SIASUN(SZ:300024) Ge Long Hui·2025-11-11 02:03Core Viewpoint - Xpeng Motors' stock surged by 13% to HKD 104, reaching a new high since March 12, driven by the attention on its new humanoid robot, IRON, which features advanced capabilities and is set for mass production by the end of 2026 [1] Group 1: Product Development - The new generation IRON robot has 82 degrees of freedom and mimics human-like movements, including a "catwalk" [1] - The first batch of IRON robots will be deployed in commercial scenarios for services such as guiding and shopping assistance [1] Group 2: Market Reception - Elon Musk praised the IRON robot video, indicating that Tesla and Chinese companies will lead the market, acknowledging the intelligence and diligence of Chinese competitors [1] Group 3: Analyst Ratings - Major institutions like Morgan Stanley, Deutsche Bank, Citigroup, CICC, and CITIC Securities have issued strong buy recommendations for Xpeng Motors [1] - Morgan Stanley rated Xpeng Motors as "Overweight" with a target price of USD 30 per share [1] - Deutsche Bank stated that Xpeng Motors is taking a significant step towards becoming a global leader in embodied intelligence, giving it a "Buy" rating [1] - CICC maintained an "Outperform" rating for Xpeng Motors, with target prices of HKD 108 for Hong Kong shares and USD 28 for US shares [1]