Sou Hu Cai Jing·2025-11-08 04:37Group 1 - Elon Musk praised Xpeng's robot IRON, stating it has a "good figure" and highlighted that the robot market will be dominated by Tesla and China [1] - Musk expressed respect for Chinese competitors, acknowledging their intelligence and hard work [1] - Xpeng's chairman He Xiaopeng expressed happiness over Musk's comments and confidence in Tesla's robot and Robotaxi developments [4] Group 2 - Xpeng's new generation IRON was showcased at the "2025 Xpeng Technology Day," demonstrating a catwalk-like movement, which led to online skepticism about its authenticity [4][8] - He Xiaopeng responded to doubts by releasing a video showing the robot's internal structure and capabilities, emphasizing its human-like spine and bionic muscles [8][10] - The new IRON features solid-state battery technology for lightweight design and high energy density, ensuring safety and long endurance in complex environments [10] Group 3 - Xpeng aims for mass production of advanced humanoid robots by the end of 2026, with initial applications in commercial scenarios like guiding and shopping [10] - Xpeng has established a smart data factory in Guangzhou and plans to collaborate with Baosteel for industrial applications of the IRON robot [10] - Tesla plans to start mass production of its humanoid robots in 2026, with an expected market size of tens of billions of units, focusing on both personal and industrial uses [12] Group 4 - Musk envisions humanoid robots being used for lunar and Martian base construction, with significant investment needed for AI training [13] - The competition between Xpeng and Tesla's humanoid robots in 2026 is anticipated to be a notable event in the market [13]