A photo of He Xiaopeng, the CEO of XPeng, and Ren Zhengfei, the founder of Huawei, has gone viral today.

On February 12, He Xiaopeng shared the photo on Weibo, accompanied by the caption: "Today, I had the honor of learning from Mr. Ren! His selfless wisdom and profound insights on technology, enterprise, culture, and governance were truly enlightening."

Simultaneously, news emerged about a potential collaboration between XPeng's new products and Huawei.

In the afternoon of the 12th, the Vice President of XPeng reposted He Xiaopeng's post on Weibo, stating: "A cup of coffee absorbs the energy of the universe. I also have a photo with Mr. Ren, but it was taken in a modest meeting room, not as grand as this. We remain committed to our technical roots and continue to learn from Huawei. This year, XPeng's new products will feature in-depth collaboration with Huawei."

Additionally, "XP-Nick," a Weibo account verified as the product manager for Xpeng's P/G series, posted: "In 2025, XPeng and Huawei will jointly create more surprises."

It is reported that, apart from He Xiaopeng, other notable figures such as Xu Xin, founder of Today Capital; Wang Xingxing, CEO of Unitree Robotics; Li Dahai, CEO of Facewall Intelligence; Yuan Jinhui, founder of Silicon Base Flow; Zhang Junjie, founder of Ba Wang Cha Ji; and Fan Xiaodong, founder of Nus Academy, also visited Huawei for a closed-door meeting with Ren Zhengfei.

Huawei-XPeng Collaboration

Huawei and Xpeng have actually already collaborated on automotive projects for years. China Telecom, in partnership with Huawei, leveraged 5G+AI technologies to establish a joint project team with Xpeng.

The collaboration focused on the "radar assembly quality inspection scenario" for Xpeng's P5, P7, and G3 models, utilizing a "cloud-network-edge-device-application" integrated architecture to achieve industrial AI quality inspection for radar installations.

In 2024, the Xpeng P7+ model became the first to feature Huawei's HiCar app, enabling seamless device mirroring between Huawei Mate 70 smartphones and XPeng vehicles.

However, XPeng’s hint at future collaboration is unlikely via Huawei’s Tier 1 model called Harmony Intelligent Mobility Alliance (HIMA) as both companies are directly competing with industry-leading ADAS systems, XPILOT and Qiankun ADS 3.0.

HIMA currently features 4 brands: AITO (Seres Group), Luxeed (Chery), Stelato (BAIC BluePark), and Maextro (JAC Group).

From January 1 to February 9, XPeng ranks third in sales with 35,747 vehicles delivered amongst emerging NEV brands, just behind HIMA and Li Auto, with 37,761 and 35,849 units delivered, respectively.

XPeng’s Roadmap

Recently, He Xiaopeng released an internal open letter outlining XPeng's strategies for future competition, organizational mission, AI transformation, strategic implementation, and talent development.

The Chairman believes that 2025–2027 will be the most competitive and pivotal three years for China's automotive industry, presenting both challenges and opportunities.

Regarding core product strategy, he emphasized that "over the next three years, we will refine our product portfolio, differentiate ourselves, and expand globally."

In 2025, XPeng Motors plans to launch multiple new models and annual updates, including its first extended-range electric vehicle (EREV) model.

XPeng will also release the all-new G7 model, along with updated versions of the G6 and G9 and significant new products and updates almost every quarter.

In 2024, XPeng delivered 198,373 vehicles, a year-on-year increase of approximately 37.6%. Xpeng announced that their sales target for 2025 is 350,000 units, an implied 76.4% YoY growth.

In January alone, Xpeng delivered 30,350 vehicles, a 251% increase compared to last year