Core Viewpoint - The article highlights the emergence of a new industrial wave in China's manufacturing sector characterized by intelligence and embodiment, with artificial intelligence (AI) transitioning from virtual algorithms to real-world applications, exemplified by XPeng Motors' focus on "physical AI" [1][3]. Group 1: Industry Trends - The "14th Five-Year Plan" is nearing completion, while the "15th Five-Year Plan" emphasizes the acceleration of innovation in strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy, particularly focusing on embodied intelligence [3]. - The embodied intelligence industry in China is projected to reach a scale of 400 billion yuan by 2030 and exceed 1 trillion yuan by 2035, fostering industrial clusters in transportation, logistics, industrial manufacturing, and commercial services [4]. Group 2: Company Developments - XPeng Motors showcased its advancements in embodied intelligence at the "2025 XPeng Technology Day," presenting the second-generation VLA model, Robotaxi, the new generation humanoid robot IRON, and the flying car system, aligning with national strategic directions [3][4]. - The new generation IRON humanoid robot features 82 degrees of freedom and is designed for commercial applications such as guiding and touring, with plans for mass production by the end of 2026 [6]. - XPeng's flying car, the A868, is entering critical flight verification stages, with a range of 500 kilometers, as part of its low-altitude economy initiatives [8][9]. Group 3: Technological Innovations - The second-generation VLA model serves as the intelligent core of XPeng's physical AI system, enabling autonomous understanding of environments and decision-making without high-precision maps [10][12]. - XPeng has invested over 50 billion yuan in research and development over the past decade, with a focus on self-developed technologies, including the Turing chip, which provides approximately 2250 TOPS of effective computing power for advanced autonomous driving and robotic perception [13][15].

转自：北京日报客户端 11月5日，以"涌现Emergence"为主题的2025小鹏科技日成功举办，这也是小鹏举办的第七届科技日。小 鹏围绕"物理AI"发布了四项重要应用，包括小鹏第二代VLA、小鹏Robotaxi、全新一代IRON，以及汇 天两套飞行体系。与此同时，小鹏汽车董事长 CEO何小鹏正式宣布，小鹏汽车的定位升级为"物理AI世 界的出行探索者，面向全球的具身智能公司"。 基于近十年的技术积累，小鹏构建了全栈自研的物理AI体系，覆盖芯片、操作系统（大模型）、智能 硬件等多个领域。这一体系的构建，将为小鹏汽车各项智能科技的落地提供技术底座。本次科技日，小 鹏汽车正式推出第二代VLA，创新性地去掉了"语言转译"环节，实现从视觉信号到动作指令的端到端直 接生成，探索全新物理模型范式。新模型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。 基于更强的辅助驾驶能力，小鹏汽车将在2026年推出三款 Robotaxi车型，同时还将启动Robotaxi试运 营。小鹏Robotaxi搭载4颗图灵AI芯片，车端算力高达3000TOPS。技术路线方面，小鹏Rob ...

雷递网 雷建平 11月10日 小鹏汇天日前公开亮相全倾转混电飞行汽车A868，同时宣布陆地航母分体式飞行汽车将于2026年实现 规模化量产与交付。 小鹏汇天CEO赵德力说，小鹏汇天是一家独立的公司，由小鹏汽车控股，小鹏汇天一直是独立融资、独 立交付，后续还要独立上市。 电动飞机制造商Beta 上周，电动飞机制造商Beta纽交所上市，募资10亿美元，市值近80亿美元。而几个月前，小鹏汇天刚任 命前一起教育科技CFO杜超出任小鹏汇天的首席财务官、副总裁，此举被认为是小鹏汇天要IPO的一个 重要迹象。 雷递网创始人雷建平现场问赵德力，小鹏汇天现在是否有计划要上市，赵德力说，有计划，但还没有交 表；雷递网追问，对上市地点是否有倾向性时，赵德力说，有倾向性；雷递网继续追问，是倾向美股市 场、港股市场时，赵德力不愿直接回答，只是继续说，肯定有倾向性。赵德力的回答，引发了现场一阵 欢笑声。 何小鹏试飞后就投了我们 小鹏汇天真正高速发展是在小鹏汽车控股汇天公司，小鹏汽车CEO何小鹏担任公司董事长之后，这之 前，汇天公司在互联网行业知名度并不高。 赵德力揭秘了当年何小鹏投资汇天公司的故事。 2020年，小鹏汽车刚刚在美股上市， ...

