Xpeng courts new tech partners beyond Volkswagen

小鵬汽車尋求大眾汽車以外的新科技合作伙伴

Higher-margin software and AI services in focus

聚焦高利潤率的軟件與 AI 服務

Robotaxis, robots also part of expansion strategy

機器人出租車和機器人也是擴張戰略的一部分

BEIJING, Sept 17 (Reuters) - Chinese electric vehicle maker Xpeng (9868.HK) plans to offer its technology to foreign automakers beyond partner Volkswagen (VOWG.DE) as it seeks new revenue streams, according to two people familiar with the matter.

北京，9 月 17 日（路透社）- 據兩位知情人士透露，中國電動汽車製造商小鵬汽車（9868.HK）計劃向合作伙伴大眾汽車（VOWG.DE）以外的外國車企提供其技術，以尋求新的收入來源。

Xpeng has been in contact with some potential partners that have expressed interest in its technology, one of the sources said.

其中一位消息人士稱，小鵬已與一些對其技術表示興趣的潛在合作伙伴進行了接觸。

The company plans to offer its electrical and electronic architecture, cockpit systems, Turing AI chips, and advanced-driver assistance software to other firms, the source said. Potential partners could also include foreign software developers and automobile suppliers.

該消息人士稱，公司計劃向其他企業提供其電子電氣架構、座艙系統、圖靈 AI 芯片以及高級駕駛輔助軟件。潛在合作伙伴還可能包括外國軟件開發商和汽車供應商。

The EV maker, which is expanding into robotaxis, humanoid robots and flying cars, also plans to broaden its technology licensing and customisation business to cover robotaxi, robotics and other physical AI applications, the second source said. Its offering would also include the operational deployment of Xpeng’s robotaxis.

第二位消息人士稱，這家正在拓展機器人出租車、人形機器人和飛行汽車領域的電動汽車製造商，還計劃擴大其技術授權和定製業務，涵蓋機器人出租車、機器人技術及其他物理人工智能應用。其提供的服務還將包括小鵬機器人出租車的運營部署。

Reuters is reporting the plans for the first time.

路透社首次報道了這些計劃。

The sources did not identify the automakers or other potential partners.

消息人士未透露具體是哪些汽車製造商或其他潛在合作伙伴。

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高利潤率服務

The expanded offerings come as Chinese EV makers are reshaping vehicle design and technology worldwide.

在中國電動汽車製造商重塑全球車輛設計與技術的背景下，小鵬推出了這些擴展服務。

Xpeng established a strategic commercialisation team about six months ago to explore new technology partnerships and other commercial possibilities, building on the experience gained through its alliance with Volkswagen, the sources said.

消息人士稱，小鵬約在六個月前成立了一個戰略商業化團隊，以探索新的技術合作關係及其他商業可能性，此舉建立在其與大眾汽車聯盟所積累的經驗基礎之上。

Xpeng’s partnership with Volkswagen began in July 2023 when the German automaker bought a 4.99% stake in the Chinese EV maker for about $700 million. The alliance covers EV platforms, software and electronic architecture.

小鵬與大眾汽車的合作始於 2023 年 7 月，當時這家德國汽車製造商以約 7 億美元收購了這家中國電動汽車製造商 4.99% 的股份。該聯盟涵蓋電動汽車平台、軟件及電子電氣架構。

The first jointly developed model, the ID.UNYX 08 electric SUV, incorporates Xpeng’s cockpit systems, smart-driving technology and Turing AI chips.

首款聯合開發的車型 ID.UNYX 08 電動 SUV 集成了小鵬的座艙系統、智能駕駛技術和圖靈 AI 芯片。

The model entered mass production in March 2026, just 24 months after the collaboration started.

該車型於 2026 年 3 月投入量產，距離合作啓動僅 24 個月。

The partnership has emerged as a meaningful new source of revenue for Xpeng, particularly through technology services, although the company remained loss-making in the first and second quarters of the current financial year.

儘管小鵬在本財年第一季度和第二季度仍處於虧損狀態，但與大眾汽車的合作已成為其重要的新收入來源，尤其是通過技術服務帶來的收入。

While vehicle sales revenue was little changed in the second quarter and vehicle margin narrowed to 12.1% from 14.3%, revenue from services and other businesses almost doubled, lifting the segment’s margin to 75.1% from 53.6% a year earlier.

雖然第二季度整車銷售收入變化不大，且整車毛利率從 14.3% 收窄至 12.1%，但服務及其他業務收入幾乎翻倍，將該板塊的毛利率從一年前的 53.6% 提升至 75.1%。

On a post-earnings call in late August, Xpeng’s management said the increase was driven mainly by technology research and development services provided under the Volkswagen partnership, as well as higher revenue from components and accessories sales.

在 8 月底的財報電話會議上，小鵬管理層表示，增長主要得益於大眾汽車合作項目下的技術研發服務，以及零部件和配件銷售收入的增加。

The higher-margin services business could become increasingly important as Xpeng expands into physical AI. CEO He Xiaopeng has said humanoid robots could eventually generate significantly higher margins than vehicles.

隨着小鵬拓展物理人工智能領域，高利潤率的服務業務可能變得日益重要。首席執行官何小鵬曾表示，人形機器人最終產生的利潤率可能顯著高於汽車。

Xpeng’s general-purpose humanoid robot, IRON, walked off production lines earlier this month as the company moves towards mass production by year-end. Xpeng plans to begin commercial deliveries in China and overseas markets in 2027.

小鵬的通用人形機器人 “IRON” 本月早些時候下線，公司正朝着年底實現量產的目標邁進。小鵬計劃於 2027 年開始在中國及海外市場進行商業交付。

The company has also accelerated its international expansion, with cumulative overseas sales surpassing 100,000 vehicles since entering Norway in 2020.

該公司還加速了國際擴張步伐，自 2020 年進入挪威市場以來，累計海外銷量已超過 10 萬輛。

The G9L SUV, unveiled in Beijing on Thursday, is due to make its international debut at the Paris Motor Show next month and will become the fourth model to be built at Magna’s (MG.TO) plant in Austria, after the G6, G9 and P7+.

週四在北京發佈的 G9L SUV 將於下月在巴黎車展上進行國際首秀，並將繼 G6、G9 和 P7+ 之後，成為第四款在麥格納（MG.TO）奧地利工廠生產的車型。