Group 1 - The core viewpoint of the article highlights the leadership change at Xiaopeng Motors, with Chen Yonghai resigning and Wang Fengying taking over as president, which is seen as a crucial step for the company's turnaround [2] - Xiaopeng Motors achieved a total delivery of 429,445 vehicles in the year, marking a year-on-year growth of 125.94% and an achievement rate of 122.7%, ranking second among new forces in the industry [2] - Wang Fengying, who has 31 years of experience at Great Wall Motors, joined Xiaopeng in 2023 and is responsible for product, marketing, sales, and supply chain, indicating her significant role in the company's future success [2]

数据显示，2025年全年小鹏汽车累计交付新车429,445台，同比增长126%。全球化与基础设施建设方 面，小鹏汽车2025年海外市场交付量为45,008台，同比增长96%，目前业务已覆盖全球60个国家和地 区。 据公开信息显示，王凤英1991年加入长城汽车（601633），2003年起担任总裁。2022年7月卸任长城汽 车总经理职务后，继续参与战略管理工作。2023年1月30日起担任小鹏汽车总裁，负责产品规划及销售 业务。 凤凰网科技讯1月4日，据《云见Inisight》获悉，小鹏产品中心副总裁陈永海于2025年12月离职，其职 务暂由总裁王凤英接替。 据了解，陈永海于2010年加入UC，担任产品主管，负责UC桌面等多款产品的规划与设计。2014年， UC被阿里巴巴收购并与高德地图重组，陈永海离开，短暂加入360，之后受UC CEO俞永福邀请加入高 德，作为产品运营的1号位，全面负责高德地图的产品工作。2022年1月，陈永海加入小鹏汽车。同年， 小鹏重新调整产品布局，陈永海转而负责产品中心。 ...

Core Insights - The article discusses the increasing application of VLA models in end-to-end autonomous driving systems, highlighting the challenges posed by lengthy visual tokens that significantly raise computational costs [2][8] - A new paradigm for efficient visual token pruning in autonomous driving VLA models is introduced through the paper "FastDriveVLA," co-authored by Xiaopeng Motors and Peking University [2][5] - The research proposes that visual tokens related to foreground information are more valuable than those related to background content, leading to the development of a large-scale annotated dataset, nuScenes-FG, containing 241,000 images with foreground area annotations [2][13] Summary by Sections Research Background and Issues - End-to-end autonomous driving shows great potential to transform future transportation systems, learning the entire driving process within a unified framework [6] - Existing VLA models convert visual inputs into numerous visual tokens, resulting in significant computational overhead and increased inference latency, posing challenges for real-world deployment [8] Methodology and Innovations - FastDriveVLA is a novel, reconstruction-based visual token pruning framework tailored for end-to-end autonomous driving VLA models [10] - The framework includes a lightweight, plug-and-play pruner called ReconPruner, which identifies and selects meaningful foreground visual tokens using a masked image modeling approach [16][18] - An innovative adversarial foreground-background reconstruction strategy is introduced to enhance ReconPruner's ability to distinguish between foreground and background tokens [19] Experimental Results - FastDriveVLA demonstrates state-of-the-art performance across various pruning ratios in the nuScenes open-loop planning benchmark [20][25] - When the number of visual tokens is reduced from 3,249 to 812, FastDriveVLA achieves a reduction in FLOPs by approximately 7.5 times and significantly improves CUDA inference latency [26] - The framework outperforms existing methods, particularly at a 50% pruning ratio, achieving a balanced performance across all metrics [25] Efficiency Analysis - FastDriveVLA's efficiency is highlighted by its substantial reduction in FLOPs and CUDA latency, showcasing its potential for real-time applications in autonomous driving [26][27] - At a 25% pruning rate, FastDriveVLA shows the best performance across all evaluation metrics, indicating that focusing on foreground-related visual tokens is crucial for enhancing autonomous driving performance [28]

