据新浪科技了解，该部门负责人为近日入职小鹏的原腾讯ARC Lab技术专家葛艺潇，其在28岁就晋升为 腾讯T12技术专家，作为多模态方向多个项目的主要负责人，葛艺潇曾在2023年和2024年连续2年获得 腾讯技术突破奖。 小鹏机器人中心新成立智能拟态部，主攻机器人多模态，研究方向包括具身智能原生多模态大模型、世 界模型、空间智能等。 小鹏汽车自2020年开始布局机器人领域，旨在构建一个全面的AI机器人体系。2024年小鹏汽车推出全 新一代人形机器人IRON，致力于打造最"拟人"的人形机器人。目前，小鹏人形机器人IRON已正式进入 工厂实训阶段。 小鹏汽车董事长兼CEO何小鹏曾多次公开分享关于机器人和具身智能的前瞻性判断。在今年小鹏汽车春 季发布会上，何小鹏表示，中国的具身智能将在5到15年内像新能源汽车一样，在国内和全球市场占据 领先地位。他还提到，小鹏的人形机器人和飞行汽车都将在明年量产。（转载自新浪科技） 公开资料显示，葛艺潇本科毕业于华中科技大学自动化学院，后直接进入香港中文大学MMLab攻读博 士，研究方向为计算机视觉中的表征学习，包括无监督学习、领域自适应学习等，并在NeurIPS、 ICLR、ECC ...

"我们期待着更多这样的机器人来当牛马。"这是今年上海国际车展上，周鸿祎在小鹏汽车展台上对小鹏人形机 器人IRON颇具幽默的调侃。 视频源自：西瓜视频 by何小鹏 距"铁人"正式发布已过去半年时间，然而，除了小鹏官方视频号发布的IRON打螺丝宣传片之外，其他信息曝 光甚少！因此IRON亮相本次上海国际车展，小鹏不可不谓筹备已久。 IRON是一款全尺寸人形机器人，身高178厘米、动作协调，外形酷似未来电影中的人形智能体。它通体银白 配色，站在小鹏新一代电动SUV旁，配合讲解、挥手致意，甚至与观众握手碰拳。据悉，这是小鹏IRON机器 人正式以"车模+讲解员"身份完成车展首秀，也是其首次迈出技术展示区、走入公众展会主舞台。 ▍ 从"机器马"到PX5 中国信息通信研究院发布的《人形机器人产业研究报告》数据显示，2024年中国人形机器人市场规模达到约 27.6亿元，并有望在2030年成长为"千亿元市场"。全球主流车企基本全部入局人形机器人赛道，其中既包括 特斯拉、宝马、奔驰、本田、丰田、现代等海外头部车企，也包括广汽、上汽、比亚迪、奇瑞等国内车企。不 同企业对人形的布局方式略有不同，一些企业选择与人形机器人行业领军团队合 ...

Core Insights - Xiaopeng Motors reported a significant increase in April 2025 vehicle deliveries, with a total of 35,045 units delivered, representing a year-on-year growth of 273% and a month-on-month increase of 6% [1][2] - The company is enhancing its product lineup with the upgraded 2025 Xiaopeng X9 and P7+, which feature advanced configurations and technology, ensuring strong delivery capabilities moving forward [1][2] Delivery Performance - In April 2025, Xiaopeng Motors delivered 35,045 vehicles, marking a 273% increase year-on-year and a 6% increase month-on-month [1] - The Xiaopeng MONA M03 has achieved over 100,000 cumulative deliveries in just 8 months, while the P7+ has reached its 50,000th unit in 5 months [1] Product Development - The 2025 Xiaopeng X9 has been upgraded with new configurations, priced between 359,800 to 419,800 yuan, while the P7+ features a long-range Max flagship version equipped with advanced AI battery technology [1] - The company is set to mass-produce its Turing AI chip in Q2, enhancing its smart driving capabilities [1] Market Expansion - The 2025 Xiaopeng X9 received 6,000 orders within 7 days of its launch in mainland China, setting a record for pure electric MPVs, and over 1,500 orders in various Asia-Pacific regions [2] - Xiaopeng Motors is accelerating its global strategy, with strong product performance expected to drive sales growth [2] Financial Projections - The company forecasts vehicle sales of 524,000, 786,000, and 966,000 units for 2025, 2026, and 2027, respectively, with corresponding revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan, reflecting year-on-year growth rates of 139.2%, 61.7%, and 24.7% [2] - Expected net profits for the same years are projected at 1.2 billion, 6 billion, and 9.42 billion yuan [2]

