A | 8月25日消息，昨日，小鹏集团公布2026年第二季度财务数据，总营收达197.4亿元，同比增长8.0%，环比增长51.5%，毛利率20.7%。
B | 第三季度，小鹏汽车的新增锁单数量环比增长50%。
C | 公司预期2026年第三季度交付量约为115000至121000台，总营收预期约为217亿元至234亿元。 The next round of indirect talks between Iran and the United States will take place in Doha, Qatar instead of the usual venue of Vienna, and will occur sometime within the next few days, the Iranian Students’ News Agency reported on Monday.,“It is expected that negotiations over reviving the Joint Comprehensive Plan of Action (JCPOA) will be held in the coming days in Doha by Iran, the US and EU’s delegations,” ISNA indicated in a report on Iranian Ambassador to Qatar Hamidreza Dehghani’s meeting with Qatari Deputy Foreign Minister Abdulaziz al-Khulaifi.,Mohammad Marandi, a media advisor to Iranian nuclear negotiator Ali Bagheri Kani, confirmed to ISNA that the indirect talks, facilitated by the European Union, would take place in the Qatari capital, and said Iran “has chosen Qatar to host the talks because of Doha’s friendly ties with Tehran.”,In a press conference earlier Monday, Iranian Foreign Ministry spokesman Saeed Khatibzadeh confirmed that a new round of talks on the JCPOA would take place this week, and that “one of the countries in the Persian Gulf will host” them. “The ball is in Washington’s court. If they come up with an answer, an agreement would be reached,” he said.,A source told Reuters that US Special Envoy for Iran Robert Malley will arrive in Qatar on Monday, and that the talks could take place Tuesday and Wednesday.,Iran Asks to Join BRICS17:19 GMT,The renewed negotiations, and at a venue besides Vienna, where Iran, other JCPOA members, and the United States have spent over a year discussing the restoration of the 2015 nuclear deal, comes amid media reports of behind-the-scenes agreements on a range of issues of concern to Tehran.,Iran has long insisted that the US remove its illegal sanctions against Tehran and the Islamic Republic’s elite Revolutionary Guard security forces from its ‘Foreign Terrorist Organization’ watch list. Progress in this direction appeared to have been made last week, with Secretary of State Antony Blinken and Secretary of Homeland Security Alejandro Mayorkas issuing a joint notice Thursday announcing the lifting a blanket ban on Iranian nationals who served in the IRGC as part of their military service from entering the US.,On Sunday, Ynet reported that senior Israeli defense officials had broken from Tel Aviv’s long-held opposition to the JCPOA, and expressed support for its revival. The outlet’s sources indicated that Mossad, which successfully lobbied the Trump administration into scrapping the nuclear deal in 2018, continues to oppose the agreement.,Separately on Sunday, Israel’s Channel 12 reported that Tel Aviv had relented on a US-negotiated deal to allow for the delivery of Iranian oil supplies to Syria. If accurate, the report would be a stark break from Israel’s previous policy, which has included efforts to sabotage tankers carrying emergency energy supplies to Syria as the US continues its occupation of the oil-rich third of the war-torn country.,Israel May Agree to ‘US-Brokered Deal’ for Iran Oil to be Shipped to Syria - Media09:40 GMT,Last week, Saeed Khaitibzadeh indicated that Tehran remains committed to JCPOA negotiations, notwithstanding the Biden White House’s pursuit of hostile policies similar to those of its predecessor. “In spite of all American violations and the continuation of Trump’s approach, this train has not yet derailed,” he said. “We are ready for a good, lasting and effectual agreement and consider that all grounds are prepared to achieve it.”。 在业绩会上，何小鹏表示公司将挑战单月销量突破6万台。而对比来看，公司7月交付量在3万多台级别。
D | 接下来，大五座旗舰车型G9L将于9月正式上市并启动交付；MONA L05则计划于四季度在国内推出。随着四款全新SUV车型的上市，小鹏将实现SUV主要细分市场的全面覆盖。 此外，物理AI是今年小鹏持续强调的战略。从8月底开始，第二代VLA大模型将迎来首次重大升级，端侧模型参数量扩大3.5倍，感知灵敏度提升300%，引入超长时序推理预判能力，并实现VLA+VLM驾舱融合。 何小鹏表示，第二代VLA全球化部署加速推进，小鹏团队已经在德国完成了第二代VLA的本地化验收测试，公司的目标是在明年上半年率先在欧洲获监管许可并开启海外交付。
E | 搭载第二代VLA的前装量产Robotaxi已在广州完成超2000次内测订单，跑通载人示范运营全流程。
F | 小鹏将继续提升Robotaxi技术和成本竞争力，目标是在2027年实现无安全员载客运营，并与国内外出行平台一起扩大业务规模创造更大商业价值。 为加速物理AI技术商业化，小鹏近期组建了集团级大BD团队，正与全球合作伙伴积极洽谈，推动图灵AI芯片、第二代VLA模型、Robotaxi和人形机器人技术更快走向全球市场。
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