XPENG(US:XPEV) Xin Lang Cai Jing·2026-01-08 07:51Core Viewpoint - The 2026 global product launch event of Xiaopeng Motors highlighted the company's vision for a fully autonomous driving era in China and the United States [2][5]. Group 1: Xiaopeng's Second Generation VLA - Xiaopeng's second-generation VLA is presented as a superior solution to the complexities of the physical world, aiming to bridge the gap between L2 and L4 autonomous driving capabilities [2][5]. - The four core differences between L2 and L4 are identified as capability, scenarios, safety, and efficiency, with the second-generation VLA expected to deliver an experience close to L4 through advancements in large models, computing power, and big data [2][5]. - The second-generation VLA is currently being trained for additional L4 autonomous driving capabilities, including functions like starting from a standstill, parking by the curb, recognizing various speed bumps, and offering multiple driving style options [2][5]. Group 2: Robotaxi Development - The Robotaxi equipped with the second-generation VLA software has successfully passed testing by a third-party testing organization and is set to begin public road testing soon [2][5].