US Stock Movement | Xpeng Motors rises 3.68% pre-market after six consecutive days of gains; CICC indicates VLA2.0 enters a new cycle

格隆汇 March 12｜Xpeng Motors (XPEV.US) continues to rise by 3.68% in US pre-market trading, following a six-day consecutive rally marking a reversal trend. According to reports, a certain exchange released a research report on Xpeng Motors stating that the launch of VLA2.0 marks the first year of large-scale Robotaxi deployment, with algorithms, computing power, and the data flywheel accelerating operations; cooperation with Volkswagen extends from the G9 platform to the E/E architecture and Turing chip, upgrading technology monetization to a model of technical service fees plus sales sharing; the IRON ET1 humanoid robot deeply reuses automotive-grade supply chains, and the AI ecosystem is rapidly forming a closed loop. Guosheng Securities believes that, from the perspective of automotive sales fundamentals, the company’s new vehicle cycle will be strong in 2026, and is expected to create another blockbuster model that year.