国联证券表示，小鹏在完成管理层架构调整后具备打造爆款且实现稳态销量的能力。2025年小鹏汽车将对老车型G6/G9 等进行改款，同时基于扶摇架构补充当前产品矩阵空白，有望开启未来强新车周期。中信证券此前指出，经历过去2年组织结构变革，小鹏汽车在产品理念、成本结构、营销宣传等方面完成迭代，为2025-2026年的车型产品大周期，打下坚实的基础。Xpeng Autos-W (09868) rose in the afternoon and turned positive, with an intra-day increase of over 3%. As of the time of writing, it is up 2.38%, reported at 47.3 Hong Kong dollars, with a trading volume of 0.719 billion Hong Kong dollars.
According to Zhito Finance APP, Xpeng Motors-W (09868) surged in the afternoon, at one point rising over 3%. As of the time of writing, it is up 2.38%, priced at 47.3 HKD, with a transaction volume of 0.719 billion HKD.
In terms of news, on January 7, the sales ranking of new force brands in the Chinese market released by Ideal Motors shows that in the first week of 2025, Xpeng ranks first in sales among new force brands in the Chinese market, with weekly sales of 0.007 million units, ending Ideal's consecutive sales championship for 36 weeks. It is reported that Xpeng delivered 0.037 million new cars in December 2024, an increase of 82% year-on-year. In 2024, Xpeng Motors accumulated deliveries of 0.19 million units, an increase of 34.2% year-on-year.
Guolian Securities stated that after completing the management structure adjustment, Xpeng has the capability to create popular models and achieve stable sales. In 2025, Xpeng Motors will update older models like the G6/G9, while also filling the current product matrix gaps based on the Fuyiao architecture, which is expected to initiate a strong new car cycle in the future. CITIC SEC previously pointed out that after two years of organizational restructuring, Xpeng Motors has completed iterations in product concepts, cost structure, marketing, and promotion, laying a solid foundation for the large product cycle in 2025-2026.
