XPENG(US:XPEV) Zhong Guo Qi Che Bao Wang·2025-11-05 10:33Core Insights - Xiaopeng Motors held the 2025 Xiaopeng Technology Day, unveiling four key applications centered around "Physical AI," including the second-generation VLA, Robotaxi, the new generation of IRON, and two flight systems, all with clear mass production plans [1][3] - The company has redefined its positioning as a "global embodiment intelligence company exploring the Physical AI world" [1][3] Group 1: Technological Innovations - The second-generation VLA eliminates the "language translation" step, achieving direct generation from visual signals to action commands, thus exploring a new physical model paradigm [6][4] - Xiaopeng's second-generation VLA is the first mass-produced physical world model, capable of self-evolution and learning from real-world interactions, utilizing nearly 100 million clips of driving data for training [6][7] - The company has a cloud computing cluster with 30,000 cards, maintaining over 90% operational efficiency, and has deployed a model with 720 billion parameters, iterating every five days [6][7] Group 2: Robotaxi Development - Xiaopeng plans to launch three Robotaxi models in 2026, addressing current industry challenges such as high modification costs and limited operational scope [9][10] - The Robotaxi will feature four Turing AI chips, achieving a computing power of 3,000 TOPS, and will operate without relying on LiDAR or high-definition maps [9][10] - The Robotaxi will support low-latency interactions with the autonomous driving system, enhancing safety through a dual-redundancy hardware architecture [10][11] Group 3: Humanoid Robots - The new generation of IRON humanoid robots features a highly human-like design with 82 degrees of freedom and is equipped with three Turing AI chips, achieving a computing power of 2,250 TOPS [13][14] - Xiaopeng aims to achieve mass production of high-end humanoid robots by the end of 2026, leveraging its self-developed technology stack [14] - The humanoid robots will initially serve in commercial scenarios such as guiding and inspection, with SDKs open for global developers to build applications [14] Group 4: Aerial Mobility - Xiaopeng's new flying car, A868, is designed for personal low-altitude flight, with a range of 500 km and a maximum speed of 360 km/h, currently in the flight verification phase [17][18] - The company has established a production facility for flying cars, aiming for an annual capacity of 10,000 units, with the first unit successfully produced [17][18] - Xiaopeng plans to launch a low-altitude self-driving tourism route in collaboration with local governments in 2026, enhancing the application of flying cars in tourism [18]