Xpeng電動化、網路化、智慧化、共享化佈局分析（2023年）

NIO、Xpeng、Li Auto是電動化、網聯化、智慧化、共享化革命中發展最快的汽車廠商，而Xpeng汽車比NIO汽車、理想汽車更具創新性，因為它走在前沿，擁有領先優勢。

在NOA領域，Xpeng汽車和華為在國內處於領先地位。

Xpeng汽車配備了先進的智慧駕駛系統。根據Xpeng汽車官方數據，截至2023年10月7日，2024年G9的1.5萬輛總訂單中，標配Xpeng汽車先進智慧駕駛系統XNGP的MAX版本佔超過80%。

以下是D1EV舉辦的首屆中國智慧駕駛大賽的成績。

深圳市區NOA榜單：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名單：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名單：第一名，AITO M5，第二名，XpengG6，第三名，Neta S

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

可以看到，XpengG6的NOA在國內處於領先地位。

Xpeng汽車在國內率先採用12,000T超大型壓鑄機，實現CIB電池本體設計。

Xpeng汽車的一體成型和CIB電池體一體化設計提高了底盤保護，同時節省了垂直空間，提高了安全性和乘坐舒適性。前後一體式鋁壓鑄技術扭轉剛度高達42,000N*m/deg，提升83%，整合161個零件，整車重量減輕17%。

Xpeng汽車總裁兼執行長何Xpeng表示，Xpeng汽車目前擁有全球唯一的12000T超大型壓鑄機，並將很快擴大到16000T，以支持我提到的擴大壓鑄件的生產。 。目前，Xpeng汽車已開發出CIB+中底板一體成型壓鑄技術，可將續航里程增加5%，整體製造成本降低10%至30%。

在廣州工廠，Xpeng汽車與廣東宏圖科技採用共建 "廠中廠" 的全新合作模式，加速一體成型零件在汽車上的應用。廣東宏圖科技已收到多個客戶的一體成型產品指定通知，其中包括Xpeng汽車等新能源汽車品牌和傳統汽車製造商。

Xpeng汽車已獲得 100 輛飛行車訂單。

從2013年到2023年，Xpeng汽車旗下XpengAeroHT研發了六代飛行車。

2023年10月，XpengAeroHT在Xpeng1024科技日上發表了兩款飛行車。這種分離式配置被命名為 "模組化飛行汽車" ，由空中模組和地面模組兩部分組成，可以自動分離和組合。

2023年12月1日，嘉興市南湖區路空協同三維交通產業研究院與Xpeng航空簽署預訂合同，提供公路、水路等交通運輸綜合管理，計劃訂購100架模組化飛行汽車，將用於飛行露營體驗和現場接駁交通。

本報告對Xpeng汽車進行了審視，分析了其在電動化、網聯化、智慧化、共享化方面的策略和發展趨勢。

目錄

第一章Xpeng汽車概述

• 簡介
• 管理團隊
• 組織架構
• 組織架構調整最佳化
• 汽車製造業發展成就
• 銷售
• 收入和利潤
• 資金歷史
• 研發局
• 生產佈局
• 整合佈局
• 銷售通路
• 二手車服務

第二章Xpeng電動化及底盤佈局

• 目前發佈和已發佈車型主要參數對比
• "三電" 技術及供應商
• "Sanden" 技術的進展（2023）
• 充電網路佈局
• 充電及供電產品
• 電氣化合作動態
• CIB電池本體設計
• 800V平台開發
• 800V超快充電平台
• 熱管理系統開發階段
• X-HP智慧熱管理系統
• XPower 3.0動力系統

第三章Xpeng電子/電氣架構（EEA）

• 歐洲經濟區的演變：技術路線圖
• SEPA 2.0福耀架構發佈
• X-EEA 3.0：中央超級運算+區域控制
• X-EEA 3.0：硬體、通訊與電源架構
• X-EEA3.0的四個主要控制器
• X-EEA3.0的高階集成
• X-EEA3.0中央網域控制器架構圖
• XEEA3.0的XPU電路圖
• X-EEA3.0自動駕駛網域控制器架構圖
• XEEA3.0左右區域控制器
• XEEA3.0左右區域控制器電路圖
• Xpeng歐洲經濟區的未來

第四章Xpeng智慧駕駛系統

• XPILOT自動駕駛系統開發路線圖
• 城市NGP的特點
• NGP 功能的演變
• 自動停車的發展路線
• 代客泊車輔助 (VPA)
• 使用 LiDAR 進行代客泊車輔助 (VPA-L)
• 自動駕駛全端內部開發
• 自動駕駛智慧運算中心
• XBain 和 X-NET
• XPlanner 和 X-NET2.0
• 自動駕駛管理團隊
• 自動駕駛的動態

第五章Xpeng智慧座艙及車聯網

• 駕駛艙供應鏈
• Xmart OS 汽車作業系統簡介
• OTA 的演變
• 車載生態系統
• 智慧座艙亮點
• 智慧座艙及供應商的演變
• Xmart OS在車型上的應用範例
• Xmart OS 4.4.0功能升級
• 第五代智慧座艙系統
• 車載應用程式
• 智慧型手機應用程式

第六章Xpeng汽車主要車型及供應商

• XpengG9主要供應商
• XpengG9與競賽對比
• 2024XpengG9與競技對比
• XpengG6與競技對比
• 消費者選擇XpengG6的理由
• XpengG6主要供應商
• X9 和 MONA
• X9的配置

第七章Xpeng汽車未來的旅遊業務

• Xpeng機器人簡介
• Xpeng機器人的小馬機器人
• Xpeng機器人的人形機器人
• XpengAeroHT簡介
• Xpeng汽車飛行汽車研發及試飛基地佈局
• XpengAeroHT發展成果
• Xpeng飛行汽車介紹
• Xpeng飛行汽車參數
• Xpeng分體式飛行車
• Xpeng汽車自主研發多傘救援系統

第八章Xpeng海外佈局

• 海外擴張取得的成績
• 海外研發服務佈局
• 海外銷售及主要車型
• 如何拓展海外及海外銷售模式

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