每经AI快讯，小鹏汽车-W(09868.HK)涨超5%，截至发稿，涨5.72%，报80.45港元，成交额8.6亿港元。 每经AI快讯，小鹏汽车-W(09868.HK)涨超5%，截至发稿，涨5.72%，报80.45港元，成交额8.6亿港元。 ...

Core Viewpoint - Xpeng Motors announced the global launch of its new P7+ model, which adheres to unified production and safety standards across 36 countries [1] Group 1: Product Features - The 2026 P7+ extended range version will achieve a comprehensive range of 1550 kilometers [1] - The pure electric version of the P7+ will have a range of 725 kilometers [1]

每经AI快讯，12月29日，小鹏汽车宣布，新款P7+应用了全球化统一的生产和安全标准，将在全球36国同步发布。据介绍，2026款小鹏P7+增程版本综合续 航里程将达到1550公里，纯电版本续航里程达到725公里。 ...

智通财经APP获悉，小鹏汽车-W(09868)涨超6%，截至发稿，涨5.72%，报80.45港元，成交额8.6亿港 元。 消息面上，据小鹏汽车官微消息，近期，小鹏汽车于卡塔尔多哈隆重举行品牌上市发布会，标志着其正 式进军这一中东高端市场。本次发布会上，小鹏G9与小鹏G6联袂亮相，并预告即将推出小鹏P7+车 型，旨在为本地消费者提供更为丰富的智能出行选择。 此外，12月16日，小鹏汽车与毛里求斯知名经销商Axess Limited达成战略合作，标志着品牌正式进入这 一非洲东部重要市场。毛里求斯不仅是高端旅游目的地，也是连接非洲、亚洲与中东的区域枢纽，具备 辐射东非乃至印度洋周边市场的区位优势。此次合作进一步完善了小鹏汽车在中东非市场的销售与服务 网络，为后续在非洲及其他新兴市场的拓展积累关键经验，持续推动智能出行生态的全球化落地。 ...

小鹏汽车-W(09868)涨超6%，截至发稿，涨5.72%，报80.45港元，成交额8.6亿港元。 消息面上，据小鹏汽车官微消息，近期，小鹏汽车于卡塔尔多哈隆重举行品牌上市发布会，标志着其正 式进军这一中东高端市场。本次发布会上，小鹏G9与小鹏G6联袂亮相，并预告即将推出小鹏P7+车 型，旨在为本地消费者提供更为丰富的智能出行选择。 此外，12月16日，小鹏汽车与毛里求斯知名经销商Axess Limited达成战略合作，标志着品牌正式进入这 一非洲东部重要市场。毛里求斯不仅是高端旅游目的地，也是连接非洲、亚洲与中东的区域枢纽，具备 辐射东非乃至印度洋周边市场的区位优势。此次合作进一步完善了小鹏汽车在中东非市场的销售与服务 网络，为后续在非洲及其他新兴市场的拓展积累关键经验，持续推动智能出行生态的全球化落地。 ...

Group 1 - The Hang Seng Index opened up 0.43%, and the Hang Seng Tech Index rose by 0.88%. The automotive and non-ferrous metal sectors showed strong gains, with Xpeng Motors increasing by 5.12% and Ganfeng Lithium rising by 3.93% [1] - CITIC Securities indicated that after a one-sided rise in September, the Hong Kong stock market has experienced a volatile adjustment in October due to fluctuating overseas macro expectations. Quality assets in the Hong Kong market have re-entered a high cost-performance zone, supported by continuous northbound capital allocation, profit expectation recovery, and an improving macro environment towards year-end [1] - Huatai Securities noted that the market is still in a left-side layout phase, with the right-side turning point not yet clear. There is strong consensus on an early spring rally, but year-end supply and demand pressures create uncertainty for a "Santa rally," suggesting that the first quarter may present a higher probability phase for gains [1] Group 2 - China Galaxy suggested focusing on the technology sector as a long-term investment theme, which has seen a valuation decline after previous adjustments. With multiple favorable factors, a rebound is expected [1] - The consumption sector is anticipated to receive significant policy support, and current valuations are relatively low, indicating substantial long-term upside potential. Future attention should be paid to the implementation of policies and improvements in consumption data [1]

Core Insights - Xiaopeng Motors has shown significant growth in 2025, with cumulative vehicle deliveries reaching 391,937 units from January to November, marking a 156% year-on-year increase [1] - The company's Q3 revenue reached 20.38 billion yuan, surpassing 20 billion yuan for the first time in a single quarter, while net losses narrowed to 380 million yuan, a 78.9% reduction year-on-year [1] - CEO He Xiaopeng expressed ongoing challenges in transforming the company and emphasized the importance of collective responsibility and communication within the organization [1][3] Group 1: Financial Performance - Xiaopeng Motors delivered 391,937 vehicles in 2025, a 156% increase compared to the previous year [1] - Q3 revenue reached 20.38 billion yuan, marking a historical high for the company [1] - Net losses decreased to 380 million yuan, reflecting a 78.9% improvement year-on-year [1] Group 2: Strategic Vision and Challenges - He Xiaopeng articulated a new ten-year vision for the company, aiming to become a "global embodied intelligence company" [1] - The company is heavily investing in the VLA architecture for intelligent driving, with approximately 2 billion yuan already allocated for training the second-generation model [3] - He highlighted the need for a strategic approach to navigate the automotive industry's competitive landscape, which differs significantly from the internet sector [4][14] Group 3: Technological Innovations - The second-generation VLA architecture is seen as a significant advancement in intelligent driving technology, with expectations for it to address previously unsolvable issues by 2026-2027 [19] - The company is also focusing on the development of humanoid robots, with plans for mass production by the end of 2026 [34][39] - He emphasized the importance of integrating AI with physical manufacturing processes to create innovative products [38] Group 4: Organizational Development - Xiaopeng Motors is undergoing organizational upgrades to improve management efficiency, with a focus on transitioning from initial to higher-level management practices [45][47] - The company aims to enhance its organizational structure to better adapt to changes and challenges in the automotive industry [48] - He noted that effective management does not guarantee a strong organizational system, which is a long-term goal for the company [47]

