本报（chinatimes.net.cn）记者刘凯 北京报道 2月24日，《华夏时报》记者从小鹏汽车处获悉，小鹏汽车CEO何小鹏向全体员工发布了一封开工信。 这封主题叫"稳进破局，2026共赴物理AI新十年"的内部信件，首次系统披露2026年度战略规划。信件显 示，小鹏汽车将在今年一季度推出3款超级增程车型，全年至少向海外市场投放4款新车，同时全球员工 总数将新增8000人。 何小鹏在信中为2026年划定了明确节点：将过去数年积累的技术储备全面推向规模化量产。他对此给出 的判断是，今年是小鹏从"能做"到"能量产"的分水岭。这家以智能驾驶起家的造车新势力，正试图在一 年内同时完成汽车主业扩张与三条前沿业务线的商业化落地。 何小鹏在信中反复提及一个词：物理AI。这不仅仅是技术概念的包装，更直接决定了小鹏今年的资源 倾斜方向。 最核心的看点无疑是三大前沿业务的量产时间表，根据内部信披露的信息，分体式飞行汽车"陆地航 母"已经完成了试产线下线，今年内要实现规模化量产与交付。与此同时，全新一代IRON人形机器人将 在年底启动量产，小鹏给它定下的目标是"全球第一个规模量产的高阶人形机器人"，初期落地场景瞄准 了商场导览、 ...

2月24日春节后复工首日，吉利汽车集团CEO淦家阅、长安汽车总裁赵非、上汽通用五菱总经理吕俊成以及小鹏汽车董事长何小鹏陆续发布新春开工信，为 马年征程定下基调。 在"内卷"与"淘汰赛"的双重压力下，各家车企的战略重点既有共性，又各具特色。 吉利汽车：坚定"反内卷"，聚焦五大战役 面对白热化的市场竞争，吉利汽车集团提出"反内卷"，拒绝恶性消耗，转而聚焦技术、品质与品牌的长期主义。淦家阅在信中表示，面对激烈市场竞争，吉 利将摒弃内卷式恶性竞争，坚定走内涵式、可持续发展道路，聚焦技术、品质、品牌、服务与企业道德五大战役。 首先是AI科技化加速，吉利表示2026年将继续快速迭代千里浩瀚 G-ASD，G-ASD H7 方案也将搭载到领克和吉利银河的多款车型上，同时，在智能座舱方 面，超拟人智能体 Eva 将具备更强的交互能力，并能实现国内领先的舱驾联动体验。 第二是能源多元化。2026年，吉利全新一代甲醇混动车型量产上市，每公里使用成本约0.2元，同时加快加注网络建设，覆盖率提升至60%。此外，吉利将 把长续航、超快充的800V平台引入吉利银河品牌，全系电混车型纯电续航突破200公里；今年上半年正式发布i - HEV智 ...

2月24日，华尔街见闻获悉，小鹏汽车董事长、CEO何小鹏在内部发了一封开工信，这封信的主题为"稳 进破局，2026共赴物理AI新十年" 的开工信，定调了小鹏2026年的战略方向与目标。 稳进与破局，这两个看似存在张力的词汇并列，恰恰精准勾勒出小鹏汽车当下的历史方位：既要在主流 汽车市场守住规模与质量的底线，又要在物理AI的无人区发起一场从能做到能量产的全面冲锋。 2025年，小鹏以42.94万辆交付量、同比增长126%、113%的目标完成率收官，并在纯电新势力中率先实 现百万台整车下线 。但正如他在信中所言，"过去打造了几个爆款，但这还不够" 。在这个竞争格外激 烈的行业，小鹏还需要更多筹码来驶向终局。 01 自动驾驶的"DeepSeek时刻" 何小鹏透露，整个春节他都在内测"第二代VLA（视觉-语言-动作）模型"，并用"惊艳"来形容其效果 。 这款被他视为"面向L4全自动驾驶时代交出的第一个版本"的模型，将于本季度正式推送 。 为此，小鹏还进行了组织调整。华尔街见闻从小鹏内部人士处确认，2月初，小鹏将自动驾驶中心与智 能座舱中心合并为通用智能中心。这意味着，行车决策与人机交互不再由两套逻辑分治，而是共享同一 ...

