国泰海通:车企布局具身智能拓展新空间 多款新能源车型集中亮相
智通财经网·2025-11-25 03:45

Group 1 - The 2025 Guangzhou International Auto Show opened on November 21, focusing on the latest achievements in electrification and intelligence, showcasing 1,085 vehicles, including 629 new energy vehicles, which accounted for 58% of the total [1] - The theme of the exhibition is "New Technology, New Life," with 93 new models launched, reflecting the strong momentum of industry transformation [1] Group 2 - Companies like XPeng, Changan, and GAC showcased their latest achievements in embodied intelligence, with XPeng presenting the humanoid robot IRON, featuring a design based on "skeleton-muscle-skin" and an AI chip with 2,250 TOPS computing power, planned for mass production by the end of 2026 [2] - Changan plans to release its first in-car component robot by 2026, focusing on four scenarios: factory, store, home, and special applications [2] - GAC introduced the fourth-generation GoMate Mini humanoid robot, expecting to achieve over 10 billion yuan in industry chain output value by 2030 [2] Group 3 - Leap Motor showcased its ABCD series of models, with the A10 making its debut, designed with a "technology natural aesthetics 2.0" concept, measuring over 4,200 mm in length and 2,600 mm in wheelbase, with a space utilization rate of 88.1% [3] - Changan officially launched the new Q05 model at the auto show, equipped with the Tian Shu intelligent driving system, which achieved zero accidents during a 3,000 km intelligent driving challenge [3] - XPeng's first super-extended range model, the X9, was launched on November 20, with a price range of 309,800 to 329,800 yuan, featuring a 1.5T range extender and a 63.3 kWh battery, achieving a pure electric range of 452 km and a comprehensive range exceeding 1,600 km [3] - The X9 set a historical record for order volume within one hour of its launch, with northern region orders exceeding 50% for the first time [3]