从北汽、长安获得"准入资格"，到何小鹏拿"同事裸奔打赌"，最近的几个动作和信息，又把 L3 级自动驾驶，推上了热搜，咱们来看看咋回事？ 先是北汽新能源和长安汽车，这两家搭载 L3 级有条件自动驾驶功能的智能网联汽车产品，已正式获得工信部准入许可。 可以分别在北京、重庆的特定路段，以最高 80km/h 和最高 50km/h 的速度，实现自动驾驶。 可能有小伙伴会好奇，之前已经有多家车企获得了 L3 级自动驾驶测试资格，北汽和长安的这次有啥新鲜的？ 和大家简单解释一下，从测试路开往真实路，这意味着 L3 级自动驾驶，已经逐渐开始走向实战。 深层次，以北京、重庆为先行区，我们的自动驾驶正在落地，后面通过这两个城市的运行方式，可以复制、推广到其他更多的城市，实现加速和普及。 玩的是不是有点大。到了这里不太懂车的小伙伴们，或许还一头雾水，从 L2 级到 L5 级，不同的级别到底代表了啥呢？ 严格说，按照我国实施的《汽车驾驶自动化分级》，共有 L0 到 L5 六个等级。 其中，我们比较熟悉、现阶段的主流 L2 级别，为组合驾驶辅助，即车辆可以同时控制车速和方向，完成基本的驾驶任务，但驾驶员仍需监控周围环境并 随时准备接管 ...

Core Viewpoint - The article highlights significant developments in various companies and industries, focusing on advancements in battery technology, production plans, and strategic business decisions that may impact market dynamics and investment opportunities. Group 1: Battery Technology and Automotive Industry - CATL announced that sodium-ion batteries will be widely applied in battery swapping, passenger cars, and commercial vehicles next year, marking the commercialization of sodium-ion battery technology and potentially reducing the industry's reliance on lithium resources [2] - LG Energy Solution terminated a battery supply contract with Ford worth approximately 9.6 trillion KRW and another with FBPS valued at about 3.9 trillion KRW, which together account for over half of the company's projected sales in 2024, indicating a strategic shift to optimize customer structure and mitigate operational risks [2] - Toyota plans to set its global production target for 2026 at over 10 million vehicles to meet the strong demand for hybrid vehicles, with an expected production of around 10 million vehicles in 2025, while also recalling certain models due to safety concerns [3] Group 2: Chinese Companies Developments - Geely Auto officially sued Xinwanda over a contract dispute, seeking compensation of up to 2.3 billion CNY, which involves issues related to the performance of battery supply agreements, with potential implications for the electric vehicle supply chain [5] - Xiaomi's co-founder plans to sell up to 2 billion USD of B-class common stock starting December 2026, with proceeds aimed at establishing an investment fund, while expressing confidence in the group's business outlook [5] - XPeng Motors and others have introduced tax rebate or equivalent subsidy schemes to counteract the impact of declining new energy vehicle purchase tax policies, aiming to stabilize end-user prices and support sales in the year-end market [5] Group 3: Other Notable Developments - Wangfujing successfully won a 113 million CNY duty-free project at the capital airport, which will enhance its revenue share from the duty-free business and accelerate project implementation to capitalize on consumer recovery opportunities [6] - Aerospace Development reported that its low-orbit satellite business accounted for less than 1% of total revenue in the first three quarters, emphasizing that this segment is still in the cultivation phase with plans for future investment based on development conditions [6] - Kweichow Moutai's chairman emphasized the need for market stability and reasonable pricing strategies at the 2026 distributor conference, aiming to prevent price speculation and ensure a balanced product supply based on market demand [6]

Core Insights - The robotics industry in China is experiencing significant advancements, highlighted by Xpeng's humanoid robot performance, showcasing lifelike features enabled by PollyPolymer's bionic muscles [1] - PollyPolymer has established R&D partnerships with over 20 leading robotics companies in China, indicating a collaborative approach to innovation in the sector [2] - The company has developed specialized materials for humanoid robots that meet critical performance criteria, including high elasticity and superior wear resistance, with a modified molecular structure allowing for a 300% elongation rate [3] Company Overview - PollyPolymer, founded in 2017, is based in Suzhou, Jiangsu province, and has developed proprietary 3D printing technology that enhances printing speed by up to 100 times compared to traditional methods [4] - The company has around 10,000 material formulations and has achieved a production capacity of 2 million pairs of 3D-printed shoes, which is expected to double by 2026 [5] - Shoes currently account for 60% of PollyPolymer's total revenue, with the company aiming to increase the market share of 3D-printed shoes from less than 0.1% to 10% within seven years [5] Product Applications - PollyPolymer supplies components such as highly elastic soles and lightweight vamps to brands like Cole Haan, Skechers, and Peak Sport Products, and also produces entire shoes printed as a single piece [6] - The bionic muscles developed for Xpeng and joint cushioning kits for UBTech Robotics demonstrate the company's versatility in providing advanced materials for various robotics applications [3][6]