XPENG(US:XPEV) Sou Hu Cai Jing·2025-07-06 12:13Core Viewpoint - The chairman of XPeng Motors, He Xiaopeng, expressed optimism about the company's financial performance in Q2 2025 and announced plans for global expansion of its intelligent driving technology starting in 2026 [1][7]. Financial Performance - He Xiaopeng indicated that the financial results for Q2 2025 will be significantly better than previously expected, with improvements in operational capabilities starting from 2024 [7]. - The company aims to enhance its operational capabilities each quarter, focusing on technology rather than price competition [7]. Strategic Development - He Xiaopeng described a transformative period for XPeng Motors from the end of 2022 to 2025, anticipating a rapid growth phase beginning in Q4 2025 [8]. - The company plans to improve four key capabilities: technical, organizational, commercialization, and global integration [8]. Global Expansion Plans - XPeng Motors aims to launch its intelligent driving technology globally in 2026, although current regulations in Europe are not yet conducive to such advancements [8]. - The company is preparing for OTA (Over-The-Air) upgrades for its vehicles, which will support both hardware and software enhancements [8]. Collaboration and Technology - XPeng Motors is open to collaborations in chip development and superintelligence, alongside its own development of the Turing chip [8]. - The company collaborates with other chip manufacturers, including NVIDIA, to integrate over 5,500 chips in its vehicles, focusing on key chip development while partnering for others [8].