firefly brand unexpectedly sustained their growth momentum. #NIO #ES8 #OrderVolume"
X Link 2025-12-08T08:35Z 6333 followers, 11.8K engagements

"Three new models from #XiaoMi 1YU9: A family-oriented SUV targeting the LiAuto L9 and AITO M9 segment. Estimated length 5.2m with 6/7 seats and an extended-range powertrain. 2YU7 GT: A high-performance SUV based on the YU7 likely to be Xiaomi's first model launched in the European market. 3SU7 L: Estimated length 5.2m wheelbase 3.1m aimed at the executive luxury sedan segment"
X Link 2025-12-09T03:53Z 6332 followers, 3481 engagements

"The #Changan Avatr XX has become the worlds first NEV sedan to reach #Antarctica marking the start of vehicle testing and technical validation in polar environments"
X Link 2025-12-09T05:01Z 6332 followers, XXX engagements

"As of Nov 2025 BEV registrations in #HongKong: 🔹Brand: #BYD led with 8540 units followed by #Tesla (7933). #Zeekr and Aion made the top five. 🔹Model: The BYD SEALION X led strongly with 5266 units; the Tesla Model X and Model Y took second and third places respectively"
X Link 2025-12-09T05:58Z 6332 followers, 1201 engagements

"The #Huawei HIMA SAIC H5 has welcomed its 20000th delivery milestone. Additionally SAIC will introduce two new models including a high-end coupe which is expected to launch around the end of Q1 or the start of Q2 in 2026"
X Link 2025-12-09T07:01Z 6332 followers, 1117 engagements

"In Nov 2025 China's PV wholesale volume reached 3M units +3.4% YoY +3.4% MoM. #BYD led with 423.6K units despite a XXXX% YoY decline but maintained a high NEV share. Traditional brands including #Volkswagen and Toyota fell over XX% (Volkswagen -22.7%). Galaxy and Leap each grew XX% YoY. #Xiaomi reached 46.2K units +99.7%. Brands like MG (+40.2%) and Aito (+59.9%) expanded on NEV strength"
X Link 2025-12-09T10:30Z 6333 followers, 1092 engagements

"In Nov the wholesale volume rankings for PV models were as follows: #BYD holds nearly half of the top XX spots. The Seal XX leads at 62.3K units +53.7% YoY. NEVs drive sales: all top five are NEVs (mostly BEVs). Models like the #Tesla Model Y and #Wuling Hongguang Mini keep high wholesale volumes. Only a few ICE cars like the Nissan Sylphy and VW Sagitar made the list"
X Link 2025-12-09T11:00Z 6332 followers, 1311 engagements

"Firefly is expanding quickly across the globe. Deliveries have now started in the Netherlands Norway Belgium Denmark and Greece. Pre-orders and test drives are also available in Austria and Portugal. #NIO #Firefly"
X Link 2025-12-10T03:09Z 6332 followers, 1795 engagements

"Weekly Wholesale Volume of #Volkswagen's China Joint Ventures (Dec 1-7) FAW-Volkswagen: 8.1k units SAIC Volkswagen: 6.2k units"
X Link 2025-12-10T07:47Z 6332 followers, XXX engagements

"As of Nov 2025 the total wholesale volume of PV in China reached 26.7M units +6.8% YoY. #BYD led with XXX million units far ahead of #Volkswagen (1.7 million) and grew XXX% YoY from a large base. #XPeng (+142.4%) and Leapmotor (+115.4%) both NEV-focused saw the highest growth"
X Link 2025-12-10T12:09Z 6332 followers, 1376 engagements

"As of Nov 2025 the ranking of wholesale volume for PV models is as follows: #BYD Seagull ranked first with 484.9k units (+14.9%) while #Tesla Model Y was second despite a XXX% YoY drop. Among BYD models newer ones like the Seal XX (+69.7%) and Yuan UP (+79.6%) saw strong growth. However the Song Plus (-16%) and Qin Plus (-17.5%) declined as competitors took market share"
X Link 2025-12-10T13:25Z 6332 followers, XXX engagements