<blockquote>
<ul>
<li>小鹏汽车将首次在其最低价车型上搭载自主研发的 Turing AI 芯片，支持全场景辅助驾驶功能。</li>
<li>该策略反映了小鹏汽车通过分层硬件和软件选项来提高利润率和吸引力的尝试。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441154.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441154.jpg"/></p><p>(小鹏汽车视频截图，显示更新后的 Mona M03。)</p><p>小鹏汽车周三预览了其 2026 款 Mona M03 电动轿车，这是该公司首次在其更新车型中搭载自主研发的 Turing AI 芯片。</p><p>小鹏汽车董事长兼首席执行官何小鹏今日在微博上宣布，2026 款 Mona M03 已抵达全国各门店。</p><p>他表示，搭载 Turing AI 芯片的更新版 Mona M03 将为 2 万美元以下的细分市场带来高达 750 TOPS 的智能驾驶算力。</p><p>加入我们的 Telegram 或 Google News</p><p>该芯片将支持全场景辅助驾驶功能，标志着小鹏汽车试图通过捆绑芯片和软件来提高其最畅销车型的利润率。</p><p>Mona M03 目前是小鹏汽车的最低价车型，在中国起售价为 119,800 元人民币（17,380 美元）。</p><p>这款电动轿车也是小鹏汽车最重要的销量驱动因素。根据 CnEVPost 汇总的数据，2025 年全年，Mona M03 交付了 175,689 辆，占总交付量的 40.91%。</p><p>在 2026 年前两个月，该车型继续位居交付量榜首。1 月份和 2 月份交付了 11,097 辆，占小鹏汽车同期总交付量的 31.47%。</p><p>小鹏 Mona M03 月度交付量</p><p>2024 2025 2026</p><p>何先生还表示，更新后的车型在外观和内饰细节上都进行了改进，以提供更精致的视觉和触觉体验。</p><p>他表示，为了吸引年轻用户，该车型已升级为通常在 20 万元级别车型中才能找到的舒适性配置。</p><p>除了自主研发的 Turing 芯片，更新后的 Mona M03 还配备了大幅升级的座舱硬件，搭载 MT8676 座舱芯片和 24 GB 内存。</p><p>这将使 15.6 英寸、2.5K 分辨率的中控屏操作更加流畅。该车还增加了加热方向盘和双层隔音玻璃等功能。</p><p>更新后的 Mona M03 纯电续航里程可达 640 公里，在配备相同 62.2 kWh 电池组的情况下，续航里程增加了 20 公里。</p><p>将 Turing 芯片引入 Mona M03 符合小鹏汽车近期的商业模式调整，该公司已开始为其车型提供分层付费的智能驾驶选项。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441789.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441789.jpg"/></p><p>3 月 18 日，小鹏汽车调整了其 P7 电动轿车战略，推出了更便宜的配置，并引入了分层 AI 芯片定价策略。</p><p>P7 的三个 Max 版本现在标配一个 Turing 芯片。客户可以支付 12,000 元人民币升级到配备两个芯片的版本。</p><p>客户还可以选择支付 20,000 元人民币购买配备三个 Turing 芯片的 Ultra 版本。这种灵活的定价旨在提振需求并提高盈利能力。</p><p>何先生在 3 月 23 日的财报电话会议上表示，Turing 芯片的累计出货量已超过 20 万辆。公司今年的芯片出货目标是接近 100 万辆。</p><p>小鹏汽车预计从今年第二季度开始，将其全系车型过渡到 Turing 芯片。</p><p>随着小鹏汽车改善其财务状况，这项战略正在推进。该公司在 2025 年第四季度实现了 GAAP 标准下首次季度净利润，为 3.8 亿元人民币。</p><p>小鹏汽车计划在 2026 年将其与 AI 相关的实体研发投资增加至 70 亿元人民币，并将在年内推出四款新车型。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501442415.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501442415.jpg"/></p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032114220997-768x433.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032114220997-768x433.jpg"/></p><p>小鹏汽车将于 3 月 25 日进军墨西哥，推出 G6 和 G9 车型</p><p>小鹏汽车目标在 2026 年将其海外销量翻一番，此前在 2025 年国际市场销量约为 45,000 辆。</p><p>（1 美元 = 6.8925 人民币）</p>

华宝智能电动汽车ETF

纳斯达克全球汽车指数 - First Trust

国泰中证800汽车与零部件ETF

易方达中证汽车零部件主题ETF

自动驾驶和电动汽车 ETF - GlobalX

小鹏汽车

华夏中证新能源汽车ETF

华夏中证港股通汽车产业主题ETF

小鹏集团-W

<p>小鹏汽车发布了其 2026 款小鹏 Mona M03 电动轿车预览，该车将首次搭载自主研发的 Turing AI 芯片，提供 750 TOPS 的算力用于辅助驾驶。该车型定价低于 2 万美元，旨在通过升级的功能来提高利润率并吸引年轻消费者。Mona M03 是小鹏汽车的最低价车型，也是关键的销量驱动因素，预计 2026 年初将有大量交付。小鹏汽车计划将其全系车型过渡到 Turing 芯片，并计划在 2026 年将研发投入增加至 70 亿元人民币，同时瞄准国际销量增长</p>

