1月8日，小鹏汽车自动驾驶产品高级总监@XP-Candice婷婷 发文介绍小鹏Robotaxi的进展：搭载小鹏第 二代VLA 的Robotaxi已经通过了第三方的场地测试，即将开始公开道路测试。 另外，何小鹏今天官宣了第二代VLA的推送计划：从今年3月开始，陆续推送到Ultra车型，Max车型也 会在今年内完成适配。 11 1 4 22 & 图 . 小鹏第二代 VLA 超大盲区 S 弯 防御性提前减速,安心过弯 S-curve with extended blind zone Presctive deceleration for assured co ® @XP-Candice婷婷 8 18 8 g 移 20 在 彩 . 29 . 25 搭载小鹏第二代 VLA 软件的 Robotaxi 日经计 试机构场地测试,即将开始公开道路测试 CD = r & @XP-Candice婷婷 1月8日，小鹏汽车自动驾驶产品高级总监@XP-Candice婷婷 发文介绍小鹏Robotaxi的进展：搭载小鹏第 二代VLA 的Robotaxi已经通过了第三方的场地测试，即将开始公开道路测试。 另外，何小鹏今天官宣了第二代VLA的推送 ...

Group 1 - The core product introduced is the Xiaopeng G7 Super Extended Range SUV, which claims to be the world's longest-range SUV with a CLTC comprehensive range of 1704 km and a pure electric range of 430 km [2][4] - The Xiaopeng G7 Super Extended Range is the only SUV in its class equipped with an 800V high-voltage platform and a 5C supercharging battery [2][4] - The vehicle has a CLTC comprehensive energy consumption of 14 kWh per 100 km, with the cost of pure electric commuting being less than 4 cents per kilometer [2][4]

新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行。会上，2026款小鹏P7+发布。 据介绍，2026款小鹏P7+是全球最长纯电续航增程轿车和全球能耗最低的混动轿车，CLTC综合续航 1550km，纯电续航430km，拥有同级领先电耗百公里12.5kWh。 小鹏汽车董事长、CEO何小鹏表示，2026款小鹏P7+ 将在全球36国发布。 责任编辑：何俊熹 新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行。会上，2026款小鹏P7+发布。 据介绍，2026款小鹏P7+是全球最长纯电续航增程轿车和全球能耗最低的混动轿车，CLTC综合续航 1550km，纯电续航430km，拥有同级领先电耗百公里12.5kWh。 小鹏汽车董事长、CEO何小鹏表示，2026款小鹏P7+ 将在全球36国发布。 责任编辑：何俊熹 ...

Core Viewpoint - Xiaopeng Motors' CEO He Xiaopeng announced that the second-generation VLA can achieve L4 autonomous driving capabilities and Robotaxi's driverless functions simultaneously, predicting that 2026 will mark the true beginning of autonomous driving in China and the United States [1] Group 1 - The second-generation VLA is distinct from existing Robotaxi solutions, as it learns extensively to understand the physical world like humans, providing a superior solution for achieving full-scene L4 autonomous driving [1] - The Robotaxi equipped with the second-generation VLA software has successfully passed venue tests conducted by third-party testing organizations and is set to begin public road testing soon [1]

Core Viewpoint - The 2026 global product launch event of Xiaopeng Motors highlighted the company's vision for a fully autonomous driving era in China and the United States [2][5]. Group 1: Xiaopeng's Second Generation VLA - Xiaopeng's second-generation VLA is presented as a superior solution to the complexities of the physical world, aiming to bridge the gap between L2 and L4 autonomous driving capabilities [2][5]. - The four core differences between L2 and L4 are identified as capability, scenarios, safety, and efficiency, with the second-generation VLA expected to deliver an experience close to L4 through advancements in large models, computing power, and big data [2][5]. - The second-generation VLA is currently being trained for additional L4 autonomous driving capabilities, including functions like starting from a standstill, parking by the curb, recognizing various speed bumps, and offering multiple driving style options [2][5]. Group 2: Robotaxi Development - The Robotaxi equipped with the second-generation VLA software has successfully passed testing by a third-party testing organization and is set to begin public road testing soon [2][5].

