XPENG(US:XPEV) 第一财经·2026-03-03 12:46Core Viewpoint - Xiaopeng's second-generation VLA is set to launch this month, featuring an end-to-end structure that eliminates the language translation step, achieving a 12-fold increase in operational speed and an 80% reduction in response latency, marking a significant step towards fully autonomous driving [3][4]. Group 1: Technology and Development - The second-generation VLA is designed for fully autonomous driving, with iterations expected to occur rapidly over the next 1-3 years, although it currently does not achieve 100% L4 autonomy [3][4]. - Xiaopeng plans to equip all Ultra and Ultra SE models with the second-generation VLA, offering both basic and advanced intelligent driving options in global markets [3][4]. - The Robotaxi equipped with the second-generation VLA has begun public road testing, with plans for trial operations within the year and global deployment by 2027 [4]. Group 2: Market Position and Strategy - Xiaopeng's CEO emphasizes the importance of moving directly from L2 to L4 levels of autonomy, viewing L4 as a critical milestone in the development of autonomous driving in China [4]. - The automotive industry is currently focused on enhancing intelligence capabilities, with many companies competing in a "computing power arms race," but Xiaopeng stresses the need for effective utilization of computing power rather than just increasing numerical values [4]. Group 3: Software and Upgrades - Xiaopeng has long believed in the upgradability of vehicles, utilizing OTA and FOTA methods for software and firmware updates, and is exploring AI applications for maintenance and service efficiency [5].