Core Insights - Xiaopeng Motors officially launched four new models: 2026 Xiaopeng P7+, Xiaopeng G7 Super Extended Range, 2026 Xiaopeng G6, and 2026 Xiaopeng G9, all equipped with the second-generation VLA system [1] Group 1: Company Performance - In 2025, Xiaopeng Motors achieved global cumulative deliveries of 429,445 vehicles and established nine R&D centers worldwide [1] - The company has initiated three overseas localization production projects and expanded its self-operated charging network to cover 430 cities with 3,150 charging stations [1] Group 2: Strategic Focus - The CEO emphasized two key themes for 2026: "Physical AI" and "Globalization," with plans to achieve mass production of the second-generation VLA system and initiate Robotaxi operations in the first quarter [1] - The second-generation VLA system aims to provide an L4-like driving experience through the integration of large models, computing power, and big data [1][2] Group 3: Technological Advancements - The second-generation VLA system features capabilities such as real-time parking, speed bump recognition, and driving style selection, supporting both L4 autonomous driving and Robotaxi functions [2] - The system's computing power reaches 2,250 TOPS at the vehicle level and 30,000 nodes at the cloud level, with nearly 100 million training video data segments [1][2] Group 4: New Model Highlights - The 2026 Xiaopeng P7+ offers a comprehensive range of 1,550 km for the Super Extended Range version and 430 km for the pure electric version, with a power consumption of 12.5 kWh per 100 km [5] - The 2026 Xiaopeng G7 Super Extended Range has a starting price of 195,800 yuan and a CLTC comprehensive range of 1,704 km [6] - The 2026 Xiaopeng G6 is priced from 176,800 yuan and features an AI chip standard across all models [7] - The 2026 Xiaopeng G9 starts at 248,800 yuan, with a clear configuration gradient for the AI chip, ranging from 750 TOPS to 2,250 TOPS [7]

Group 1 - Geely Auto has obtained the L3 autonomous driving road test license in Hangzhou, covering an area of 9,224 square kilometers, including over 1,500 kilometers of dual-direction expressways, making it the largest in the country [2] - Faraday Future announced a cumulative production and sales target of 400,000 to 500,000 vehicles over the next five years, focusing on the FX Super One and FX 4 models, with a goal of achieving positive operating cash flow and a gross margin exceeding 20% [2] - XPeng Motors launched four new models, including the new XPeng G6 and G9, and plans to scale production of humanoid robots and flying cars, aiming for global deliveries of 429,000 vehicles by 2025, a 126% increase year-on-year [2] Group 2 - Chinese automotive brands are performing well in Ecuador, with a projected new car sales volume of 124,500 units in 2025, a 15% increase from the previous year, and BYD's sales expected to grow by 243.1% [3] - The report indicates that electric vehicle sales in Ecuador will reach 4,276 units in 2025, a 202% increase, with significant growth in hybrid vehicle sales from brands like Dongfeng and Great Wall [3]

这一趋势在展会现场得到直观呈现：智能机器人稳步穿行，自动驾驶概念车演示操控，智能家居终端精 准执行指令，这些都构成了"物理AI"走进现实的生动注脚。 在海信展台，搭载新一代AI智能识别引擎的陪伴机器人Beta正持续"巡逻"，它不仅能在识别到闯入、异 常轨迹等情况时立即向云端发送预警信号与实时画面，更能化身"铲屎官"的好帮手，陪猫逗狗、添趣解 忧；不远处，追觅科技的"扫地机械手"像人一样灵活活动，不仅能清扫地面，还能收拾和归类玩具、袜 子、纸团等各种家居杂物；影智的XBOT咖啡机器人和冰淇淋机器人前排起长队，它们在现场表演咖啡 师的拉花手艺，并根据需求进行个性化搭配，展会期间每天制作上千杯饮品。 新华社美国拉斯维加斯1月8日电 记者手记｜"物理AI"成为CES热议新词 新华社记者谭晶晶 黄恒 2026年美国拉斯维加斯消费电子展（CES）正在举行。作为国际消费电子领域的"风向标"，CES历来是 观察前沿技术走向的重要窗口。今年，一个新词被频频提及——"物理人工智能（物理AI，Physical AI）"。 在展会一系列主题演讲和行业讨论中，"物理AI"成为出现频率最高的关键词之一。AI芯片行业领军企业 英伟达首席执 ...

