Group 1 - The core focus of XPeng Motors is on the development and commercialization of Robotaxi services, with plans to launch L4 models by 2026 [1][2] - XPeng's Robotaxi will differ from competitors by being a pre-installed vehicle and not requiring regional mapping, allowing for broader operational capabilities [1] - The company aims to operate its own Robotaxi during initial testing phases and will seek partnerships for commercialization if necessary [1] Group 2 - In August 2023, XPeng Motors entered a strategic partnership with Didi to collaborate on Robotaxi services [2] - The Ultra version of XPeng's self-sold vehicles will not include certain hardware or cloud services, but will share software capabilities with Robotaxi models by 2026 [2] - XPeng plans to enhance its advanced driving capabilities significantly over the next 18 months, aiming to match human driving standards [2] Group 3 - XPeng Motors is set to launch multiple new models, including the XPeng X9, in Q4 of this year, marking the beginning of a new product cycle [3] - For Q2 2025, XPeng reported revenue of 18.27 billion yuan, a year-on-year increase of 125.3%, with a net loss of 480 million yuan and a delivery volume of 103,200 units, up 241.6% [3] - The company targets monthly deliveries exceeding 40,000 units starting in September and projects Q3 revenue between 19.6 billion and 21 billion yuan, with expected deliveries of 113,000 to 118,000 units [3]
小鹏汽车明确Robotaxi商业运营模式