Zhi Tong Cai Jing·2025-09-09 04:07Group 1 - The core viewpoint of Guolian Minsheng Securities indicates that Xpeng Motors is expected to achieve sales of 524,000, 786,000, and 966,000 vehicles from 2025 to 2027, with corresponding total revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan, and net profits of 1.2 billion, 5.99 billion, and 9.42 billion yuan respectively, maintaining a "buy" rating [1] - In August 2025, Xpeng Motors delivered 37,709 new vehicles, representing a year-on-year increase of 169% and a month-on-month increase of 3% [1] - The launch of new models, particularly the P7, is expected to enhance sales growth, with the P7 achieving over 10,000 pre-orders within 7 minutes of its launch, setting a new record for Xpeng Motors [1] Group 2 - Xpeng Motors' AI technology is advancing, with the XNGP urban driving monthly active user penetration rate reaching 85% in August [2] - A strategic cooperation agreement was signed with Volkswagen Group to jointly develop an industry-leading electronic and electrical architecture, enhancing Xpeng's competitive advantage in AI technology [2] - The integration of hardware and software in the development process is expected to strengthen Xpeng's market position and validate its technological leadership [2] Group 3 - Xpeng Motors is expanding its global market presence, successfully entering new markets in the UK, Italy, and Ireland, covering a total of 46 countries and regions [3] - The G6 model was officially launched in Thailand in late August, with over 30 countries and regions already having the G6 available [3] - The company's localization efforts in Indonesia and accelerated expansion into the European market are part of its global strategy [3]