Sou Hu Cai Jing·2025-08-29 03:44Core Viewpoint - Xiaopeng Motors has achieved significant pre-order success with the new Xiaopeng P7, receiving 10,000 orders in just 7 minutes, indicating strong market demand and consumer interest [1][39]. Group 1: Product Launch and Market Performance - The new Xiaopeng P7's pre-order performance is compared to other models, with the Xiaomi SU7 achieving 10,000 orders in 4 minutes and the Xiaopeng MONA M03 in 52 minutes, showcasing the competitive landscape [3]. - Xiaopeng Motors reported a total delivery of over 100,000 units in Q2 this year, marking a historical high with a year-on-year growth of 241.6% [39]. - The company's revenue reached RMB 18.27 billion in Q2, also a record high, with a year-on-year increase of 125.3% [39]. Group 2: Technological Strategy and Development - Xiaopeng Motors has shifted from supporting laser radar to a firm commitment to a pure vision approach for autonomous driving, aligning with Elon Musk's recent endorsement of the same technology [8][10]. - The company claims its self-developed Turing chip has effective computing power equivalent to three NVIDIA Orin X chips, positioning it as a leader in the industry [23][30]. - Xiaopeng's self-developed chips are tailored for their products, allowing for higher efficiency and better performance compared to generic chips used by competitors [28]. Group 3: Future Outlook and Competitive Landscape - Xiaopeng Motors anticipates launching L4 autonomous vehicles by 2026, with plans for pilot robotaxi operations in select areas [34]. - The CEO of Xiaopeng Motors stated that the sales in the past year and a half equate to the total sales of the previous nine years, indicating a strong growth trajectory [39]. - The company emphasizes its focus on technology and aesthetics as key drivers for future development, while acknowledging the competitive challenges ahead [40][42].