小鹏机器人“太真”,带动供应链普涨
Guan Cha Zhe Wang·2025-11-06 03:44

Core Insights - The new humanoid robot IRON developed by Xiaopeng Motors was showcased at the seventh Xiaopeng Technology Day, demonstrating human-like movements and flexibility [1][5][6] - The robot is designed with a 1:1 human scale, standing at 178 cm tall and weighing 70 kg, featuring 62 active degrees of freedom and 15 tactile feedback-enabled degrees of freedom in its hands [5][6] - IRON is powered by a self-developed Turing AI chip with a computing power of 3000T and a 720° eagle-eye vision system, enabling it to perform tasks such as bipedal walking, obstacle avoidance, and complex object manipulation [6] Hardware and Functionality - The robot has been integrated into various practical scenarios, including sorting, handling, and quality inspection in the production of Xiaopeng's P7 model, as well as providing services in automotive showrooms [6] - The robot is currently in the research phase, with plans for mass production of both hardware and software expected around April next year [7] Market Reaction - Following the announcement, stocks of companies in the supply chain for the IRON robot, such as Wuzhou Xinchun, Lide Harmony, and Anpeilong, experienced significant price increases [7][8] - Xiaopeng Motors' stock, however, saw a decline of 3.36% in Hong Kong and 3.97% in the US market on the same day [8][9]