前特斯拉核心成员携中国供应链再入局,挑战Figure AI与Optimus
Xin Lang Cai Jing·2025-11-04 06:20

Core Viewpoint - The establishment of Xingji Power Technology Co., Ltd. marks a significant move in the humanoid robotics sector, aiming to compete with established players like Figure AI and Optimus, leveraging the experience of its founder Zhang Haixing from Tesla and other tech giants [1][2]. Company Overview - Xingji Power was founded in collaboration between Hongrun Construction and Matrix Super Intelligence, with Hongrun holding a 60% stake and Matrix 40% [1]. - The company officially launched its first humanoid robot, Star Dynamics No. 1, on November 3 [2]. Product Development - The company aims to create a general AGI humanoid robot that can perform practical tasks, contrasting with merely showcasing AI capabilities [2]. - The newly unveiled Star Dynamics No. 1 and the previously released MATRIX-1 both exhibit design elements reminiscent of Tesla [4]. Team Background - The team at Matrix Super Intelligence comprises individuals with backgrounds from Tesla, NVIDIA, OpenAI, and Huawei, emphasizing a strong engineering focus [5]. - Zhang Haixing's experience at Tesla highlighted the challenges of mass-producing robots, which the company aims to address by focusing on reliability over aesthetics [5]. Strategic Direction - The company is pursuing a platform-based approach that prioritizes engineering closure and scalable replication capabilities, differentiating itself from other domestic companies [6]. - Zhang Haixing critiques the current trend of domestic companies focusing on flashy demonstrations rather than practical humanoid robotics, advocating for a focus on dexterity and adaptability [7]. Commercialization Plans - Xingji Power plans to achieve mass production by 2026 and aims to make the robots affordable within two to three years [8]. - The company has reportedly received thousands of pre-orders globally, indicating strong market interest [8].