Sign in

    Xiaoyi Lei • Jefferies

    Xiaoyi Lei's questions to Xpeng Inc (XPEV) leadership

    Xiaoyi Lei's questions to Xpeng Inc (XPEV) leadership • Q2 2025

    Question

    Xiaoyi Lei from Jefferies asked if the P7's new design focus represents a long-term strategic shift for Xpeng. She also inquired about how the company is adjusting its operations in response to China's 'anti-involution' policy in the auto sector.

    Answer

    CEO He Xiaopeng confirmed a fundamental strategic shift to prioritize aesthetics, moving design to the forefront of the development process to create more emotionally impactful products. Brian Gu, Vice Chairman and Co-President, addressed the policy question, stating that it aligns with Xpeng's focus on innovation and quality over pure price competition and that Xpeng is fostering a healthier ecosystem.

    Ask Fintool Equity Research AI

    Xiaoyi Lei's questions to Xpeng Inc (XPEV) leadership • Q1 2025

    Question

    Xiaoyi Lei of Jefferies asked about XPeng's humanoid robot initiative, specifically how it leverages autonomous driving know-how, what its product advantages are, and the timeline for mass production.

    Answer

    CEO He Xiaopeng detailed that the robotics division leverages about 70% of the automotive R&D stack, including chips, AI models, and EEA. He cited key advantages as being data-driven with full-stack in-house capabilities. He targeted 2026 for initial mass production, followed by rapid OTA iterations to improve capabilities.

    Ask Fintool Equity Research AI