c) 8 10:37 ●智能回信 肯定 否定 谢谢 自定义 ... 各位同学新年好! 欢迎大家带着马力全开的锐气重返岗位。我们共同开启的,不仅是农历新年后的第一个工作日, 更是小鹏向"物理Al世界出行探索者"全速进发的2026。 回顾2025年我们共同创造的里程碑:纯电新势力首个百万台整车下线;全年交付429,445台,同 比增长126%,刷新历史纪录:与大众战略合作再次深化,将科技体验带给更多用户;图灵AI芯片 上车,"一车双能"等多款重磅新品接连落地。这一长串的成绩单,属于每一位在逆风中坚守、 在挑战中创新的小鹏人。在此,我向大家致以最诚挚的感谢! 近日，小鹏汽车CEO何小鹏向全体员工发布了一封开工信，主题为"稳进破局，2026共赴物理AI新十年"。何小鹏称，今年将是小鹏具 身智能从"能做"到"能量产"的分水岭，小鹏要做全球第一家让机器人、飞行汽车、Robotaxi 三大前沿 AI 业务，在同一年全面量产的科 技公司。Robotaxi将于今年启动网约车车型试点运营，何小鹏称其在"2027-2028年进入初阶快速增长期，收入、市值、势能将迎来巨 大跃升"。全新一代IRON机器人将于年底启动量产，是满足"车规 ...

Core Insights - Xiaopeng Motors is poised for mass production of several key products in 2026, marking a significant transition from technology exploration to large-scale manufacturing [2][3] Group 1: 2025 Achievements - In 2025, Xiaopeng Motors achieved a milestone by being the first new electric vehicle manufacturer to produce one million vehicles, with total deliveries reaching 429,400 units, a year-on-year increase of 126% [2] - The company deepened its strategic partnership with Volkswagen, integrating the Turing AI chip into its vehicles and launching multiple new products under the "dual-energy" strategy [2] Group 2: 2026 Strategic Focus - 2026 is defined as an unprecedented product year for Xiaopeng Motors, with plans to launch three super-range products in the first quarter and introduce at least four new vehicles to overseas markets [4] - The P7+ model has completed trial production in Austria and is set for delivery across 25 countries in Europe, expanding the business to over 60 countries and regions globally [4] Group 3: AI and Robotics Initiatives - The company plans to start mass production of the next-generation IRON humanoid robot by the end of 2026, aiming to be the first to achieve large-scale production of advanced humanoid robots [4] - Xiaopeng aims to achieve simultaneous mass production of three cutting-edge AI businesses: robots, flying cars, and Robotaxi in 2026, with Robotaxi trials commencing within the year [4] Group 4: Global Expansion Plans - Xiaopeng Motors targets to double its overseas sales in 2026, with a long-term goal of reaching one million units by 2030, contributing over 70% of profits [5] - The market strategy focuses on five key benchmark markets: Israel, Germany, Norway, Thailand, and France, with plans to double the number of channel outlets to 680 [5] Group 5: Workforce and Operational Enhancements - To support its strategic initiatives, Xiaopeng plans to hire an additional 8,000 employees in 2026, including 5,000 through campus recruitment [5] - The company will implement AI Agent across all business processes to enhance quality systems and global supply chain capabilities, ensuring steady progress in its physical AI and globalization strategies [5]

