小鹏汽车2024年度报告

2024 235641121146151183203210213215217220324326 20241231 2024190,0682023141,60134.2%20241231690226202412311,920928S4S520241231408.720231231306.833.2%20241231358.320231231280.127.9%2024123114.3%202312311.5%202412318.3%202312311.6%2024123157.920231231103.82024123155.52023123194.42024123157.920231231103.82024123155.52023123194.420246.1211.9220243.065.96A20245.8710.8520242.935.4220241231419.620231231457.0 2025123 2025130,3502025230,4532025333,205202533194,008 202516 1995 2015ADAS20233XNGP202311XNGP 120,000420,000 201812G3SUV20205P720213P720213G3P720214P52021920217G3iG320218 20229G9SUV20221020233P7P7i20236G62023720241X920243P7i20248MONA M03MONAMONA M0320249X9202411P7+20253G6G92025G9SUV2,998CLTC625725P7i2,998CLTC702G6SUV2,890CLTC625725X9MPV3,160CLTC610702MONA M032,815CLTC515620P7+3,000OTACLTC615725 ADASOTA 2024123169022630150 2022480kW S4202412311,9201,506414S4S5165 202226,855.1202330,676.1202440,866.32022120,7572023141,6012024190,0682023202434.2%202211.5%20231.5%202414.3% ADASADAS P7P7i P7P720205202011P720213P720233P7P7i20243P7i G9 20229G9SUV202210 G9800V(SiC)400V 2023920253G920242025 G6 20236G6SUV20237 G6SEPA 2.0800VSiC(CIB) 20253G62025 X9 20241X9MPV20249X9 X9SEPA 2.0800VSiCCIBX9X9XOS Tianji MONA M03 20248MONAMONA M03MONA M0320248MONAM032,815CLTC515620MONA M03 P7+ 202411P7+5,0563,000P7+P7+ADAS ADAS ADASADAS 2021OTA(NGP)VPAXPILOT 3.0 2022XNGPXNGP20233XNGP202311XNGP 202457ADAS20248202411P7+20251OTAADAS XOS Tianji XOS TianjiXDock(SR)XOS Tianji20241XOS TianjiX9 202452020247NFC20251 (VCU)OTA LFP 20229G9800VSiC400VG9 SEPA 2.0 20234SEPA 2.0SEPA 2.0 SEPA 2.01,8003,200SEPA 2.0(CIB) 20237SEPA 2.0G6 2024123169022630150 202012G320218P7202220232G9SUVP72023 2024 20229480kW S4S4S5800VG9G6 X9 P7+20253G6G9 20255C202412311,9201,506414S4S5165 20251542020,0002025114BPPulse42030,000 OTA 20234ADAS 2023726G9ADASB202312694,079,255A705.62024229B2024417CMP20262024722CMPMEB20251542020,000 2023827Da Vinci Auto Co. LimitedAXiaoju Smart Auto Co. LimitedXiaoju Smart Auto Co. Limited2023111358,164,217A2024813SOP4,636,447AMonaM03A ADAS 202220232024123115,82913,55015,36420241231 2024123115,050314 600,0002067440,000370,000220,000207020249,100 63,0002070117,00068,0002061 1,000,000207220217202533153.6 1,100,000830,000117,000 3.D.3.D. P7iG9G6 X9 MONA M03 P7+3.D. 4.4.3.D.3.D.3.D. 20231220247202472024630201931520191226202011 (i)(ii)(iii)(iv) 2024926202411120242024202210262023112022 202011 2015622720157102720181210201911027 201716201771202072439 39 200973200991202292920221112001123 20154222016–2020G3P72016202020172018201620%20192020201640% 2016122920171150%2019202020%20182019 202042320202022202020202022 10%20%30%20020201231202112312020 201712262018112020123120204162021112022123120229182023123120236192024112025123130,0002026112027123115,000 2014714201592920151092015–2020202010202021–2035202020167252022110 2023720 20204320201231 20179272023629202381 199322220181229 2012102220193220201123(OTA)OTAOTA202011OTAOTA20201231OTA 20174520177190302022329 2022415OTAOTA(i)(ii)(iii)3 2025225OTAOTAOTAOTA 199310312013 2021727202191(i)(ii)(iii)(iv)(v)5 24 20231117L3L4(i)(ii)(iii)(iv) 2024726 200092520162620196 200920177 20002011 2006(i)(ii)(iii)(iv) 202420224720225150%202448 2013101 202111 20201112202111 5(i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix) 200012282009827(i)(ii)(iii)(iv)(v)(vi) 201571 2016117201761(i)(ii)(iii)2022912 202161020219 2021730202191(i)(ii) 2021712202191 20218202021111 (i)(ii)(iii)(i)(ii)(iii)(iv)(v)(vi)(vii)(i)(ii)(iii)(iv) 20211228202221510010(i)(ii)(iii)(iv)(v)(vi)(vii) 2022772022912023222202361102024322 2024924202511 19842020201020216120216115 1991202011502013130 1982201920022014 20178242017111 19942018200762920121228 2011712018122919992019 2008 2012595920132015213 201531919191620166191616 201713(i) (ii)3 20191023282820231241,000 10%50% 201437373737 201513373737 201222007337 2008112018122925%10%15%25% 10%(a)(b)10%5%2009220201823201841 6%3% 20184420185117%11%20185116%10%20194116%10%20194113%9% 2024122520261113%9%6%0%3% 2006882006982009622 202176 20232172023331 33(i)(ii)(iii)(iv)3 20232242023331 AA AA ADAS AA 202321720233312020820201220217 2022 PCAOBHFCA A 2015201811G3SUV202212P7iG9G6 X9 MONA M03 P7+ ADAS ADAS 202226,855.1202330,676.1202440,866.32022120,7572023141,6012024190,068 ADAS ADASADASADASADASADAS20234G9 SUV2024ADASADASADASADASADASADAS ADASADASADAS ADAS2023111720232023 2023125 ADAS2024726ADAS (i)(ii) 20241 ADAS2022202320245,214.85,276.66,456.720222023202419.4%17.2%15.8%ADASADAS ADAS XNGPXOSTianji XOSTianji 20248 20248 20241231690226 COVID-19 A G3SUV20205P7iG9G6 X9 MONA M03 P7+ 202010202210202310172022102024122025113AI20251 2022202320249,139.010,375.85,790.3202220248,232.42,012.32023956.2 2023 202312694,079,255A705.6 4.B. 2023202420254.B. 20229182023123120236192024112025123130,0002026112027123115,0002022 1202220222022202230%2022202442024202410,00020242024820,00020251202520