会议指出，近年来各单位认真贯彻落实党中央、国务院决策部署，按照2021年中国人民银行等十部门联 合发布的《关于进一步防范和处置虚拟货币交易炒作风险的通知》要求，坚决打击虚拟货币交易炒作， 整顿虚拟货币乱象，取得明显成效。近期，受多种因素影响，虚拟货币投机炒作有所抬头，相关违法犯 罪活动时有发生，风险防控面临新形势、新挑战。 会议强调，虚拟货币不具有与法定货币等同的法律地位，不具有法偿性，不应且不能作为货币在市场上 流通使用，虚拟货币相关业务活动属于非法金融活动。稳定币是虚拟货币的一种形式，目前无法有效满 足客户身份识别、反洗钱等方面的要求，存在被用于洗钱、集资诈骗、违规跨境转移资金等非法活动的 风险。 会议要求，各单位要坚持以习近平新时代中国特色社会主义思想为指导，全面落实党的二十大和二十届 历次全会精神，把防控风险作为金融工作的永恒主题，继续坚持对虚拟货币的禁止性政策，持续打击虚 拟货币相关非法金融活动。各单位要深化协同配合，完善监管政策和法律依据，聚焦信息流、资金流等 重点环节，加强信息共享，进一步提升监测能力，严厉打击违法犯罪活动，保护人民群众财产安全，维 护经济金融秩序稳定。 【钛媒体综合】据央行网站 ...

加入轩辕同学 ， 成就新汽车人! 01 总有人不相信这个世界变化如此快！ —— 何小鹏 小鹏汽车董事长兼CEO 11月6日，何小鹏在发布一条证明自己的IRON机器人不是真人的视频中如此表示。 撰 文 | 莫 莉 编 辑 | 张 南 设 计 | 甄 尤美 一头是人形机器人在灯光下走猫步，创始人当场剪"皮肤"证明不是真人；一头是法院里，法务 当庭说出"老板不懂结构"这样的话。 2025年11月，中国汽车界的声音似乎越来越有意思。 《汽车商业评论》照例选取十条声音，这些声音事关安全标准、个人荣誉、供应链布局、组织 管理、全球化等，一些问题还在暴露，一些共识正在形成。 此前一天，2025小鹏科技日活动上，小鹏全新一代IRON人形机器人亮相。当晚现场走秀环节， 机器人以接近真人模特的姿态走猫步，不少观众直呼"太像人了"。 很快，"里面是不是藏了真人""连耳朵都有，肯定假的"……各种质疑声冲上热搜。 为此，小鹏不得不拍摄一镜到底的视频，在机器人IRON通电运行状态下，拉开后背拉链，展示 内部并重走猫步，以证实绝无真人参与，并当场剪开其腿部覆盖件，公开展示内部的机械结 构。 视频中，何小鹏说："希望这是最后一次证明IRON ...

本文来自微信公众号： 电厂 ，作者：翟芳雪，编辑：高宇雷，题图来自：AI生成 11月24日，极氪正式启动了用户众筹为特定车型进行智能软硬件更换。该项目的窗口期为一个月， 极氪称后续不再开放众筹。 极氪发布的公告显示，此次可以参与众筹的是搭载激光雷达、且非千里浩瀚辅助驾驶系统的2024款 极氪001和极氪009车主。此次软硬件更换的工程量很大，需要将原体系大改为基于NVIDIA DRIVE Thor-U平台进行开发的千里浩瀚H7软硬件方案。从官方列出的清单来看，极氪001需更换53个零部 件。 极氪001车主实际需支付款项13500元，目标3000人；极氪009车主需支付18500元，目标人数为1500 人。参与众筹人数达到目标数量，极氪将启动对应车型的软硬件系统更换的开发和验证工作。这样的 大跨度升级并不多见，价格区间也被夸赞"有诚意"，但不少车主仍不买账。 一位2024款极氪001车主"阿力"在小红书发帖直言， 极氪当初发布会时就把城市智驾作为卖点，如今 却要车主额外付费升级才能兑现，"这是让消费者去弥补厂商的错误"。 以下文章来源于电厂 ，作者翟芳雪 电厂 . 探索科技公司的未知，为你充电 随着车型更新换 ...

The internet was convinced China's newest humanoid was human. But did it fool our reporter when they got to see it up close. This is Iron, created by Xping, the Chinese Tesla competitor known for electric vehicles, flying cars, and robots that are so real they need to be sliced open to prove they aren't human.And when Iron was unveiled, the internet kind of lost its mind. Some people were convinced this was just someone in a suit. So naturally, X-ping CEO grabbed a knife and cut it open.Mashable reporter Am ...

