XPENG(US:XPEV) Jin Rong Jie·2025-08-07 01:23Core Viewpoint - Morgan Stanley indicates that due to intense competition and lack of pricing details, Xiaopeng Motors' stock price may continue to consolidate around the release of the new P7 model [1] Group 1: Financial Performance - Investors will focus on whether Xiaopeng can significantly narrow its losses in Q2 and quickly ramp up monthly production and sales to 40,000 units in Q3 [1] - The market has conservative expectations for the new P7, with average monthly sales projected to drop to 1,400 units in 2024, leaving room for potential positive surprises [1] Group 2: Product and Market Positioning - The new P7 is crucial for enhancing Xiaopeng's high-end brand image, in addition to its driving performance [1] - The new P7 attracts market attention with its refined design and immersive cockpit technology, distinguishing it from the volume-driven Mona and G series SUVs [1]