This week, there has been a lot of movement in the new forces sector. XPeng held the X9 launch event in Hong Kong, continuing its overseas expansion and establishing a high-end image. SAIC's "Shangjie" made its debut, which will give BYD the opportunity to enter the mid-to-low price competition below 300,000 yuan. HarmonyOS Intelligent Driving released new models M8 and Xiangjie S9, and the order response has been good, especially with the addition of mechanical door handles. In the industrial chain, CATL is under pressure from US tariffs and is actively promoting battery swapping business as a second growth business. The energy replenishment market will be divided into three parts, with battery swapping taking one part, and CATL is determined to take it all. Overseas, Trump's tariff order has led to a complex situation for Chinese exports, with home appliances being hit hard. North America is Haier's largest overseas market. On the contrary, it has given an opportunity to China and Europe to repair their automotive trade relations.
I. XPeng launches X9 in Hong Kong, hoping to change the "affordable" image in the future On April 15, XPeng held a launch event at Kai Tak Pier in Hong Kong, and the 2025 XPeng X9 was officially launched. Priced at 359,800 - 419,800 yuan, it is 40,000 yuan cheaper than the pre-sale price and consistent with the old model's price. He Xiaopeng said on the spot: "This is XPeng's first global brand launch event, starting from Hong Kong and moving towards the world." The first range-extended vehicle will be officially launched in the fourth quarter of this year, the flying car will be officially sold next year, and the humanoid robot will begin mass production next year. II. To establish a high-end image in the overseas market and get rid of the affordable image in mainland China XPeng is one of the "new forces" automakers, which initially started with the G3 model targeting the mass consumer market. However, in the overseas market, XPeng has launched mid-to-high-end models such as the G9, G6, and P7. This is to distinguish from the affordable image established in mainland China.
III. The business map will be expanded to 60 countries and regions this year The number of international stores will double to more than 300. Gu Hongdi, president of XPeng, said in Hong Kong that Europe, Southeast Asia, the Middle East, and Latin America are the four core markets for XPeng's overseas expansion.
IV. Trump's tariff policy has no impact on XPeng's expansion, but the supply chain still needs to be assessed Gu Hongdi said that XPeng has not yet entered the US market, so the Sino-US tariff dispute has no direct impact on current sales. However, the company is closely monitoring the situation because it is difficult for XPeng to stay completely out of the economic fluctuations brought about by the tension. Short comment: Although the 2025 XPeng X9 was the main focus of this launch event, He Xiaopeng also introduced the latest progress of several XPeng products one after another. After going through the most difficult times, XPeng has begun to run quickly.