价值港｜在血海中游泳！小鹏“重塑”小鹏

Core Insights - Xpeng Motors has successfully navigated two significant industry crises, maintaining its position in the competitive landscape of new energy vehicles [3][5][19] - The company emphasizes the need for fundamental transformation to adapt to market challenges, as highlighted by its leadership [5][7] - Xpeng Motors is transitioning from a technology-focused approach to a more user-centric strategy, addressing market demands and product positioning [9][10][14] Group 1: Company Transformation - Xpeng Motors faced substantial pressures in 2022, prompting a critical need for change within the organization [5][8] - The management team underwent significant introspection and transformation from late 2022 to 2023, marking a period of deep organizational change [5][8] - CEO He Xiaopeng's leadership is deemed crucial for the company's ability to implement deep-rooted changes and navigate through crises [5][7] Group 2: Strategic Focus - The company is adopting a "slow and steady" approach to enhance its foundational aspects and product quality, aiming for long-term stability [3][5] - Xpeng Motors is focusing on building a comprehensive AI ecosystem, positioning itself as an AI-driven automotive company [14][16] - The company is actively working on developing AI capabilities, including a large-scale autonomous driving model, to enhance its technological edge [16][17] Group 3: Global Expansion - Xpeng Motors is entering a new phase of international expansion, establishing a research center in Europe to better understand local consumer needs [19][20] - The company is learning from past experiences and is committed to localizing its production and operations in overseas markets [19][22] - Xpeng Motors aims to build a strong brand presence in Europe, leveraging its technological advantages while adapting to local market conditions [22][23]