<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026061005314819.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/2026/06/2026061005314819.jpg"/></p><p>2026 年 4 月，Iron 人形机器人在小鹏汽车广州总部展出。图片来源：CnEVPost</p><blockquote>
<ul>
<li>小鹏汽车 CEO 表示，此举是公司从智能汽车公司向具身智能公司转型的关键一步。</li>
<li>小鹏汽车将于 2026 年第四季度实现其先进人形机器人的量产和初步交付。</li>
</ul>
</blockquote><p>小鹏汽车（NYSE: XPEV）董事长兼 CEO 何小鹏正加紧掌控公司新兴的机器人业务，以加速其商业化进程。</p><p>在周三发给员工的内信中，他宣布即日起亲自担任机器人业务的 “CEO”。</p><p>据 CnEVPost 获得的内信全文显示，他在信中将 CEO 加上引号，可能是因为该业务尚未作为独立实体拆分出来。</p><p>加入我们的 Telegram 或 Google News</p><p>这一决定凸显了小鹏汽车在竞争激烈的具身智能市场中抢占先机的紧迫感，公司试图复制其在造车领域的成功。</p><p>何小鹏在信中表示，小鹏的机器人业务正处于历史转折点，站在量产和商业化的前夕。</p><p>他指出，当前阶段可与八年前小鹏即将推出首款车型 G3 SUV（运动型多用途汽车）时相提并论，当时整个团队也站在量产和交付的关键门槛上。</p><p>他表示，此次高层管理业务的调整，是小鹏汽车从智能汽车公司向 “具身智能公司” 战略转型的重要一步。</p><p>何小鹏将汽车、机器人和全球化视为小鹏集团未来十年发展蓝图中的三大核心增长曲线。</p><p>为实现这一雄心勃勃的目标，小鹏汽车将毫无保留地把在汽车业务中积累的供应链、制造和全球化能力复制到机器人业务中。</p><p>根据公司最新计划，小鹏汽车将于 2026 年第四季度实现其先进人形机器人的量产和初步交付。</p><p>随后，公司计划在 2027 年第一季度将人形机器人引入全国线下门店，担任购物引导员。</p><p>到 2027 年第二季度，这些人形机器人将被推向更广泛的海外市场，并最终在 2028 年开始进入更多普通家庭。</p><p>何小鹏在内信中表示，在过去的一年里，他每周至少花费一整天时间处理机器人业务，进行深入思考、讨论和决策。</p><p>他深切感受到这一历史性机遇的重大意义，同时也清醒地认识到，在当前竞争激烈的环境中取得最终成功的难度极大。</p><p>目前，机器人业务整合了小鹏集团内的多个核心业务模块，包括硬件、大型 AI 模型、供应链、精密制造和市场营销。</p><p>他表示，这种高度的复杂性要求公司在量产的关键战役中进行更深度的整体协同，将集团优势转化为强大的战斗力。</p><p>何小鹏亲自挂帅之际，小鹏机器人团队正经历关键人员变动，为公司冲刺量产增添了复杂的背景因素。</p><p>本月早些时候，小鹏机器人业务的核心产品负责人石小新离职。他是核心创始成员之一，从零开始构建了 Iron 人形机器人项目。</p><p>为支持其量产计划，小鹏汽车已于今年第一季度启动建设一个占地约 11 万平方米的人形机器人量产基地。</p><p>此外，小鹏汽车于今年 1 月交付了首款按照汽车标准开发的 ET1 版本机器人原型机，完成了工程与制造经验的深度融合。</p><p>在 2025 年 11 月的科技日上，小鹏新一代 Iron 人形机器人首次亮相，以其自然流畅的走秀吸引了业界的广泛关注。</p><p>演示效果如此逼真，甚至引发了公众对于机器人内部是否藏有真人的质疑，迫使何小鹏公开展示其内部结构。</p><p>新一代 Iron 配备全固态电池和三颗自研的图灵 AI 芯片，总算力达到 2,250 TOPS，并集成了第二代 VLA（视觉 - 语言 - 动作）大模型。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2025/11/2025110710062569-768x432.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/2025/11/2025110710062569-768x432.jpg"/></p><p>马斯克谈小鹏 Iron 人形机器人：“特斯拉和中国公司将主导市场”</p><p>“西方的其他公司很弱，” 马斯克表示。</p><p>（1 美元 = 6.7724 元人民币）</p>

小鹏汽车

小鹏集团-W

<p>小鹏汽车 CEO 何小鹏亲自出任公司机器人部门负责人，以加速其 “Iron” 人形机器人的商业化进程。这一战略举措标志着小鹏汽车从智能汽车制造商向 “具身智能” 公司的转型，旨在利用其在汽车供应链和制造方面的专业知识。公司目标是在 2026 年第四季度实现量产并初步交付，随后于 2027 年初进行零售部署，并在此后扩大市场覆盖范围</p>

