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

22.09−1.21%· post 22.10

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

XPEVXpeng Inc.

9.03−1.69%· post 9.00

ClosedOct 30 '26

Mkt cap$8.6BRevenue—Revenue—

vs

Compare

ClosedOct 30 '26

ZLABZai Lab Ltd

vs

XPEVXpeng Inc.

22.09−1.21%post 22.10

Price

9.03−1.69%post 9.00

$2.5B

Mkt cap

$8.6B

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