Zhong Guo Zheng Quan Bao·2025-11-12 20:18Industry Overview - Xpeng Motors has announced the launch of its next-generation humanoid robot IRON, set for mass production by the end of 2026, prioritizing commercial applications [1] - Tesla has begun trial production of its humanoid robot, with a larger production line for its third-generation humanoid robot expected to be operational by 2026 [1] - Guojin Securities predicts that 2026 will mark a pivotal moment for the global humanoid robot industry, akin to the "iPhone" moment, driving further development in related fields [1] Company Developments - Changan Automobile is collaborating with leading partners to develop humanoid robots, focusing on breakthroughs in core technologies such as "brain," "energy," and "drive" [2] - Midea Group has introduced its industrial humanoid robot "Melo" into its washing machine factory, participating in tasks like information collection and equipment maintenance [2] - Weichuang Electric has launched several core component products for humanoid and collaborative robots, including dexterous hands and joint modules [2] Market Trends - The humanoid robot industry is transitioning from research to industrial application, with companies like Tesla and UTree Technology developing dexterous hands [2] - The humanoid robot supply chain is expected to enter a large-scale production phase, benefiting both complete machine and component manufacturers [3] - The market for humanoid robots is projected to exceed 200 billion yuan by 2030, driven by favorable policies, technology, and capital [4]