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上调评级!小鹏P7+今日上市,全球首款AI汽车来了!

Ratings upgraded! The Xiaopeng P7+ is launching today, the world's first AI-powered autos have arrived!

Securities Times ·  Nov 7 20:58

Starting this year, $XPeng (XPEV.US)$ has clearly defined the development direction for the next ten years, namely to become a global AI automotive company.

At the Xiaopeng AI Technology Day, Xiaopeng Autos' founder and chairman He Xiaopeng further clarified the company's strategic direction for the next ten years and announced the latest developments in Xiaopeng Autos in the three major sectors of AI autos, AI siasun robot&automation, and flying autos.

Firstly, in the field of AI automobiles, Xiaopeng He officially launched the "Xiaopeng Kunpeng Super Electric System" at the AI Technology Day. This system is built based on the global 800V high-voltage silicon carbide platform and features the 5C ultra-fast charging AI battery, hybrid silicon carbide coaxial electric drive, quiet extender, AI battery doctor, and AI power functions. Among them, the 5C ultra-fast charging AI battery can achieve "1 kilometer per second", and can be 80% charged in just 12 minutes.

In the field of AI robots, Xiaopeng unveiled the AI robot "Iron", presented in a 1:1 lifelike posture. It is reported that the AI robot Xiaopeng Iron is equipped with multiple self-developed chips, supports end-to-end large models, has 15 movable degrees of freedom, tactile feedback supporting mimetic hands. Currently, this robot has been used for practical training in the Xiaopeng Guangzhou factory for the Xiaopeng P7+ model production. Xiaopeng Iron will focus on scenarios such as factories and stores in the future.

He Xiaopeng stated: 'Without investing 50 billion, we cannot do well in AI robots.' In this regard, Xiaopeng Motors has also developed AI chips and AIOS around the AI field.

In the flying car field, Xiaopeng Motors announced the world's first mass-produced split-type flying car, which will have its global public debut flight at the China Air Show in November 2024 and start pre-sales officially in December.

Based on xpeng's series layout in the ai field, Morgan Stanley recently raised xpeng's 2024 to 2026 delivery forecast by 13% to 29%, higher than market expectations. Reiterated a "shareholding" rating to capture the next ai trend, with the target price raised from 45.6 Hong Kong dollars to 66.4 Hong Kong dollars.

Morgan Stanley expects xpeng to demonstrate its multiple technical reserves starting from this year's AI Day, and continue to expand the production capacity of vehicle and non-vehicle product lines, continuously enhancing its moat in the fierce competition of intelligent electric vehicles.

After releasing multiple ai products in succession, on November 7th, xpeng's global first ai car, the xpeng P7+, was officially launched. As of the time of publication, xpeng's pre-market trading of US stocks rose by more than 5%.

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The translation is provided by third-party software.


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