<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026061005314819.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026061005314819.jpg"/></p>
<p>The Iron humanoid robot on display at Xpeng's Guangzhou headquarters in April 2026. Credit: CnEVPost</p>
<div class="lb-trans"><p>2026 年 4 月，Iron 人形机器人在小鹏汽车广州总部展出。图片来源：CnEVPost</p></div><blockquote>
<ul>
<li>Xpeng CEO said the move is a crucial step in the company's transition from a smart car company to a physical AI company.</li>
<li>Xpeng will achieve mass production and initial delivery of its advanced humanoid robots in the fourth quarter of 2026.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>小鹏汽车 CEO 表示，此举是公司从智能汽车公司向具身智能公司转型的关键一步。</li>
<li>小鹏汽车将于 2026 年第四季度实现其先进人形机器人的量产和初步交付。</li>
</ul>
</blockquote></div><p>He Xiaopeng, chairman and CEO of Xpeng (NYSE: XPEV), is tightening his grip on the company's emerging robotics business to accelerate its commercialization.</p>
<div class="lb-trans"><p>小鹏汽车（NYSE: XPEV）董事长兼 CEO 何小鹏正加紧掌控公司新兴的机器人业务，以加速其商业化进程。</p></div><p>In an internal letter to employees on Wednesday, he announced that he will personally serve as the &#34;CEO&#34; of the robotics business, effective immediately.</p>
<div class="lb-trans"><p>在周三发给员工的内信中，他宣布即日起亲自担任机器人业务的 “CEO”。</p></div><p>He put CEO in quotation marks in the letter, likely because the business has not been spun off as an independent entity, according to the full text of the internal letter obtained by CnEVPost.</p>
<div class="lb-trans"><p>据 CnEVPost 获得的内信全文显示，他在信中将 CEO 加上引号，可能是因为该业务尚未作为独立实体拆分出来。</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 decision highlights Xpeng's sense of urgency to seize the initiative in the fiercely competitive embodied intelligence market, as the company attempts to replicate its success in carmaking.</p>
<div class="lb-trans"><p>这一决定凸显了小鹏汽车在竞争激烈的具身智能市场中抢占先机的紧迫感，公司试图复制其在造车领域的成功。</p></div><p>Mr. He said in the letter that Xpeng's robotics business is at a historic turning point, standing on the eve of mass production and commercialization.</p>
<div class="lb-trans"><p>何小鹏在信中表示，小鹏的机器人业务正处于历史转折点，站在量产和商业化的前夕。</p></div><p>He noted that the current stage is comparable to eight years ago when Xpeng was about to launch its first vehicle, the G3 SUV (sport utility vehicle), with the entire team standing at the critical threshold of mass production and delivery.</p>
<div class="lb-trans"><p>他指出，当前阶段可与八年前小鹏即将推出首款车型 G3 SUV（运动型多用途汽车）时相提并论，当时整个团队也站在量产和交付的关键门槛上。</p></div><p>This business upgrade in senior management marks an important step in Xpeng's strategic transition from a smart car company to a &#34;physical AI company,&#34; he said.</p>
<div class="lb-trans"><p>他表示，此次高层管理业务的调整，是小鹏汽车从智能汽车公司向 “具身智能公司” 战略转型的重要一步。</p></div><p>Mr. He saw automobiles, robotics, and globalization as the three core growth curves in Xpeng Group's development blueprint for the next decade.</p>
<div class="lb-trans"><p>何小鹏将汽车、机器人和全球化视为小鹏集团未来十年发展蓝图中的三大核心增长曲线。</p></div><p>To achieve this ambitious goal, Xpeng will unreservedly replicate the supply chain, manufacturing, and globalization capabilities accumulated in its automotive business into the robotics business.</p>
<div class="lb-trans"><p>为实现这一雄心勃勃的目标，小鹏汽车将毫无保留地把在汽车业务中积累的供应链、制造和全球化能力复制到机器人业务中。</p></div><p>According to the company's latest plan, Xpeng will achieve mass production and initial delivery of its advanced humanoid robots in the fourth quarter of 2026.</p>
<div class="lb-trans"><p>根据公司最新计划，小鹏汽车将于 2026 年第四季度实现其先进人形机器人的量产和初步交付。</p></div><p>Subsequently, the company plans to introduce humanoid robots into its offline stores nationwide in the first quarter of 2027 to take on shopping guide duties.</p>
<div class="lb-trans"><p>随后，公司计划在 2027 年第一季度将人形机器人引入全国线下门店，担任购物引导员。</p></div><p>By the second quarter of 2027, these humanoid robots will be pushed to broader overseas markets, and ultimately begin to enter more ordinary households in 2028.</p>
