AGI接口 . AI卷起的财富风暴。 以下文章来源于AGI接口 ，作者陈伊凡 出品｜虎嗅科技组 作者｜陈伊凡、李一飞 编辑｜苗正卿 头图｜视觉中国 "AI 原生 100" 是虎嗅科技组推出针对 AI 原生创新栏目，这是本系列的第「 22 」篇文章。 当许多人都扎堆进入整车行业，卷生卷死时，弋途科技CEO吴小航选择了一条"窄道"——大模型+汽 车，做一个AI原生的车载操作系统。 "AI原生车载操作系统"这话或许有点抽象，吴小航用一句话解释了未来的汽车交互—— "No Touch，No APP" 。 从汽车行业出来的创业者有许多，但极少能找到像吴小航这样，做新一代交互系统创业者。因为这件 事情在过去移动互联网时代就被证明了极难实现商业化，即便是现在，斑马可能也是国内为数不多的 做车载软件的公司。 8月的上海，持续高温，温度从钢筋水泥里渗进大楼。 我们在闵行区弋途科技的办公室见了一面。吴小航身着印有弋途logo的黑色T恤衫，把办公室里的风 开到几乎最大，他还觉得很热，如同如今的AI浪潮一般，热到会让人迷失。但吴小航对此却不焦 虑，汽车，几乎占据了这位创业者十几年大部分职业生涯，又在中国少有的做操作系统的公司——斑 ...

Core Viewpoint - The stock of Ningbo Tianpu Rubber Technology Co., Ltd. has experienced a remarkable surge, achieving a 12-day consecutive limit-up trading, with a total increase of over 213% since August 22, driven by expectations of a change in control due to a significant acquisition deal [1][2][3]. Group 1: Stock Performance - Tianpu's stock price reached a record high of 83.60 yuan per share upon resuming trading, with a total market capitalization exceeding 112 billion yuan [2][3]. - The stock has seen a cumulative increase of 288.6% in the third quarter, nearly tripling in value [3]. Group 2: Acquisition Details - The acquisition involves AI chip company Zhonghao Xinying, which plans to take control of Tianpu through a three-step strategy, with a total transaction amount exceeding 2.1 billion yuan [2][4]. - As of September 15, the acquisition funds from Zhonghao Xinying and other parties have been mostly secured, with a total of 9.65 million yuan already in place [4]. Group 3: Regulatory Scrutiny - Tianpu has faced regulatory scrutiny due to its stock price volatility, receiving multiple regulatory letters regarding the change in control and the source of funds for the acquisition [2][3]. - The company has been required to conduct a review of its stock trading activities due to the significant deviation from the performance of the Shanghai Composite Index and the automotive parts industry index [4]. Group 4: Financial Performance - Despite the stock price surge, Tianpu's financial performance has shown a decline, with a reported revenue of 151 million yuan in the first half of the year, down 3.44% year-on-year, and a net profit of 11.3 million yuan, down 16.08% [5]. - The acquiring party expressed optimism about Tianpu's existing resources and industry qualifications, suggesting a potential shift towards the new energy vehicle sector [5].

Group 1 - The core focus of the Chinese automotive industry is on "AI + automotive" technology breakthroughs to build core competitiveness [1] - The integration of AI technology into smart driving, smart cockpits, and vehicle energy management is emphasized, along with the need to avoid technological homogenization [1] - China's automotive industry is experiencing a strong rise, supported by its position as an industrial manufacturing center, with continuous innovation investments providing diverse products for global consumers [1] Group 2 - The eighth "KPMG China Automotive Technology 50 List" was unveiled, highlighting companies with outstanding technological innovation capabilities and mature business models [2] - Selected companies are seen as representatives of the Chinese automotive industry's direction towards overcoming inefficient competition and establishing high-quality development benchmarks [2] - These companies contribute to building an open and collaborative innovation network, participating in international technology standard formulation, and promoting green upgrades across the entire industry chain [2]

