Core Viewpoint - The leadership change in Xiaopeng Motors' autonomous driving division reflects a strategic shift towards focusing on foundational model development in the context of increasing competition in the smart driving sector among new energy vehicle companies [1][3]. Group 1: Leadership Change - Xiaopeng Motors announced that Li Liyun is no longer the head of the autonomous driving center, with Liu Xianming taking over the position [1]. - Liu Xianming joined Xiaopeng in March 2024 and has a background in AI and machine learning, having previously worked at Meta and Cruise [1]. - Liu has been instrumental in advancing Xiaopeng's autonomous driving technology towards AI large model development [1]. Group 2: Strategic Developments - Xiaopeng is set to enhance its autonomous driving strategy by emphasizing an "end-to-end + large model" technology route and has developed a high-performance AI chip named "Turing" to support this initiative [3]. - The company aims to announce significant breakthroughs in physical AI during its upcoming AI Technology Day [1]. Group 3: Industry Context - The competition among new energy vehicle companies is intensifying, with smart driving becoming a critical battleground for differentiation as hardware differences in batteries, range, and charging diminish [4]. - Other companies like NIO and Li Auto are also advancing their smart driving technologies, with NIO planning to launch its world model 2.0 version and Li Auto enhancing its new models with advanced features [3][4]. - BYD continues to promote its "smart driving equality" strategy, offering varying levels of its "Tian Shen Zhi Yan" system across different vehicle price points [3].
一号位三年两换 小鹏汽车(09868)智驾酝酿“大招”?