For years, auto shows have been primarily about new models.多年来,车展的核心一直是全新车型。 At Auto China 2026 in Beijing, it is increasingly about new systems — from AI-driven driving to centralized computing architectures.而在北京 2026 中国国际汽车展览会上,焦点正逐步转向全新系统,涵盖人工智能驾驶、集中式计算架构等多个领域。 This year's show, the largest of its kind, has drawn more than 2,000 companies from 21 countries and regions, with 1,451 vehicles on display.本届车展为全球规模最大的汽车展会,吸引了 21 个国家和地区的 2000 余家企业参展,展出车辆 1451 台。 It includes a total of 181 global debuts and 71 concept cars, hitting a new high.展会共迎来 181 款全球首发车型与 71 台概念车,数量创下历史新高。 More than 60 percent of global premieres at the show come from Chinese brands, while the number of concept vehicles has reached a record level.本届车展超六成全球首发车型来自中国品牌,概念车展出数量也创下历史纪录。 Behind the numbers, however, a deeper transformation is underway, one defined by artificial intelligence, software architecture and system-level innovation.但在亮眼数据背后,一场以人工智能、软件架构、系统级创新为核心的深度行业变革正在悄然推进。 Chinese automakers, long known for their expansive product lineups, are now using the show floor to highlight technology stacks as much as vehicles.中国车企素来以丰富的产品矩阵著称,如今在车展舞台上,其展示重心已兼顾整车产品与全栈核心技术。 Large standalone halls occupied by domestic brands — including BYD, Chery and Geely — reflect not only product breadth but also accumulated capabilities in electrification and intelligent systems.比亚迪、奇瑞、吉利等中国品牌坐拥独立大型展馆,既彰显了产品覆盖面,也体现出在电动化、智能化领域长期积累的技术实力。 As performance gaps in batteries, motors and electronic control systems narrow, competition is moving toward shaping technological identity and capturing user mindshare, said analysts.分析人士表示,随着电池、电机、电控系统的性能差距不断缩小,汽车行业的竞争正转向打造专属技术标签、抢占用户心智。 Artificial intelligence has become the focal point of this shift.人工智能已然成为这场行业变革的核心焦点。 Geely is highlighting its full-domain AI 2.0 system, while SAIC's Roewe brand is showcasing AI-based in-car applications developed with Volcano Engine.吉利重点展出全域人工智能 2.0 系统,上汽荣威则亮相与火山引擎联合研发的车载智能应用。 Huawei's automotive business also made its first appearance as an independent brand cluster, presenting multiple new models alongside its Harmony-based intelligent cockpit ecosystem.华为汽车业务首次以独立品牌矩阵形式参展,多款全新车型同台亮相,同步展示基于鸿蒙系统打造的智能座舱生态。 Across the exhibition, intelligent driving, smart cockpits and large language model integration are no longer isolated features, but part of unified system architectures.整场展会中,智能驾驶、智能座舱、大模型融合技术不再是孤立配置,而是融入一体化系统架构的核心组成部分。 One of the most explicit articulations of this transition came from XPeng CEO He Xiaopeng, who outlined the company's strategy centered on "physical AI".小鹏汽车董事长何小鹏清晰阐释了行业转型趋势,并介绍了企业以「物理人工智能」为核心的发展战略。 XPeng's latest model, he said, is the first Chinese vehicle designed with full hardware redundancy to meet robotaxi standards and has already obtained road testing permits in Guangzhou, Guangdong province.他表示,小鹏全新车型为国内首款搭载全冗余硬件、符合自动驾驶出租车标准的量产车型,目前已在广东广州获得道路测试资质。 The company is currently conducting regular Level 4 pilot operations and plans to begin passenger-carrying tests with safety drivers later this year, targeting fully driverless operation by early 2027.企业现阶段已常态化开展 L4 级自动驾驶试点运营,计划今年年内启动带安全员的载人测试,力争 2027 年初实现完全无人驾驶落地。 He also extended the concept of physical AI beyond vehicles.何小鹏还将物理人工智能的应用范畴拓展至汽车之外。 XPeng is developing humanoid robots following a "commercial-first" path, with initial deployment in retail environments.小鹏正以商业化优先为导向研发人形机器人,首批落地场景聚焦零售行业。 The company aims to sell more than 10,000 units by 2027.企业目标在 2027 年前实现人形机器人销量破万台。 