【导读】2025小鹏科技日公布物理AI成果，何小鹏透露小鹏汽车新定位 "物理AI浪潮即将到来，而小鹏汽车已做好了迎潮而上的准备。"在11月5日召开的2025小鹏科技日上，小鹏汽车董事长何小鹏表 示。 何为物理AI？何小鹏认为，数字世界与物理世界融合将催生物理AI，意味着机器逐步拥有理解、交付和改变世界的能力。 在主题为"涌现 Emergence"的2025小鹏科技日上，小鹏汽车勾勒出物理AI在未来出行的清晰图景，并且围绕"物理AI"发布了四项 重要应用。 具体来看，小鹏汽车发布小鹏第二代VLA、小鹏Robotaxi（无人驾驶出租车）、小鹏全新一代人形机器人IRON，以及小鹏汇天 的两套飞行体系。 同时，小鹏汽车开拓物理AI发展版图，已经初步构建起了强有力的朋友圈，包括大众汽车、高德地图、宝钢股份等。 小鹏第二代VLA发布 "为了加速物理AI的全球化应用与生态共建，小鹏第二代VLA将面向全球商业伙伴开源。"何小鹏宣布，大众汽车成为小鹏第二 代VLA首发客户，并且小鹏图灵AI芯片已获大众汽车定点。 在2025小鹏科技日期间，小鹏汽车正式推出第二代VLA，颠覆了行业传统的"V-L-A"（视觉—语言—行为）架构，有助 ...

具体来看，小鹏汽车发布小鹏第二代VLA、小鹏Robotaxi（无人驾驶出租车）、小鹏全新一代人形机器人IRON，以及小鹏汇天的两套飞行 体系。 同时，小鹏汽车开拓物理AI发展版图，已经初步构建起了强有力的朋友圈，包括大众汽车、高德地图、宝钢股份等。 【导读】2025小鹏科技日公布物理AI成果，何小鹏透露小鹏汽车新定位 "物理AI浪潮即将到来，而小鹏汽车已做好了迎潮而上的准备。"在11月5日召开的2025小鹏科技日上，小鹏汽车董事长何小鹏表示。 何为物理AI？何小鹏认为，数字世界与物理世界融合将催生物理AI，意味着机器逐步拥有理解、交付和改变世界的能力。 在主题为"涌现 Emergence"的2025小鹏科技日上，小鹏汽车勾勒出物理AI在未来出行的清晰图景，并且围绕"物理AI"发布了四项重要应 用。 "物理AI并非遥不可及，而是人人触手可及的现实。"何小鹏表示，小鹏汽车的定位升级为物理AI世界的出行探索者，以及面向全球的具身智 能公司。 探索全新物理模型范式 小鹏第二代VLA发布 "为了加速物理AI的全球化应用与生态共建，小鹏第二代VLA将面向全球商业伙伴开源。"何小鹏宣布，大众汽车成为小鹏第二代VLA首发客 ...

Core Viewpoint - The article highlights the significant advancements and strategic initiatives of XPeng Motors, particularly in the areas of financial performance, technological innovation, and global market expansion [1][3][8]. Financial Performance - XPeng Motors recently changed its name to Guangdong XPeng Motors Technology Group Co., Ltd. and reported its strongest financial results to date, with total revenue for 2024 reaching 40.87 billion RMB, a year-on-year increase of 33.2% [1]. - The company achieved a gross margin of 14.3%, which is an increase of 12.8 percentage points compared to the previous year [1]. - In terms of vehicle deliveries, XPeng delivered 91,500 units in Q4 2024, marking a 52.1% year-on-year growth and setting a record for quarterly deliveries, with total annual deliveries reaching 196,800 units [1]. Technological Innovation - XPeng's CEO, He Xiaopeng, emphasized the integration of technology and industry innovation, particularly the coupling of energy and information sectors [3]. - The company is focusing on the development of L3-level autonomous driving technology, aiming to allow drivers to not control the steering wheel from parking to destination by the end of 2025 [4]. - The integration of AI in vehicles is expected to evolve from assistive to participatory and eventually to transformative roles in the automotive industry [3]. Global Market Expansion - XPeng Motors has expanded its global business footprint to over 30 countries and regions, including recent entries into the UK, Poland, Switzerland, Czech Republic, Slovakia, and Indonesia [8]. - The company aims to double its overseas sales by 2025 and plans to establish over 300 sales and service outlets globally [8]. - XPeng is committed to a long-term strategy focused on technological differentiation rather than price competition, fostering partnerships with global players to advance electric vehicle and electronic architecture development [9].