Core Viewpoint - Xiaopeng Motors (09868) has launched four new models and established a timeline for AI product deployment, indicating a strong growth trajectory for the company [1] Group 1: Product Development - The second-generation visual intelligent driving system (VLA2.0) is expected to achieve mass production in the first quarter of this year [1] - Robotaxi operations are set to commence this year [1] - Humanoid robots and flying cars are anticipated to reach mass production in the second half of this year [1] Group 2: Growth Potential - The company is expected to maintain a high growth trend due to new vehicle iterations, large-scale production of the dual-energy platform, and the widespread adoption of intelligent driving features [1] - Continuous investment in AI chips and autonomous driving technology is likely to provide long-term growth momentum for the company [1] Group 3: International Expansion - The group is accelerating its overseas expansion efforts [1]
交银国际：随着小鹏汽车-W对AI芯片等持续投入 有望为其增长注动力