Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ZLAB 9

PFEPfizersupplier

VRTXVertex Pharmaceuticalssupplier

BMYBristol-Myers Squibbsupplier

INVAInnovivasupplier

Shared 0

No shared counterparties.

Only XPEV 2

ADNTAdientsupplier

—DiDiunlistedsupplier

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

ZLABZai Lab Ltd

23.00+4.71%

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

XPEVXpeng Inc.

9.93+2.69%

Regular sessionNov 4 '26

Mkt cap$9.1BRevenue—Revenue—

vs

Compare

Regular sessionNov 4 '26

ZLABZai Lab Ltd

vs

XPEVXpeng Inc.

23.00+4.71%

Price

9.93+2.69%

$2.5B

Mkt cap

$9.1B

Q2 FY26$106M

Revenue

—

FY25$460M

Revenue

—

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