Group 1 - The company has made significant organizational adjustments by merging its autonomous driving center and smart cockpit center into a new General Intelligence Center, led by Liu Xianming, who reports directly to CEO He Xiaopeng [2][6] - This restructuring aligns with the company's strategic shift towards becoming a "physical AI company," emphasizing the integration of AI capabilities into its product offerings [7] - The company launched four new models at the 2026 global product launch, with the Ultra and Ultra SE versions featuring the self-developed second-generation VLA (physical world large model), which aims to unify various intelligent terminals such as cars, Robotaxis, robots, and flying cars [7] Group 2 - The company is actively preparing for street tests of autonomous driving taxis and plans to initiate mass production of humanoid robots later this year, with both vehicles and robots serving as core carriers of "physical AI" [3][7] - In terms of market performance, the company reported the delivery of 20,011 new vehicles in January 2026, with an internal sales target set between 550,000 and 600,000 units for the entire year [3][8] - This sales target is established against a backdrop of intensified competition in the Chinese automotive market and ongoing price wars affecting industry profits [8]
小鹏汽车：向物理AI公司转型！