XPeng Inc. （「本公司」或「小鵬汽車」）之董事會欣然宣佈其2026年1月車輛交付數 據。 2026年1月，小鵬汽車共交付新車20,011輛。這些汽車交付有望減少超過300,000噸生命 週期溫室氣體排放——相當於494萬棵樹苗10年的碳吸收量。 小鵬P7+同時在36個國家推出，並於2026年1月的布魯塞爾車展上首次在歐洲亮相。 截至2025年12月31日，小鵬汽車已將其全球業務擴展至60個國家和地區。小鵬汽車海 外銷售網絡現有380家實體門店，較去年同期增長超過150%，全球銷售和服務網絡已 擴大至包含超過1,000個網點。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦 不發表聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因依賴該等內容而引致之任何損失 承擔任何責任。 自願公告 2026 年 1 月智能車交付數據 本公告載有前瞻性陳述。前瞻性陳述涉及固有風險和不確定性。多種因素可能導致實際結果與 任何前瞻性陳述中的結果產生實質性差異，包括但不限於以下方面：本公司的目標及戰略；本 公司的拓展計劃；其未來的業務發展、財務狀況和經營成果；中國智能電 ...

Core Viewpoint - The incident of the IRON humanoid robot falling during its first public showcase in Shenzhen has sparked significant attention, highlighting both the challenges and advancements in humanoid robotics technology [1][11]. Group 1: Incident Overview - The IRON robot, developed by XPeng Motors, fell once during its walking demonstration at a public event, which drew immediate public interest [1]. - XPeng's Vice President, "Thomas Electric Train" (Yu Tao), provided a quick explanation and noted that the event's host cleverly alleviated the awkwardness by reflecting on the importance of overcoming setbacks in life [1]. - XPeng's Chairman, He Xiaopeng, shared a metaphor on social media, likening the robot's fall to a child's learning to walk, emphasizing resilience and progress [5][7]. Group 2: Product Specifications - IRON is XPeng's first mass-production humanoid robot, set to debut in November 2024, with plans for large-scale production by the end of 2026 [10]. - The robot is designed at a 1:1 human scale, standing 178 cm tall and weighing 70 kg, featuring a bionic structure with 82 degrees of freedom, including 22 in the hands [10]. - It is equipped with three self-developed Turing AI chips, achieving a total computing power of 2250 TOPS, and can run a 30 billion parameter model locally [10]. Group 3: Market Context - The humanoid robot market is experiencing significant growth, with major companies like Yushun and Zhi Yuan achieving annual shipments exceeding 5,000 units, indicating a substantial increase in production capacity [14]. - The market concentration is high, with the top three companies holding a combined market share of 79.63% as of the first half of 2025 [15]. - The Chinese humanoid robot market is projected to reach sales of 122,700 units by 2030, supported by government policies and substantial funding [17].

Core Insights - The delivery performance of new car manufacturers in January 2026 showed a significant decline in month-on-month figures, with some brands experiencing drops exceeding 40%, while year-on-year results displayed a stark divergence among companies [2][3] - The competition in the automotive industry is shifting towards technology and ecosystem advantages, necessitating adjustments in product offerings and marketing strategies to meet changing consumer demands [2][8] Delivery Performance - In January 2026, the overall delivery volume for new car manufacturers decreased, with three companies reporting a month-on-month decline of over 40% and three others over 30% [3] - Hongmeng Zhixing led the market with nearly 58,000 deliveries, marking a year-on-year increase of 65.6%, despite a month-on-month drop of 35.4% [3][4] - Xiaomi and Leap Motor also reported strong growth, while NIO and Zeekr saw near doubling in year-on-year figures; however, Li Auto and Xpeng faced year-on-year declines [2][3] Market Trends - The automotive market is experiencing a "financial war" as companies introduce low-interest financing options to stimulate sales, with Tesla and Xiaomi leading the charge with attractive financing plans [5][6] - The long-term growth trajectory for the electric vehicle market remains positive, with projections indicating that sales in China could reach 19 million units in 2026, representing a year-on-year growth of 15.2% [7] Competitive Landscape - The competitive focus is shifting from price competition to value competition, driven by changes in government policies that encourage technological upgrades and quality consumption [7][8] - Key trends identified for 2026 include a shift towards value competition, accelerated market differentiation, and a focus on intelligent driving, smart cabins, and new battery technologies as critical areas for differentiation [7][8]