Sales Performance - BYD sold 420,398 vehicles, a year-on-year decrease of 18.3% and a month-on-month decrease of 11.5% [1] - NIO delivered 48,135 vehicles, a year-on-year increase of 54.6% and a month-on-month increase of 32.7% [1] - Li Auto delivered 44,246 vehicles, a year-on-year decrease of 24.4% but a month-on-month increase of 33.3% [1] - Xpeng delivered 37,508 vehicles, a year-on-year increase of 2.2% and a month-on-month increase of 2.1% [1] - Leap Motor delivered 60,423 vehicles, a year-on-year increase of 42.1% but a month-on-month decrease of 14.1% [1] - Lantu delivered 15,954 vehicles, a year-on-year increase of 31.5% but a month-on-month decrease of 20.2% [1] - Seres sold 57,000 vehicles, a year-on-year increase of 88.7% and a month-on-month increase of 4.9% [1] - Avita delivered 10,470 vehicles, a year-on-year decrease of 5.4% and a month-on-month decrease of 25.5% [1] - Geely sold 154,264 vehicles, a year-on-year increase of 38.7% but a month-on-month decrease of 17.9% [1] - SAIC-GM sold 11,307 vehicles, a year-on-year increase of 89.9% and a month-on-month increase of 6% [1] - Wuling sold 122,838 vehicles, a year-on-year increase of 31.2% and a month-on-month increase of 11.2% [1] - It is expected that 1.92 million electric vehicles (including commercial vehicles) will be sold in December in China, a year-on-year increase of 20.3% and a month-on-month increase of 5.32% [1] Industry Trends - The procurement of battery cells by manufacturers is focusing on balancing performance and cost [5] - BYD is expanding its presence in Southeast Asia [5] - CATL indicates that the growth in the energy storage market is outpacing that of the power market [9]

Sales Performance - The sales data for various electric vehicle manufacturers shows significant growth for several companies, with Li Auto experiencing a decline of 18.8% year-on-year, while companies like Leap Motor and Xpeng Motors reported increases of 103% and 125.9% respectively [1] - BYD has surpassed Tesla for the first time, achieving over 4.6 million total new car sales in 2025, a year-on-year increase of approximately 8%, with pure electric vehicle sales exceeding 2.25 million, up 28% [10] Company Developments - Xiaomi's chairman Lei Jun addressed concerns regarding the quality of their vehicles during a live stream, emphasizing the company's commitment to transparency and correcting misconceptions about their marketing practices [4] - Kimi completed a $500 million Series C financing round, with a post-investment valuation of $4.3 billion, indicating strong market interest and a substantial cash reserve of over 10 billion RMB [6] - Baidu announced plans to spin off Kunlun Chip and seek independent listing on the Hong Kong Stock Exchange, which could enhance its market position and operational focus [25] Market Trends - The overall electric vehicle market is witnessing a shift, with BYD taking the lead in global sales, while Tesla's deliveries have declined, indicating a competitive landscape [10] - The trend of price adjustments in the automotive sector is evident, with BMW adjusting prices across a wide range of models, suggesting a strategic response to market conditions [6]

小鹏汽车发布消息称，新款小鹏P7+和G7正式开启一车双能时代，1月8日将在中国正式上市，1月9日正 式在欧洲上市。 ...

（文章来源：第一财经） 小鹏汽车发布消息称，新款小鹏P7+和G7正式开启一车双能时代，1月8日将在中国正式上市，1月9日正 式在欧洲上市。 ...

据官方信息，这两款新车将开启所谓"一年双能时代"，并于1月8日在中国市场率先上市，1月9日在欧洲市 场上市。发布活动定名为"2026小鹏全球新品发布会"。 凤凰网科技讯1月4日，小鹏汽车通过官方社交账号宣布，将于2026年1月8日举行全球新品发布会。届 时，新款小鹏P7+与G7车型将正式亮相。 ...

