XPENG(US:XPEV) 机器之心·2025-11-08 02:30Group 1 - The recent debut of Xiaopeng's humanoid robot IRON, showcasing stable gait and fluid posture, has sparked widespread discussion about the maturity of humanoid robot technology [4][5] - Global investment in robotics startups has exceeded $8.5 billion in the first three quarters of 2025, with notable funding such as Figure's $1 billion Series C round, valuing the company at $39 billion [6] - The domestic market is also experiencing a surge, with funding reaching 23.2 billion yuan in the first five months of 2025, surpassing the total for 2024 [6] Group 2 - Renowned roboticist Rodney Brooks argues that humanoid robots are still in an early hype phase and emphasizes the importance of overcoming technical challenges for future development [6] - Current humanoid robots struggle with dexterity, relying heavily on visual input without real-time tactile feedback, making them akin to "blind touch" [6][8] - Brooks predicts that even by 2036, the dexterity of deployable humanoid robots will still be significantly inferior to that of human hands [8] Group 3 - To transition humanoid robots from laboratory settings to practical applications, challenges such as dexterous manipulation and bipedal stability must be addressed, alongside environmental perception and action planning [9] - The human hand has 27 degrees of freedom, while advanced robotic hands typically have only around 20, highlighting the gap in sensory capabilities [9] - The industry is developing new tactile sensors to enhance robots' ability to perform fine manipulations similar to humans [9]