第二代视觉智能驾驶系统(VLA 2.0)
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交银国际:随着小鹏汽车-W(09868)对AI芯片等持续投入 有望为其增长注动力
智通财经网· 2026-01-12 02:48
Core Viewpoint - Xiaopeng Motors (09868) has launched four new models and established a timeline for AI product deployment, indicating a strong growth trajectory supported by technological advancements and international expansion [1] Group 1: Product Development - The second-generation visual intelligent driving system (VLA 2.0) is expected to achieve mass production in the first quarter of this year [1] - Robotaxi operations are set to commence this year, showcasing the company's commitment to autonomous driving technology [1] - Human-shaped robots and flying cars are anticipated to reach mass production in the second half of this year, further diversifying the product lineup [1] Group 2: Growth Potential - The company is expected to maintain a high growth trend due to new vehicle iterations, the 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 projected to provide long-term growth momentum for the company [1] Group 3: International Expansion - The company is accelerating its overseas expansion efforts, which may enhance its market presence and revenue streams [1]