Xpeng电动化、网路化、智慧化、共享化布局分析（2023年）

NIO、Xpeng、Li Auto是电动化、网联化、智慧化、共享化革命中发展最快的汽车厂商，而Xpeng汽车比NIO汽车、理想汽车更具创新性，因为它走在前沿，拥有领先优势。

在NOA领域，Xpeng汽车和华为在国内处于领先地位。

Xpeng汽车配备了先进的智慧驾驶系统。根据Xpeng汽车官方数据，截至2023年10月7日，2024年G9的1.5万辆总订单中，标配Xpeng汽车先进智慧驾驶系统XNGP的MAX版本占超过80%。

以下是D1EV举办的首届中国智慧驾驶大赛的成绩。

深圳市区NOA榜单：第一名，XpengG6，第二名，Avatr 11，第二名，Avatr 11，第三名，ARCFOX aS HI版，第四名，AITO M5

深圳高速NOA排行榜：第一名，ARCFOX aS，第二名，AITO M5，第三名，Hyper GT

上海城市NOA名单：第一名，XpengG6，第二名，Jiyue01，第三名，ARCFOX aS HI版，第四名，Avatr 11，第五名，AITO M55

上海高速NOA名单：第一名，AITO M5，第二名，XpengG6，第三名，Neta S

广州高速NOA名单：第一名，XpengG6，第二名，AITO M5，第三名，Avatr 11

可以看到，XpengG6的NOA在国内处于领先地位。

Xpeng汽车在国内率先采用12,000T超大型压铸机，实现CIB电池本体设计。

Xpeng汽车的一体成型和CIB电池体一体化设计提高了底盘保护，同时节省了垂直空间，提高了安全性和乘坐舒适性。前后一体式铝压铸技术扭转刚度高达42,000N*m/deg，提升83%，整合161个零件，整车重量减轻17%。

Xpeng汽车总裁兼执行长何Xpeng表示，Xpeng汽车目前拥有全球唯一的12000T超大型压铸机，并将很快扩大到16000T，以支持我提到的扩大压铸件的生产。 。目前，Xpeng汽车已开发出CIB+中底板一体成型压铸技术，可将续航里程增加5%，整体製造成本降低10%至30%。

在广州工厂，Xpeng汽车与广东宏图科技采用共建 "厂中厂" 的全新合作模式，加速一体成型零件在汽车上的应用。广东宏图科技已收到多个客户的一体成型产品指定通知，其中包括Xpeng汽车等新能源汽车品牌和传统汽车製造商。

Xpeng汽车已获得 100 辆飞行车订单。

从2013年到2023年，Xpeng汽车旗下XpengAeroHT研发了六代飞行车。

2023年10月，XpengAeroHT在Xpeng1024科技日上发表了两款飞行车。这种分离式配置被命名为 "模组化飞行汽车" ，由空中模组和地面模组两部分组成，可以自动分离和组合。

2023年12月1日，嘉兴市南湖区路空协同三维交通产业研究院与Xpeng航空签署预订合同，提供公路、水路等交通运输综合管理，计划订购100架模组化飞行汽车，将用于飞行露营体验和现场接驳交通。

本报告对Xpeng汽车进行了审视，分析了其在电动化、网联化、智慧化、共享化方面的策略和发展趋势。

目录

第一章Xpeng汽车概述

• 简介
• 管理团队
• 组织架构
• 组织架构调整最佳化
• 汽车製造业发展成就
• 销售
• 收入和利润
• 资金历史
• 研发局
• 生产布局
• 整合布局
• 销售通路
• 二手车服务

第二章Xpeng电动化及底盘布局

• 目前发布和已发布车型主要参数对比
• "三电" 技术及供应商
• "Sanden" 技术的进展（2023）
• 充电网路布局
• 充电及供电产品
• 电气化合作动态
• CIB电池本体设计
• 800V平台开发
• 800V超快充电平台
• 热管理系统开发阶段
• X-HP智慧热管理系统
• XPower 3.0动力系统