试驾遇意外：脚被门夹还赔门？ 11 月 15 号晚上，海口的李先生兴冲冲去小鹏汽车南海大道 4S 店看车试驾。导购领着他到店外电动感应门附 近看试驾车，刚走到门口，导购突然说"试驾车被开走了"。 李先生转身要回店里，没成想感应门突然合上，直接夹住了他的脚，巨大冲击力还让门脱轨、玻璃碎了一地。 李先生当时没跟店家争执，忍着脚痛加了导购微信，约定下次再试驾就离开了。他万万没想到，这只是麻烦的 开始。 离开还不到 10 分钟，李先生就接到了门店的电话，之后更是接连打了五六通。电话里，导购的说法让他 彻底懵了 —— 不仅要求他赔偿玻璃门损失，还理直气壮地甩锅： "是你没走出去又拐进来，你的脚夹到 门才坏的" 。 面对李先生「明明是门夹我脚」的反驳，导购更离谱的言论来了："你不来我们店，这门也不会坏"，甚至 指责李先生 "连句抱歉都没有，态度有 问题"。 这段颠倒黑白的通话录音被李先生发到网上后，立马引发网友热议，"你的脚夹坏门" 成了全网调侃的热词。 在该网友发布的视频评论区，很多网友纷纷评论 4S 店处置不当。"'你不来店里，这个门就不会坏'，我这辈子 也想不出来这句话"、"今年海口小鹏 4S 店上大分！还解锁新词 ...

温馨提示 ： 点击下方图片，查看6月原创报告，11月最新研报已上传星球内（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 11月正式结束，具身智能赛道一级市场和二级市场依旧热火朝天，尤其是一级市场。 一级市场： 国内一级市场仍旧热火朝天，资本热情不减，11月主题仍旧是融资，大额融资仍旧不断；同时，国内头部创企也 在年终之际，新一轮大额融资也接近敲定。 国内：从人形本体创企到上游核心零部件融资不断，典型代表，[ 妙动科技]新一轮融资已敲定， 据说为2-3亿美 元之间（未官宣）；[ 原力灵机 ]完成数亿元 A+轮融资，今年累计融资额近12亿元；[ 星动纪元] 近10亿元A+轮 融资； [ 灵心巧手 ]数亿元A+轮融资，今年第四笔过亿融资等等。 国外： [PI ]完成6亿美元新一轮融资，投后估值约56亿美元； [ Apptronik ]完成数亿美元 新一轮 融资，融资规 模在5.6亿至6.6亿美元之间，投后估值约为54.7亿美元；[ Neu ...

然后他抛出了几个问题： 1、这个所谓的"L3"，在其运行状态下发生的主责事故，是否需要承担责任？ 3、这个责任是包含民事责任和刑事责任吗？ 快科技11月29日消息，昨日，蔚来前智能驾驶产品与体验负责人黄鑫（微博：Harry_AD）激情开麦， 对L3级自动驾驶以及当前存在的某些行为表达了内心的不满。 黄鑫首先表示：我对"L3"这个概念是极其不认同的，注意，我说的是"概念"。 2、这个责任是谁/机构来承担？ "如果这些回答不清楚，炒作所谓的L3来抢占所谓的用户心智，令人实在是感到恶心。" 这还没完，没一会儿他转发了自己的这条微博，且言辞更为激烈表达了内心的不满： 那种在发布会上写一个大大的"L3"然后再压一行小字"实际情况根据法律法规……"的行为，无异于对你 说：我接下来要上你，不仅不负责，而且连房费都要你掏。这是什么？这不是渣男，这是禽兽啊！ 黄鑫是中国智能驾驶领域的资深专家，曾先后在小鹏和蔚来担任要职： 2018年加入小鹏汽车担任自动驾驶产品总监，负责小鹏NGP（导航辅助驾驶）和记忆泊车项目开发，是 小鹏智能驾驶核心产品负责人。 2022年3月加入蔚来，担任智能驾驶产品与体验负责人，职位为高级总监，直接向蔚来 ...

