新浪潮将至！小鹏“弄潮”物理AI

Core Viewpoint - The article emphasizes the emergence of "Physical AI" and its potential to revolutionize transportation and robotics, with XPeng Motors positioning itself as a leader in this new paradigm [1][3]. Group 1: Physical AI and XPeng's Positioning - XPeng Motors' chairman, He Xiaopeng, announced the company's new positioning as an explorer in the Physical AI world, highlighting the integration of digital and physical realms [3]. - The company has established partnerships with major players like Volkswagen, Gaode Map, and Baosteel to expand its Physical AI ecosystem [3][5]. Group 2: Second Generation VLA - The second-generation VLA (Vision-Language-Action) was launched, which innovatively removes the language translation step, allowing for direct generation of action commands from visual signals, thus improving efficiency [7][8]. - This model is expected to enhance the performance of autonomous driving in complex environments, with a reported 13-fold increase in average takeover mileage (MPI) for complex roads [8]. Group 3: Robotaxi Development - XPeng plans to launch three Robotaxi models by 2026, addressing industry pain points such as high modification costs and limited operational scope [10][14]. - The Robotaxi will utilize four Turing AI chips, achieving a processing power of 3000 TOPS, making it one of the most advanced in the market [10]. Group 4: Humanoid Robots - The new humanoid robot, IRON, was introduced, featuring advanced bionic structures and AI capabilities, with a market potential estimated at $20 trillion [16][18]. - The robot is designed for commercial applications and will first be deployed in XPeng's stores for service roles by 2026 [21]. Group 5: Flying Cars - XPeng is developing two flight systems for low-altitude travel, including the A868 flying car, which is expected to have a range of 500 kilometers and a maximum speed of 360 km/h [25][27]. - The company has already received over 7000 global orders for its flying vehicles and plans to launch a low-altitude self-driving tourism route in collaboration with local governments by 2026 [27].