Investment Rating - The investment rating for the company is "Buy" [5][14]. Core Insights - In April 2025, the company delivered 35,045 vehicles, representing a year-on-year increase of 273% and a month-on-month increase of 6%. The projected sales for 2025, 2026, and 2027 are 524,000, 786,000, and 966,000 vehicles respectively, with corresponding revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan, indicating growth rates of 139.2%, 61.7%, and 24.7% [3][14]. - The launch of high-quality models is expected to mark a turning point in sales, while advancements in smart driving technology are anticipated to help reverse financial performance. Collaboration with Volkswagen is expected to leverage technological leadership to realize revenue [3][14]. Summary by Sections Sales Performance - In April 2025, the company achieved a delivery of 35,045 vehicles, with a year-on-year growth of 273% and a month-on-month growth of 6%. The MONA M03 model has accumulated over 100,000 deliveries in 8 months, and the P7+ model has reached 50,000 units in 5 months [11][12]. Product Development - The company is set to mass-produce the Turing chip in Q2, enhancing its smart driving capabilities. The XNGP AI-assisted driving system has achieved an 84% user penetration rate. The company is also developing a large-scale AI model with 720 billion parameters [12][14]. Global Expansion - The 2025 X9 model received significant acclaim, achieving 6,000 orders within 7 days of launch in mainland China. The company also secured over 1,500 orders in various Asia-Pacific regions, indicating strong overseas market performance [13][14]. Financial Projections - The company forecasts revenues of 97.76 billion, 158.1 billion, and 197.07 billion yuan for 2025, 2026, and 2027, with net profits projected at 120 million, 6 billion, and 9.42 billion yuan respectively [14][15].

Core Insights - The competition among new energy vehicle manufacturers in China remains intense, with sales figures being a key indicator of market positioning [1][2][26] - Leap Motor has emerged as a leader in April sales, achieving a significant year-on-year growth [4][5][26] - Other companies like Xiaopeng and NIO have shown positive sales trends, while some brands are experiencing declines [9][12][16][20] Sales Rankings - Leap Motor ranked first with 41,309 units sold in April, a 10.63% increase from March [2][4] - Xiaopeng ranked second with 35,045 units, marking a 5.54% increase [2][9] - Li Auto ranked third with 33,939 units, but saw a 7.46% decrease from the previous month [2][20] Performance Analysis - Leap Motor's success is attributed to its strong value proposition and efficient delivery system, with its C10 model achieving over 100,000 deliveries [7][4] - Xiaopeng's consistent performance is linked to its strategic adjustments and successful model launches [9][10] - NIO's sales increased by 53% in April, indicating a positive shift in its market strategy [12] Declining Sales - Xiaomi's sales fell by 4.25% to 28,000 units, reflecting challenges faced in the market [14] - Aion, Deep Blue, and Zeekr experienced significant declines, with Aion's sales down 16.96% [16][17] - Li Auto's decline raises concerns about its competitive position, especially in a crowded SUV market [20][25] Market Dynamics - The competitive landscape is evolving, with new entrants and existing players intensifying their efforts to capture market share [26] - The importance of maintaining strong sales performance is emphasized, as companies without robust competitive advantages may struggle to survive [26]

Core Viewpoint - Xiaopeng Motors showcased its latest models and AI technology at the 21st Shanghai International Automobile Industry Exhibition, highlighting the launch of the Xiaopeng P7+ Max flagship version with a suggested retail price of 208,800 yuan [1] Group 1: Product Launch and Features - The Xiaopeng P7+ Max flagship version features the Xiaopeng 5C supercharging AI battery and intelligent variable damping shock absorbers, enhancing both charging efficiency and driving experience [3] - The new model can achieve a range of 420 kilometers with just 10 minutes of charging using the Xiaopeng S4 ultra-fast charging station [3] - The P7+ Max has upgraded chassis components, including a new intelligent variable damping shock absorber system that responds to road conditions in 20 milliseconds, improving handling over bumps and during turns [5] Group 2: Global Expansion and Sales Performance - The 2025 Xiaopeng X9 has commenced global deliveries, with the first delivery ceremony held at the auto show, and has received 6,000 orders in China within seven days of its launch [8] - The Xiaopeng X9 has also garnered over 1,500 pre-orders across various Asia-Pacific regions, including Macau, Hong Kong, Singapore, Malaysia, and Thailand [8] - In Q1 of this year, Xiaopeng Motors ranked first among new force brands in delivery volume, with overseas deliveries increasing by 370% year-on-year, surpassing the milestone of 700,000 total deliveries [10] Group 3: AI and Future Developments - Xiaopeng Motors announced the upcoming launch of an AI-assisted driving safety training camp to enhance understanding of the boundaries of assisted driving functions [10] - The company is developing a large-scale autonomous driving model with 720 billion parameters, significantly larger than mainstream models, which will enhance its AI capabilities across vehicles and robots [10]

4月23日，第二十一届上海国际汽车工业展览会重磅启幕，小鹏汽车携旗下热销车型及前沿AI科技成果登场。 展台现场，小鹏汽车全方面展示了其从量产应用到前瞻技术的布局，全球首款分体式飞行汽车"陆地航母"与小鹏人形机器人IRON首次同台亮相。 （吴迪 摄） 上海车展首日，小鹏以 "AI改变世界"为主题举办发布会。作为本次车展的"车模"，小鹏人形机器人IRON迎来车展首秀。小鹏IRON按仿人结构设计，以 1:1类真人的姿态展现，其拥有超60个关节，可模拟人类站立、躺卧、坐。在车展现场，小鹏IRON与观众挥手互动。 小鹏P7+超长续航Max旗舰版正式亮相，官方零售价威20.88万元，新车搭载小鹏5C超充AI电池与智能可变阻尼减震器。续航上，搭载了5C超充AI电池 的可实现10分钟即可补充420公里续航。 与此同时，2025款小鹏X9开启全球交付，并在车展现场举办首批车主交付仪式，作为一台"全球车"，小鹏X9已陆续在泰国、新加坡、马来西亚上市发 布，并在印尼市场开启盲订。 上市仅7天（截至4月23日），小鹏X9便在内地获得了6000辆的订单量，同时在中国澳门、中国香港、新加坡、马来西亚、泰国等亚太地区，也获得了 超1500 ...

