经历了2024年的战略调整后，小鹏汽车于2025年发力竞速物理AI。随着2026年到来，公司做好"有准备 的增长"：在技术端，物理AI成果将陆续落地；在产品端，7款新车构建从入门到高端的矩阵，并借 助"一车双能"撬动更多市场份额。 "既有产品矩阵，也有大单品"成为重要特征。小鹏X9超级增程上市1小时打破历史大定纪录。 据乘联会数据，2025年上半年国内增程车零售销量为53.8万辆，同比增长16.5%，市场占比约9.8%。 2026年，包括宝马、广汽等在内的众多玩家将竞相推出增程产品，市场将迎来供给侧爆发。 同时，理想等传统增程车企进军纯电市场，这表明汽车动力路线的争论已告一段落，多元协同成为行业 共识。 "物理AI世界的出行探索者，面向全球的具身智能公司"，这是小鹏的全新定位，因此也被市场称为最像 特斯拉的中国公司。伴随着AI应用从实验室走向商业化、技术赋能规模化成为利润源，如何构建新护 城河，成为摆在小鹏面前的新课题。 梳理看来，小鹏手握"一车双能"、"跳级L4"、"全球扎根"三张底牌，今年借此开启进击模式。小鹏如何 在AI与出行的新赛道里，把自己变成下一个定义游戏的人，考验运营智慧。 重新定义增程市场 今 ...

Core Viewpoint - Prologis Group announced the appointment of Zhao Mingqi as the CEO of Prologis China, overseeing a collaborative industrial ecosystem that includes logistics and industrial infrastructure, data centers, new energy, and fund management, reporting to global CEO Mei Zhiming [1] Group 1: Leadership Changes - Zhao Mingqi has been with Prologis since its inception and has played a crucial role in the rapid growth of its China operations and the establishment of a strong industrial ecosystem [2] - Zhuge Wenjing, the former Executive Vice Chairman of Prologis China, will take on a larger global leadership role while continuing as a board member of Prologis China [1] Group 2: Zhao Mingqi's Background - Zhao Mingqi has over 20 years of experience in real estate and infrastructure, with a comprehensive background in strategic planning, investment development, and operational management [2] - She holds an MBA from the Massachusetts Institute of Technology and Fudan University, and a bachelor's degree in engineering from Shanghai University [2] Group 3: Business Expansion and Strategy - Under Zhao's leadership, Prologis has expanded its business from Suzhou to a national scale, launching new business models such as the Prologis Co-Creation Industrial Park [3] - Prologis has adapted to market changes, recognizing that the Chinese market consists of multiple regional markets, each at different stages of development [4] Group 4: Market Position and Client Base - Prologis serves over 2,500 domestic and international clients across various sectors, with nearly 90% of its services focused on the domestic market [5] - The company has shifted its client base from 80% multinational enterprises to 80% local enterprises, reflecting a significant market transformation [4] Group 5: Infrastructure and Investment - Prologis manages approximately $79 billion in assets in China and operates nearly 50 million square meters of logistics and manufacturing infrastructure across 70 regional markets [6] - The company has established 20 data centers with an IT load capacity of 1.4 gigawatts, ranking among the top five service providers in the country [6] Group 6: Future Prospects - Prologis is reportedly planning an IPO in Hong Kong, potentially in the first half of 2026, with discussions ongoing regarding the scale and timing of the offering [7]