Core Insights - Xpeng Motors launched four new vehicles, including the new Xpeng G6 electric version, new Xpeng G9 electric version, Xpeng G7 range-extended version, and Xpeng P7+ in both electric and range-extended versions [1] - CEO He Xiaopeng announced that all four new models will feature the second-generation VLA (Vision-Language-Action) large model, which is the industry's first physical world model achieving L4-level initial capabilities [1] - In 2025, Xpeng Motors aims to deliver 429,000 vehicles globally, representing a year-on-year growth of 126% [1] - Xpeng has entered 60 countries and regions globally, with total deliveries of 45,000 vehicles in overseas markets [1] Product Launch - The four new models include: - New Xpeng G6 electric version - New Xpeng G9 electric version - Xpeng G7 range-extended version - Xpeng P7+ in both electric and range-extended versions [1] Technology Advancement - The second-generation VLA model will enable advanced features in the new vehicles, marking a significant technological advancement in the industry [1] - The company plans to operationalize Robotaxi services and scale production of humanoid robots and flying cars this year [1]

Core Insights - The article highlights the contrasting fates of new energy vehicle manufacturers in China, with Leap Motor achieving significant sales success while Neta Auto faces bankruptcy [2] - The landscape of new car manufacturers has drastically changed since 2015, with only a few remaining competitive players in the market [2] Group 1: Leap Motor's Success - Leap Motor is projected to sell nearly 600,000 vehicles in 2025, marking a 103% year-on-year increase and securing the title of sales champion among new car manufacturers [3] - The company shifted its strategy to target the mainstream market, launching models like the T03 and C11, which contributed to its sales growth [3] - Leap Motor has formed strategic partnerships with Stellantis and FAW, enhancing its brand credibility and accelerating its international expansion [3] Group 2: Hongmeng Zhixing's Rise - Hongmeng Zhixing, formerly Huawei Smart Selection, has seen rapid growth, with total deliveries reaching 589,000 units in 2025, a 32% increase from the previous year [4][5] - The AITO Wenjie brand, particularly the Wenjie M7, has been a significant contributor to this growth, with 420,000 units delivered in 2025, accounting for 71% of total sales [5] Group 3: Xiaomi's Entry - Xiaomi, entering the automotive sector later than its competitors, achieved sales of 412,000 vehicles in 2025, surpassing its target and ranking fifth among new energy vehicle manufacturers [5] - Despite its success, Xiaomi has faced challenges, including negative publicity related to safety incidents and design issues [5] Group 4: The Decline of "Wei Xiao Li" - The trio of "Wei Xiao Li" (NIO, Li Auto, and Xpeng) has experienced a divergence in performance, with NIO's sales declining to 326,000 units in 2025, despite a 47% year-on-year increase [6][7] - Xpeng led the trio with sales of 429,000 units, a 126% increase, while Li Auto's sales fell by 19.6% to 405,900 units, marking a significant drop from its previous leadership position [7][8] Group 5: Industry Challenges and Failures - The article discusses the decline of many new energy vehicle manufacturers, categorizing them into three groups: those that failed before mass production, those that made strategic errors, and those that faced funding issues [9][10] - Notable failures include companies like LeEco and Byton, which struggled with financial sustainability and market competition [10] Group 6: Future Outlook - The article suggests that the next decade will be more challenging for remaining players, emphasizing the need for operational efficiency and cost control to survive in a competitive environment [10][11] - New entrants continue to emerge, indicating ongoing interest in the automotive sector despite the challenges faced by existing manufacturers [11]

新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行，小鹏汽车董事长、CEO何小鹏发表演 讲。 责任编辑：宋雅芳 新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行，小鹏汽车董事长、CEO何小鹏发表演 讲。 何小鹏表示，小鹏面向2026两大关键词是物理AI和全球化。2026年，小鹏将迎来物理AI的落地与规模 量产，正式开启从"技术探索"向"实践应用"的关键跨越。 何小鹏透露，2026年第一季度第二代 VLA量产上车，此外2026年还会开启Robotaxi运营，人形机器人和 飞行汽车也会规模量产。 责任编辑：宋雅芳 何小鹏表示，小鹏面向2026两大关键词是物理AI和全球化。2026年，小鹏将迎来物理AI的落地与规模 量产，正式开启从"技术探索"向"实践应用"的关键跨越。 何小鹏透露，2026年第一季度第二代 VLA量产上车，此外2026年还会开启Robotaxi运营，人形机器人和 飞行汽车也会规模量产。 ...