Core Insights - Xiaopeng Motors launched the Xiaopeng P7+ Max flagship version with an official suggested retail price of 208,800 yuan at the 2025 Shanghai Auto Show [2] - The company also commenced global deliveries of the 2025 Xiaopeng X9 and held a delivery ceremony for the first batch of owners [2] - Xiaopeng Motors announced the industry's first "AI Intelligent Assisted Driving Safety Training Camp" [2] Product Launch and Features - The Xiaopeng P7+ Max flagship version features the Xiaopeng 5C supercharging AI battery, allowing for a range of 420 kilometers to be charged in just 10 minutes using the Xiaopeng S4 super fast charging station [3] - The vehicle is equipped with a sophisticated suspension system that enhances driving dynamics and stability during cornering [3] - The AI chassis of the P7+ includes an intelligent variable damping shock absorber system that responds to road conditions in real-time, outperforming luxury models in handling bumps and turns [3] Market Performance - Xiaopeng Motors achieved a delivery volume of 94,008 units in Q1 2025, ranking first among new energy vehicle manufacturers, with overseas deliveries increasing by 370% year-on-year [3] AI and Safety Initiatives - The company is developing a large-scale autonomous driving model with 72 billion parameters, aiming to enhance the capabilities of its AI-assisted driving systems [4] - Xiaopeng Motors has established a comprehensive user safety education system, including an online and offline training camp for new drivers [4] - The upcoming AI Intelligent Assisted Driving Safety Training Camp will focus on clarifying the boundaries of assisted driving functions and enhancing user experience [4] Technological Ecosystem - At the auto show, Xiaopeng Motors showcased a three-dimensional technology ecosystem centered on "AI + Electric + Embodied Intelligence" [5] - The Xiaopeng Turing AI chip, featuring a 40-core processor and two independent NPUs, is set to enter mass production in Q2 this year [5] - The "Land Aircraft" from Xiaopeng Huitian is nearing mass production, with pre-sales expected to start in Q3 2025 [5] - The humanoid robot IRON made its debut at the auto show, demonstrating advanced capabilities and interaction with the audience [5]

温馨提示 ： 点击下方图片，查看运营团队2025年最新原创报告（共210页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 2025年4月23日，上海 车展正式开幕，[小鹏汽车]旗下人形机器人IRON迎来车展首秀，并担任车展"车模"角色； 现场，IRON与观众挥手互动，展现了其灵活的姿态。 论2025年最"春风得意"造车新势力，[小鹏汽车]绝对当之无愧，各项业务全面开花； 今年一季度，小鹏汽车登顶 新势力品牌交付量第一，实现 从ICU到KTV质变突破； 小鹏汇天的"陆地航母"也已进入量产前夕，预计今年三季 度启动预售；旗下人形机器人IRON也已进入工厂实训，目标2026年实现规模化量产。 接下来小编重点解读小鹏人形机器人IRON： [特斯拉]被称为人形机器人赛道引领者，开启全球车企在具身智能浪潮下入局人形机器人赛道先河；2024年四季 度以来，一向秘而不宣、内部战略研发人形机器人的车企纷纷对外展示旗下人形机器人最新研究成果；自动驾驶 领域技术 ...

一、行情回顾 市场全天冲高回落，三大指数涨跌互现。机器人概念股再度爆发，秦川机床、南方精工、襄阳轴承等十余股涨停。低空经济概念午后走高，吉林化纤、万丰 奥威、光洋股份涨停。消费电子板块反弹，朝阳科技、卓翼科技、春秋电子等封板。下跌方面，黄金股全线大跌，赤峰黄金、明牌珠宝跌停。个股涨多跌 少，沪深京三市近3200股飘红，今日成交1.26万亿。 二、当日热点 1.机器人 机器人板块今日反弹，京城股份、中欣氟材、浙江嵘泰等多股涨停。 美东时间4月22日周二美股盘后的特斯拉业绩电话会上，马斯克在展示了他对特斯拉人形机器人Optimus的未来规划，称特斯拉在这方面已"取得不错的进 展"，预计到2025年底将有"至少数千套"Optimus在特斯拉工厂工作，他还透露Optimus未来五年将提速至年产100万套。 此外，在今日第二十一届上海国际汽车工业展览会上，小鹏人形机器人IRON迎来车展首秀。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 尤夫股份 | 1 ...