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Pengwei Yu

senior equity analyst at CICC

Pengwei Yu is a senior equity analyst at China International Capital Corporation (CICC), specializing in automotive and technology sector research with direct coverage of companies such as XPeng. Yu regularly participates in high-profile earnings calls and provides sector insights that inform institutional investments. While specific performance rankings and career milestones are not publicly documented, Yu is recognized for detailed and timely analysis within the China automotive equity space. Professional credentials, certifications, and broader coverage history are not fully disclosed in publicly available sources.

Pengwei Yu's questions to XPENG (XPEV) leadership

Question · Q3 2025

Pengwei Yu asked about the growth potential of XPeng's new EREV models in 2026 and the scale economy of humanoid robots, including the impact of new technologies and the potential for affordability (e.g., RMB 200,000 or less) for families.

Answer

He Xiaopeng, Co-founder, Chairman, and CEO of XPENG, noted significant differences between BEV and EREV users, expecting X9 Super EREV to achieve several times quarter-over-quarter growth. He anticipates higher EREV adoption in larger vehicles. For humanoid robots, he stated that while Gen 6/7 BOM costs were high, mass production preparations suggest future costs and retail prices will approach those of cars. He highlighted that software accounts for over 50% of a robot's cost, requiring substantial investment in training and integration, and XPeng aims for a limited number of SKUs and affordable pricing for widespread adoption.

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