与特斯拉赛跑，小鹏年底批量“造人”

腾讯科技02-26

文丨苏扬编辑丨徐青阳人形机器人春晚刷屏后，小鹏也要兑现自己的量产目标了。2月26日，小鹏官宣在广州布局人形机器人全链条量产基地，项目建设分两期工程，预计2027年全部落成。一位内部人士强调，全链条量产基地可以理解为覆盖研发验证、小批量试产到规模化制造等不同阶段的基地，“它是一个偏产业化的综合体”。不过，该内部人士并未透露全链条量产基地的产能是否会对外开放。据了解，基于该量产基地，小鹏将加速推动其...

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3年产100万台的目标。”马斯克说。不过，庞大的量产目标与现实略有脱节。根据此前Omdia等机构公布的数据，国产头部人形机器人公司的年出货量大致在5000-6000台之间，5000万台的出货量和向100万台的量产目标之间，存在着巨大的鸿沟，且目前行业人形机器人的量产制造，绝大部分环节都还是“手搓”。一位人形机器人从业者此前透露，“现在制造其实不是太大问题，主要还是机器人不够聪明，所以大家看到的还都是跳舞这种可以事先编排好的应用。真的放到生产中能做的就有限了。”该从业者强调，只要市场有需求，人形机器人的产能可以随时增加。“它不是全自动化的量产，生产的设备层面也不会有卡点。”不过，相较于一般的人形机器人企业，车企布局制造被认为更具有优势。轩元资本王荣进说，“两个产业有非常强的关联性，它们都扮演着电动化和智能化的逻辑，汽车用的激光雷达、摄像头、毫米波雷达、超声波雷达，也都可以用在机器人上。”在这个问题上，小鹏也强调，人形机器人技术与智能汽车核心技术同源，小鹏在芯片、系统、控制、制造等环节已经形成优势，有望率先实现高阶人形机器人规模化量产。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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