<blockquote>
<ul>
<li>Xpeng will equip its lowest-priced model with its in-house developed Turing AI chip for the first time, supporting all-scenario assisted driving capabilities.</li>
<li>The strategy reflects Xpeng's attempt to improve its profit margins and appeal through tiered hardware and software options.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>小鹏汽车将首次在其最低价车型上搭载自主研发的 Turing AI 芯片，支持全场景辅助驾驶功能。</li>
<li>该策略反映了小鹏汽车通过分层硬件和软件选项来提高利润率和吸引力的尝试。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441154.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026032501441154.jpg"/></p>
<p>(A screenshot from a video by Xpeng shows the updated Mona M03.)</p>
<div class="lb-trans"><p>(小鹏汽车视频截图，显示更新后的 Mona M03。)</p></div><p>Xpeng previewed its 2026 Mona M03 electric sedan on Wednesday, an updated model that will feature the company's in-house developed Turing AI chip for the first time.</p>
<div class="lb-trans"><p>小鹏汽车周三预览了其 2026 款 Mona M03 电动轿车，这是该公司首次在其更新车型中搭载自主研发的 Turing AI 芯片。</p></div><p>Xpeng's chairman and CEO, He Xiaopeng, announced on Weibo today that the 2026 Mona M03 has already arrived at stores nationwide.</p>
<div class="lb-trans"><p>小鹏汽车董事长兼首席执行官何小鹏今日在微博上宣布，2026 款 Mona M03 已抵达全国各门店。</p></div><p>He said that the updated Mona M03, equipped with the Turing AI chip, brings up to 750 TOPS of smart driving computing power to the sub-$20,000 market.</p>
<div class="lb-trans"><p>他表示，搭载 Turing AI 芯片的更新版 Mona M03 将为 2 万美元以下的细分市场带来高达 750 TOPS 的智能驾驶算力。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>The chip will support all-scenario assisted driving capabilities, marking Xpeng's attempt to achieve higher profit margins on its best-selling model by bundling chips and software.</p>
<div class="lb-trans"><p>该芯片将支持全场景辅助驾驶功能，标志着小鹏汽车试图通过捆绑芯片和软件来提高其最畅销车型的利润率。</p></div><p>The Mona M03 is currently Xpeng's lowest-priced model, with a starting price of RMB 119,800 ($17,380) in China.</p>
<div class="lb-trans"><p>Mona M03 目前是小鹏汽车的最低价车型，在中国起售价为 119,800 元人民币（17,380 美元）。</p></div><p>The electric sedan is also Xpeng's most important sales driver. For the full year of 2025, the Mona M03 delivered 175,689 units, accounting for 40.91% of total deliveries, according to data compiled by CnEVPost.</p>
<div class="lb-trans"><p>这款电动轿车也是小鹏汽车最重要的销量驱动因素。根据 CnEVPost 汇总的数据，2025 年全年，Mona M03 交付了 175,689 辆，占总交付量的 40.91%。</p></div><p>In the first two months of 2026, the model continued to top the delivery charts. It delivered 11,097 units in January and February, contributing 31.47% of Xpeng's deliveries during the same period.</p>
<div class="lb-trans"><p>在 2026 年前两个月，该车型继续位居交付量榜首。1 月份和 2 月份交付了 11,097 辆，占小鹏汽车同期总交付量的 31.47%。</p></div><p>Xpeng Mona M03 monthly deliveries</p>
<div class="lb-trans"><p>小鹏 Mona M03 月度交付量</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024 2025 2026</p></div><p>Mr. He also said that the updated model has been refined in its exterior and interior details to provide a more exquisite visual and tactile experience.</p>
<div class="lb-trans"><p>何先生还表示，更新后的车型在外观和内饰细节上都进行了改进，以提供更精致的视觉和触觉体验。</p></div><p>To attract young users, the model has been upgraded with comfort features typically found in RMB 200,000-class vehicles, he said.</p>
<div class="lb-trans"><p>他表示，为了吸引年轻用户，该车型已升级为通常在 20 万元级别车型中才能找到的舒适性配置。</p></div><p>In addition to the in-house Turing chip, the updated Mona M03 also features significantly upgraded cockpit hardware, equipped with the MT8676 cockpit chip and 24 GB of RAM.</p>
<div class="lb-trans"><p>除了自主研发的 Turing 芯片，更新后的 Mona M03 还配备了大幅升级的座舱硬件，搭载 MT8676 座舱芯片和 24 GB 内存。</p></div><p>This will make the operation of the 15.6-inch, 2.5K resolution central screen much smoother. The vehicle also adds features such as a heated steering wheel and double-layer acoustic glass windows.</p>
