Core Viewpoint - Xpeng Motors (XPEV) is set to launch its next-generation IRON robot by the end of 2026, aiming to become the world's first mass-produced advanced humanoid robot [1] Group 1: Company Developments - Xpeng's CEO He Xiaopeng issued a letter to all employees emphasizing the theme "Steady Progress and Breaking the Situation, Together Towards the New Decade of Physical AI in 2026" [1] - The new generation of the IRON robot will begin mass production by the end of this year, with initial applications in guiding and shopping scenarios [1] - The company plans to open the SDK to global developers, enhancing collaboration and innovation in the robotics space [1] Group 2: Market Reaction - Xpeng's stock price increased by over 1% in pre-market trading, reaching $17.800 [1]

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]

自动驾驶板块的 Robotaxi 计划同样提速，今年将正式启动网约车试点运营，基于 GX 平台打造的车型搭载 4 颗自研图灵 AI 芯片，以 3000TOPS 超强算力 支撑纯视觉方案。 何小鹏预判，2027-2028 年 Robotaxi 将进入快速增长期，为企业带来收入与市值的双重跃升，据悉，大众汽车已成为小鹏第二代 VLA（视觉 - 语言 - 动 作） 模型的首发客户。 前沿业务高歌猛进的同时，核心整车业务与全球化战略同步发力。 2 月 24 日，小鹏汽车 CEO 何小鹏发布以 "稳进破局，2026 共赴物理 AI 新十年" 为主题的开工信，明确将 2026 年定义为小鹏具身智能从"能做"到"能量 产"的分水岭，宣布人形机器人、飞行汽车、Robotaxi 三大前沿 AI 业务将在今年全面落地量产。 在这场关乎未来的战略布局中，三大业务的量产计划成为核心亮点。飞行汽车 "陆地航母" 已完成试产线下线，历经零下 35 摄氏度极寒测试验证。 累计全球订单超7000台，其中中东地区订单达600台，位于广州的智造工厂具备"万辆级"年产能。 今年将实现规模化量产与交付，将率先开启个人低空出行的商业化探索。 人形机器 ...

编辑 杨娟娟 校对 柳宝庆 何小鹏特别提到，要把全球供产的规模化能力建扎实。"我们的供应链、制造、物流、备件、服务，正 走向'全球协同'。太多车企的全球化，倒在了团队没建好、能力跟不上，最终导致品质和口碑跟不上。 我们要持续构建高效的全球供产规模化的体系，从供应满足、规模生产、物流保障、投资管控等维度升 级。这是小鹏走向全球化的地基——不能飘，必须实。" 新京报贝壳财经讯（记者张冰）2月24日，马年春节假期后开工第一天，小鹏汽车董事长、首席执行官 何小鹏向小鹏全体员工发布了一封开工信。何小鹏称，2026年小鹏要做"一个把技术探索的势能，全面 转化为规模量产动能的具身智能公司"，机器人、飞行汽车、Robotaxi（自动驾驶出租车）三大前沿AI 业务，在同一年全部量产。谈到汽车海外业务时，他期望2026年小鹏的海外销量翻番，到2030年海外要 卖100万辆，贡献七成以上利润。 何小鹏将出海打法总结为八个字："尖刀 "破局，"红毯 "留人。其中"尖刀"指产品和市场：六款车型， 价格带覆盖10万元级到20万元级，主攻以色列、德国、挪威、泰国、法国五个市场；渠道网点今年翻倍 到680家，线索量翻倍。"红毯"是交付和服务 ...

南都·湾财社记者从小鹏汽车方面获悉，2月24日，马年春节节后复工首日，小鹏汽车董事长、CEO何小 鹏发布2026年开工信，信中提及其对于小鹏汽车自动驾驶、产品规划以及未来成长支撑点的思考和展 望。 2025年，小鹏汽车全年交付429445台，同比增长126%，超额完成年度销量目标。何小鹏在信中表示， 2026年，小鹏汽车将率先在中国抓住属于自动驾驶的"DeepSeek时刻"，还会迎来每个季度环比的大幅度 增长。"我们正站在一个历史性的拐点上，2026，物理AI+全球化必须打透。" 第二代VLA将于第一季度推送 大众将成为该模型首发客户 产品方面，何小鹏在信中透露，2026年将是小鹏"史无前例的产品大年"。据悉，小鹏汽车2026年计划推 出多款全新车型，将全面覆盖多个核心细分市场。第一季度，小鹏汽车将率先推出3款超级增程产品， 通过"一车双能"战略，迅速提升主流市场的份额与影响力。2026年内，小鹏汽车还将有至少4款新车进 军海外市场。据了解，目前，小鹏P7+已在奥地利完成试制，即将在欧洲25国交付。 与此同时，2026年，小鹏汽车的机器人、飞行汽车、Robotaxi三大AI业务，都将在2026年全部量产。 其 ...

此外，何小鹏在信中宣布，大众将成为小鹏第二代VLA模型的首发客户。小鹏汽车在物理AI领域的探 索，正推动公司业务结构发生质变。在人员规模和经营成本稳步增长的背景下，小鹏汽车正在成长为面 向全球的具身智能公司。 （文章来源：北京商报） 北京商报讯2月24日，北京商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，主题为"稳进破局，2026共赴物理AI新十年"。何小鹏希望小鹏汽车能够率先在中国抓住属于自动 驾驶的"DeepSeek"时刻，他认为，小鹏正站在历史性的拐点上——2026，物理AI+全球化必须打透。 何小鹏将2026年定义为"全自动驾驶的拐点"。过去一个多月内，何小鹏一直在高频体验小鹏第二代 VLA，"第二代VLA是我们面向L4全自动驾驶时代交出的第一个版本，它正在让高阶智驾从'极客尝 鲜'，变成像自动挡汽车一样、让每个家人都能轻松信赖的标配。"何小鹏表示。 ...

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]

2025年，我国汽车产销量均突破3400万辆，再创历史新高。 春擂奋进鼓，跃马赴新程。2026年作为"十五五"开局之年，车市竞速再启新篇，不少汽车 企业陆续敲定年度销量目标，增幅亮眼、布局明晰，各家卯足马力冲刺新赛道。 一起来看这份硬核目标清单！ 中国一汽 2025年销量：330.2万辆 2026年目标：354.6万辆 点评：全年整车销量瞄准354.6万辆，较2025年同比增长7.39%。2026年是中国一汽"全面转 型发展新突破三年行动"首战之年。中国一汽董事长邱现东强调，要有背水一战的决心，要有敢 闯善创的本领，要有冲锋在前的实干，要锚定全面建成科技公司这一中心任务，驭势担责、勇开 新局，实现首战必胜。 东风汽车 2025年销量：291.3万辆 2026年目标：330万辆 点评：销量目标同比增长13.3%，其中新能源销售目标为140万辆，同比增长26.2%。2025年 长安汽车销量创下9年来新高。长安启源、深蓝、阿维塔三驾新能源马车各司其职，启源打性价 比、深蓝抓年轻人、阿维塔冲高端，使得新能源车型销量更是暴涨51.1%。据悉，2026年长安规 划新车超过8款。新央企，新长安，整装出发、全面启航。 202 ...

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].