一 | 8月24日，小鹏集团宣布，旗下人形机器人业务已与多家投资者签署股权融资协议。
二 | 本轮为小鹏机器人业务首轮融资，融资金额超9亿美元，投后估值超63亿美元，刷新中国具身智能行业单轮私募股权融资纪录。 本轮融资由IDG资本领投，高榕创投参投，同时获得腾讯和阿里巴巴两家战略投资者的支持。 BTS' Jimin and Jungkook kick off their new great adventure with the premiere of the second season of their hit travel reality series Are You Sure?!. The first two episodes are out on the OTT platform Disney+. In the first two episodes released today, the duo reunite just a week after completing their military service for an impromptu journey. It begins in the Swiss Alps, where they immerse themselves in serene nature, explore local towns and rediscover simple joys away from the stage. What begins as a peaceful getaway takes an unexpected turn. ALSO READ: BTS Monuments: Beyond The Star trailer chronicles the highs, lows and pandemic struggles of BTS Are You Sure?! Season 2 follows Jimin and Jungkook over 12 days from the tranquil scenery of Switzerland to Vietnam. Like the first season, it is about the genuine chemistry and humour of Jimin and Jungkook. The series comprises eight episodes, with two episodes dropping every Wednesday through December 24. Interestingly, this time, the makers have noted that it offers a more relaxed and spontaneous look at Jimin and Jungkook’s friendship.For those unaware, the first season was all about New York State, Jeju Island and Sapporo. Interestingly, the two singers have been excited to explore different places with Are You Sure?!. On the professional front, both Jimin and Jungkook have been making their names as solo artistes, as BTS was on a temporary hiatus due to everyone's military schedules. Now the members of BTS are back to make an album, which is supposedly releasing in Spring 2026. Leader RM has spoken extensively about the album. He recently said, "The music is coming out really well!!” He also asked their fans to stay tuned for the new songs coming their way. ALSO READ: RM Drops Surprise Photo From BTS’ Rehearsal。本轮融资交割完成后，小鹏集团将继续控股机器人业务，该业务仍纳入集团合并财务报表。 本轮募集资金主要用于小鹏机器人业务的软硬件研发、物理 AI 模型训练迭代、高质量数据采集、全链条量产基地建设及全球商业化拓展。小鹏IRON计划在2026年底进入量产阶段，从小鹏的门店和园区开始落地商业场景应用，并于2027年面向中国及海外市场正式上市和交付。 同日，小鹏发布的二季度财报显示，公司总收入为人民币197.4亿元，环比增长51.5%，同比增长8.0%，其中汽车销售收入达人民币170.5亿元，服务及其他收入达人民币27.0亿元，同比增长93.9%。 二季度，小鹏综合毛利率20.7%，汽车毛利率12.1%，综合毛利率较2025年同期提升3.4个百分点。截至2026年6月30日，公司现金储备为人民币404.8亿元。 小鹏预计，第三季度汽车交付量将介于115,000台-121,000台，环比增加约11.33%至17.14%；总营收将介于人民币217亿元-234亿元，环比增加约9.91%至18.52%。 在当晚的财报电话会上，小鹏集团董事长及CEO何小鹏表示，小鹏机器人首轮融资金额和估值即打破行业纪录，充分体现了资本市场对小鹏在物理AI领域的领先地位、技术路线、规模量产能力和长期商业价值的高度认可。
三 | 何小鹏从今年6月开始亲自担任机器人业务CEO，据他介绍，小鹏研发人形机器人已有8年，随着时间推移，他越来越意识到，高阶人形机器人的技术挑战和创新难度远高于智能汽车，“至少相差20倍”。要做好创新，必须在设计和造型、硬件和芯片、软件和AI、数据和管控、品质和制造上，做到兼具广度和深度的正向研发和集成研发。 他还认为，高阶通用机器人的技术门槛极高，优质供给相当稀缺，因此每一台IRON在全生命周期的收入和毛利贡献，包含硬件销售和软件AI模型能力升级带来的持续性收入，将会大幅高于当前汽车业务的单车均价和毛利。 值得注意的是，就在小鹏机器人官宣融资的同一天，另一大造车新势力零跑汽车也透露相关业务的动向。在零跑汽车026年中期业绩电话会上，公司副总裁李腾飞回应机器人业务传闻称，新能源汽车企业、尤其是具备全域自研能力的新能源汽车企业，是最具备条件做机器人的企业之一，零跑确实在这方面有我们自己的规划，具体信息将很快通过正式公告发布。 此前工商信息显示，零跑旗下浙江凌昇动力科技有限公司于2026年7月全资设立湖州凌昇精密制造有限公司，注册资本2.1亿元，经营范围包含工业机器人制造、智能机器人研发。 零跑最新发布的2026年半年度财报显示，上半年实现营业收入381.1亿元，创同期历史新高；净利润2.1亿元，连续三个半年度实现盈利；二季度毛利率环比提升至12.6%。
（文章来源：界面新闻）。
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