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启元Q1个人机器人亮相CES 2026,斩获“TWICE Picks”奖
Huan Qiu Wang· 2026-01-12 06:25
"TWICE Picks"奖项聚焦"技术突破性、市场前瞻性与用户体验优越性",尤其青睐具备产业化潜力和实际落地价值的创新产品。而启元Q1的获奖,正是中国 在具身智能赛道实现"原创技术+品类定义"双重领先的重要体现。 上纬启元董事、联席CEO兼CTO周斌在CES官方采访中称:"获得'TWICE Picks'是对我们团队的巨大肯定。我们的愿景是让每个人、每个家庭都能拥有自己 的个人机器人。未来,我们将持续深耕AI与消费级机器人领域,推动智能硬件迈向新阶段。" 【环球网科技报道 记者 张阳】1月9日,在国际消费电子展(CES 2026)上,中国科技企业上纬启元推出的个人机器人"启元Q1"惊艳登场,并获由美国权威 消费电子媒体《TWICE》颁发的"TWICE Picks"奖项。 作为全球首个面向个人用户的全身力控小尺寸人形机器人,启元Q1凭借其微型高扭矩关节、厘米级高精度力控系统以及高度便携的设计,在CES现场引发 广泛关注。它不仅具备类人动作能力,还能以自然、安全的方式与用户互动,真正将具身智能带入日常生活场景。 ...
XPENG(XPEV) - 2025 Q1 - Earnings Call Transcript
2025-05-21 13:02
Financial Data and Key Metrics Changes - In Q1 2025, total revenues reached CNY 16.77 billion, marking a year-over-year increase of 141.5% but a quarter-over-quarter decrease of 1.8% [26] - Vehicle sales revenues were CNY 14.37 billion, up 159.2% year-over-year but down 2.1% quarter-over-quarter [26] - Gross margin improved to 15.6% from 12.9% year-over-year and 14.4% quarter-over-quarter [27] - Vehicle margin increased to 10.5% compared to 5.5% year-over-year and 10% quarter-over-quarter [28] - Net loss narrowed to CNY 660 million from CNY 1.37 billion year-over-year and CNY 1.33 billion quarter-over-quarter [29] Business Line Data and Key Metrics Changes - The Mona M03 surpassed 100,000 deliveries, becoming the best-selling A-Class pure electric sedan [10] - The P7 Plus achieved its 50,000th unit production within 12 months of launch [10] - New models G6 and G9 delivered over 7,500 units in their April debut [11] Market Data and Key Metrics Changes - Overseas deliveries increased by over 371% year-over-year, establishing the company as China's leading exporter of mid to high-end new energy vehicles [14] - The company opened over 40 new stores abroad, entering key markets such as the UK, Europe, and Indonesia [15] Company Strategy and Development Direction - The company is focusing on AI-driven technology innovations and aims to democratize technology to make premium features accessible to all [12] - Upcoming launches include the Mona M03 Max and G7, targeting the RMB 150,000 and RMB 250,000 segments respectively [13] - The company anticipates rapid growth in overseas markets over the next three years [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant growth in Q2 2025, with expected vehicle deliveries between 102,000 to 108,000 units [23] - Revenue guidance for Q2 is projected between RMB 17.5 billion to RMB 18.7 billion, reflecting a year-over-year growth of 115.7% to 130.5% [23] - Management believes they will achieve profitability in Q4 2025 and generate substantial free cash flow for the year [23] Other Important Information - The company is committed to advancing its R&D capabilities, particularly in AI and autonomous driving technologies [15][19] - The Turing chip is expected to enhance the company's autonomous driving capabilities significantly [47] Q&A Session Summary Question: Expectations for sales volume growth in the next quarter - Management indicated that new model launches and improved AI capabilities will drive further growth in deliveries [34][36] Question: Guidance on export business growth and strategies in Europe - Management confirmed strong international growth and plans to navigate tariff impacts through local investments and product mix adjustments [41][43] Question: Update on the Turing chip and its application in models - The Turing chip is set to enhance autonomous driving capabilities and will be integrated into more models soon [46][49] Question: Role of the Mona series in the company's strategy - The Mona series is aimed at younger consumers and is expected to have a significant market impact [56] Question: R&D investment allocation for AI-related areas - A substantial portion of the increased R&D budget will be directed towards AI initiatives, enhancing computational capabilities [60] Question: Impact of foreign competition on market dynamics - Management acknowledged increasing competition but emphasized the importance of technological capabilities for success [92][94] Question: Update on partnership with Volkswagen - The collaboration is progressing well, with all milestones being met and new products expected to launch soon [98]