12月11日，小鹏汽车董事长何小鹏在个人社交媒体上表示，VLA2.0将在2026年第一季度发布。 在模型训练层面，小鹏第二代VLA可以直接利用海量的真实驾驶视频进行训练，无需任何人工数据标注。用于第二代VLA的数据训练量接近1 亿clips。基于对物理世界的理解，小鹏第二代VLA可推演未来决策场景，并且能基于此生成更真实的长尾场景进行对抗训练，从而大幅提升应 对长尾问题的能力。 值得一提的是，在2025小鹏科技日上，小鹏汽车表示在2025年12月底将邀请先锋用户共创体验第二代VLA。 据悉，小鹏汽车推出的第二代VLA，创新性地去掉"语言转译"环节，实现唵视觉信号到动作指令的端到端直接生成。其也是小鹏首个量产物理 世界大模型既是动作生成模型，也是理解和推演的物理世界模型。它还能在理解真实世界交互规律的同时，进行自我演进式学习。该模型可跨 域驱动汽车、Robotaxi、机器人、飞行汽车。 ...

Core Viewpoint - Xiaopeng Motors' stock has seen significant gains, driven by optimism surrounding its new humanoid robot, IRON, which is set for mass production by 2026 [1] Stock Performance - Xiaopeng Motors' Hong Kong stock rose by 15.76% to HKD 106.5, while its US stock increased by 16.15% to USD 26.04, with an additional 1.31% rise in after-hours trading [1] - Over the past week, Xiaopeng Motors' stock has accumulated a total increase of 24.30% [1] Product Launch - The new generation humanoid robot, IRON, was unveiled at the 2025 Xiaopeng Technology Day on November 5 [1] - The design features a female form, with muscle structure simulated using 3D-printed lattice materials and a seamless outer covering [1] Technical Specifications - IRON is designed with 82 degrees of freedom and is equipped with a solid-state battery and bionic spine technology [1] - It incorporates three Turing AI chips, providing a total computing power of up to 2250 TOPS [1] Functional Capabilities - The robot is equipped with a physical world model, aiming to integrate visual, linguistic, and motor skills for tasks such as conversation, walking, and complex interactions [1] - Xiaopeng Motors announced that IRON will be open-sourced for global developers to foster application ecosystem development [1]

Core Insights - Xiaopeng Motors unveiled its second-generation VLA (Vision-Language-Action) architecture, which allows for direct output from visual signals to action commands without language translation [1] - The second-generation VLA is Xiaopeng's first mass-produced physical world model, featuring billions of parameters and trained on nearly 100 million clips [1] - Xiaopeng plans to launch three Robotaxi models and a new humanoid robot, IRON, by 2026, with the Robotaxi supporting both personal and commercial use globally [2][4] Group 1: Second-Generation VLA - The second-generation VLA is integrated into the Ultra model with a computing power of 2250 TOPS and enhances the average takeover mileage for complex roads by 13 times [1] - The model will be available for pioneer co-creation experiences in December 2025 and will be fully rolled out in Q1 2026 [1] - Volkswagen has become the first strategic partner for the second-generation VLA, and Xiaopeng's Turing AI chip has been designated for Volkswagen [1] Group 2: Robotaxi and Humanoid Robot - The Robotaxi will feature dual redundant hardware and four Turing AI chips, achieving a computing power of 3000 TOPS, and will have an open SDK for global developers [2] - The humanoid robot IRON will utilize three Turing AI chips with an effective computing power of 2250 TOPS and will be designed for commercial applications in guiding and service roles [4][6] - IRON is expected to achieve mass production by the end of 2026, with a height not exceeding 170 cm [6] Group 3: A868 Flying Car and Land Carrier - Xiaopeng is developing the A868 flying car, which is expected to have a range of 500 km and a maximum speed of 360 km/h, designed for business travel with a six-seat cabin [6] - The land carrier has received over 7000 global orders, with a production facility capable of producing 10,000 units annually, and the first unit has successfully completed trial production [7]

Core Viewpoint - Xiaopeng Motors showcased its new "Huitian A868 flying car" at the 2025 AI DAY, highlighting advancements in urban air mobility and future product launches [1][3]. Group 1: Flying Car Development - The Huitian A868 flying car is designed for a range exceeding 500 kilometers, making it suitable for intercity routes rather than just short urban trips [3]. - It has a cruising speed of over 360 kilometers per hour, significantly reducing travel time compared to ground transportation [3]. - Xiaopeng Motors has received 7,000 orders for its Huitian land carrier, aiming to set a world record for annual sales of manned flying vehicles [3]. Group 2: Future Product Launches - Xiaopeng Motors plans to launch three Robotaxi models in 2026, with trial operations starting the same year [5]. - The company believes that developing Robotaxis in-house will facilitate the scaling and commercialization of the industry [5]. - Xiaopeng will collaborate with Gaode as the first global ecosystem partner for its Robotaxi, integrating with Gaode's ride-hailing platform [7]. Group 3: Robotics and AI Integration - Xiaopeng aims to achieve mass production of advanced humanoid robots by the end of 2026, with an open SDK for global developers to build applications [7]. - The new generation of humanoid robots, IRON, will feature solid-state batteries and three Turing chips, with a height not exceeding 170 cm [7]. Group 4: Market Performance - As of the market close on November 5, Xiaopeng Motors' stock price was 87.7 HKD, with a market capitalization of approximately 167.5 billion HKD, experiencing a decline of nearly 6% during the trading session [9][10].

Core Viewpoint - The article discusses the recent funding and technological advancements of Hangzhou Yingshen Intelligent Technology Co., Ltd., focusing on its development of embodied intelligence and robotics, aiming to provide low-cost, high-reliability solutions for various industries [4][9]. Group 1: Company Overview - Yingshen Intelligent was established in 2024 and specializes in the research and application of embodied intelligence technology, utilizing its self-developed spatial large model and industrial scene robots [4]. - The company has recently completed several rounds of seed financing, amounting to several million yuan, which will be used for the development and commercialization of its robotic technology [4]. - The founder and CEO, Min Wei, has a background in leading Alibaba's robotics team and has experience in deploying robots in various scenarios such as buildings, hospitals, and hotels [4]. Group 2: Technological Advancements - The advancement of embodied intelligence is crucial for robots to perform complex tasks in dynamic environments, requiring enhanced perception, decision-making, and execution capabilities [5]. - Yingshen Intelligent has developed a spatiotemporal intelligent large model that constructs a four-dimensional model of the real world, enabling robots to understand and map the physical world effectively [6]. - The company aims to reduce reliance on human language for robot instruction by directly modeling video data, which enhances the accuracy and efficiency of the robots [6]. Group 3: Data Utilization and Training - Yingshen Intelligent leverages vast amounts of domestic video data to keep training costs low, using strategically placed cameras to capture worker movements for 3D spatial modeling and action generation [7]. - The training process involves capturing joint positions and simulating worker perspectives, which simplifies the training workflow and minimizes disruption to normal production [7]. Group 4: Market Strategy and Future Plans - The company has launched the "Yingshen" series of industrial robots, which are designed to operate stably across various working conditions and are expected to deliver over a hundred robots by 2025 [8]. - Yingshen Intelligent is focusing on developing the robotic brain to enhance the robots' understanding of the external world and task execution capabilities, aiming for the widespread adoption of Level 4 embodied intelligence in daily production and life [8].