价值港｜在血海中游泳！小鹏“重塑”小鹏

Core Viewpoint - Xiaopeng Motors has successfully navigated two major industry crises by implementing fundamental changes and focusing on long-term stability and quality improvement in its operations and products [4][5][8]. Group 1: Company Transformation - Xiaopeng Motors has undergone significant internal changes, particularly from late 2022 to 2024, to address market pressures and competition [8][10]. - The company emphasizes the importance of deep-rooted transformation rather than superficial changes, as seen in the struggles of other new car manufacturers [5][9]. - CEO He Xiaopeng believes that the competition in the automotive market is just beginning, indicating a need for ongoing adaptation and improvement [6][8]. Group 2: Strategic Focus - Xiaopeng Motors is shifting its focus from technology-centric approaches to a more balanced view that includes user needs and market positioning [13][14]. - The company aims to enhance its organizational capabilities and talent acquisition to address previous shortcomings in product development and market understanding [14][15]. - The "wooden barrel effect" is highlighted as a guiding principle, where the company's performance is limited by its weakest areas, necessitating a comprehensive approach to improvement [13][19]. Group 3: AI and Globalization - Xiaopeng Motors is positioning itself as an AI-driven automotive company, with plans to develop an AI ecosystem that includes smart cars, humanoid robots, and flying cars [19][20]. - The company has established a research center in Europe to better understand local consumer needs and adapt its products accordingly, marking a shift to a more localized strategy in its international expansion [25][26]. - Xiaopeng Motors recognizes the importance of localizing its operations and aligning with local market demands to build a strong brand presence in overseas markets [27][29]. Group 4: Industry Context - The new energy vehicle industry in China is still in a growth phase, with significant potential for market share expansion as technology continues to evolve [34][35]. - Xiaopeng Motors, along with other leading companies, is leveraging its technological advancements to create a competitive edge in the rapidly changing automotive landscape [32][35]. - The company aims to build a sustainable competitive advantage through continuous innovation and improvement in operational management [35].