小鹏汽车：2026年1月共交付新车20011台。 ...

新浪科技讯 2月1日下午消息，近日，有网友在社交平台晒出小鹏IRON人形机器人摔倒照片。 小鹏汽车副总裁于涛通过微博账号"托马斯电火车"表示，机器人IRON在深圳湾万象城给深圳市民尤其 是孩子们又来了一次真实行走，让大家真实感受未来。她走了很多次，其中一次她摔倒了，主持人感 慨"人生的道路上也要经历挫折"，这一摔也没人怀疑是真人扮演的了。 其后，小鹏汽车董事长、CEO何小鹏转发并表示："让我想起所有孩子学步的样子，跌倒后会站稳，下 一步就是开始奔跑，持续奔跑"。 新浪科技讯 2月1日下午消息，近日，有网友在社交平台晒出小鹏IRON人形机器人摔倒照片。 小鹏汽车副总裁于涛通过微博账号"托马斯电火车"表示，机器人IRON在深圳湾万象城给深圳市民尤其 是孩子们又来了一次真实行走，让大家真实感受未来。她走了很多次，其中一次她摔倒了，主持人感 慨"人生的道路上也要经历挫折"，这一摔也没人怀疑是真人扮演的了。 其后，小鹏汽车董事长、CEO何小鹏转发并表示："让我想起所有孩子学步的样子，跌倒后会站稳，下 一步就是开始奔跑，持续奔跑"。 责任编辑：常福强 责任编辑：常福强 ...

Group 1: Vehicle Deliveries and Environmental Impact - In January 2026, XPeng delivered a total of 20,011 vehicles, which is expected to reduce life-cycle greenhouse gas emissions by over 300,000 tons, equivalent to the carbon absorption of 4.94 million tree seedlings over 10 years [1]. Group 2: Global Expansion and Sales Network - XPeng launched the P7+ simultaneously across 36 countries, with its European launch at the 2026 Brussels Motor Show in January [2]. - As of December 31, 2025, XPeng has expanded its global presence to 60 countries and regions, with an overseas sales network of 380 physical stores, representing a year-over-year growth of over 150% [2]. - The worldwide sales and service network has grown to over 1,000 outlets [2]. Group 3: Company Overview - XPeng is a leading Chinese Smart EV company focused on designing, developing, manufacturing, and marketing Smart EVs for technology-savvy middle-class consumers [3]. - The company aims to become a trusted smart technology provider globally and develops in-house advanced driver-assistance systems and intelligent operating systems [3]. - XPeng is headquartered in Guangzhou, China, with additional offices in major cities including Beijing, Shanghai, Shenzhen, Silicon Valley, and San Diego [3].

更多财经资讯等你来看 往期推荐 2月1日，小鹏汽车董事长、首席执行官何小鹏在其社交媒体上回应"机器人IRON在深圳湾万象城行走摔倒"时称，"让我想起所有孩子学步的样子，跌倒后 会站稳，下一步就是开始奔跑，持续奔跑"。 此前在"2025小鹏科技日"上，小鹏全新一代人形机器人IRON亮相，并展示了猫步般轻盈的步态。有不少网友质疑，称"感觉是个真人在努力扮演机器 人"。 随后，小鹏就"全新一代IRON机器人是否内藏真人"等质疑回应，并在机器人IRON通电运行状态下，现场剪开其腿部覆盖件，公开展示内部的机械结构。 当时，何小鹏在现场一度哽咽，并表示，"此前我们没有在机器人通电状态下剪开过'皮肤和肌肉'，在发布会开始前的最后一个小时，我们决定这样做， 希望这是最后一次证明机器人是它自己。" 去年11月，何小鹏对外宣布小鹏新定位，称"公司新的十年愿景是让小鹏汽车成为面向全球的具身智能公司。"他表示，2026年年底小鹏目标是实现规模量 产高阶人形机器人。 来源：新京报 关注" 新华网财经 "视频号 N # 啊 _ | ■ i 男子用SIM卡炼出191克黄金，价值21万元？当事人最新回应 福耀科技大学50名大一学生被企业抢光 ...