Core Viewpoint - Xiaopeng Motors aims to become the first company globally to mass-produce advanced humanoid robots by the end of the year, with a focus on integrating automotive-grade reliability and AI capabilities [1][12][14]. Group 1: Robot Development and Market Position - The new generation of IRON robots will initially be deployed in guiding and shopping scenarios, with an SDK available for global developers [1][12]. - Xiaopeng's IRON robot features a second-generation VLA model and three Turing AI chips, enabling integrated high-level intelligent capabilities such as conversation and walking [2][10]. - The company’s stock performance has shown a significant increase, reaching a market capitalization of HKD 212 billion, driven largely by the anticipated success of the IRON robot [3][5]. Group 2: Competitive Landscape and Challenges - Xiaopeng's approach to robotics emphasizes a combination of automotive-grade standards and integrated intelligence, distinguishing it from competitors like Yushun and Zhiyuan, which focus on different aspects of robotics [2][15]. - The company faces challenges in commercializing its robots, as competitors have already established a presence in the performance and rental markets [6][9]. - The IRON robot's primary applications will be in Xiaopeng's own production and retail environments, which may limit its scalability compared to competitors targeting broader B2B markets [9][10]. Group 3: Strategic Vision and Future Goals - Xiaopeng Motors is transitioning from being an automotive manufacturer to a technology company focused on advanced AI applications, including robots and flying cars [10][12]. - The company aims to leverage its technological advancements to capture significant market opportunities in autonomous driving and AI by 2026 [12][13]. - Xiaopeng's ambition is to redefine mass production standards in the robotics industry, shifting the focus from quantity to quality and reliability [14][15].

Core Insights - The CEO of XPeng Motors, He Xiaopeng, emphasized the theme "Steady Progress and Breaking Through, Together Entering the New Decade of Physical AI in 2026" in a letter to employees, highlighting the company's achievements in 2025 and setting ambitious goals for 2026 [1][14][17] 2025 Achievements - XPeng delivered 429,445 vehicles in 2025, marking a 126% year-on-year increase and setting a historical record [1][14][17] - The strategic partnership with Volkswagen was deepened, enhancing technology experiences for more users [1][14][17] - The Turing AI chip was integrated into vehicles, and several new products were launched, including the "dual-energy" vehicle [1][14][17] 2026 Goals - The company aims to seize the "DeepSeek" moment for autonomous driving in China, with the second-generation VLA set to be launched in the current quarter, and Volkswagen as the first customer for this model [1][14][15] - XPeng plans to introduce multiple new models to cover various core market segments [2][15][21] - The company targets mass production of three frontier AI businesses—robots, flying cars, and Robotaxi—within the same year [2][15][22] - The Robotaxi service will begin pilot operations this year, while the new generation IRON robot is expected to start mass production by the end of 2026 [2][15][22] Global Expansion - XPeng aims to double its overseas sales by 2026 and sell 1 million units overseas by 2030, contributing over 70% of profits [2][15][23] - The company plans to expand its global employee base by 8,000, with 5,000 positions targeted for campus talent [2][15][10] Product Strategy - 2026 is designated as a "Product Year," with plans to launch at least four new models in overseas markets, including the XPeng P7+ [2][15][21] - The company intends to leverage a product matrix to capture every core market segment, focusing on both product and market strategies [2][15][21] Technological Advancements - The second-generation VLA is positioned as a significant step towards L4 autonomous driving, with improvements in operational fluidity and predictive capabilities [4][18][20] - XPeng has merged its autonomous driving and intelligent cockpit centers to form a "General Intelligence Center," enhancing the integration of driving decisions and human-vehicle interaction [4][18][19] Quality and Efficiency - The company is committed to enhancing quality across all aspects, including design, craftsmanship, technology, and user service [10][24] - XPeng aims to build a robust global supply chain and production capability to support its international expansion [10][24]

Core Viewpoint - The CEO of XPeng Motors, He Xiaopeng, emphasizes the company's strategic focus on "steady progress and breaking through" in the new decade of physical AI, aiming to achieve mass production of advanced humanoid robots and other AI technologies by 2026 [1][2][3] Group 1: Physical AI and Product Development - XPeng aims to become the first company globally to mass-produce advanced humanoid robots, with the new generation IRON robot set to start production by the end of 2026 [4][12] - The company plans to launch multiple new models in 2026, including three super-extended range products in the first quarter, to capture various core market segments [31][43] - The second-generation VLA model will be launched with Volkswagen as the first customer, marking a significant step towards full autonomous driving [27][41] Group 2: Sales and Global Expansion - In 2025, XPeng achieved a record sales volume of 429,445 units, a 126% year-on-year increase, and aims to double its overseas sales in 2026, targeting 100,000 units by 2030 [7][32][45] - The company plans to introduce at least four new models to international markets in 2026, focusing on key markets such as Israel, Germany, Norway, Thailand, and France [8][45] - XPeng's overseas delivery volume exceeded 45,000 units in 2025, representing a 96% increase, positioning it as a leader among Chinese electric vehicle manufacturers in international markets [7][32] Group 3: Talent Strategy - XPeng plans to increase its global workforce by 8,000 in 2026, with a focus on recruiting 5,000 campus talents and emphasizing internal talent development [11][36] - The company aims to integrate AI capabilities across all employees, making AI a core competency rather than just a technical department's responsibility [11][36] Group 4: Quality and Operational Excellence - XPeng is committed to enhancing product quality across all aspects, including design, craftsmanship, technology, and user service, to establish a strong brand reputation [47] - The company emphasizes the importance of building a robust global supply chain and operational capabilities to support its international expansion and maintain product quality [35][47]

