XPENG(US:XPEV) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-04 12:37Core Viewpoint - Xiaopeng Motors is restarting its Robotaxi project with a focus on L4-level autonomous driving, emphasizing a lightweight operational approach and resource efficiency [1][2][5] Group 1: Project Details - The company has officially restarted the Robotaxi project internally and is prioritizing the recruitment of talent in software algorithms rather than hardware development [1][2] - The project will utilize two different SUV models for trial operations and commercial deployment, with high-end models being used in the initial testing phase [1] - Xiaopeng's previous approach involved using the G9 model for Robotaxi without hardware modifications, relying solely on software upgrades to achieve L4 capabilities [2] Group 2: Market Position and Strategy - Xiaopeng is the only domestic automaker actively pursuing in-house development of Robotaxi, while competitors like NIO and Li Auto have publicly stated they do not plan to enter this market [3] - The company aims to create a comprehensive AI ecosystem, with significant investments in AI research and development, targeting over 10 billion yuan in annual R&D spending, 40% of which is allocated to AI [4][5] Group 3: Industry Context - The Robotaxi industry is experiencing accelerated commercialization, with companies like "萝卜快跑" achieving significant milestones in autonomous driving services [5][6] - Recent regulatory changes are facilitating the deployment of L3-level vehicles, with cities like Beijing and Wuhan implementing supportive policies for autonomous vehicle operations [5][6]