At the 2026 Beijing International Automotive Exhibition, XPENG unveiled its second-generation Vision-Language-Action (VLA) intelligent driving report and introduced its flagship model, the XPENG GX. Additionally, the company showcased its latest-generation IRON humanoid robot and a groundbreaking land aircraft carrier. He Xiaopeng, Chairman of XPENG Group, envisions that over the next decade, the automotive industry will undergo a transformation from new energy vehicles to AI-driven vehicles. XPENG is charting a development trajectory that extends from intelligent vehicles to a more expansive physical AI ecosystem.

The commercial penetration rate of intelligent driving systems stands as a crucial indicator for assessing automakers' ability to monetize software. Order data from this launch event reveals that market acceptance of advanced intelligent driving technology has reached a pivotal turning point. The second-generation VLA system will introduce innovative features such as campus and underground garage navigation, pushing the boundaries of all-scenario intelligent driving even further.

The XPENG GX is designed to lower R&D expenses associated with advanced perception hardware and large-scale models through mass production for consumer (C-end) markets. He Xiaopeng approaches the embodied AI sector with an objective and composed demeanor. XPENG has set an ambitious target to significantly surpass the industry's robot shipment volumes in 2027 compared to those in 2025. However, the shift from new energy to physical AI still confronts challenges, including the establishment of regulatory and liability frameworks, as well as the validation of commercial closed loops in non-automotive contexts. Achieving the robot mass production targets on schedule will serve as a critical test of XPENG's prowess in the realm of physical AI.