全域智行环道开创国内首个水陆空全域联动智能交通网络，融合无人车、智能船、无人机与eVTOL， 打造"出行即体验"的未来范式；拥有一名AI医生伙伴，重塑诊疗未来；走入智趣潮玩街区，融合智能导 购、动态生成式橱窗与无感支付，打造"白天是商都、夜晚是秀场"的未来体验……要激活AI，形成"可 见、可感、可互动"的场景矩阵是关键，而浦东已做好了准备，向全球AI梦想家发出"邀请函"。 最新发布的张江人工智能创新小镇正以产业发展、城市治理、生活服务三大类智能场景为引领，构 筑"科技感、想象力与烟火气并存"的未来之城，让市民沉浸式体验未来生活的无限可能，也为产业创新 注入强劲动力，铸就产业发展的集聚高地、治理创新的试验田和未来生活的先行区。 在小镇里充分感受"AI+"的便利 AI不再冷冰冰 人工智能到底改变了什么？是清晨一杯机器人制作的咖啡，是数字人社工为居民提供精准服务，是下班 回家还有AI机器人的互动陪伴……你的手机、汽车、家电，正变得越来越"懂你"。AI不再是冷冰冰的代 码，而是贴心的生活助手。 "比如我们正在重新定义车载交互体验，让汽车不再是简单的交通工具，而是成为具有情感交互能力的 智能伙伴。"作为张江人工智能创新 ...

上海虹桥国际中央商务区管理委员会党组成员、副主任杨旭波出席活动并表示："我们将主动服务和融 入长三角世界级汽车产业集群，充分发挥大虹桥链接国际国内两个市场、两种资源的战略优势，着力推 动人才、技术、资本、数据等创新要素的跨境高效流动，全力构建'长三角制造+虹桥服务+全球市场'的 开放新模式；我们愿与毕马威深入合作，以本次活动为契机，加快培育富有竞争力的汽车科技产业集 群，为企业立足虹桥创新发展提供先进的产业生态与专业的服务保障，共同支持本土汽车企业出海、开 拓、远航。" 上海市闵行区人民政府党组成员、副区长可晓林出席活动并表示："我们始终将'服务企业'视为区域发 展的重中之重。在虹桥枢纽片区，依托独特的区位优势、出海服务平台优势、高级跨国经营人才和专业 服务业高度集聚优势，充分发挥政策牵引作用，多管齐下招引汽车整车、研发设计、零部件供应、汽车 新能源、智能网联汽车、整车销售企业入驻；在前湾片区，印象城MEGA、前湾公园等配套项目正在加 快建设，全力营造宜居宜业的发展环境。未来，闵行将持续以最高标准、最好水平推动营商环境优化， 通过产业链资源精准对接机制，助力更多'科技50'企业在这里茁壮成长、迈向全球"。 毕 ...

中新网南宁9月7日电(张广权)9月6日，"人工智能+汽车"创新大赛决赛在广西南宁市正式拉开帷幕。作 为广西"AI赋能千行百业超级联赛"的核心子赛事，这场聚焦汽车产业智能化转型的顶级赛事，以"智驱 未来：人工智能赋能汽车新时代"为主题，为人工智能与汽车产业的深度融合搭建起高水平竞技与交流 平台。 下午的定向场景赛道汇集多家国内知名科技企业和研究机构的实战力量。上汽通用五菱AI标定队的个 性化汽车能量管理系统、东风柳州汽车有限公司的全温域智能标定技术、联通智网科技股份有限公司的 AI智慧泊车方案，以及联想集团的新能源电池模组外观缺陷检测系统等项目，不仅技术含量高，更具 备明确的产业化路径和市场应用前景。北京阿丘科技有限公司的汽车行业AI视图智能分析引擎、上海 众调信息科技有限公司的汽车营销一站式AI服务方案等项目，则体现了人工智能在汽车产业链各环节 的深度赋能。 本次大赛特别值得关注的是，来自东盟地区的创新项目。越南协会团队的汽车自动驾驶解决方案、马来 西亚ServAuto Sdn Bhd的车主全生命周期智能运营平台、泰国V-Turn Unplugged创新无需用电的汽车运 转平台项目等，针对东南亚地区高温多雨的 ...

