Seize the moment of "DeepSeek"! XPeng and Geely speak out

【Introduction】Geely and Xpeng CEOs Speak on First Day of the Year of the Horse, Focusing on Intelligent and International Development of Automakers

On February 24, the first day back to work after the Lunar New Year holiday in the Year of the Horse, Xpeng Motors CEO He Xiaopeng issued a restart message, and Geely Auto Group CEO Gan Jiyayu released New Year greetings, both focusing on the intelligent and international development of their companies.

“We are at a historic turning point. By 2026, ‘Physical AI + Globalization’ must be fully realized,” said He Xiaopeng. He added that by 2026, Xpeng will take the lead in China to seize the “DeepSeek” moment for autonomous driving.

In the face of increasingly fierce market competition, Geely Auto Group has clearly stated it will abandon vicious internal competition. Gan Jiyayu said that Geely will steadfastly pursue sustainable development through internal growth, focusing on technology, quality, branding, service, and corporate ethics.

Seizing the “DeepSeek” Moment in Autonomous Driving

Aiming to Double Overseas Sales by 2026

Over the past month, He Xiaopeng has been frequently testing the second-generation Xpeng VLA (Visual Language Action Model), with nearly every test drive showcasing “stunning” moments.

“I can clearly see that the tipping point for fully autonomous driving has arrived!” He Xiaopeng said. The second-generation Xpeng VLA launched in the first quarter of 2026 is the first version aimed at the L4 level full autonomous driving era.

Robotaxi (driverless taxi) is an important application of the second-generation VLA. He Xiaopeng stated that Robotaxi will pilot ride-hailing services in 2026, establishing the initial cycle of technology, customer, and commercial operations.

Xpeng is seizing the “DeepSeek” moment for autonomous driving. He Xiaopeng said, “In 2026, we will see significant quarter-over-quarter growth.”

He also plans to expand Xpeng’s development footprint. He Xiaopeng expressed hope that by 2026, Xpeng’s overseas sales will double, reaching 1 million units by 2030, contributing over 70% of profits.

In 2025, Xpeng delivered 429,400 vehicles, a year-on-year increase of 126%, with overseas deliveries exceeding 45,000 units, up 96% year-on-year.

In 2026, at least four new models will enter overseas markets. He Xiaopeng said that the Xpeng P7+ has already completed testing in Austria and will soon be delivered across 25 European countries and regions.

Xpeng will continue to build an efficient global supply and production system, upgrading in areas such as supply chain, mass production, logistics, and investment management. He Xiaopeng said this is the foundation for Xpeng’s global expansion.

As of the close on February 24, Xpeng’s Hong Kong stock was HKD 70.65 per share, with a total market value of HKD 135.1 billion.

Revealing Multiple Core Advances in Automotive Intelligence

Overseas Business Will Be a Key Growth Engine

“By 2026, the rapid iteration of the G-ASD assisted driving system will continue,” Gan Jiyayu said. The G-ASD H7 solution will be equipped on several Lynk & Co and Geely Galaxy models.

Geely Auto Group was one of the earliest automakers to deploy AI, with a lineup of new energy vehicle brands including Zeekr, Lynk & Co, and Geely Galaxy. Zeekr is positioned as a high-end smart electric vehicle brand.

Gan Jiyayu said that the next iteration of the G-ASD system will debut on Zeekr’s upcoming flagship model, Zeekr 8X, with assisted driving experience reaching world-leading levels.

Meanwhile, Geely’s intelligent cockpit will lead industry development. The super-human-like intelligent agent Eva will have stronger interaction capabilities and will achieve domestically leading cockpit-vehicle linkage experiences.

Regarding internationalization, Gan Jiyayu believes that high-quality overseas expansion is no longer a “choice” but a “must-answer” question.

He said Geely will shift from “international trade” to “product orientation,” fully promoting product adaptability and localization, and creating benchmark global products.

“Future overseas markets will be a key driver for Geely’s sustained growth,” Gan Jiyayu stated. Geely plans to build localized systems through product exports, brand internationalization, resource integration, and technological empowerment, ultimately transitioning from “Made in China” to “Global Brand.”

As of the close on February 24, Geely’s Hong Kong stock was HKD 16.80 per share, with a total market value of HKD 181.7 billion.