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Author: Jia Haonan From Oufei Temple
At the end of the year, when the papers were handed in, everyone was surprised, and Xiaopeng Automobile, whose name was the most "earthy", actually took the first place in the new forces.
98,155 vehicles were delivered annually, reconstructing the first echelon of new forces (data from official announcements).
△ The data source is from the official disclosure of each company
But sales peaking isn't all. Throughout 2021, Xiaopeng Motors also has a layout and progress that is different from other new forces:
The layout of the full model, the pilot auxiliary push, the first flying car, and also came up with a robot aimed at family life.
New cars, new technologies and new progress, and even new car logos, in 2021, Xiaopeng Motors is new in addition to the name.
So this year, what did the new car-making brother, who is known for his smart label, do? What kind of reference can it bring?
What kind of exam papers did Xiaopeng hand over?
When announcing the 2021 3rd quarter financial report, Chairman He Xiaopeng set a sales flag:
Deliveries in the fourth quarter are expected to be approximately 34,500 to 36,500 units.
At the beginning of 2021, the industry has also set a "soft" flag for all new forces, that is, annual sales of 100,000.
This is also generally considered to be an important node in the transition of new forces from survival to development.
Xiaopeng Automobile surprised everyone and surpassed the most optimistic Weilai Automobile.
The first is the fourth quarter delivery, Xiaopeng sprint to achieve 41715 deliveries, far exceeding the market, including He Xiaopeng himself expected.
What about annual sales?
98,155 vehicles.
This delivery volume is still achieved in the case of continuous shocks in the supply chain of the automobile industry this year, and the lack of core conditions has not improved.
Not long ago, executives of car companies with more than 20 years of industry experience revealed to the "AI new media qubit" that it is not unusual for the supply of parts to be occasionally tight, but it is never encountered that various categories are in a hurry this year, and they have not been alleviated for a long time.
Therefore, under the background that many car companies are forced to reduce production and sales decline, the gold content delivered by Xiaopeng in the past 100,000 years has been verified.
Of course, it is not only the technology and products that support Xiaopeng Motors, but also real money and silver.
On July 7, 2021, Xiaopeng Motors was listed on the Hong Kong stock market, with a maximum capital of HK$15 billion.
At the same time, Xiaopeng Automobile also entered the VC and opened its own investment and financing system.
Aiming at the industrial supply chain, upstream suppliers and downstream service projects may be within the scope of investment.
In 2021, for Xiaopeng Motors, the biggest challenge has changed from "survival" to "development".
In the annual delivery trend of Xiaopeng Automobile, there is also a very unusual trend, that is, the delivery in the fourth quarter exceeds 40% of the whole year.
What happened in the fourth quarter?
Xiaopeng's "new", the answer is here.
New car
What directly stimulates the increase in sales delivery is, of course, new cars.
SUV model G3i listed, in addition to the appearance of the big change, more important is the intelligent configuration.
From the delivery trend of the entire G3 series, it is clear that the new model is attracted to users.
△ The data source is from the official disclosure
In addition, the Xiaopeng P5, which focuses on household use and comes with "sleeper" and "cinema", has just opened for delivery at the end of the year, but more than 5,000 vehicles have been delivered in December.
It is almost foreseeable that the P5 will soon become the main delivery force of Xiaopeng Motors.
The popularity of P5, in addition to the main home of the product, but also in the first to be equipped with two lidar, intelligent basic brand is the strongest, the future can look forward to the intelligent ability, has become the biggest highlight.
In addition, at the Guangzhou Auto Show, Xiaopeng also announced the flagship SUV G9.
The intelligent configuration is still full, and there are at least 2 lidars, 4 surround view cameras, 12 ultrasonic radars, and 5 millimeter wave radars that can be seen on the real car.
In addition, the G9 is also the first model based on the 800V high-voltage power platform, charging 5 minutes and lasting 200km+.
Therefore, from the perspective of the model products currently displayed, the boundary of Xiaopeng's model has gradually become clear:
In the range of 150,000-400,000 yuan, cars and SUVs have not fallen.
This is also the largest market for passenger car sales in China.
New intelligence
Xiaopeng is famous for its intelligent labels, and intelligent functions are also the most important competitiveness.
In 2021, Xiaopeng's new intelligence is first of all the high-speed NGP that users are already using.
In January, Xiaopeng took the lead in pushing high-speed NGP in the automotive industry, covering major highway sections and urban loops across the country.
The basic autonomous follow-up, cruising, keeping the lane above, but also added autonomous lane change, autonomous access to the ramp and so on.
In other words, on the highway section, the user sets the navigation information, and the role is changed from driver to safety officer.