Core Viewpoint - The launch of the new humanoid robot IRON by Xiaopeng has generated significant public interest and skepticism, particularly regarding its capabilities and authenticity as a robot [1][4][6]. Group 1: Product Features and Capabilities - IRON is designed at a 1:1 human scale, standing 178 cm tall and weighing 70 kg, featuring a human-like skeletal and muscular structure [3]. - The robot has 22 degrees of freedom in its hands, allowing it to perform tasks such as holding an egg, folding clothes, and organizing items [3]. - IRON's walking motion mimics human movement, described as a "catwalk," which is more fluid compared to traditional robotic movements [3]. Group 2: Technological Advancements - The robot is equipped with three self-developed AI chips from Xiaopeng, providing three times the computational power of the industry average and 15 times that of Tesla's Optimus chip, enabling independent decision-making without cloud reliance [3]. - It features the world's first all-solid-state battery, which reduces weight by 30% and increases energy capacity by 30%, offering comparable endurance to Tesla's Optimus [3]. Group 3: Market Strategy and Future Plans - Xiaopeng plans to introduce IRON into commercial settings by 2026, initially focusing on roles such as customer service in Xiaopeng's automotive stores rather than household tasks due to safety and cost concerns [6]. - The company aims to produce higher-level humanoid robots by 2025-2027, emphasizing the mission of mass production in the robotics sector [2][6]. Group 4: Recent Developments in Automotive Sector - Xiaopeng announced the launch of the new Kunpeng Super Range Extender technology, addressing common issues faced by traditional range extender users [8]. - In October 2025, Xiaopeng delivered 42,000 new vehicles, marking a 76% year-on-year increase, with a total of 355,200 vehicles delivered from January to October 2025, reflecting a 190% increase [8]. - The A868 flying car prototype successfully completed its first test flight and is expected to achieve mass production by 2026, with a planned annual production capacity of 10,000 units [9].

Core Insights - The event themed "Emergence" showcased the A868 fully tilting hybrid electric flying car and announced the upcoming mass production of the "Land Carrier" flying car, marking a new era in low-altitude travel [1] Group 1: Product Development - The A868 features a self-developed Kunpeng power system, with an expected range exceeding 500 kilometers and a maximum speed of 360 kilometers per hour, designed for both business and family travel needs [2] - The prototype of the A868 completed its first test flight in November 2023 and is currently in a critical flight verification phase [2] Group 2: Manufacturing Capabilities - The mass production factory for the "Land Carrier" flying car began trial production on November 3, 2023, successfully rolling out the first unit [2] - This factory, the world's first modern assembly line for flying cars, has an annual production capacity of 10,000 units, with an initial capacity of 5,000 units, aiming to produce one flying vehicle every 30 minutes upon reaching full capacity [2] Group 3: Research and Development - The company emphasizes a fully self-researched development path, achieving breakthroughs in four core technology areas: power systems, flight control, composite materials, and aerial intelligence [3] - The team consists of over 1,600 members, with 80% in R&D and more than 40% holding master's or doctoral degrees, holding over 1,000 patent applications related to flying cars [3] Group 4: Future Plans - The company plans to establish over 200 flying camps nationwide by 2026, covering major cities and popular self-driving routes [3] - The first flying camp is expected to be operational by July 2026, enhancing travel experiences by integrating aerial and ground travel [3]

（文章来源：新京报） 11月5日，在"2025小鹏科技日"上，小鹏汽车董事长、首席执行官何小鹏透露，小鹏汇天正构建起低空出行的两套 飞行体系，分别是面向个人低空飞行的陆地航母和面向多人低空高效出行的全倾转混电飞行汽车"A868"。 他介绍，全倾转混电飞行汽车"A868"采用全倾转构型，在小鹏汽车鲲鹏超级增程架构基础上，采用自研航空级混 电内核，提供持续充足的能源供给，预计将实现500km长航程，最高航速可达360公里/小时，6人座舱设计精准契 合商务出行需求。目前"A868"正式进入飞行验证的关键阶段。 飞行汽车"A868"。企业供图 ...

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 is leveraging its advancements in AI technology to enhance its product offerings, particularly in smart driving, Robotaxi, robotics, and low-altitude flying vehicles, with clear timelines for mass production and collaboration with major partners [1][2][3][4]. Group 1: Smart Driving Innovations - Xiaopeng Motors introduced the second-generation VLA, which serves as a foundational model for its smart driving capabilities, enabling significant improvements in autonomous driving performance, such as a 13-fold increase in average takeover mileage on complex roads [2]. - The company plans to invite pioneer users to co-create experiences with the second-generation VLA by the end of December 2025, with full deployment of the Ultra model expected in the first quarter of 2026 [2]. Group 2: Robotaxi Development - Xiaopeng Motors aims to launch three Robotaxi models by 2026, featuring L4-level driving experiences and equipped with dual hardware systems and four Turing AI chips, achieving a computing power of 3000 TOPS [3]. - The company will open the Robotaxi SDK for global partners to build an ecosystem, with Gaode being the first global ecological partner [3]. Group 3: Robotics and AI Integration - The new generation of the IRON robot will utilize three Turing AI chips, providing a computing power of 2250 TOPS, and will be integrated with the second-generation VLA model for advanced intelligence [3]. - Xiaopeng Motors is prioritizing commercial applications for its robots, focusing on services such as guiding and shopping assistance, and will collaborate with Baosteel for industrial applications [3]. Group 4: Low-Altitude Flying Vehicles - Xiaopeng Huitian has introduced the "land aircraft carrier" for personal low-altitude travel and the A868, a hybrid flying car for efficient group travel, with over 7,000 global orders for the land aircraft carrier [4]. - The A868 is currently in a critical phase of flight verification [4]. Group 5: Market Position and Future Outlook - Xiaopeng Motors is recognized as the most similar company to Tesla in terms of technology and product offerings, although it acknowledges that Tesla has a more global presence [4]. - As of November 4, Xiaopeng Motors' market capitalization reached 21.629 billion, surpassing competitors like Li Auto and NIO, while the company continues to optimize operational efficiency [4].