XPENG(US:XPEV) Nan Fang Du Shi Bao·2026-01-13 09:50Group 1 - The core viewpoint is that 2026 will mark the year when China and the United States achieve fully autonomous driving, with XPeng Motors aiming for L4 level autonomous driving this year and initial production of Robotaxi [3][4] - XPeng Motors has invested billions of RMB in L4 development, transitioning from a software-driven model to a data and computing power-driven approach due to new AI paradigms [3] - The complexity of robotics is significantly higher than that of autonomous driving, with challenges in hardware reliability and durability being major obstacles for robots to enter commercial and household markets [3][4] Group 2 - XPeng Motors aims to achieve mass production of robots by the end of this year, initially focusing on basic roles such as sales and guidance, with the goal of fully AI-driven robots entering households in the future [4] - The company believes that the next decade for robotics could mirror the golden decade of electric vehicles from 2015 to 2025, with the market scale for robots potentially being several times larger than that of cars [4] - XPeng Motors has undergone significant leadership changes in its AI transformation, emphasizing the need for CEOs to understand and engage with AI to succeed in the industry [4][5] Group 3 - XPeng Motors is also focusing on flying cars, believing in technological equality that allows everyone to afford low-altitude flight [7] - The company has been working on flying cars for 13 years, noting that the supply chain for aircraft is 40 times more expensive than that for cars, making them particularly costly [7] - XPeng is developing two key initiatives in the flying car sector: integrating aircraft into cars and creating flying cars capable of traveling 500 kilometers or more [7]