Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only WB 1

BABAAlibabacustomer

Shared 0

No shared counterparties.

Only XPEV 2

ADNTAdientsupplier

—DiDiunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

WBWeibo Corp

6.53+1.07%· post 6.53

Mkt cap$1.6B

XPEVXpeng Inc.

10.23+6.56%· post 10.20

ClosedNov 6 '26

Mkt cap$9.8B

vs

Compare

ClosedNov 6 '26

WBWeibo Corp

vs

XPEVXpeng Inc.

6.53+1.07%post 6.53

Price

10.23+6.56%post 10.20

$1.6B

Mkt cap

$9.8B

WB compared with XPEV: revenue, margins and what each company keeps, and the suppliers and customers both name