新兴汽车厂商战略分析（2022）：小鹏汽车

小鹏汽车 2022 年上半年销量达到 68,896 辆，同比增长 129.5%。分车型来看，P7最大，为35,268辆，占比51.2%，其次是P5，为23,179辆，占比33.6%。在小鹏汽车，在不断的产品开发和更新的同时，我们正在努力开发新技术并进军新领域。

本报告重点关注中国新兴汽车製造商小鹏汽车，提供了公司概况、业绩趋势、当前发展体係以及业务发展的主要方向——核心城市NGP（导航导航）和3类新业务（机器人出租车、仿生机器人和飞行汽车）。

内容

按销售额计算的 10 大新兴汽车製造商（2021 年）

第 1 章小鹏汽车：简介

• 基本信息
• 收入/销售额
• 汽车製造的历史和计划
• 贷款记录
• 研发（R&D）系统
• 生产系统
• 营销服务
  • 营销模式
  • 售后服务
  • X-服务
  • X-身份验证
  • 线下销售服务店分布
  • 金融解决方案

第 2 章应用用户交互

• 应用首页分析
• App功能分析：Discovery部分和XPeng-Owner部分
• 应用功能分析：小鹏（车控）板块
• 应用功能分析：产品类别和探索版块功能
• App功能分析：商城运营与探索板块合作
• 应用功能分析：我的部分
• 应用用户管理策略
• 用户属性与APP用户增长系统
• 应用用户增长系统：积分特点及赚取方式
• App用户增长系统：积分消费模式
• App用户增长系统：小鹏价值特征、获取/消费模式

第三章电气化技术

• 销售模式：关键参数对比
• 电池、电机、电控技术及供应商
• 充电网络布局
• 充电服务
• 充电产品
• 超级快充技术及布局规划
• 电气化合作

第 4 章 EEA（电气和电子架构）

• 欧洲经济区的演变路线
• EEA Evolution：域控制器硬件
• X-EEA 2.0 架构特性
• X-EEA 2.0 架构：硬件和软件架构
• X-EEA 2.0 架构：汽车以太网架构
• X-EEA 3.0 整体架构解决方案
• X-EEA 3.0 架构：中央架构区域控制器概述
• X-EEA 3.0 架构：SOA 分层
• X-EEA 3.0 架构：SOA 软件架构
• X-EEA 3.0 架构：通信架构

第五章自动驾驶技术

• XPILOT 发展路线图
• NGP的特点及与竞争对手的比较
• 城市 NGP 功能
• NGP 功能的演进
• 自动泊车功能发展路线
• 停车场中的 VPA 内存停车
• 多层停车场VPA-L记忆停车
• VPA 功能的演变
• 自动驾驶全栈自分析功能
• 自动驾驶数据闭环
• 自动驾驶智能计算中心
• 自动驾驶硬件配置及其供应商
• 与自动驾驶相关的趋势

第六章智能座舱与车联网技术

• Xmart OS 车载智能係统：概述
• OTA进化分析
• OTA流程
• OTA升级方式
• IVI OTA操作流程
• OTA 更新分析：按频率
• OTA 更新分析：按年份
• OTA 更新分析：按类别
• OTA 计费模式
• OTA计费调整前后相关机型对比
• 车载生态功能
• 智能互联功能使用率
• 智能座舱概要
• 智能座舱演进与供应商
• Xmart OS 应用示例：小鹏P7
• 车联网服务费
• 车联网相关合作趋势

第 7 章未来移动业务

• 小鹏机器人：概览
  • 小鹏机器人的智能机马
• 小鹏航空：概览
  • 飞行汽车研发（R&D）及试飞基地布局
  • 发展历程和计划
  • 小鹏飞行汽车：概览
  • 小鹏飞车参数

XPeng Motors Strategy Research: Landing Urban NGP and Expanding Three Branch Businesses

XPeng P7 drives overall sales growth, and three new models will be launched from 2022 to 2023 to drive new growth.

In 2022H1, XPeng Motors sales reached 68,896 vehicles, up 129.5% year-on-year. By model, P7 had the highest sales at 35,268 vehicles, accounting for 51.2%, followed by P5 with 23,179 vehicles, occupying 33.6%.

XPeng Motors has developed two major vehicle manufacturing platforms - David and Edward. Among them, David platform is designed for vehicles with a wheelbase of 2.6m-2.8m, and developed G3 series and P5. Edward platform is designed for vehicles with a wheelbase of 2.8m-3.1m, and already developed P7 and G9.

