Dolphin Research
2025.06.12 12:39

XPeng G7 Launch (Minutes): Is the Flagship G7's ¥235,800 Presale Price Too High for Investors?

portai
I'm PortAI, I can summarize articles.

Dolphin Research's Comment: As the main model of XPeng in the year, the G7 is the sales leader. However, the starting price of 235,800 yuan (pre-sale price) is still too high. The core highlights of the G7 are its intelligent driving and AR-HUD (hardware with 2000+ TOPS self-developed Turing chip, software VLA+VLM large model), with relatively average performance in terms of range and power. If this car aims to boost sales, the pre-sale price needs to be reduced to the 200,000 yuan level.

Current Data Performance: 10,000 units ordered within 46 minutes, which is relatively average. XPeng's Hong Kong stock fell by 6.6% as of the close on June 12. Whether it can become the sales leader depends on the official listing price.

However, if the self-developed AI Turing chip with 2000+ TOPS computing power performs well in intelligent driving, it can continue to expand the growth space for selling intelligent driving chips and integrated software and hardware technology licensing (XPeng is currently negotiating chip supply with other car manufacturers).

Core Information

1. Pre-sale Price: 235,800 yuan

2. Configuration: 702km range, G7 Max (two Orin-X chips) + G7 Ultra (three Turing AI chips), eight global hardcore technologies (to be revealed at future conferences)

3. VOM Multimodal Local Large Model System

XPeng G7 Core Highlights:

1. World's First L3 Level Computing Power AI Car

a) Hardware: First in the world to feature XPeng's self-developed "Turing chip," equipped with 3 Turing chips, with computing power reaching 2200+ TOPS.

b) Software: Supports local deployment of large model VLA+VLM (brain + cerebellum) system, achieving end-to-end AI driving.

c) Pure Vision Route: Features industry-leading AI "Eagle Eye" vision fusion perception system, enhancing recognition capabilities in complex scenarios such as night/rain/snow. Actions that originally took 100 milliseconds or 75 milliseconds may now be reduced to 50 milliseconds, with further reductions expected.

d) AR-HUD (Augmented Reality Head-Up Display): Co-developed with Huawei, capable of reconstructing lane vision in heavy rain/fog. Realistic navigation + driving behavior prompts + active safety warnings. Covers three core scenarios: human driving, intelligent driving, and active safety.

e) Achievable Functions:

Max version and OTA version launched simultaneously, standard with XPeng's latest L2+ level assisted driving.

Supports future upgrades to L3 level autonomous driving (subject to regulations and certification).

The autonomous driving capability target is "1-2 interventions per thousand kilometers," far exceeding the industry standard of per hundred kilometers.

f) XPeng's Defined L3 Level Computing Power AI Car Standard has Two Core Requirements:

1. Local effective computing power ≥ 2000 TOPS

Supports high-intensity inference calculations, sufficient to run large models (not lightweight AI).

2. Local deployment of VLA+VLM large model:

  • VLA: Possesses AI capabilities of "perception + thinking" (similar to cerebellum + brain structure).
  • VLM: Continuous reinforcement learning ability, allowing the vehicle to autonomously optimize driving strategies.

Distinguished from cloud computing power dependency mode, G7 emphasizes local inference, real-time response, and offline operation, which is a necessary trend for future AI physical devices (cars, robots, etc.).

2. Performance Parameters and Range

All models come standard with 702km ultra-long range (CLTC standard).

High-speed actual test range can reach 550~600km, with industry-leading range stability.

Standard suspension, AI chassis tuning, first AI slope control system (preview).

3. New Home Intelligent SUV Positioning

a) Targeting family users, balancing technology and comfort in an SUV.

b) Positioned as a mid-to-large pure electric SUV, with a total vehicle space of 4.47 cubic meters, extremely large rear space, and outstanding comfort.

c) Large rear space: Rear net height allows adults up to 1.9m tall to stretch, change clothes, and even "top a watermelon."

d) Three Custom Fragrances: Blended by an international top fragrance team, AI algorithm linked wind temperature control: intelligently adjusts fragrance diffusion based on the environment.

4. Cabin Configuration & AI Interaction Comprehensive Upgrade

World's First Cabin-Specific Turing AI Chip (one), plus one "Qualcomm 8295P," AI computing power is 26 times that of mainstream flagship models in the industry.