Underlying these initiatives is a broader industry view: hardware iteration is slowing, while software, particularly AI-driven capabilities, is becoming the primary driver of differentiation.一系列创新举措的背后,是行业共识:硬件迭代速度放缓,软件能力尤其是人工智能技术,正成为车企核心差异化竞争力。 The integration of AI is also reshaping the underlying computing architecture of vehicles.人工智能的深度融合,也在重构汽车底层计算架构。 At a technology event two days ahead of the show, Horizon Robotics introduced its Starry chip, built on a 5-nanometer automotive-grade process.车展开幕前两天,地平线在技术发布会上推出星辰系列芯片,该芯片采用 5 纳米车规级制程工艺打造。 With 650 TOPS of computing power, the chip supports both intelligent driving and cockpit AI models on a unified platform.芯片算力可达 650TOPS,可在同一平台兼容智能驾驶与智能座舱大模型运算需求。 This shift toward centralized computing, combining previously separate domains, is expected to reduce system complexity, lower costs and shorten development cycles.集中式计算架构打破以往各模块独立运行的模式,有望降低系统复杂度、压缩生产成本、缩短车型研发周期。 According to the company, integrated architectures could cut vehicle-level costs by up to 4,000 yuan ($585) and reduce development timelines from 18 months to eight months.地平线表示,一体化架构最高可使单车成本降低 4000 元(折合 585 美元),并将车型研发周期从 18 个月缩短至 8 个月。 More than 10 carmakers and suppliers including BYD, Chery, Volkswagen and Bosch have shown interest in the chip, said the company, indicating growing industry alignment around unified computing platforms.官方透露,比亚迪、奇瑞、大众、博世等十余家车企及供应链企业已表达合作意向,行业正加速向统一计算平台靠拢。 Horizon Robotics CEO Yu Kai described autonomous driving as "the first large-scale application of physical AI", placing the current technological wave within a broader transition toward intelligent systems interacting with the physical world.地平线创始人余凯表示,自动驾驶是「物理人工智能」首个大规模落地场景,当下技术浪潮,本质是智能系统与实体世界深度融合的时代变革。 For the first time, core suppliers and automakers have appeared in the same exhibition halls — a structural change that reflects shifting power dynamics across the industry.核心零部件供应商与车企首次同馆参展,这一结构性变化,折射出汽车产业格局与话语权的重塑。 Battery makers, chip companies and AI solution providers are no longer operating behind the scenes.电池企业、芯片厂商、人工智能解决方案供应商不再局限于幕后研发。 Instead, they are presenting integrated system solutions directly to the market.转而直接面向市场输出一体化系统解决方案。 CATL, for example, built a 1,500-square-meter energy technology zone at the entrance of one hall, showcasing its next-generation battery concepts, including solid-state and sodium-ion technologies.例如宁德时代在展馆入口打造 1500 平方米能源技术展区,集中展示固态电池、钠离子电池等下一代动力电池前沿技术。 Other major suppliers, from Bosch to SenseAuto, are also displaying full-stack solutions rather than individual components.博世、毫末智行等头部供应链企业,也不再单独展示零部件,转而推出全栈式技术解决方案。 Global automakers accelerate localization国际车企加速本土化布局 International carmakers are deepening their engagement with China's AI ecosystem.海外车企正深度融入中国人工智能产业生态。 Volkswagen Group CEO Oliver Blume said the company is moving beyond electrification and driver assistance toward "agentic AI for all".大众汽车集团首席执行官奥利弗・布鲁姆表示,企业发展重心已从电动化、辅助驾驶,升级为普及全域智能体人工智能。 "Starting this year, our in-car AI Agent will begin coming to our locally developed cars," he said.他称:「从今年起,车载智能体将逐步搭载于本土研发车型。 "With this step, the Volkswagen Group is the first global automaker to deploy agentic AI across an entire vehicle portfolio in China at scale." 借此举措,大众成为首家在华全系车型规模化落地智能体人工智能的跨国车企。 The system, based on a locally trained large language model, is designed to proactively understand user intent and execute complex, multisystem tasks through natural interaction, while keeping data processing within the vehicle.该系统依托本土训练大模型打造,可主动识别用户需求,通过自然交互完成多系统复杂操作,同时实现数据车端本地化处理。