第三章Xpeng电子/电气架构（EEA）

• 欧洲经济区的演变：技术路线图
• SEPA 2.0福耀架构发布
• X-EEA 3.0：中央超级运算+区域控制
• X-EEA 3.0：硬体、通讯与电源架构
• X-EEA3.0的四个主要控制器
• X-EEA3.0的高阶集成
• X-EEA3.0中央网域控制器架构图
• XEEA3.0的XPU电路图
• X-EEA3.0自动驾驶网域控制器架构图
• XEEA3.0左右区域控制器
• XEEA3.0左右区域控制器电路图
• Xpeng欧洲经济区的未来

第四章Xpeng智慧驾驶系统

• XPILOT自动驾驶系统开发路线图
• 城市NGP的特点
• NGP 功能的演变
• 自动停车的发展路线
• 代客泊车辅助 (VPA)
• 使用 LiDAR 进行代客泊车辅助 (VPA-L)
• 自动驾驶全端内部开发
• 自动驾驶智慧运算中心
• XBain 和 X-NET
• XPlanner 和 X-NET2.0
• 自动驾驶管理团队
• 自动驾驶的动态

第五章Xpeng智慧座舱及车联网

• 驾驶舱供应链
• Xmart OS 汽车作业系统简介
• OTA 的演变
• 车载生态系统
• 智慧座舱亮点
• 智慧座舱及供应商的演变
• Xmart OS在车型上的应用范例
• Xmart OS 4.4.0功能升级
• 第五代智慧座舱系统
• 车载应用程式
• 智慧型手机应用程式

第六章Xpeng汽车主要车型及供应商

• XpengG9主要供应商
• XpengG9与竞赛对比
• 2024XpengG9与竞技对比
• XpengG6与竞技对比
• 消费者选择XpengG6的理由
• XpengG6主要供应商
• X9 和 MONA
• X9的配置

第七章Xpeng汽车未来的旅游业务

• Xpeng机器人简介
• Xpeng机器人的小马机器人
• Xpeng机器人的人形机器人
• XpengAeroHT简介
• Xpeng汽车飞行汽车研发及试飞基地布局
• XpengAeroHT发展成果
• Xpeng飞行汽车介绍
• Xpeng飞行汽车参数
• Xpeng分体式飞行车
• Xpeng汽车自主研发多伞救援系统

第八章Xpeng海外布局

• 海外扩张取得的成绩
• 海外研发服务布局
• 海外销售及主要车型
• 如何拓展海外及海外销售模式

Research on Xpeng's layout in electrification, connectivity, intelligence and sharing: in the innovation-driven rapid development, secured orders for 100 flying cars.

NIO, Xpeng and Li Auto are among the fastest-moving automakers in the revolution of electrification, connectivity, intelligence and sharing, and Xpeng is more innovative and radical than NIO and Li Auto, leading to its lowest gross margin.

In NOA field, Xpeng and Huawei lead in China.

Xpeng's car models feature its leading intelligent driving system. According to Xpeng's official data, as of October 7, 2023, of the orders for 15,000 2024 G9 cars in total, the MAX edition equipped with XNGP, Xpeng's advanced intelligent driving system, as a standard configuration, swept more than 80%.

The following are the results of the First China Intelligent Driving Competition held by D1EV:

Shenzhen Urban NOA List: first place: Xpeng G6; second place: Avatr 11; third place: ARCFOX aS HI Edition; fourth place: AITO M5.

Shenzhen Highway NOA List: champion: ARCFOX aS; runner-up: AITO M5; third runner-up: Hyper GT.

Shanghai Urban NOA List: first place: Xpeng G6; second place: Jiyue 01; third place: ARCFOX aS HI Edition; fourth place: Avatr 11; fifth place: AITO M5.

Shanghai Highway NOA List: champion: AITO M5; runner-up: Xpeng G6; third runner-up: Neta S.

