According to media reports, xpeng's Chairman and CEO He Xiaopeng revealed at the AI Technology Day that the AI robot xpeng Iron will be equipped with multiple self-developed chips to support end-to-end large models, with 15 movable degrees of freedom and tactile feedback supported by mimetic hands. Currently, this robot has been used for production training of the xpeng P7+ model at xpeng's Guangzhou factory, and xpeng Iron will focus on scenarios such as factories and stores in the future.

Pacific Securities believes that as automakers enter the humanoid robot field, on one hand, tasks with high repetition and standardization in workshops are more suitable for humanoid robots. Automakers have a better understanding of application pain points and more space and patience for experimentation. On the other hand, it can achieve technological homogeneity, as automakers can reuse vehicle-side algorithms on humanoid robots. It is expected that with more companies entering the humanoid robot field in the future, the industry chain will be improved faster, accelerating the possibility of commercialization of humanoid robots.

According to the Financial Data Center, among related listed companies:

Miracle Automation Engineering and Ubtech jointly invested to establish UQI, focusing on accelerating the unmanned transformation of logistics with 'AI + robot' technology. In addition, the company is working with Ubtech to promote the large-scale application of industrial humanoid robots in industrial intelligent manufacturing scenarios.

Siasun Robot&Automation's robot component product plan covers areas such as industrial robots, collaborative robots, and humanoid robots. The company is actively promoting the mass production of harmonic drive and actuator modules.