In June, the memory parking VPA was launched, from the beginning of entering the parking lot to the fixed parking space, the human driver "taught" once, and the system can complete the autonomous parking.
On last year's 1024 Science and Technology Day, Xiaopeng showed off the "intelligent strength muscle" again, organized the "all-scenario intelligent assisted driving demonstration version" experience, and practiced point-to-point end-to-end intelligent travel for the first time.
With the unique quadruple perception integration of the same level, the core function of XPILOT3.5, urban NGP, can realize the functions of urban night driving, traffic light recognition and start and stop, yellow flash perception, traffic light left turn, unprotected right turn, lane change overtaking, roundabout traffic, and stop-and-go vehicle bypass.
The XPILOT4.0 that can be implemented on the G9 is also very worth looking forward to, and the hardware platform is equipped with dual Nvidia Orin chips with a hashrate capacity of 508T, as well as an 8-megapixel camera in the front binocular and two 2.9-megapixel side cameras.
Because the chip with greater computing power and the sensor that looks farther and more accurately is undoubtedly to solve more long-tail scenarios and achieve point-to-point true automatic driving.
Unlike other new forces, the intelligent experience that Xiaopeng Automobile gives users is not a procurement supplier or an outsourcing cooperation, but a full-stack self-development of Xiaopeng Automobile.
There are only two car companies in the world and the only one in China. It is precisely the layout and achievements in this key vertical that begin to translate into feedback on the market and sales volume.
So if you draw from Xiaopeng's intelligent progress and year-end sales, what conclusions can be drawn?
That conclusion must be: intelligence, must be the core of the differentiated competition of new cars.
It's like taking pictures becomes the core of the differentiated competition for smartphones.
Only look at the car, can not find the "bottom" of Xiaopeng
However, if you want to summarize The experience of Xiaopeng, the model is new and the intelligence is new, which cannot summarize the "new" appearance of Xiaopeng.
The first is the "infrastructure maniac" Xiaopeng.
By the end of 2021, Xiaopeng Automobile has built 661 brand supercharging stations, covering 228 cities, and will cover 337 cities across the country in the future.
In addition, Xiaopeng's super charging station also runs through the self-driving hottest River-Tibet Line.
The second is the "horse breeding" Xiaopeng.
In September, Pengxing Intelligent, a subsidiary of Xiaopeng, released the machine Ma Xiaobailong.
Aiming at family life, it has both entertainment interaction and load transportation functions. Autonomous driving is not absent, and the machine horse is equipped with a vision + lidar system and has the ability to move autonomously.
Finally, there is the "heavenly" Xiaopeng.
The Xiaopeng flying car that was unveiled before is really not a gimmick.
Official commitments to mass production are in 2024.
The "car company" you think is no longer the car company you think.
So what kind of company is Xiaopeng now?
The first thing that is perceived is intelligence.
Xiaopeng emphasizes intelligent experience, and personally practices full-stack self-research, which is obviously betting on intelligence in the future.
Why?
In fact, the internal logic is very clear, and the changes that the automotive industry is experiencing are the changes from "Nokia" to "iPhone".
Tesla changed the definition of the car from "tool" to "technology product", and the market gave an incredibly positive response.
After that, no one questioned the importance of intelligence, new forces followed suit, and old forces began to transform.
But the premise of the car from a tool to a travel space for the main experience is that there is a set of intelligent enough automatic driving systems to liberate humans from driving tasks.
Therefore, enterprises that do not want to be "OEM" in the era of smart cars, only All in intelligence.
The Robotaxi layout, robots, and flying cars disclosed by Xiaopeng Motors are carriers, and the core competitiveness is all intelligence.
So from this point of view, Xiaopeng, its essence is actually an AI technology company, and the carrier carrying intelligent technology technology currently happens to be a car.
In 2021, the new forces repeatedly staged catch-up and counter-overtaking, And Xiaopeng Automobile did not win the year-end championship with an absolute advantage, so why is it worth paying attention to?
Because the core two-word intelligence in smart cars has been realized by Xiaopeng here.
The intelligent car-making route, Xiaopeng is the first in China to go, and it is also the first to go through.
The crowning of the new king of sales is proof.
Now automakers are willing to define themselves as "smart travel companies", but Xiaopeng is more bold, expanding travel to flying cars that no one is involved in, and expanding intelligence to the field of family life.
Today, Xiaopeng Motors, which debuted as a car and a smart car, is surpassing the boundary of the "car" itself.
Perhaps in a few years, "only the name has not been changed in a year" Xiaopeng Motors, most of them will also change their names and renew.
After all, Xiaopeng Motors is more than just cars.
What's better to change?
End
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