XPENG(US:XPEV) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-09 13:30Core Insights - Xiaopeng Motors has launched four new vehicles and showcased its AI smart factory, marking a significant push in its product lineup ahead of the new year [2] - CEO He Xiaopeng has made a bold bet regarding the performance of Xiaopeng's VLA autonomous driving technology compared to Tesla's FSD, indicating a strong commitment to technological advancement [2][3] - The new P7+ and G7 Super Extended Range models are central to Xiaopeng's 2026 strategy, featuring advanced capabilities such as a range of 1704 kilometers and the second-generation VLA autonomous driving model [2][3] Group 1: Technological Focus - Xiaopeng's confidence in its technology is underscored by the leadership of Liu Xianming, who has extensive experience in autonomous driving and has developed a model that can generate actions from visual signals [3] - The second-generation VLA has been trained on 1 million video clips, covering extreme scenarios that human drivers encounter over 65,000 years, aiming to surpass Tesla in the autonomous driving sector by 2026 [3][4] Group 2: Product Strategy - In addition to the new flagship models, Xiaopeng plans to expand its product range with the MONA series SUVs, which have already contributed over 40% of sales in 2025 [4] - The company aims to democratize high-end features like 800V ultra-fast charging and advanced autonomous driving across its entire product line, targeting a broader market share [4] Group 3: Global Expansion and Innovation - Xiaopeng's ambitions extend beyond traditional vehicles, with plans for mass production of flying cars and humanoid robots, leveraging 60% of automotive technology for these new products [4] - The company is also focusing on international markets, with a local production base in Malaysia set to produce 50,000 units annually and plans to enter 10 new European countries by 2027 [4][5] Group 4: Strategic Vision - Xiaopeng's roadmap for 2026 is clear: leverage autonomous driving technology, offer a full range of products, and pursue global expansion to transition from a smart car manufacturer to a global AI automotive company [5] - The outcome of the bet made by He Xiaopeng will be a critical indicator of the company's technological capabilities and future growth trajectory [5]