Deutsche Bank의 Xpeng-Didi 파트너십 분석: Ride-Hailing Titan의 광범위한 운전자 네트워크를 활용하여 판매 증진
Deutsche Bank has highlighted a crucial aspect of 엑스펑‘s recent move in its acquisition of Didi Global’s 전기자동차 (전기차) business, underscoring the potential for increased sales through Didi’s extensive network of 19 million drivers in China. The analysts noted that this partnership would likely enable Xpeng to expand its volume and scale, targeting over 100,000 additional units per year.
Xpeng’s decision to acquire Didi’s EV program involves the issuance of class A ordinary shares, leading to Didi becoming a strategic shareholder in Xpeng for a lock-up period of 24 months after the initial closing of the deal.
Xpeng’s upcoming Mona project, scheduled for a 2024 발사, is expected to produce its first model using Didi’s existing in-development product. This model is aimed at the mass market segment with a price point of RMB 150,000 ($20,580).
The research from Deutsche Bank points out that Xpeng’s collaboration with Didi could provide access to Didi’s large pool of drivers, fostering increased volume and scale for Xpeng’s EVs. The partnership also brings the potential for support from Didi’s ecosystem through advertising and sharing of charging infrastructure.
Scale, according to the analysts, holds significant cost-saving potential, particularly concerning component procurement power.
This development follows Xpeng’s recent collaboration with Volkswagen, which involves a $700 million investment from the German automaker. As part of this partnership, Xpeng and Volkswagen plan to co-develop two EV models for the Chinese market based on 엑스펑의 G9 플랫폼.
Deutsche Bank’s analysts note that this partnership with Didi opens another avenue for Xpeng to enhance its sales volume, further amplifying the company’s growth prospects. 더욱이, they highlighted that Xpeng is taking measures to differentiate the Mona project from its existing Xpeng-branded products and the main brand to prevent brand dilution.
The primary competition in this arena is expected to come from automakers like GAC, 증권 시세 표시기, 장안(長��, and to a lesser extent, Japanese automakers on the gasoline side.