In terms of car-making planning, G9 was launched in September 2022, focusing on concept of ultra-fast charging, using 800V high-voltage SiC platform to achieve an ultra-fast charging of 5 minutes and a replenishment of more than 200km. In addition, XPeng also plans to launch a new car in 2023 on the newly built B-class platform and C-class platform respectively, covering a product matrix in the range of 150,000-400,000 yuan.

With OTA, the field of intelligent driving is the first to land urban NGP

According to ResearchInChina, since XPeng Motors' first OTA upgrade in January 2019, a total of 37 OTA upgrades have been implemented as of July 2022, about once every 1.2 months.

In terms of years, there are 8 times in 2019, 10 times in 2020, 6 times in 2021, and 13 times from January to July 2022.

In terms of categories, as of July 2022, XPeng has 279 OTA functions, and the upgrade content mainly includes six categories: IVI system, body and control, power system, information and data, cockpit and ADAS-related functions. Among them, IVI system and ADAS categories have the most updates, accounting for 72.4% in total.

In January 2021, XPeng made NGP Navigation Guided Autopilot (public test version) function available to users for the first time through an OTA upgrade. In addition to providing common capabilities that competing products can provide (such as on/off ramps, automatic lane change, etc.), XPeng NGP is also deeply optimized for scenarios in China's road conditions, such as large truck avoidance and nighttime overtaking alert functions that Tesla NOA does not have.

On September 17, 2022, XPeng successively pushed urban NGP to some P5 users in Guangzhou through OTA, becoming the first car brand in China to mass-produce high-level intelligent assisted driving in urban scenarios. After the relevant procedures are reported and reviewed, the urban NGP will be released to the general public in Guangzhou. Its characteristics are as follows:

• Full-stack self-research + LIDAR: urban NGP will be implemented on the XPeng P5 equipped with two LIDARs (provided by DJI Livox).

• XPeng urban NGP mainly relies on three perception information routes: the first is to form an accessible space with LIDAR perception, which is equivalent to the 3D space identified by LIDAR in the range that vehicle can drive; the second is the lane line based on road surface; and the third is trajectory of the car nearby, such as turning without a lane.

• The overall traffic efficiency is close to 90% of the manual navigation time: with mass production of urban NGP, the proportion of available time of XPeng intelligent assisted driving in the user's car-using time has increased to nearly 90%.

Expanding three branch businesses and exploring the future mobility

In addition to the intelligent driving business, Xiaopeng has also expanded three branch businesses, which together form "quartet" of future mobility.

Branch 1: Layout of Robotaxi, testing new ideas for assisted driving software

In February 2022, XPeng established an autonomous driving company--Guangzhou Pengxu Automatic Driving Technology Co., Ltd.

In July 2022, XPeng registered the trademarks "XPENG ROBOTAXI", "XPeng Zhihang" and "XPeng Zhixing" for Robotaxi business.

On the one hand, it creates commercial value through the capability of mass production pre-installed Robotaxi software and hardware, and future cooperation with various mobility operators; on the other hand, it provides a new idea for XPeng to test assisted driving software through Robotaxi's operation in generalized scenarios.

Branch 2: Entering the field of robotics to create an ecological collaboration between cars and robots

Like Tesla, XPeng also aims at the bionic robot, and released the third-generation prototype of intelligent robot horse "Little White Dragon" in July 2021. The XPeng bionic robot also chooses motor control mode. In addition to saving costs, the motor control can better complement and coexist with AI technology. XPeng has launched in-vehicle AI intelligent voice assistant "Little P" in 2020, through which XPeng linked the robot and automotive business with AI technology. Meanwhile, the intelligent robots have won the support of XPeng Motors in mass production capacity, sales channel, and user operation.

Branch 3: Layout flying cars and make efforts for air mobility

In terms of flying cars, XPENG AEROHT has developed five generations of flying cars from 2013 to March 2022. XPENG X2 is the fifth generation of XPENG AEROHT's self-developed two-person intelligent electric flying car, combining the core technology of the fourth-generation product XPENG X1. At the same time, XPENG AEROHT is promoting the R&D of the sixth-generation flying car XPENG X3, and will invest 85% of its budget in the development of this product.

