XPENG(US:XPEV) Zhong Guo Jing Ji Wang·2025-11-06 03:47Core Insights - Xiaopeng Motors showcased significant advancements in AI technology at the 2025 Xiaopeng Technology Day, emphasizing its commitment to becoming a leader in the "physical AI" sector [3][5][6] Group 1: Event Overview - The 2025 Xiaopeng Technology Day, themed "Emergence," was held in Guangzhou, highlighting four major applications of "physical AI" [3] - Xiaopeng Motors announced its repositioning as a "global embodied intelligence company" focused on exploring transportation in the physical AI realm [5] Group 2: Key Innovations - The second-generation VLA was introduced, eliminating the "language translation" step and enabling direct generation of action commands from visual signals, applicable across various vehicles [6] - The upcoming "Xiaolu NGP" feature will enhance intelligent driving performance on complex roads, with a 13-fold increase in average takeover mileage [8] - Xiaopeng will launch three Robotaxi models in 2026, featuring 4 Turing AI chips with a total computing power of 3,000 TOPS, utilizing a pure vision approach without relying on LiDAR [12] Group 3: Strategic Partnerships - Volkswagen has become the first customer for Xiaopeng's second-generation VLA, and the Turing AI chip has been designated for Volkswagen [10] - Gaode has been announced as the first global ecological partner for Xiaopeng's Robotaxi service [14] Group 4: Robotics Development - The new generation of the IRON robot features a highly humanoid design with 82 degrees of freedom and is powered by three Turing AI chips, achieving a computing power of 2,250 TOPS [16] - The IRON robot will initially serve in commercial scenarios such as guiding and inspecting, with Baosteel as a key ecological partner for industrial applications [17] Group 5: Aviation Innovations - Xiaopeng is developing two flight systems for low-altitude travel, including the A868, which is designed for efficient multi-passenger travel and is currently in the flight verification phase [19] - The land carrier has surpassed 7,000 global orders and is on the verge of mass production, with an initial capacity of 5,000 units per year [20]