Zhong Zheng Wang·2026-01-27 11:12Core Viewpoint - The company is transitioning from a traditional automotive manufacturer to a focus on embodied intelligence, emphasizing the development of humanoid robots and general-purpose agents as part of its strategic upgrade [1][3] Group 1: Strategic Shift - The CEO outlined a strategic shift from "creating a mobile home" to focusing on embodied intelligence, with a core emphasis on silicon-based life forms [1] - The company plans to restructure its R&D teams into three main segments: foundational models, software entities, and hardware entities, integrating automotive and robotics under the hardware team [1] Group 2: R&D Focus - Since 2022, the company has been developing reasoning chips and operating systems, and it initiated foundational model research in 2023, aiming to enhance its self-research capabilities [1] - The company aims to deepen its self-research in core components like batteries and motors while building a general-purpose agent ecosystem for seamless integration between mobile applications and vehicle systems [1] Group 3: Industry Insights - The CEO identified four paths for general-purpose agent development, focusing on improving life scenarios through autonomous driving, humanoid robots, and home services [2] - The company plans to accelerate its humanoid robot business and will initiate specialized recruitment to attract core talent in the robotics field [2] Group 4: Market Positioning - The strategic upgrade signifies a formal transition from an automotive manufacturer to an embodied intelligence enterprise, leveraging its advantages in family user scenarios for autonomous driving and home robotics [3] - The effectiveness of organizational changes and technological collaboration will require time to validate, and the progress of this transformation will provide important insights for the competitive landscape of the electric vehicle industry [3]