Core Viewpoint - Several automotive companies have announced their sales targets for 2026, and an analysis of their 2025 performance reveals the potential challenges they may face in achieving these goals [3]. Group 1: Company Performance and Targets - Geely Automobile aims for a target of 3.45 million units in 2026, having achieved 3.0246 million units in 2025, exceeding its target of 3 million units with a completion rate of 100.8% [3] - BYD's actual sales in 2025 reached 4.6024 million units, surpassing its adjusted target of 4.6 million units, with a significant pure electric sales figure of 2.2567 million units, ranking first globally [5] - Leap Motor set a target of 1 million units for 2026, achieving 597,000 units in 2025, exceeding its target of 500,000 units with a completion rate of 119.3% [8] - Changan Automobile has a target of 3.3 million units for 2026, with 2025 sales of 2.913 million units, achieving a completion rate of 97.1% [12] - Chery Group aims for 3.2 million units in 2026, having sold 2.8064 million units in 2025, with a completion rate of 86.1% [15] - NIO targets between 456,000 and 489,000 units for 2026, with 2025 sales of 326,000 units, achieving a completion rate of 74.1% [20] Group 2: Challenges Faced by Companies - Geely faces challenges such as EU anti-subsidy investigations and changes in Brazil's tax policies affecting exports [3][4] - BYD needs to improve sales in the high-end market, particularly for its luxury models, and address rising overseas transportation costs, which increased by 47% [6][7] - Leap Motor must compete in the 100,000-150,000 yuan market against Geely and Changan, while its gross margin is only 12%, below the industry average of 15% [10] - Changan's challenges include competition in the new energy market with BYD and Tesla, and reliance on Middle Eastern and Southeast Asian markets for exports, which are subject to geopolitical risks [14] - Chery's domestic market faces low new energy penetration at 32%, necessitating a faster transition, while its exports are vulnerable to currency fluctuations and trade barriers [15] - Great Wall Motors has significantly reduced its target from 4 million to 1.8 million units, indicating a strategic contraction, and faces delays in its new energy transition [18][19] - NIO's sales target increase of 40-50% requires monthly sales of 38,000-41,000 units, while its average monthly sales in 2025 were only 27,000 units, alongside ongoing financial losses [22] Group 3: Industry Trends and Insights - The competition in the automotive market is intensifying, with many companies having gross margins below the industry average of 15%, limiting their operational flexibility [23] - The price volatility of lithium carbonate, a key component for batteries, is expected to negatively impact cost reduction efforts for automotive companies in 2026 [23] - The automotive industry is entering a phase of "technology-driven + globalization" competition, requiring companies to balance scale, profit, and technology to achieve their 2026 targets [25]

Group 1: Industry Standards and Regulations - The Ministry of Industry and Information Technology is soliciting opinions on the revision plan for seven mandatory national standards, including "Safety Requirements for Automatic Parking Systems of Intelligent Connected Vehicles" [1] Group 2: Automotive Market Performance - In December, the national retail sales of passenger cars reached 2.296 million units, a year-on-year decrease of 13%, but a month-on-month increase of 3%. Cumulatively, retail sales for the year reached 23.779 million units, a year-on-year increase of 4% [2] - In December, wholesale sales of passenger cars were 2.759 million units, a year-on-year decrease of 10% and a month-on-month decrease of 8%. Cumulatively, wholesale sales for the year reached 29.524 million units, a year-on-year increase of 9% [2] Group 3: Company Announcements and Product Launches - Xiaomi's new generation SU7 is expected to launch in April 2026, with a starting pre-sale price of 229,900 yuan [3] - Xiaomi's founder Lei Jun stated that the new SU7 model's price increase of up to 14,000 yuan compared to the previous generation is due to rising costs and added features, indicating that price reductions are unlikely [4] - The new SU7 will feature a silicon carbide high-voltage platform and will have a range of 720 km for the standard version, 902 km for the Pro version, and 835 km for the Max version, all equipped with lidar and advanced driving assistance [4] - Ideal Auto announced the launch of 140 new charging stations, bringing the total to over 3,900 across 286 cities in China [6] Group 4: Company Performance and Sales Data - GAC Group reported a December automobile production of 165,302 units, a year-on-year decrease of 20.23%, with total production for the year at 1,744,429 units, down 8.98%. December sales were 187,453 units, down 33.82%, with total sales for the year at 1,721,489 units, down 14.06% [7] - Volvo Cars reported a December global sales figure of 75,049 units, a year-on-year increase of 2%, but a total annual sales decrease of 7% to 710,042 units [8] - Yueda Kia's December sales reached 20,666 units, maintaining over 20,000 units for ten consecutive months, with total annual sales of 253,964 units, a year-on-year increase of 2.3% [9][10] Group 5: Corporate Developments - Xiaopeng Motors has announced a patent for a robot vision calibration method that allows for fully automated calibration processes [10] - Horizon Robotics and the Omnivision Group's joint venture, Smart Driving Mainland neueHCT, has completed nearly $200 million in financing, with investments from several leading industry and market funds [10] - Volvo Cars appointed Thomas Ingenlath as Chief Design Officer, effective February 1, 2026, to lead the global design department [11]