Table of Contents

Top 10 Emerging Automakers by Sales Volume, 2021

1. Introduction of XPeng Motors

• 1.1 Basic Information
• 1.2 Revenue and Sales Volume
• 1.3 Car-making History and Planning
• 1.4 Financing History
• 1.5 R&D Layout
• 1.6 Production Layout
• 1.7 Marketing and Services
  • 1.7.1 Marketing Model
  • 1.7.2 After-sales Service
  • 1.7.3 X-SERVICE
  • 1.7.4 X-CERTIFIED
  • 1.7.5 Distribution of Offline Sales Service Outlets
  • 1.7.6 Financial Solutions

2. APP User Operation

• 2.1 APP Homepage Analysis
• 2.2 APP Function Analysis-Discovery Section and XPeng-Owner Section
• 2.3 APP Function Analysis-XPeng (Vehicle Control) Section
• 2.4 APP Function Analysis-Product Categories and Features of Exploring Section
• 2.5 APP Function Analysis-Mall Operation and Cooperation of Exploring Section
• 2.6 APP Function Analysis-My Section
• 2.7 APP User Operation Strategy
• 2.8 User Attributes and APP User Growth System
• 2.9 APP User Growth System - Points Characteristics and Acquisition Methods
• 2.10 APP User Growth System-Point Consumption Modes
• 2.11 APP User Growth System-Characteristics, Acquisition and Consumption Modes of XPeng Value

3. Electrification Technology

• 3.1 Major Parameters Comparison of Models on Sale
• 3.2 Battery/Motor/Electric Control Technologies and Suppliers
• 3.3 Charging Network Layout
• 3.4 Charging Services
• 3.5 Charging Products
• 3.6 Ultra-fast Charging Technology and Layout Plan
• 3.7 Cooperation of Electrification

4. EEA

• 4.1 EEA Evolution Route
• 4.2 EEA Evolution: Domain Controller Hardware
• 4.3 X-EEA 2.0 Architecture Features
• 4.4 X-EEA 2.0 Architecture: Hardware and Software Architecture
• 4.5 X-EEA 2.0 Architecture: In-vehicle Ethernet Architecture
• 4.6 X-EEA 3.0 Architecture Overall Solution
• 4.7 X-EEA 3.0 Architecture: Introduction of Central Architecture and Zonal Controller
• 4.8 X-EEA 3.0 Architecture: SOA Layered
• 4.9 X-EEA 3.0 Architecture: SOA Software Architecture
• 4.10 X-EEA 3.0 Architecture: Communication Architecture

5. Intelligent Driving Technology

• 5.1 Development Roadmap of XPILOT
• 5.2 NGP Features and Comparison with Its Competitors
• 5.3 Urban NGP Features
• 5.4 Functional Evolution of NGP
• 5.5 Automated Parking Development Route
• 5.6 VPA Memory Parking in Parking Lot
• 5.7 VPA-L Memory Parking in Cross-floor Parking Lot
• 5.8 Functional Evolution of VPA
• 5.9 Autonomous Driving Full Stack Self-Research Capability
• 5.10 Autonomous Driving Data Closed Loop
• 5.11 Autonomous Driving Intelligent Computing Center
• 5.12 Autonomous Driving Hardware Configurations and Its Suppliers
• 5.13 Developments Related to Autonomous Driving

6. Intelligent Cockpit and IoV Technology

• 6.1 Introduction of Xmart OS In-vehicle Intelligent System
• 6.2 OTA Evolution Analysis
• 6.3 OTA Process
• 6.4 OTA Upgrade Method
• 6.5 OTA Operation Steps for IVI
• 6.6 OTA Update Analysis - By Frequency
• 6.7 OTA Update Analysis - By Year
• 6.8 OTA Update Analysis - By Category
• 6.9 OTA Charging Model
• 6.10 Comparison of Related Models Before and After OTA Charging Adjustment
• 6.11 In-vehicle Ecological Features
• 6.12 Intelligent Connected Function Usage Rate
• 6.13 Intelligent Cockpit Highlights
• 6.14 Intelligent Cockpit Evolution and Its Suppliers
• 6.15 Xmart OS Application Example: XPeng P7
• 6.16 IoV Service Charges
• 6.17 IoV-related Cooperation Dynamics

7. Future Mobility Business

• 7.1 Introduction of XPENG Robotics
  • 7.1.1 Intelligent Robot Horse of XPENG Robotics
• 7.2 Introduction of XPENG AEROHT
  • 7.2.1 Flying Car R&D and Flight Test Base Layout
  • 7.2.2 Development History and Planning
  • 7.2.3 Introduction of XPeng Flying Cars
  • 7.2.4 Parameters of XPeng Flying Cars