VLM Multimodal Local Large Model System: VLM: Visual-language multimodal model, enabling deep voice interaction without internet connection. It is the OS and brain for the vehicle to understand the world in the future, and the OS entry for the new generation of cars to dialogue and even control with drivers or passengers.

Supports multilingual, multi-role voice dialogue, proactive service (recognizes passenger status, automatically adjusts in-car sound zones, temperature, lighting, etc.).

Supports family member voice simulation (such as a child's voice), enhancing the emotional connection between the car and people.

5. Technological Comfort Design

  • Panoramic sunroof (2.17㎡) + double-layer silver plating technology, blocks 99.9% UV, 99% infrared.
  • Rear 8-inch independent entertainment screen + magnetic adjustable small table board.
  • Front wireless charging: dual 50W air-cooled fast charging, three wireless charging ports in total for rear and front.
  • Screen configuration: can achieve content synchronization or independent playback, front parents can control rear volume/content
    • Front: 15.6-inch central control screen
    • Rear: 8-inch independent entertainment screen
  • Three custom fragrance systems automatically adjust scent intensity.
  • 9-inch HD streaming rearview mirror: optimizes vision all day (adapts to day/night/rain/snow)
  • 39 storage space designs, hidden glove box supports encrypted voice opening.
  • Front trunk can store live fish/durian, supports washing.

6. Exterior and Interior Design

  • Exterior adopts fluid dynamic lines, visually stable and grand, balancing wind resistance control.
  • Standard with XPeng X-face front + active air intake grille (intelligent opening and closing, enhancing range/cooling).
  • Does not choose muscle-type fastback design: avoids encroaching on rear head space. Adopts short front overhang + long rear overhang layout, same as Model Y, enhancing seating and storage space.
  • Abandons one-box (similar to MPV front and SUV rear tail) integrated design: considers global market preferences and visual proportions.
  • Colors:

6 exterior colors: Star Gray, Crescent Silver, Nebula White, Dark Night Black, Cloud Shell Beige, and Interstellar Green.

4 interior colors: Secret Blue, Warm Sun Orange, Noble Gray, Deep Space Gray.

  • European natural wood armrest trim, curved cutting treatment, inspired by the four-curved glass of mobile phones. Combined with metal and genuine leather to form a three-material integrated design, enhancing "premium feel + tactile feel + temperature feel."

7. Channels: Offline display in 530 stores across 214 cities worldwide

8. Others:

a) XPeng Intelligent Driving Journey:

Automatic assisted driving → autonomous driving → driverless driving will profoundly change everyone's lifestyle.

2021: Launched the first assisted driving system, NGP (Navigation Guided Pilot), usable on highways.

Second half of 2022: Equipped with lidar, began exploring urban assisted driving, although "barely usable."

2023: Freed from high-precision map dependency, took a crucial step, laying the technical foundation for global deployment.

Early 2024: Achieved autonomous driving deployment in two to three hundred cities in China.

Mid-2024: End-to-end autonomous driving began deployment, driving behavior more "human-like."

2025 (now): After years of technological accumulation, especially the rapid development of L2-level intelligent assisted driving in recent years, we have finally reached a true turning point.

b) XPeng Product Planning

XPeng has achieved a full series equipped with L2 level advanced intelligent assisted driving (Max version), the first car company in the industry to complete this layout.

Representative work: Mona Max — the world's first to bring L2 advanced assisted driving into the $20,000 level model.

Comparative advantage: According to multiple media evaluations, comparable to or even stronger than assisted driving systems in models priced between 300,000 to 500,000 yuan.

From now until the first half of 2027, XPeng will enter the "breadth expansion stage of technology and products," covering: more personnel groups, larger regional coverage, and entering the global market.

Goal: From L2 → L3 → L4 autonomous driving, today's debut is: the world's first AI car with L3 level computing power.

c) XPeng's Achievements in the First Five Months:

Outstanding delivery performance: XPeng delivered over 160,000 units in the first five months of 2025, a year-on-year increase of 293%. For seven consecutive months, deliveries exceeded 30,000 units.

Historic breakthrough: For the first time, ranked among the top seven global pure electric vehicle brands in sales (data from Morgan Stanley's April global insurance data).

Significant meaning: From "leading in China" to "on the global stage," this is a leap from "quantitative change" to "qualitative change." XPeng stands at the critical intersection of moving from "the decade of new energy vehicles" to "the decade of AI vehicles."

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.