On November 5th, XPENG Motors hosted its 2025 Tech Day event at the XPENG Technology Park in Guangzhou, with 'Emergence' as the central theme. During this event, XPENG Motors introduced four pivotal applications rooted in 'Physical AI.' These include the second-generation Vision-Language-Action (VLA) system, XPENG Robotaxi, the cutting-edge IRON humanoid robot, and two innovative flight systems developed by HT Aero. All four AI applications have well-defined plans for mass production. Specifically, high-level humanoid robots and flying cars are slated for mass production in the upcoming year. XPENG also revealed that AutoNavi will be its inaugural global ecological partner for the XPENG Robotaxi.

XPENG Motors Chairman, He Xiaopeng, emphasized that large models will serve as the 'operating system for the physical AI world,' forming the bedrock for all physical AI applications. At the Tech Day, XPENG Motors officially launched the second-generation VLA, which innovatively bypasses the 'language translation' phase. This system enables the first end-to-end direct generation from visual signals to action commands, revolutionizing traditional industry architectures. By the end of December, XPENG will invite pioneering users to co-create and experience the second-generation VLA, with a full-scale rollout planned for the first quarter of 2026, specifically for XPENG Ultra models. This model is envisioned as a technological cornerstone, capable of powering products across various domains, including automobiles, Robotaxi, robots, and flying cars.

Furthermore, XPENG Motors showcased new advancements in three key areas: Robotaxi, humanoid robots, and flying cars. XPENG Motors is set to introduce three Robotaxi models in 2026 and commence trial operations for Robotaxi services. At the core of its autonomous driving hardware and software, the Robotaxi boasts four Turing AI chips, delivering a vehicle-end computing power of up to 3000 TOPS, the highest globally at present. From a technical standpoint, the Robotaxi eschews reliance on LiDAR or high-definition maps, instead adopting a pure vision solution to adapt to diverse road types and traffic conditions worldwide.

Regarding the future trajectory of autonomous driving, XPENG proposed a novel vision: a fully shared autonomous driving vehicle mode (Robotaxi) and a private mode featuring L4-level vehicles driven by humans. Based on this vision, XPENG Motors will unveil a new intelligent driving version, 'Robo,' in 2026. This version will share the same hardware configuration, safety redundancy, and intelligent driving capabilities as the Robotaxi, equipped with two intelligent driving modes to cater to varied user preferences.

The new-generation IRON humanoid robot made its debut with an impressively human-like 'catwalk' gait. It features a human-like spine, bionic muscles, and fully covered flexible skin, allowing for customization to different body types. With 82 degrees of freedom throughout its body, it achieves natural, fluid, and flexible movements, capable of performing highly human-like actions such as 'cat-like walking.' It utilizes the industry's smallest 'harmonic joints,' with a 1:1 human hand size and 22 degrees of freedom in the hands. Additionally, the new-generation IRON is the first in the industry to incorporate all-solid-state batteries, achieving an ultimate lightweight design, ultra-high energy density, and exceptional safety. He Xiaopeng stated, 'By the end of 2026, our goal is to achieve mass production of high-level humanoid robots.' In terms of commercialization, the new-generation IRON will initially focus on commercial scenarios, providing services such as guidance, shopping assistance, and patrols. Baosteel will serve as an ecological partner for the IRON project.

Moreover, XPENG HT Aero is developing two flight systems for low-altitude travel: the Land Cruiser for personal low-altitude flight and the fully tilting hybrid-electric flying car 'A868' for efficient multi-person low-altitude travel. Among these, the Land Cruiser, another product from HT Aero, has officially entered the pre-mass-production phase, with global orders exceeding 7,000 units, setting an industry benchmark. It is reported that the mass-production factory for HT Aero's flying cars began trial production on November 3rd and successfully rolled off the first Land Cruiser aircraft.