【#小鹏回应机器人摔倒被嘲笑#：跌倒后会站稳，下一步开始奔跑】1月31日，小鹏机器人IRON在深圳 湾万象城开启首次线下首秀翻车，现场视频显示，小鹏机器人IRON行走过程中突然摔倒，随后被工作 人员抬离现场，被网友调侃为"大型社死现场"。#小鹏机器人假人疑云后再翻车#对此，小鹏汽车副总裁 @托马斯电火车 发文：今天机器人Iron在深圳湾万象城给深圳市民尤其是孩子们又来了一次真实行走， 让大家真实感受未来。她走了很多次，其中一次她摔倒了，主持人感慨"人生的道路上也要经历挫折"， 这一摔也没人怀疑是真人扮演的了。当然，她也受到了嘲笑，可以理解。这个嘲笑我也转给了机器人团 队的研发人员，我们会继续努力的。2月1日，@XP-何小鹏转发 让我想起所有孩子学步的样子，跌倒后 会站稳，下一步就是开始奔跑，持续奔跑。 转自：青蕉视频 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The penetration rate of domestic new energy passenger vehicles has reached 55%, and future sales growth is expected to slow down. However, the increase in battery capacity is anticipated to significantly impact demand, with a projected double-digit growth in battery demand for passenger vehicles by 2026 [2][4] - The domestic new energy passenger vehicle market has entered a consumption-driven growth phase since the end of 2020, with penetration rates increasing from around 10% to an expected 55% by the end of 2025. This growth is accompanied by a slowdown in sales growth due to a higher base [4][17] - The increase in battery capacity is expected to support the growth of battery installations, with single-vehicle battery capacity projected to rise from 52.8 kWh in April 2025 to 61.2 kWh by December 2025 for EVs, and from 23.3 kWh to 33.7 kWh for PHEVs during the same period [4][18] Summary by Sections Market Trends - The market for new energy passenger vehicles is projected to see a slight decline in total vehicle numbers, while new energy vehicles are expected to achieve small single-digit growth due to increased penetration rates. Battery capacity per vehicle is expected to increase by approximately 7%-8%, supporting a battery installation growth rate of around 12% [6][34] Policy and Economic Factors - Positive factors for battery capacity enhancement include changes in the old-for-new policy, which sets a subsidy cap at 8% of the vehicle price in 2026, and changes in purchase tax standards that require PHEVs to have a pure electric range of 100 kWh to qualify for tax exemptions [5][23] - The trend towards larger batteries in range-extended and plug-in hybrid vehicles is expected to continue, addressing consumer concerns about range anxiety and enhancing the perception of electric vehicles' convenience and cost-effectiveness [24] Product Development - Major manufacturers are launching new models with increased battery capacities. For instance, BYD and Geely are introducing models with capacities ranging from 20.79 kWh to 36.62 kWh for their 2026 versions [27][30] - The introduction of large-capacity EVs and PHEVs is expected to further enrich the market, with new models like the Wanjie M9 and NIO ES9 expected to have battery capacities around 100 kWh [31][33]

Group 1 - BMW Group announced that Christian Ach will succeed Sean Green as President and CEO of BMW Group Greater China starting April 1. Sean Green will take on a new important role within the group after over 10 years in the Chinese market. Christian Ach has been with BMW since 1998 and has held various management positions, including overseeing the MINI brand in Germany from 2010 to 2018 and serving as the head of BMW Germany sales from 2018 to 2021 [2] Group 2 - He Xiaopeng stated that AI will be a key theme for the next 30 to 50 years, emphasizing the deep integration of AI with the automotive industry. Xiaopeng believes that the automotive sector is entering a new phase of deep fusion with AI, where smart cockpits and smart driving will converge to form a super intelligent entity. Xiaopeng expressed confidence that Xiaopeng Motors will be the first company to seize the "DeepSeek moment" in autonomous driving [2] Group 3 - Lei Jun announced a live stream on February 1 at 8 PM from Xiaomi's automotive factory laboratory, aimed at educating the public about the development process of the new generation SU7 and discussing recent popular topics related to Xiaomi's automotive ventures, such as the GT7 and second-hand car value retention [2] Group 4 - Cui Dongshu, Secretary-General of the China Passenger Car Association, reported that by December 2025, the total number of public charging infrastructure in China is expected to reach 4.72 million. In December, the number of public charging piles increased by 92,000 compared to the previous month, and there was an increase of 1.14 million compared to December of the previous year. Currently, there are 15.38 million private charging piles, with a monthly increase of 678,000 in December. The average monthly charging per public pile in December was 1,923 kWh, showing a good increase compared to 1,651 kWh in December of the previous year [2]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

On January 29, Yong Rong (HK) Asset Management Ltd disclosed a new position in XPeng (NYSE:XPEV), acquiring 1,588,000 shares in a trade estimated at $32.20 million based on quarterly average pricing. What happened According to a SEC filing dated January 29, Yong Rong (HK) Asset Management disclosed a new position in XPeng (NYSE:XPEV), purchasing 1,588,000 shares. The quarter-end value of the XPeng position stood at $32.20 million, reflecting the share acquisition. What else to know The XPeng stake acco ...

Group 1: Electric Vehicle Market Insights - In December 2025, the retail penetration rate of new energy vehicles (NEVs) reached 58.7%, with a year-on-year increase of 10.9% but a month-on-month decrease of 2.5 percentage points [2][6][14] - The retail sales of passenger vehicles in December 2025 were 2.27 million units, showing a year-on-year decline of 16% and a month-on-month increase of 14.7% [11][14] - BYD maintained a market share of 25% in the NEV sector, while Geely's market share decreased to 11% [22][6] Group 2: Global Market Performance - In December 2025, Southeast Asia's NEV penetration rate exceeded expectations, with a significant contribution from VinFast, leading to a month-on-month increase [3][35] - Chinese automakers exported 641,000 passenger vehicles in December 2025, with 245,000 being NEVs, resulting in a NEV penetration rate of 38.2% [3][7] - The market share of Chinese brands in Southeast Asia reached 14.7%, with a month-on-month increase of 0.8 percentage points [51][62] Group 3: Policy and Market Outlook - The old-for-new vehicle replacement policy is set to be implemented in January 2026, which is expected to stimulate demand in the passenger vehicle market [2][6] - The industry anticipates a recovery in passenger vehicle demand in Q1 2026, driven by the new policy and a shift in consumer sentiment [4][6] - The focus for domestic investments is on companies less sensitive to policy fluctuations, such as JAC Motors, and those expected to see growth in the high-end electric vehicle segment, including Geely and Great Wall Motors [4][6]