Core Insights - The article highlights the emergence of "Physical AI" as a national strategic core productivity in China's technology industry, driven by the integration of artificial intelligence and humanoid robotics [1] - The company Wuyi Vision (6651.HK) is positioned as a crucial player in the Physical AI ecosystem, leveraging its self-developed technology and strategic partnerships to support this transformation [1] Group 1: Technology and Innovation - The core technology of Physical AI focuses on overcoming the Sim-to-Real conversion bottleneck, enabling low-cost, large-scale training and validation of AI models in virtual environments [2] - Wuyi Vision has developed the 51Sim platform, which provides a high-fidelity Sim-to-Real training environment, establishing a significant technological barrier comparable to NVIDIA's Omniverse and Cosmos platforms [2] Group 2: Strategic Partnerships and Ecosystem - Wuyi Vision has created a comprehensive Physical AI ecosystem with a full chain from synthetic data to simulation training platforms, successfully implementing benchmark cases in various sectors such as smart driving and smart factories [3] - The company's shareholder structure includes prominent players like Moore Threads and SenseTime, which enhances its capabilities in computational power and visual algorithms, solidifying its position as a foundational infrastructure provider in the Physical AI domain [3] Group 3: Market Position and Valuation - Wuyi Vision has achieved a leading position in China's digital twin solutions market, with projected revenues exceeding 250 million HKD in 2024, making it the first company in the industry to reach this scale [4] - The current market valuation of Wuyi Vision at 18 billion HKD presents a compelling value proposition compared to global AI leaders, indicating potential for significant value re-evaluation amid favorable policy and industry dynamics [4]

Core Insights - The 2026 CES highlights Shenzhen's dominance in the tech industry, with over 400 companies from the region representing a third of Chinese exhibitors and nearly 10% of global participants, showcasing a wide array of smart hardware products [4][20] - The focus of this year's CES has shifted from the capabilities of AI to its practical applications in daily life and industry processes, marking a transition from software-driven AI to "physical AI" that integrates into tangible products [5][20] Industry Trends - The emergence of "physical AI" signifies a shift in AI's value from mere communication to actionable capabilities, with products designed to be tangible and experiential, integrating AI into everyday devices [5][11] - Shenzhen's robust supply chain and engineering capabilities have been revitalized by the proliferation of AI models, allowing for rapid product iteration and development in hardware [4][15] Product Innovations - Notable products showcased include TCL's AI-integrated displays and the first consumer-grade AR glasses with independent communication capabilities, reflecting the trend of AI becoming embedded in various consumer electronics [6][10] - Innovations in robotics, such as the TORA-ONE humanoid robot and the DM-EXton2 data collection system, demonstrate advancements in tactile sensing and data acquisition, essential for the evolution of intelligent hardware [12][14] Competitive Landscape - Shenzhen's smart hardware sector is experiencing collective growth rather than isolated successes, driven by a comprehensive industrial network that supports rapid prototyping and production [15][16] - The ability to translate technology into user-friendly experiences is becoming crucial for global market appeal, as companies focus on addressing specific consumer needs rather than merely showcasing technical prowess [16][20] Future Challenges - The next phase for Shenzhen's smart hardware industry involves overcoming challenges related to core components and technologies, transitioning from hardware products to integrated system services, and enhancing global operational capabilities [19][20] - Establishing a sustainable competitive advantage will require ongoing investment in key technologies and a shift towards creating long-term brand loyalty through service-oriented business models [19][20]

Core Viewpoint - XPeng Motors held its 2026 global product launch event on January 8, introducing four new models, including the 2026 XPeng P7+, G7 Super Extended Range, and upgraded versions of the 2026 G6 and G9 [1] Group 1: New Product Launch - The 2026 XPeng P7+ will be launched in Brussels, Belgium on January 9, and the XPeng manufacturing base will be open to the public [1] - All four new vehicles will feature XPeng's second-generation VLA (Vision-Language-Action) large model, which is the industry's first physical world model achieving L4-level initial capabilities [1] Group 2: Future Plans - In 2026, XPeng plans to implement physical AI and scale production, including the operation of Robotaxi (autonomous taxis), humanoid robots, and flying cars [1] Group 3: 2025 Performance Review - In 2025, XPeng achieved cumulative global deliveries of 429,000 units, a year-on-year increase of 126%, with overseas markets contributing 45,000 units, up 96%, ranking first among new force brands in 10 overseas countries from January to November [1] - XPeng is positioned in the top tier of global new energy brand sales, with nine global R&D centers and three localized production projects overseas [1] - The global charging network of XPeng covers 31 countries and regions, with over 2.66 million charging piles connected [1]

