AutoBeta(AutoBeta.net)03/27 Report--

He Xiaopeng, CEO of Xiaopeng Automobile, revealed at the eighth China Electric vehicle 100 Forum on March 26th: it is expected that XPILOT4.0 will be installed on a variety of products of Xiaopeng Automobile in 2023, and by 2026, Xiaopeng Automobile will complete the transition to self-driving. In addition, with regard to the recent sharp rise in raw materials for new energy power batteries, he Xiaopeng said bluntly in an online interview with the media: the tight supply of power batteries will continue to be a big challenge for Chinese car companies this year. Judging from Xiaopeng's current communication with suppliers, the price increase of power batteries is much higher than imagined, but Xiaopeng is ready to cushion and balance.

In the last half month, due to the sharp rise in raw material prices, a number of car companies, including Xiaopeng Motor, have announced price increases one after another. Among them, Xiaopeng announced the price increase on the evening of March 18 and came into effect on March 21. The price increases of Xiaopeng's three models range from 1.01 to 20000 yuan. Xiaopeng's official website shows that after the price increase, the price range of Xiaopeng G3i model is 16.89-203900 yuan. Xiaopeng P5 model price range is 17.79-242900 yuan, Xiaopeng P7 price range is 23.99-429900 yuan. Prior to this, Xiaopeng also announced a price increase on January 11 this year, including a rise of 4300-5900 yuan for Xiaopeng P7, 4800-5400 yuan for all Xiaopeng P5 models and 4800-5400 yuan for Xiaopeng G3i models.

With regard to the supply chain problems faced by new energy vehicle companies, he Xiaopeng believes that the two raw materials with more serious impact are battery cells and chips, and the industry had expected that the supply chain problems would be alleviated in the second half of 2021. But now it seems that the problem has not only not alleviated, but also further worsened. In fact, in the Dialogue Challenger program broadcast in December last year, he Xiaopeng talked about his greatest anxiety about the supply chain. "whoever gives me the chip, I'll buy him a drink," he said bluntly on the show. "

At present, power batteries and chips are still the two core issues in the development of new energy vehicles, and he Xiaopeng expects that the shortage of battery supply may ease in the second or third quarter of next year. When asked whether the rising price of power batteries would affect Xiaopeng's sales, he Xiaopeng said: Xiaopeng's sales are not affected. He Xiaopeng believes that the main reason may be the recent rise in gasoline prices. Xiaopeng's average price is about 250000 yuan. However, he Xiaopeng stressed that for those who are not intelligent and have a large number of batteries, cheaper vehicles will have an impact to a certain extent, but the specific extent of the impact will not be known until another 2-3 months.

Due to the shortage of raw material supply chain and the influence of national subsidy for new energy next year, February to April next year will be a difficult stage for new energy vehicles, but from the perspective of long-term development, electrification has gradually become the development trend of the automobile industry. In this context, almost all automobile companies in the automotive industry are rapidly backward layout, including 2025 will become a turning point in the new energy vehicle industry. By 2030, a number of established car companies will complete the electrified transformation. The new power brand of car building will also launch more and more intelligent new products from 2024.

Take Xiaopeng Automobile as an example, he Xiaopeng said that intelligent driving assistance will enter a high-level stage in the second half of the year. From 2023, Xiaopeng Automobile will enter a new era-- "man-machine driving together." by 2026, Xiaopeng car will transition to self-driving. At this stage, Xiaopeng will focus its resources on models with higher gross margins. He Xiaopeng revealed that Xiaopeng Automobile will adjust the price range of the main models according to the market situation, but will not consider launching models with a price range of less than 150000 yuan or higher this year. He Xiaopeng said that from Xiaopeng's point of view, due to limited energy, it is enough to be a major brand.

Data show that Xiaopeng delivered a total of 98155 new cars in 2021, exceeding the original planned target of 90, 000 and becoming the top seller of new car-building brands. In response to the performance of Xiaopeng in the past year, the average price of Xiaopeng reached 250000 after tax and subsidies. He Xiaopeng said: "this is a very difficult situation. It is an entry-level situation in BBA."

Xiaopeng previously revealed that the annual sales target of Xiaopeng in 2022 was 250000 vehicles, with an impact on 300000. Among them, the proportion of P7 models is 40%. The proportion of P5 models is 27%. In addition, the G9, which launched this year, will be delivered in small quantities at the end of August and on a large scale at the end of September. Due to the late delivery cycle of new cars, the G9 is expected to account for 14% of sales. The P7 model, the P5 model and the G9 model total 81%, while the G3 model accounts for 19%.

At present, Xiaopeng cars on sale include P7, G3 and P5 models. A total of 19417 Xiaopeng cars were delivered from January to February this year, of which 6225 were delivered in February, an increase of 180.0% over the same period last year and a decrease of 51.8% from the previous month.

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