According to domestic media reports, He Xiaopeng, a National People's Congress representative and Chairman of XPeng Motors (09868.HK), stated during the Two Sessions that over the next decade, XPeng Motors will strive to become a global-scale physical AI company.
He believes that the physical world holds two major AI development opportunities: the transition from autonomous driving to driverless technology, and the expansion of robotics from industrial and commercial applications into households. He anticipates that these two areas will undergo significant transformation in the next five years.
He further noted that “physical AI,” represented by autonomous vehicles, humanoid robots, and flying cars, will emerge as a key pillar of the intelligent economy in the coming five years. He emphasized that companies must possess core competencies such as in-house hardware and software R&D, as well as cross-domain integration, to remain competitive in this field.