Market Performance - The Hang Seng Index closed down by 2.23% and the Hang Seng Tech Index fell by 3.36% [1] - Precious metals experienced significant declines, with Shandong Gold and Chifeng Gold dropping over 12%, Lingbao Gold down over 8%, and China Silver Group also down over 8% [1] Automotive Sector - Automotive stocks declined, with BYD falling nearly 7% and Xpeng Motors down over 6% [1] Telecommunications Sector - The three major telecom operators collectively weakened, with China Unicom down over 6%, China Telecom down over 5%, and China Mobile down over 2% [1] - The adjustment of the value-added tax rate for telecom services from 6% to 9% will impact the revenue and profits of these three companies [1]

Core Insights - The chairman and CEO of XPeng Motors, He Xiaopeng, outlined the company's technological path and growth direction for the next phase, emphasizing 2026 as a critical year for the commercialization of physical AI [2][3] - He believes the automotive industry is entering a new phase of deep integration with AI, where smart cockpits and intelligent driving will converge to form a super intelligent entity [4][6] Strategic Focus - The primary focus is on scale growth, with three core growth curves: automotive, robotics, and globalization, aiming for full-stack self-research in physical AI technologies to achieve technological premium [3][7] - The period from 2026 to 2028 is identified as a key phase, with the core tasks being to solidify scale, globalization, and AI capabilities while ensuring operational quality [8] AI and Robotics Integration - He Xiaopeng predicts that AI will drive significant changes in the automotive industry, particularly in accelerating autonomous driving and deep integration with robotics [4][6] - The second-generation VLA is highlighted as a crucial technological milestone for XPeng in the autonomous driving sector, with confidence in its ability to create a super intelligent entity [4][5] New Strategic Guidelines - Four new strategic guidelines were proposed: prioritizing scale growth while innovating business models, focusing on automotive, robotics, and globalization, achieving full-stack self-research in physical AI, and establishing a new business model with agent effects [6][7] Talent and Organizational Development - XPeng plans to increase talent investment significantly, with a target of hiring 5,000 new campus talents by 2026, and a notable portion of AI-related positions offering salaries reaching one million [8][9] - The company emphasizes internal growth paths for its core and senior management as it scales up, indicating a focus on organizational stability [9][10]

Chinese automakers BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF) , Xpeng Inc. (NYSE:XPEV) , among others, recorded a decline in stock values on the Hong Kong exchange following poor January sales figures.BYD Shares Fell 5.1%BYD shares fell by over 5.1% in early trading on the Hong Kong stock exchange after it reported a sales decline of over 30% in January, Bloomberg reported on Sunday.The world's largest EV maker sold 210,051 units in January, which also demonstrated a 50% MoM decline in sales, amid strong overseas ...

