XPENG(US:XPEV) 晚点Auto·2026-02-03 02:07Core Viewpoint - The article discusses the restructuring of XPeng Motors, merging its autonomous driving and intelligent cockpit departments into a new General Intelligence Center, led by Liu Xianming, to enhance AI capabilities and streamline operations in the automotive and robotics sectors [2][5]. Group 1: Organizational Changes - XPeng Motors has combined its two primary AI departments—Autonomous Driving Center and Intelligent Cockpit Center—into a General Intelligence Center to create a unified AI platform [2][5]. - Liu Xianming, previously in charge of autonomous driving, will lead the new center, reporting directly to CEO He Xiaopeng [2][5]. - The restructuring aims to centralize AI resources, allowing for more flexible resource allocation and better coordination between intelligent driving and cockpit development [5][6]. Group 2: Strategic Direction - The new General Intelligence Center will support applications across intelligent driving, intelligent cockpit, and robotics, reflecting a shift towards a more integrated approach in AI development [3][5]. - XPeng's strategy emphasizes the convergence of intelligent cockpit and driving technologies, aiming to create a "super intelligent entity" [6]. - He Xiaopeng has articulated a vision for XPeng to evolve into a global physical AI technology company, leveraging a unified AI technology system across various robotic forms, including cars and humanoid robots [6]. Group 3: Market Context - The automotive industry is witnessing similar trends, with companies like Tesla investing heavily in AI and robotics, indicating a broader shift towards integrating AI capabilities within automotive manufacturing [6]. - XPeng's recent vehicle launch included models equipped with advanced AI technologies, showcasing its commitment to innovation in the sector [6]. - In 2022, XPeng delivered 429,000 vehicles, marking a 126% year-on-year increase, highlighting its growth trajectory in the competitive electric vehicle market [6].