Core Viewpoint - Citigroup's report highlights XPeng Motors' announcement during the 2025 XPeng Technology Day about entering new business areas such as Robotaxi, humanoid robots, and flying cars, which is seen as an exciting development for the company [1] Summary by Categories New Business Initiatives - XPeng plans to launch L4 Robotaxi equipped with four Turing chips by 2026 [1] - The company will collaborate with Alibaba's ride-hailing platform, Gaode, to provide Robotaxi service operations [1] - Production and delivery of humanoid robots, named IRON, is expected to start by the end of 2026 [1] - Delivery of flying car units, referred to as terrestrial aircraft carriers, is also set to begin in 2026 [1] Market Sentiment and Valuation - Citigroup believes that while XPeng is in the early stages of quantifying the profitability of its new businesses, this will create positive market sentiment [1] - The report suggests that XPeng's valuation could gradually increase from its previous levels associated with new energy vehicles to a higher premium linked to AI, technology, and Robotaxi [1] - Citigroup maintains a "Buy" rating on XPeng with a target price of $29.4 [1]

Core Insights - The introduction of L4 Robotaxi by GAC Group aims to enhance transportation services during the 15th National Games, showcasing advancements in autonomous driving technology [2][3] Group 1: Technology and Capabilities - L4 Robotaxi represents a significant advancement in autonomous driving, capable of operating without human intervention in most scenarios, only requiring human input in extreme cases [3] - The technology is supported by GAC Group's proprietary smart mobility platform, which includes tools for data collection, management, and AI model training, achieving over 95% accuracy in AI pre-labeling [4] Group 2: Operational Implementation - Over 300 L4 Robotaxis will be deployed to support the event, providing transportation for citizens, athletes, and guests, connecting key venues and transportation hubs [5] - Users can book rides through various platforms, with pricing comparable to traditional ride-hailing services, enhancing the overall transportation capacity during the event [5] Group 3: Broader Innovations - GAC Group also showcased a range of innovative vehicles and technologies, including high-end reception vehicles and flying cars, aimed at improving transportation efficiency in the Greater Bay Area [6]

在十五运会和残特奥会期间，只需要通过"全运广州"App下单预约，无人驾驶汽车就可以轻松地送你到 全运会场馆。 南方财经记者谭砚文 实习生张启阳 广州报道 日前，在十五运会广东赛区执委会举办的"科技全运行"活动中，广汽集团如祺出行Robotaxi车队经理钟 钤告诉南方财经记者，目前如祺出行已经在广州、深圳、珠海等地部署了超300台L4 Robotaxi。这些车 辆将重点覆盖媒体接驳、嘉宾出行、市民观赛等核心场景，串联天体中心、奥体中心等体育场馆，白云 机场、广州南站等交通枢纽，以及入住酒店群、开幕式场馆、媒体中心等重点场所。 车企助力全运的背后，是广东省汽车产业的强大发展动力与深厚实力。数据显示，去年，广东新能源汽 车产量增长43%，全国每4辆新能源汽车就有1辆"广东造"。 今年，十五运会和残特奥会在粤港澳三地举办，为广东车企提供了多方位的展示机会。正如文远知行创 始人兼CEO韩旭在接受南方财经记者专访时所说，大型赛事带来服务需求，覆盖范围广、时间紧、要求 高，成功运营这样的高需求场景，将大大提升行业与市场对文远知行自动驾驶技术和服务的信心，也为 未来引入更多车队、向更多地区复制推广积累经验。 同时，车企也在十 ...

自主品牌方面，在乘用车领域，广汽埃安联合滴滴自动驾驶推出具备高度自动驾驶功能的L4 Robotaxi 车型，广汽传祺发布与华为乾崑、宁德时代联合开发了传祺向往S9，广汽昊铂全新猎装概念车也首发 亮相。商用车领域，广汽领程带来一款科技美学皮卡概念车。 除新车发布外，广汽集团还展示了飞行汽车、具身智能机器人等AI成果，进一步强化广汽集团在未来 出行领域布局。 广汽集团坚持安全先行，以"智能"为引擎，走出独特路径。在此次上海车展上，广汽集团不仅重新定 义"车"的内涵——让汽车成为"安全可靠的智能出行伙伴"，更将视野拓展至"天、人、车、家"四大场 景，构建"AI+"全场景智行生态。 同时，广汽集团全球首发的4款全新车型，均以AI技术为核心，满足消费者全场景用车需求。 转自：中国质量报 本报讯 （记者岳 倩）4月23日，广汽集团携旗下六大整车品牌及AI成果亮相上海车展并召开新闻发布 会，介绍AI生态版图，展现智行生态再升级成果。 据介绍，在AI技术重塑汽车产业的浪潮中，广汽集团持续深化智能科技布局。今年3月，广汽集团升级 发布智能科技品牌"星灵智行"，广汽ADiGO GSD智能驾驶系统实现从"规则驱动"到"一体式端到端 ...