Core Insights - Xiaopeng Motors (XPEV.US) saw a pre-market increase of nearly 2%, reaching $20.27 per share [1] Group 1: New Product Launch - Xiaopeng Motors held its 2026 global product launch event, introducing four new vehicles: the new Xiaopeng G6 electric version, the new Xiaopeng G9 electric version, the Xiaopeng G7 range-extended version, and the Xiaopeng P7+ in both electric and range-extended versions [1] - The CEO of Xiaopeng Motors, He Xiaopeng, announced that all four new models will feature the company's second-generation VLA (Vision-Language-Action) large model, which is the industry's first physical world large model capable of achieving L4 level initial capabilities [1] Group 2: Future Developments - Xiaopeng Motors is set to implement physical AI and scale production this year, which includes the operation of Robotaxi services, mass production of humanoid robots, and flying cars [1]

新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行，小鹏汽车董事长、CEO何小鹏发表演 讲。 责任编辑：宋雅芳 新浪科技讯 1月8日下午消息，2026小鹏全球新品发布会举行，小鹏汽车董事长、CEO何小鹏发表演 讲。 何小鹏表示，小鹏面向2026两大关键词是物理AI和全球化。2026年，小鹏将迎来物理AI的落地与规模 量产，正式开启从"技术探索"向"实践应用"的关键跨越。 何小鹏透露，2026年第一季度第二代 VLA量产上车，此外2026年还会开启Robotaxi运营，人形机器人和 飞行汽车也会规模量产。 责任编辑：宋雅芳 何小鹏表示，小鹏面向2026两大关键词是物理AI和全球化。2026年，小鹏将迎来物理AI的落地与规模 量产，正式开启从"技术探索"向"实践应用"的关键跨越。 何小鹏透露，2026年第一季度第二代 VLA量产上车，此外2026年还会开启Robotaxi运营，人形机器人和 飞行汽车也会规模量产。 ...

全球科技盛会2026年国际消费电子展（CES 2026）于当地时间1月6日开幕，芯片巨头掌门人——英伟 达CEO黄仁勋、英特尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。值得注意的是，这四 家芯片巨头既有合作也有竞争，却鲜少出现在同一舞台。 他们正指向AI时代一个更为宏大的发展目标：数百倍的算力增长需求和背后从云到端全面的AI应用拓 展空间。 而中国厂商正在CES上扮演越来越重要的角色。无论是AI眼镜、各形态机器人，中国厂商的积极参展， 也在海外引发高度关注，甚至让现场展台"水泄不通"。 例如，宇树科技把"传统艺能"拳击赛带到现场，21世纪经济报道记者发现，观赛人员围了里三层外三 层，纷纷高举手机拍摄G1机器人灵活的动作表现。 一众中国原生AI硬件厂商备受关注的背后，是中国企业全球角色的进阶：凭借供应链与研发能力的长 期沉淀，中国已升级为全球科技创新的关键力量。 AI大模型加速发展背后，是底层算力基础设施的快速演进支撑。在CES现场，芯片巨头掌门人们都强调 了算力的飞速增长态势，以及由此引发的应用新机会。 英伟达创始人兼CEO黄仁勋指出，物理AI的"ChatGPT时刻"已然到来。机器开始具备理 ...

记者丨孔海丽 骆轶琪 编辑丨包芳鸣 图片来源：孔海丽 摄 全球科技盛会2026年国际消费电子展（CES 2026）于当地时间1月6日开幕，芯片巨头掌门人 —— 英伟达CEO黄仁勋、英特尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。 值得注意的是， 这四家芯片巨头既有合作也有竞争，却鲜少出现在同一舞台。 他们正指向AI时代一个更为宏大的发展目标：数百倍的算力增长需求和背后从云到端全面的 AI应用拓展空间。 而中国厂商正在CES上扮演越来越重要的角色。无论是AI眼镜、各形态机器人，中国厂商的积 极参展，也在海外引发高度关注，甚至让现场展台"水泄不通"。 例如，宇树科技把"传统艺能"拳击赛带到现场，21世纪经济报道记者发现，观赛人员围了里三 层外三层，纷纷高举手机拍摄G1机器人灵活的动作表现。 一众中国原生AI硬件厂商备受关注的背后，是中国企业全球角色的进阶：凭借供应链与研发能 力的长期沉淀， 中国已升级为全球科技创新的关键力量。 AI大模型加速发展背后，是底层算力基础设施的快速演进支撑。在CES现场，芯片巨头掌门人 们都强调了算力的飞速增长态势，以及由此引发的应用新机会。 英伟达创始人兼CEO黄仁 ...