XPENG(US:XPEV) Zheng Quan Shi Bao Wang·2025-10-09 08:30Core Insights - Xiaopeng Motors is expected to announce significant breakthroughs in physical AI at this year's AI Technology Day, particularly in its world model capabilities [1] - The emergence of "world models" has made the concept of high-end intelligent driving more complex, with companies like Tesla, Huawei, and Xiaopeng Motors competing in this new trend [1] - Xiaopeng's AI team has been developing a 72 billion parameter large-scale autonomous driving model, known as the "Xiaopeng World Base Model," which will serve as the new intelligent driving "brain" for the company [1][2] Group 1 - The Xiaopeng World Base Model will be deployed through cloud distillation technology to various terminal devices, including AI robots and flying cars [1] - The development of this model is seen as a critical step towards achieving large-scale Level 4 (L4) autonomous driving, enabling rapid deployment of Turing AI driving technology globally [1][2] - The model is the largest of its kind in China and is expected to enhance Xiaopeng's "AI + Mobility" ecosystem [1] Group 2 - Xiaopeng's AI team has validated the scale law in autonomous driving VLA models, showcasing their strong engineering capabilities [2] - The upcoming technological breakthrough reflects Xiaopeng's commitment to a physical AI strategy and aims to enhance the safety and comfort of user experiences [2] - Xiaopeng plans to transition from Level 2+ to higher levels of autonomous driving technology (L3 and L4) by 2025, with a goal of providing advanced driving experiences adapted to local road conditions by Q4 2026 [2]