小鹏汽车董事长何小鹏也在社交平台发声，将这一幕形容为"孩子学步的过程"："跌倒后会站稳，下一 步就是开始奔跑，并持续奔跑。"他借此表达对人形机器人技术演进节奏的理解与耐心。 从研发路径来看，小鹏对机器人领域的探索并非始于今日。早期阶段，小鹏主要聚焦于技术难度相对较 低的四足机器人，随后逐步转向结构与控制更为复杂的双足人形机器人。2023年10月24日的小鹏汽车科 技日上，小鹏首次公开展示了其人形机器人PX5。到2025年11月6日，在小鹏AI科技日上，最新一代AI 机器人IRON正式亮相。 根据官方介绍，IRON采用仿人结构设计，身高178厘米、体重70公斤，整机拥有62个主动自由度，双手 按照1∶1人类尺寸设计，具备15个自由度。其核心"大脑"为图灵AI芯片，算力达到3000T，旨在支撑机器 人在感知、决策与运动控制层面的高复杂度运算，使其具备类似人类的思考、记忆与自主行动能力。 #何小鹏回应IRON人形机器人线下互动翻车#【小鹏IRON人形机器人线下互动翻车？何小鹏回应：这只 是学步阶段】1月31日，有网友在社交平台晒出一张小鹏IRON人形机器人摔倒的照片，引发关注。该场 景发生在深圳湾万象城Wave广场 ...

2026款小鹏P7+发运海外 小鹏汽车 小鹏汽车今年1月共交付新车20011辆，同比下降34%；截至2025年底，小鹏汽车已进入全球60个国家和 地区，拥有超过380家海外门店。 本文系观察者网独家稿件，未经授权，不得转载。 作为小鹏汽车首款面向全球的车型，2026款小鹏P7+在全球36国发布，应用了全球统一的生产和安全标 准，同步正在奥地利格拉茨工厂推进本地化生产，加快推进全球交付的步伐，预计今年4月将在25个欧 洲市场开始交付。 2026款小鹏P7+发运海外 小鹏汽车 【文/观察者网 潘昱辰 编辑/高莘】日前，2026款小鹏P7+从江苏连云港启程，正式开启海外大规模发 运，此次将奔赴全球18个国家。 2026款小鹏P7+于今年1月8日正式上市，推出增程、纯电两种能源形式共4款车型，国内售价区间为 18.68万—19.88万元。该车型全系标配全域800V高压平台，支持5C快充；智能化方面搭载天玑AIOS 6.0 系统，支持第二代VLA模型，Ultra版搭载3颗自研图灵AI芯片，算力可达2250TOPS。 ...

1月31日，有网友在社交平台晒出一张小鹏IRON人形机器人摔倒的照片，引发关注。该场景发生在深圳 湾万象城Wave广场，这是小鹏IRON人形机器人首次面向公众的线下互动活动。 随后，小鹏汽车方面对事件作出回应。小鹏汽车副总裁@托马斯电火车表示，IRON当天在商场内进行 了多次真实行走展示，希望让深圳市民，尤其是孩子们，近距离感受"未来已来"的技术形态。在多次行 走过程中，IRON有一次出现摔倒，现场主持人随即以"人生的道路上也要经历挫折"作出调侃。她强 调，这次摔倒也从侧面打消了部分人对"真人扮演"的怀疑。 小鹏汽车董事长何小鹏也在社交平台发声，将这一幕形容为"孩子学步的过程"："跌倒后会站稳，下一 步就是开始奔跑，并持续奔跑。"他借此表达对人形机器人技术演进节奏的理解与耐心。 从研发路径来看，小鹏对机器人领域的探索并非始于今日。早期阶段，小鹏主要聚焦于技术难度相对较 低的四足机器人，随后逐步转向结构与控制更为复杂的双足人形机器人。2023年10月24日的小鹏汽车科 技日上，小鹏首次公开展示了其人形机器人PX5。到2025年11月6日，在小鹏AI科技日上，最新一代AI 机器人IRON正式亮相。 谈及未来，何小 ...

2月1日，小鹏汽车发文宣布，小鹏X9累计交付51897台，成为最快交付破5万台的新势力MPV车型。同 时，2026年1月交付量突破4219台，同比增长413.9%。 责任编辑：李昂 责任编辑：李昂 2月1日，小鹏汽车发文宣布，小鹏X9累计交付51897台，成为最快交付破5万台的新势力MPV车型。同 时，2026年1月交付量突破4219台，同比增长413.9%。 ...