2025年11月的广州国际汽车展览会，再次成为汽车产业的焦点。当观众们还在比较谁家产品的配置更高、谁家的座舱更智能、谁家的续航更长时，车企们早 已将关注度从"四个轮子"上转移到更广阔的天空和车主的家中。而车展，不再是单纯的"车"展，而是"未来的交通展览"。 开源 增量 拓展 近年来，小鹏汽车、长安汽车、广汽集团等国内车企巨头纷纷展现对飞行汽车和人形机器人的浓厚兴趣。 此前，广汽集团此前不仅展示了飞行汽车技术，还发布具身智能人形机器人；长安汽车则与亿航智能达成合作，共同推进飞行汽车的研究。而在两周前的 2025小鹏科技日的现场，展厅的布置仿佛是航空博物馆，主角也变成各类飞行器，品类从固定翼到多旋翼一应俱全，吉利集团更直接将自己的卫星送入轨 道。 为什么一定要"上天""入户"？答案可能就是四个轮子的故事快讲到头了。中国乘用车年销量已连续多年处于较为稳定的状态，此前百万级超豪华汽车才能拥 有的配置，现在触手可及，10万元就能拥有具备高阶智能驾驶辅助的产品，硬件降本逼近物理极限。不少车企、行业协会、供应商纷纷呼吁，汽车行业 的"内卷式"竞争不可持续。 因此，开源增量才是未来发展方向之一。也就是说，从二维的地面交通，跳 ...

Core Insights - The automotive industry is shifting focus from traditional vehicles to advanced technologies such as flying cars and humanoid robots, indicating a transformation from a "car exhibition" to a "future transportation exhibition" [1][2] - Major Chinese automotive companies like XPeng, Changan, and GAC Group are actively exploring flying car technologies and humanoid robots, showcasing a trend towards diversification and innovation in the sector [2][4] Industry Trends - The Chinese passenger car market has stabilized, with annual sales remaining above 30 million units for 16 consecutive years, and new energy vehicles (NEVs) accounting for 40.9% of total new car sales in 2024 [5] - The push for innovation is driven by the need to escape the unsustainable "involution" competition in the automotive sector, prompting companies to explore new avenues such as air mobility and home integration [4][8] Technological Advancements - The core competencies of NEVs, including advanced driver-assistance systems, high-performance batteries, and AI algorithms, are being leveraged to develop flying cars and humanoid robots, creating a synergistic effect [5][6] - Chinese companies are leading in AI model development for autonomous driving, which can be adapted for use in flying vehicles and robots, enhancing their capabilities [6][8] Consumer Impact - The introduction of flying cars is expected to alleviate ground traffic congestion and significantly reduce commuting times, while humanoid robots may serve various functions in households and industries, addressing labor shortages in an aging society [12][13] - Automotive companies are not merely transitioning to new products but are elevating their business models to offer integrated AI-driven mobility solutions, enhancing consumer experiences and brand value [9][13] Market Dynamics - The automotive sector is witnessing a shift towards personalized consumer experiences, with new brands targeting specific demographics and needs, thereby creating new market segments [9] - The integration of flying cars and robots into the automotive ecosystem is seen as a way to enhance traditional automotive offerings while expanding into new markets such as healthcare and education [12][13]