Core Viewpoint - The article discusses the evolution of the autonomous driving industry in 2025, highlighting the dual focus on technology proliferation and technical challenges, with traditional automakers pushing for accessibility and new players striving for technological advancements [4][5]. Group 1: Industry Trends - In 2025, traditional automakers like BYD, Geely, and Chery are leading the charge in making autonomous driving technology more accessible by integrating mid-level highway NOA features into vehicles priced over 100,000 yuan [4]. - New entrants and leading autonomous driving suppliers are focused on pushing the limits of technology, adhering to a model of annual technological iteration [4][5]. - The industry is witnessing a bifurcation, with one camp focused on accessibility and the other on technological challenges, particularly in the realm of algorithm development [4]. Group 2: Technological Advancements - The transition from "passive perception" to "active cognition" is marked by the introduction of world models, which represent a significant paradigm shift in autonomous driving technology [5][6]. - 2025 is characterized as a year of significant technological transition, with the widespread adoption of end-to-end systems and the emergence of world models and VLA (Vision-Language-Action) technologies [6][9]. - NIO is highlighted as a pioneer in the world model space, having launched its world model in 2024, transitioning from "perception-driven" to "cognition-driven" systems [5][6]. Group 3: Data Infrastructure and Chip Development - The importance of data infrastructure is emphasized, with companies like NIO benefiting from early investments in data collection and model training capabilities [7][8]. - The year 2025 is noted as a pivotal year for integrated hardware and software solutions, with companies like NIO and XPeng achieving self-developed chip integration [7][8]. - The article warns of the risks associated with outsourced chip development, contrasting it with NIO's genuine self-development efforts, which involve significant technical team investments [8]. Group 4: Regulatory and Market Dynamics - The issuance of L3 licenses is seen as a significant step towards the next phase of autonomous driving, indicating a shift from L2+ mass production to L3 and L4 capabilities [8][9]. - While traditional automakers have secured initial L3 licenses, their capabilities are questioned, suggesting that true advancements will come from new players and those with strong model capabilities [9][10]. - The ultimate value of autonomous driving technology is framed around enhancing driver convenience and significantly reducing traffic accidents, with a focus on safety as a primary goal [9].

Core Insights - In 2025, only three new energy vehicle brands, Leap Motor, Xiaomi, and Xpeng, achieved their annual sales targets, with Leap Motor emerging as the top performer with nearly 600,000 units sold, exceeding its target by over 19% [1][4] - The performance of traditional leading brands, often referred to as "Wei Xia Li" (Weilai, Xiaopeng, and Li Auto), showed significant divergence, with Xpeng achieving a 125.94% year-on-year growth, while Li Auto experienced an 18.81% decline in sales [2] - State-owned enterprises like Changan and Dongfeng are also facing challenges in scaling their new energy vehicle brands, with Deep Blue and Avita struggling to meet their revised sales targets [3] Group 1: Performance of New Energy Vehicle Brands - Leap Motor sold 596,555 units, achieving a target completion rate of 119.31% and a year-on-year growth of 103.10% [4] - Hongmeng Zhixing delivered 589,107 units, marking a 32% increase year-on-year [1][4] - Zeekr, after merging with Lynk & Co, reported a total delivery of 574,628 units, but fell short of its target with an 80.93% completion rate [4] Group 2: Performance of Traditional Leading Brands - Xpeng sold 429,445 units, achieving a target completion rate of 113.01% and a year-on-year growth of 125.94% [2][4] - Li Auto's sales reached 406,343 units, but this represented a significant decline of 18.81% compared to the previous year, with a completion rate of only 58.05% against its initial target of 700,000 units [2][4] - NIO delivered 326,028 units, reflecting a year-on-year growth of 46.88%, but its main brand saw a decline in performance compared to the previous year [2][4] Group 3: Performance of State-Owned Enterprises - Deep Blue, a brand under Changan, sold 333,117 units, achieving a completion rate of 92.53% after revising its target down to 360,000 units [3][4] - Avita's sales remained low at 128,772 units, with a completion rate of only 58.53% against its target of 220,000 units [3][4] - Dongfeng's brand, Lantu, sold 150,169 units, achieving a completion rate of 75.08% [3][4]