Core Viewpoint - Xiaopeng Motors is positioning itself as a key player in the electric vehicle market by leveraging a "high configuration, low price" strategy, aiming for significant market share by 2025, despite facing ongoing profitability challenges due to substantial cumulative losses exceeding 42 billion yuan [1][10][12]. Group 1: Product Launch and Market Performance - The global debut of the Xiaopeng G7 has generated significant buzz on social media, highlighting its advanced AI and intelligent driving features, which are expected to drive consumer interest [1][2]. - The Xiaopeng G7, set to be the first AI smart family SUV, features cutting-edge technology including a Turing AI chip, a range of 702 km, and a pre-sale price of 235,800 yuan [2]. - In Q1 2025, Xiaopeng achieved a record delivery of over 94,008 vehicles, marking a 330.8% year-on-year increase, and has maintained a strong delivery trend with over 162,600 vehicles delivered by the end of May [3][6]. Group 2: Sales and Export Growth - Xiaopeng's sales performance has been impressive, with a monthly sales record of 30,350 units in January 2025, a 268% increase year-on-year, reclaiming the top spot among new energy vehicle brands [2][3]. - The company has also excelled in international markets, leading the Chinese new energy vehicle brands with an export volume of 7,615 units in Q1 2025, a 370% increase compared to the previous year [6][7]. Group 3: Product Strategy and Market Positioning - Xiaopeng has established itself as a "hit-making machine" with multiple successful models, including the MONA M03 and P7+, which have significantly contributed to its sales figures [8][9]. - The MONA M03 has achieved over 120,000 cumulative deliveries within nine months of its launch, while the P7+ has sold over 55,000 units in six months, solidifying Xiaopeng's presence in various market segments [8][9]. Group 4: Financial Performance and Challenges - Despite strong sales, Xiaopeng continues to face profitability issues, reporting a quarterly loss of 660 million yuan in Q1 2025, although this is the lowest loss in five quarters [10][12]. - The company has accumulated losses exceeding 42 billion yuan since its inception, primarily due to rising R&D and sales costs, indicating a need for better cost control and a sustainable profit model [10][12]. Group 5: Future Outlook and AI Integration - Xiaopeng's chairman expressed confidence in achieving significant sales growth and potential profitability by Q4 2025, emphasizing the role of AI in transforming the automotive business [12][13]. - The integration of AI technology is seen as crucial for attracting consumers and enhancing vehicle sales, with plans to invest at least 4.5 billion yuan in AI development this year [13][14]. - However, consumer willingness to pay for advanced AI features remains uncertain, with a survey indicating that only 20% of potential buyers are willing to pay a premium for L3-level capabilities [13][14].

Core Viewpoint - Xiaopeng Motors has shown significant growth in delivery volume, revenue, and gross margin, while reducing losses, indicating a positive trend in company performance and market confidence [7][13][14]. Delivery Volume Growth - In Q1 2025, Xiaopeng Motors achieved a delivery volume of 94,008 vehicles, a year-on-year increase of 330.8%, surpassing Li Auto to become the sales champion, reflecting strong market demand and improved product competitiveness [7][14]. Revenue Growth - The company's revenue reached 15.81 billion, representing a year-on-year growth of 141.5%, indicating rapid business expansion and enhanced profitability [7][14]. Gross Margin Improvement - Xiaopeng Motors' gross margin increased to 15.6%, suggesting better cost control and pricing power, which positively impacts profitability [7][14]. Loss Reduction - The company has narrowed its loss margin, indicating improved operational efficiency and financial health, which is a positive signal for investors [7][14]. New Product Plans - Xiaopeng Motors plans to launch a new generation of Xiaopeng P7 in Q3 and mass-produce the Kunpeng super electric vehicle in Q4, which is expected to further stimulate market demand and positively affect stock prices [7][14]. Public Sentiment Analysis - As of June 6, the overall sentiment regarding Xiaopeng Motors is positive, with 67.4% of the 497 total online mentions being positive, indicating strong market confidence [8][13]. Channel Distribution Analysis - The primary channel for the dissemination of information about Xiaopeng Motors is WeChat, accounting for 9.86% of the total mentions [10]. Professional Opinions - Analysts express a generally positive outlook on Xiaopeng Motors, highlighting its collaboration with Huawei on an AI-integrated HUD solution, which is expected to enhance user experience and showcase the company's commitment to technological innovation [18].

