Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only XPEV 2

ADNTAdientsupplier

—DiDiunlistedsupplier

Shared 0

No shared counterparties.

Only ZLAB 9

PFEPfizersupplier

VRTXVertex Pharmaceuticalssupplier

BMYBristol-Myers Squibbsupplier

INVAInnovivasupplier

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

XPEVXpeng Inc.

9.03· pre 9.39

Mkt cap$8.6BRevenue—Revenue—

ZLABZai Lab Ltd

22.09· pre 22.10· delayed

Pre-marketSep 2 '83

Mkt cap$2.5BRevenue$106MQ2 FY26Revenue$460MFY25

vs

Compare

Pre-marketSep 2 '83

XPEVXpeng Inc.

vs

ZLABZai Lab Ltd

9.03pre 9.39

Price

22.09pre 22.10delayed

$8.6B

Mkt cap

$2.5B

—

Revenue

$106MQ2 FY26

—

Revenue

$460MFY25

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