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为何各大车企都要扎堆做机器人?
机器人大讲堂· 2025-09-01 13:37
在 AI 技术浪潮的推动下,汽车行业正迎来从传统制造向具身智能转型的重大机遇,而人形机器人已成为车企 突破业务边界、实现估值重塑的关键方向。 回顾科技变革历程,每一轮技术革命都会打破行业原有竞争格局,推动周期性行业完成估值重塑。以能源革命 为例, 2019-2021 年间,新能源汽车渗透率从 10% 以下快速提升至 20%,比亚迪、特斯拉等车企凭借优 质产品供给率先完成转型,直接带动整个行业估值实现系统性提升。如今,数字革命与 AI 浪潮席卷而来,汽 车已成为 AI 端侧应用的核心场景之一,其产业属性也正从传统制造领域,加速向 "智能车 + 机器人" 融合的 具身智能企业转变。 特斯拉便是典型案例:其估值体系已从单一的汽车制造企业,转向围绕 AI 与科技构建的生态型企业,通过 "FSD(全自动驾驶系统)+DOJO(超级计算机)+ 汽车 + 机器人 + Robotaxi(自动驾驶出租车)" 的组 合,搭建起完整商业模式,持续向盈利空间更高的 AI 业务延伸。在国内市场,比亚迪、华为、小米等企业也 已积极入局,业务覆盖电车、智能车、机器人多个领域。可以预见,提前布局 AI 相关技术、完成多领域能力 协同的车企,有 ...
“AI改变世界”,小鹏汽车携科技阵容亮相成都车展
Guan Cha Zhe Wang· 2025-08-31 11:36
Group 1 - The 28th Chengdu International Auto Show features XPeng Motors showcasing new models including the XPeng P7, G7, 2025 XPeng X9, MONA M03, and the humanoid robot IRON, emphasizing the theme "AI Changes the World" [1] - XPeng's self-developed Turing AI chip is now equipped in the G7 Ultra and the new P7 Ultra, with plans for all new Ultra models to include three Turing AI chips [1] - The humanoid robot IRON is expected to be utilized in production and service scenarios, expanding the AI ecosystem [1] Group 2 - For Q2, XPeng reported revenue of 18.27 billion yuan, a year-on-year increase of 125.3%, with vehicle deliveries reaching 103,200 units, up 241.6% [3] - The company’s gross margin improved to 17.3%, cash reserves increased to 47.57 billion yuan, and R&D expenditure reached 2.21 billion yuan [3] - In the first half of the year, XPeng launched five updated models, achieving record delivery numbers in Q2 [3] Group 3 - The new XPeng P7 was officially launched on August 27, with over 10,000 orders placed within 7 minutes of its release, and it features three Turing AI chips with a computing power of 2250 TOPS [3] - The P7 is equipped with the "858" high-performance battery pack, supporting 525 km of range in just 10 minutes of charging and a maximum range of 820 km [3] - The XPeng X9, the first model with the Kunpeng Super Electric (range extender), is set to launch in Q4, with expected monthly deliveries exceeding 40,000 units starting in September [4] Group 4 - From January to July, XPeng's overseas deliveries reached 21,700 units, a year-on-year increase of 174%, with operations now in 46 countries and regions [4] - The first locally produced XPeng X9 in Indonesia was delivered in July [4] Group 5 - In August, XPeng Motors and Volkswagen Group announced a collaboration to develop an electronic and electrical architecture to be integrated into Volkswagen's electric, fuel, and plug-in hybrid models in the Chinese market [5]
2025上海车展的一些小感受
Group 1 - The 2025 Shanghai Auto Show showcased a shift from "traffic-driven" marketing to a focus on technology and product capabilities, reflecting a more rational approach in the automotive industry [4][5][6] - The Ministry of Industry and Information Technology's regulations on smart driving advertising have led to a more cautious and safety-oriented promotion of intelligent driving technologies [4][5] - The emergence of domestic supply chains has been highlighted, with over 50 domestic and international parts suppliers participating prominently in the exhibition, indicating the rise of China's automotive supply chain [9][10] Group 2 - The acceleration of localization in smart driving technology was evident, with both domestic and foreign companies collaborating to adapt technologies to the unique conditions of Chinese roads [5][6][7] - Major foreign automakers, including Mercedes-Benz, BMW, and Toyota, showcased their electric vehicles prominently, signaling a commitment to the electric vehicle market in China [7][8] - The introduction of flying cars and humanoid robots at the auto show indicates a potential new focus area for the automotive industry, expanding the scope of competition and future mobility solutions [10] Group 3 - The presence of nearly 50 well-known technology, semiconductor, and chip companies at the supply chain exhibition reflects the growing importance of chips in the automotive sector, particularly in the context of electrification and intelligent driving [11][12] - Despite the optimistic developments observed at the auto show, challenges remain, particularly regarding the financial capabilities of domestic supply chain companies to keep pace with rapid technological advancements [12]