Core Viewpoint - Xiaopeng Motors is expected to achieve profitability in Q4 2024, with significant revenue growth and improved sales performance, driven by new model launches and organizational reforms [2][5][6]. Group 1: Financial Performance - Xiaopeng Motors reported a revenue of 40.87 billion yuan for 2024, a year-on-year increase of 33.2%, surpassing the previous year's revenue of 30.68 billion yuan by over 10 billion yuan [2]. - The company sold a total of 190,000 vehicles in 2024, with Q4 sales reaching 91,500 units, a quarter-on-quarter increase of 96.6%, accounting for nearly 50% of the annual sales [3]. - The net loss for 2024 was 5.79 billion yuan, significantly reduced from a loss of 10.38 billion yuan in 2023, marking a year-on-year improvement of 44.2% [5]. Group 2: Product and Market Strategy - The successful launch of the MONA M03 and P7+ models contributed significantly to sales growth, with both models achieving over 10,000 deliveries in consecutive months [4]. - Xiaopeng Motors plans to introduce three new models and four major updated models in 2025, aiming for a sales target of 350,000 units, effectively doubling the previous year's sales [15][16]. - The company is focusing on a pricing strategy that emphasizes value reconstruction rather than simple discounts, with a 34% total component upgrade for the new G6 model [16]. Group 3: Supply Chain and Cost Management - Organizational changes and supply chain reforms have led to a 15% reduction in costs, with over 99% of battery procurement coming from second-tier suppliers [6]. - The gross margin for 2024 was 14.3%, an increase of 12.8 percentage points year-on-year, reflecting ongoing cost management efforts [6]. - Xiaopeng Motors is establishing a positive feedback loop between pricing advantages and supplier confidence, as suppliers are increasingly optimistic about the company's sales performance [9][10]. Group 4: Technological Advancements - The company invested 6.457 billion yuan in R&D in 2024, up from 5.277 billion yuan in 2023, indicating a commitment to technological development [10]. - Xiaopeng Motors is on track to produce its self-developed Turing chip, which is expected to enhance cost efficiency and product optimization in the long term [12]. - The company aims to achieve L3-level autonomous driving capabilities by the second half of 2025, with plans for L4 low-speed autonomous vehicles by 2026 [18][19]. Group 5: International Expansion - Xiaopeng Motors aims to double its overseas sales in 2025, targeting over 40,000 units, following a successful 2024 with over 20,000 units sold internationally [17]. - The company plans to establish over 300 sales and service outlets globally by the end of 2025, significantly increasing its international presence [17].

以下文章来源于36氪汽车 ，作者李安琪 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 小鹏预计在2025年四季度实现盈利。 但同行的竞速更强大。 文 ｜ 李安琪 徐蔡钰 编辑 ｜ 李勤 来源｜ 36氪汽车（ID：EV36kr） 封面来源 ｜ IC photo 在 连续数月销量破3万辆后，小鹏汽车重新找回了节奏。 3月18日晚，小鹏发布了2024年四季度和全年财报。全年卖出19万辆车，营收408.7亿元。 尤其第四季度，小鹏的销量达9.15万辆，营收161.1亿元；销量比三季度4.65万辆增长96.6%。 销量与营收双高，让小鹏的财务指标呈现出稳健态势。去年四季度，其汽车毛利率10%比三季度的8.6%有所增长。 手上现金流也变得更多，截至去年末，小鹏现金及等价物等达419.6亿元，较三季度增超60亿元。亏损也不再持续扩大，小鹏四季度净亏损13.3亿元，较之 三季度18.1亿元亏损有所缩窄。全年亏损57.9亿元。 当然，不能忽视的是，小鹏的技术输出带来的业务营收。从全年来看，小鹏服务型收入达50.4亿元，较2023年的26.7亿元上升89.0%。小鹏汽车表示，这主 要是与大众进行的平台与 ...