XPENG(US:XPEV) Zhong Guo Jing Ji Wang·2025-08-15 06:15Group 1 - The core viewpoint of the article is that Volkswagen Group (China) and Xpeng Motors are expanding their collaboration on the Central Electronic Architecture (CEA), which will be applied to both electric and traditional fuel vehicles starting in 2027 [1][3] - The CEA features a powerful central computing platform that supports advanced driver assistance systems (ADAS) and includes an AI-powered smart cockpit, enabling efficient over-the-air (OTA) updates [3][4] - Volkswagen aims to enhance its competitive edge in the Chinese market by simplifying system complexity and improving vehicle sustainability and long-term value through the CEA [3][4] Group 2 - The partnership between Volkswagen and Xpeng Motors marks a significant milestone in their long-term strategic cooperation, emphasizing their commitment to technological innovation in smart electric vehicles [3][4] - Volkswagen's fuel models, derived from the MQB platform, have gained popularity among Chinese consumers, with projections indicating over 2 million vehicle deliveries in 2024, of which nearly 90% will be fuel models [3][5] - The expansion of the CEA is expected to enhance Volkswagen's economies of scale in China, solidifying its profitable traditional vehicle business and improving its competitiveness in technology and cost [3][5] Group 3 - Volkswagen plans to accelerate its smart connected vehicle initiatives in China, with the first locally developed models set to debut at the 2025 Shanghai Auto Show and approximately 30 electric models expected to launch by 2027 [5] - The company aims to release around 30 pure electric models in the Chinese market by 2030, including new models from the Audi brand [5] - The collaboration with Xpeng Motors signifies a key milestone in Volkswagen's "In China, for China" strategy, focusing on strengthening local R&D resources and technological capabilities [4][5]