Guangzhou Highway NOA List: first place: Xpeng G6; second place: AITO M5; third place: Avatr 11.

It can be seen that the NOA of Xpeng G6 is in a leading position in China.

Xpeng is the first in China to use a 12000T ultra-large die-casting machine to realize CIB battery body integration design.

Xpeng's integrated die-casting and CIB battery body integration design enhance chassis protection while saving vertical space, improving safety and riding comfort. The front and rear integrated aluminum die-casting technology has a torsional stiffness of up to 42,000N*m/deg, up 83%, and integrates 161 components, reducing the body weight by 17%.

He Xiaopeng, president and CEO of Xpeng, said that Xpeng now has the world's only 12000T ultra-large die-casting machine, and will soon expand a 16000T die-casting machine to support the production of larger die-cast parts. At present, Xpeng is developing CIB + center floor integrated die-casting technology, which can increase cruising range by 5% and lower overall manufacturing cost by 10%-30%.

At the Guangzhou factory, Xpeng and Guangdong Hongtu Technology adopted a new cooperation model of building "factory in factory" to speed up the application of integrated die-cast parts in automobiles. Guangdong Hongtu Technology has received the notifications of designating integrated die-cast products from multiple customers including Xpeng and other new energy vehicle brands and conventional automakers.

Xpeng has secured orders for 100 flying car.

From 2013 to 2023, XPeng AeroHT, an arm of Xpeng, developed six generations of flying cars.

In October 2023, Xpeng AeroHT introduced two flying cars at Xpeng 1024 Tech Day: a split configuration and an air-ground integrated configuration. Wherein, the split configuration is named "Modular Flying Car", consisting of two parts, air module and ground module which can automatically separate and combine.

On December 1, 2023, Jiaxing Nanhu District Road-Air Cooperative Three-Dimensional Transportation Industry Research Institute signed a reservation agreement with Xpeng AeroHT, planning to order 100 Modular Flying Cars used for comprehensive management of transportation such as highways and waterways, as well as flying camp experience and site connection transport.

To enhance flying car safety, Xpeng AeroHT independently developed the multi-parachute rescue system. In October 2023, this technology was installed on XPENG X2 and successfully completed a 50-meter ultra-low-altitude parachuting test, filling a gap in ultra-low-altitude rescues.

In early October 2023, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Finance, and the Civil Aviation Administration jointly issued the Outline for the Development of Green Aviation Manufacturing Industry (2023-2035), specifying the development timetable of eVTOL: by 2025, electric vertical take-off and landing (eVTOL) aircrafts will be piloted; by 2035, new energy aircrafts will become mainstream.

In the summary of Xpeng's development history in Electrification, Connectivity, Intelligence and Sharing, it can be seen that despite a very low gross margin, Xpeng has won recognition and support from all parties by virtue of its great innovation strength and leading technologies. For example, Volkswagen invested RMB5 billion in Xpeng.

Table of Contents

Chapter 1 Overview of Xpeng

• 1.1 Profile
• 1.2 Management Team
• 1.3 Organizational Structure
• 1.4 Organizational Structure Adjustment and Optimization
• 1.5 Development History of Car Manufacturing
• 1.6 Sales
• 1.7 Revenue and Profits
• 1.8 Financing History
• 1.9 R&D Layout
• 1.10 Production Layout
• 1.11 Integrated Die-casting Layout
• 1.12 Sales Channels
• 1.13 Used Car Services

Chapter 2 Xpeng's Electrification and Chassis Layout

• 2.1 Comparison of Key Parameters between Models on Sale and Launched
• 2.2 "Three Electrics" Technologies and Suppliers
• 2.3 Progress in "Three Electrics" Technologies in 2023
• 2.4 Charging Network Layout
• 2.5 Charging and Energy Replenishment Products
• 2.6 Dynamics in Electrification Cooperation
• 2.7 CIB Battery Body Integration Design
• 2.8 800V Platform Development
• 2.9 800V Super-fast Charging Platform
• 2.10 Development Phases of Thermal Management System
• 2.11 X-HP Intelligent Thermal Management System
• 2.12 XPower 3.0 Powertrain System