Core Insights - The core message of the communication from the CEO of XPeng Motors emphasizes a strategic focus on "steady progress and breaking through" in the context of the upcoming decade of physical AI, with a clear roadmap for 2026 [1][12]. Sales Performance - In 2025, XPeng achieved a record sales figure of 429,400 units, surpassing its annual sales target by 13% [1]. - The company aims to double its overseas sales in 2026, with a target of selling 1 million units abroad by 2030, contributing over 70% of its profits [8][20]. Product Development - XPeng plans to launch three new super-extended range products in the first quarter of 2026 as part of its "one car, dual energy" strategy [7]. - The second-generation VLA model, viewed as a significant step towards L4 fully autonomous driving, will be launched with Volkswagen as its first customer [2][17]. - The company aims to be the first to mass-produce robots, flying cars, and Robotaxis in the same year, with the Robotaxi service set to begin pilot operations in 2026 [4][19]. Global Expansion - XPeng's overseas strategy includes launching at least four new models in international markets, targeting key regions such as Israel, Germany, Norway, Thailand, and France [8][20]. - The company plans to double its channel network to 680 locations and increase lead generation [9][20]. Talent Strategy - XPeng intends to hire 8,000 new employees in 2026, with 5,000 of those being campus recruits, while emphasizing internal talent development [12][21]. - The company aims to integrate AI capabilities across all employees, making it a core competency rather than limited to the tech department [12][21]. AI and Technology Integration - The establishment of a "General Intelligence Center" merges the autonomous driving and smart cockpit divisions, enhancing the integration of driving decisions and human-machine interaction [2][15]. - XPeng is focused on creating a robust infrastructure for physical AI, which will evolve beyond vehicles to include robots and other intelligent systems [16][18].

Core Insights - The core message of the letter from CEO He Xiaopeng emphasizes a strategic focus on "steady progress and breaking through" as the company aims for a transformative decade in physical AI by 2026 [2][12]. Sales Performance - In 2025, the company achieved a record sales volume of 429,400 units, surpassing its annual sales target by 13% [2]. - The company aims to double its overseas sales in 2026, building on a 96% year-on-year increase in 2025, where it delivered over 45,000 units internationally [8]. Product Development - The company plans to launch three new super-range products in the first quarter of 2026 as part of its "one car, dual energy" strategy [7]. - The second-generation VLA model, viewed as a significant step towards L4 autonomous driving, will have Volkswagen as its first customer [3]. AI and Technology - The company is set to mass-produce three advanced AI business lines, including Robotaxi, flying cars, and high-level humanoid robots, all in the same year [5][6]. - The integration of the autonomous driving center and smart cockpit center into a "General Intelligence Center" aims to enhance user interaction and decision-making [4]. Global Expansion - The company plans to introduce at least four new models to international markets in 2026, targeting key markets such as Israel, Germany, Norway, Thailand, and France [9]. - The company aims to establish 680 sales outlets globally, doubling its previous count, to enhance market penetration [10]. Talent Strategy - The company intends to recruit 5,000 campus talents and increase its total workforce by 8,000 in 2026, emphasizing internal talent development [12][13]. - The focus will be on cultivating a workforce capable of adapting to global challenges and leveraging AI as a core competency across all levels of the organization [13].