<div class="lb-trans"><p>这将使 15.6 英寸、2.5K 分辨率的中控屏操作更加流畅。该车还增加了加热方向盘和双层隔音玻璃等功能。</p></div><p>The updated Mona M03 has a pure electric range of up to 640 kilometers, gaining an additional 20 kilometers of range with the same 62.2-kWh battery pack.</p>
<div class="lb-trans"><p>更新后的 Mona M03 纯电续航里程可达 640 公里，在配备相同 62.2 kWh 电池组的情况下，续航里程增加了 20 公里。</p></div><p>Introducing the Turing chip to the Mona M03 aligns with Xpeng's recent business model adjustments, as the company is beginning to offer tiered paid smart driving options for its models.</p>
<div class="lb-trans"><p>将 Turing 芯片引入 Mona M03 符合小鹏汽车近期的商业模式调整，该公司已开始为其车型提供分层付费的智能驾驶选项。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501441789.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026032501441789.jpg"/></p>
<p>On March 18, Xpeng shifted the strategy for its P7 electric sedan, launching cheaper trims and introducing a tiered AI chip pricing strategy.</p>
<div class="lb-trans"><p>3 月 18 日，小鹏汽车调整了其 P7 电动轿车战略，推出了更便宜的配置，并引入了分层 AI 芯片定价策略。</p></div><p>The three Max variants of the P7 now come standard with one Turing chip. Customers can pay RMB 12,000 to upgrade to a version with two chips.</p>
<div class="lb-trans"><p>P7 的三个 Max 版本现在标配一个 Turing 芯片。客户可以支付 12,000 元人民币升级到配备两个芯片的版本。</p></div><p>Customers can also choose to pay RMB 20,000 for the Ultra version equipped with three Turing chips. This flexible pricing is designed to boost demand and improve profitability.</p>
<div class="lb-trans"><p>客户还可以选择支付 20,000 元人民币购买配备三个 Turing 芯片的 Ultra 版本。这种灵活的定价旨在提振需求并提高盈利能力。</p></div><p>Mr. He said during an earnings call on March 23 that cumulative shipments of the Turing chip have exceeded 200,000 units. The company's chip shipment target for this year is to reach nearly 1 million units.</p>
<div class="lb-trans"><p>何先生在 3 月 23 日的财报电话会议上表示，Turing 芯片的累计出货量已超过 20 万辆。公司今年的芯片出货目标是接近 100 万辆。</p></div><p>Xpeng expects to complete the transition to the Turing chip across its entire lineup starting in the second quarter of this year.</p>
<div class="lb-trans"><p>小鹏汽车预计从今年第二季度开始，将其全系车型过渡到 Turing 芯片。</p></div><p>This strategy is being advanced as Xpeng improves its financial situation. The company achieved its first-ever quarterly net profit under GAAP standards of RMB 380 million in the fourth quarter of 2025.</p>
<div class="lb-trans"><p>随着小鹏汽车改善其财务状况，这项战略正在推进。该公司在 2025 年第四季度实现了 GAAP 标准下首次季度净利润，为 3.8 亿元人民币。</p></div><p>Xpeng plans to increase its physical AI-related R&amp;D investment to RMB 7 billion in 2026 and will launch four new models within the year.</p>
<div class="lb-trans"><p>小鹏汽车计划在 2026 年将其与 AI 相关的实体研发投资增加至 70 亿元人民币，并将在年内推出四款新车型。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032501442415.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026032501442415.jpg"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/03/2026032114220997-768x433.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/03/2026032114220997-768x433.jpg"/></p>
<p>Xpeng to enter Mexico on Mar 25 with G6 and G9 launch</p>
<div class="lb-trans"><p>小鹏汽车将于 3 月 25 日进军墨西哥，推出 G6 和 G9 车型</p></div><p>Xpeng targets doubling its overseas sales in 2026, after selling about 45,000 vehicles in international markets in 2025.</p>
<div class="lb-trans"><p>小鹏汽车目标在 2026 年将其海外销量翻一番，此前在 2025 年国际市场销量约为 45,000 辆。</p></div><p>($1 = RMB 6.8925)</p>
<div class="lb-trans"><p>（1 美元 = 6.8925 人民币）</p></div>

Xpeng previews 2026 Mona M03, bringing 750 TOPS computing power to sub-$20,000 EV market

- 小鹏首次在其最低价车型 Mona M03 上装备自研的 Turing AI 芯片。  
- 该芯片支持全场景辅助驾驶，有望提升盈利能力。  
- Mona M03 的起售价为 RMB 119,800，2025 年交付量达 175,689 台。

小鹏汽车预览2026款Mona M03，将750 TOPS算力引入2万美元以下电动汽车市场