Chapter 3 Xpeng's Electronic/Electrical Architecture (EEA)

• 3.1 EEA Evolution: Technology Roadmap
• 3.2 Released SEPA 2.0 Fuyao Architecture
• 3.3 X-EEA 3.0: Central Supercomputing + Zone Control
• 3.4 X-EEA 3.0: Hardware, Communication and Power Architecture
• 3.5 Four Major Controllers of X-EEA3.0
• 3.6 High Integration of X-EEA3.0
• 3.7 Central Domain Controller Architecture Diagram of X-EEA3.0
• 3.8 XPU Circuit Diagram of XEEA3.0
• 3.9 Architecture Diagram of Autonomous Driving Domain Controller of X-EEA3.0
• 3.10 Left and Right Zone Controllers of XEEA3.0
• 3.11 Circuit Diagram of Left and Right Zone Controllers of XEEA3.0
• 3.12 The Future of Xpeng EEA

Chapter 4 Xpeng's Intelligent Driving System

• 4.1 Development Roadmap of XPILOT Autonomous Driving System
• 4.2 Features of City NGP
• 4.3 NGP Function Evolution
• 4.4 Development Route of Automated Parking
• 4.5 Valet Parking Assist (VPA)
• 4.6 Valet Parking Assist with LiDAR (VPA-L)
• 4.7 Full-stack Self-development of Autonomous Driving
• 4.8 Intelligent Computing Center for Autonomous Driving
• 4.9 XBain and X-NET
• 4.10 XPlanner and X-NET2.0
• 4.11 Autonomous Driving Management Team
• 4.12 Dynamics in Autonomous Driving

Chapter 5 Xpeng's Intelligent Cockpit and Telematics System

• 5.1 Cockpit Supply Chain
• 5.2 Introduction to Xmart OS In-car Operating System
• 5.3 OTA Evolution
• 5.4 In-car Ecosystem
• 5.5 Highlights of Intelligent Cockpit
• 5.6 Intelligent Cockpit Evolution and Suppliers
• 5.7 Application Cases of Xmart OS in Car Models
• 5.8 Function Upgrades of Xmart OS 4.4.0
• 5.9 5th Generation Intelligent Cockpit System
• 5.10 In-car APP
• 5.11 Smartphone APP

Chapter 6 Xpeng's Key Models and Suppliers

• 6.1 Main Suppliers of Xpeng G9
• 6.2 Comparison between Xpeng G9 and Competing Products
• 6.3 Comparison between 2024 Xpeng G9 and Competing Products
• 6.4 Comparison between Xpeng G6 and Competing Products
• 6.5 Reasons Why Consumers Choose Xpeng G6
• 6.6 Main Suppliers of Xpeng G6
• 6.7 X9 and MONA
• 6.8 Configuration of X9

Chapter 7 Xpeng's Future Mobility Business

• 7.1 Profile of XPENG Robotics
• 7.2 Robot Pony of XPENG Robotics
• 7.3 Humanoid Robot of XPENG Robotics
• 7.4 Profile of Xpeng AeroHT
• 7.5 Xpeng's Layout of Flying Car R&D and Test Flight Bases
• 7.6 Development History of Xpeng AeroHT
• 7.7 Introduction to Xpeng Flying Cars
• 7.8 Parameters of Xpeng Flying Cars
• 7.9 Xpeng's Split Configuration Flying Car
• 7.10 Xpeng Independently Developed A Multi-Parachute Rescue System

Chapter 8 Xpeng's Overseas Layout

• 8.1 Overseas Development History
• 8.2 Overseas R&D and Services Layout
• 8.3 Overseas Sales and Flagship Models
• 8.4 Ways of Going Overseas and Overseas Sales Model