Core Insights - Xiaopeng Motors is experiencing a series of positive developments, including the introduction of a humanoid robot and record-high third-quarter financial results, aiming for profitability in the fourth quarter [1][3][4] - The company is transitioning from a pure automotive focus to a broader technology-driven approach, emphasizing AI and autonomous driving [3][30] Financial Performance - In Q3 2025, Xiaopeng Motors reported total revenue of 20.38 billion yuan, marking a year-on-year increase of 100% [4] - The company has set a delivery guidance of 125,000 to 132,000 units for Q4, indicating confidence in maintaining a monthly delivery level of 42,000 units [7] - The gross margin for Q3 reached a historic high of 20.1%, surpassing Tesla's 18%, although the automotive business gross margin remains at 13.1% [23][24] Product Strategy - Xiaopeng introduced its first super-extended range model, the X9, which achieved record pre-sale orders, particularly in northern regions [10][11] - The company plans to launch three extended range versions of existing electric models in Q1 2026, aiming to boost sales and profitability [12][14] - The extended range models are designed with a large battery and fuel tank to maximize user convenience and address regional sales challenges [17][20] Technological Advancements - Xiaopeng's R&D expenses have significantly increased, reaching 2.43 billion yuan in Q3, a 48.7% rise from the previous year, focusing on electronic architecture and AI technology [28] - The company is leveraging its technology sales, generating 2.33 billion yuan in revenue with a profit margin of 74.6%, primarily from collaborations with Volkswagen [25][27] - Xiaopeng's second-generation VLA model is expected to revolutionize its software capabilities, applicable across various intelligent hardware, including autonomous vehicles and humanoid robots [34][36] Future Outlook - The company is optimistic about achieving profitability in Q4, with a high probability of success, and anticipates improvements in automotive gross margins thereafter [30] - Xiaopeng's long-term vision includes significant growth in the humanoid robot market, projecting sales to exceed 1 million units by 2030 [36][40] - The competitive landscape in the automotive market is expected to intensify in 2026, prompting Xiaopeng to focus on technological advancements to secure its future [40]

Core Insights - The new energy vehicle (NEV) market is experiencing significant shifts, with XPeng surpassing NIO and Li Auto to become the largest NEV company by market capitalization as of Q3 2025, valued at 160.2 billion yuan [2] - Li Auto, which previously achieved profitability through its "range extender + family" strategy, is losing its competitive edge as other companies enter the range extender market [2] - NIO, once the highest valued NEV company, is now focusing on core automotive products due to financial burdens from its expansive business model [2] - XPeng's recovery from internal management issues and high supply chain costs has led to a resurgence in sales and a renewed focus on advanced technologies like autonomous driving and robotics [3][4] Company Performance - XPeng's Q3 report shows a gross margin exceeding 20% for the first time, with a year-on-year revenue growth of 100% [3] - The company has launched popular models such as the XPeng P7+ and Mona M03, contributing to its improved performance [2] - XPeng's strategic partnerships, particularly with Volkswagen for autonomous driving technology, are expected to enhance its market position [4] Technological Ambitions - XPeng is focusing on autonomous driving, Robotaxi services, and humanoid robots, with plans to launch three Robotaxi models by 2026 [4] - The company aims to start mass production of advanced humanoid robots by the end of 2026, targeting various service applications [4] - XPeng's self-developed Turing chip has received procurement certification from Volkswagen, marking a significant milestone in its technology development [4] Competitive Landscape - The NEV sector is entering a new phase of competition centered around AI technologies, with Li Auto and NIO also announcing their AI commercialization strategies [4] - Li Auto plans to launch its first AI glasses in December, while NIO's self-developed Dimensity chip will open for external collaboration in Q4 [4] - XPeng's technological focus positions it favorably in the ongoing AI competition, although it faces challenges in commercializing its Robotaxi and humanoid robot initiatives [5] Strategic Direction - XPeng's management emphasizes a strategy of "steady progress" to ensure long-term success, indicating that strong vehicle sales will support its technological explorations [6]

Core Viewpoint - The company positions itself not just as a Chinese automotive manufacturer but as a technology enterprise focused on cutting-edge intelligent driving technology, emphasizing the future potential of the transportation sector driven by AI and smart technologies [2] Group 1: Company Perspective - The Vice President of the company, Chen Han, highlighted the vision of integrating AI cars, flying cars, and embodied intelligence through a unified AI brain, transforming them into intelligent symbionts in users' lives rather than isolated tools [2] - The company believes that the current trend of "anti-involution" signifies the industry's gradual maturation and a necessary step towards high-quality development [2] Group 2: Industry Outlook - The rapid advancement of technology presents a broad development prospect for the future of the transportation sector [2]