<div class="lb-trans"><p>到 2027 年第二季度，这些人形机器人将被推向更广泛的海外市场，并最终在 2028 年开始进入更多普通家庭。</p></div><p>Mr. He said in the internal letter that over the past year, he has spent at least one full day a week on the robotics business, engaging in in-depth thinking, discussions, and decision-making.</p>
<div class="lb-trans"><p>何小鹏在内信中表示，在过去的一年里，他每周至少花费一整天时间处理机器人业务，进行深入思考、讨论和决策。</p></div><p>He deeply feels the immense significance of this historic opportunity, while also clearly realizing the extreme difficulty of achieving ultimate success in the current fiercely competitive environment.</p>
<div class="lb-trans"><p>他深切感受到这一历史性机遇的重大意义，同时也清醒地认识到，在当前竞争激烈的环境中取得最终成功的难度极大。</p></div><p>The robotics business currently integrates multiple core business modules within the Xpeng Group, including hardware, large AI models, supply chain, precision manufacturing, and marketing.</p>
<div class="lb-trans"><p>目前，机器人业务整合了小鹏集团内的多个核心业务模块，包括硬件、大型 AI 模型、供应链、精密制造和市场营销。</p></div><p>This high degree of complexity requires the company to engage in deeper overall collaboration during the critical battle of mass production, translating the group's advantages into strong combat effectiveness, he said.</p>
<div class="lb-trans"><p>他表示，这种高度的复杂性要求公司在量产的关键战役中进行更深度的整体协同，将集团优势转化为强大的战斗力。</p></div><p>Mr. He's personal taking of the helm comes as the Xpeng robotics team experiences a key personnel change, adding a layer of complex background to the company's sprint toward mass production.</p>
<div class="lb-trans"><p>何小鹏亲自挂帅之际，小鹏机器人团队正经历关键人员变动，为公司冲刺量产增添了复杂的背景因素。</p></div><p>Earlier this month, Shi Xiaoxin, the core product lead of Xpeng's robotics business, departed. He was a core founding member who built the Iron humanoid robot project from scratch.</p>
<div class="lb-trans"><p>本月早些时候，小鹏机器人业务的核心产品负责人石小新离职。他是核心创始成员之一，从零开始构建了 Iron 人形机器人项目。</p></div><p>To support its mass production plan, Xpeng already initiated the construction of a humanoid robot mass production base covering about 110,000 square meters in the first quarter of this year.</p>
<div class="lb-trans"><p>为支持其量产计划，小鹏汽车已于今年第一季度启动建设一个占地约 11 万平方米的人形机器人量产基地。</p></div><p>In addition, Xpeng delivered the first ET1 version robot prototype developed to automotive standards in January this year, completing the deep integration of engineering and manufacturing experience.</p>
<div class="lb-trans"><p>此外，小鹏汽车于今年 1 月交付了首款按照汽车标准开发的 ET1 版本机器人原型机，完成了工程与制造经验的深度融合。</p></div><p>At its Tech Day in November 2025, Xpeng's new-generation Iron humanoid robot made its debut with a natural and smooth catwalk, drawing widespread attention from the industry.</p>
<div class="lb-trans"><p>在 2025 年 11 月的科技日上，小鹏新一代 Iron 人形机器人首次亮相，以其自然流畅的走秀吸引了业界的广泛关注。</p></div><p>The demonstration was so realistic that it sparked public skepticism about whether a real person was hidden inside the robot, forcing Mr. He to publicly display its internal structure.</p>
<div class="lb-trans"><p>演示效果如此逼真，甚至引发了公众对于机器人内部是否藏有真人的质疑，迫使何小鹏公开展示其内部结构。</p></div><p>The new-generation Iron is equipped with an all-solid-state battery and three in-house developed Turing AI chips, achieving a total computing power of 2,250 TOPS, and is integrated with the second-generation VLA (Vision-Language-Action) large model.</p>
<div class="lb-trans"><p>新一代 Iron 配备全固态电池和三颗自研的图灵 AI 芯片，总算力达到 2,250 TOPS，并集成了第二代 VLA（视觉 - 语言 - 动作）大模型。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2025/11/2025110710062569-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2025/11/2025110710062569-768x432.jpg"/></p>
<p>Musk on Xpeng's Iron humanoid robot: 'Tesla and China companies will dominate the market'</p>
<div class="lb-trans"><p>马斯克谈小鹏 Iron 人形机器人：“特斯拉和中国公司将主导市场”</p></div><p>&#34;Other companies in the West are weak,&#34; Musk said.</p>
<div class="lb-trans"><p>“西方的其他公司很弱，” 马斯克表示。</p></div><p>($1 = 6.7724 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7724 元人民币）</p></div>

Xpeng CEO takes helm of robotics unit to drive physical AI transition

- 小鹏将在 2026 年第四季度实现首批人形机器人的量产和交付。  
- 小鹏 CEO 何小鹏将亲自领导机器人业务，强调此举为战略转型的重要一步。  
- 公司计划于 2027 年在全国线下门店推行人形机器人，预计 2028 年进入更多家庭。

小鹏汽车CEO亲自挂帅机器人业务，推动具身智能转型