SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-11-06 10:05Core Insights - Xiaopeng Motors unveiled the next-generation IRON robot at the 2025 AI DAY, with plans for mass production by the end of 2026, aiming for a height of under 1.7 meters [1][11] - The humanoid design of the IRON robot, featuring bionic muscles and flexible skin, is intended to enhance user affinity and facilitate scalability [3][8] - Following the release of a video debunking rumors about the robot's capabilities, Xiaopeng Motors' stock surged, closing at 89.4 HKD per share, with a market capitalization of approximately 170.44 billion HKD [2] Product Development - The IRON robot is designed with 82 degrees of freedom, allowing for natural and fluid movements, including complex actions like "catwalk walking" [8] - The most challenging aspect of the robot's development is the "dexterous hand," which faces high costs and performance limitations [10][11] - The company aims to explore the emotional connection between robots and humans through its humanoid design [8] Market Trends - The humanoid robot industry is accelerating, with increasing applications in industrial settings, indicating a strong trend towards commercialization [14] - Following Xiaopeng's advancements, related stocks in the robotics sector experienced significant gains, reflecting positive market sentiment [14]