记者 | 叶映橙 见习记者林健民 21财经·南财快讯记者注意到，何小鹏同步发布的一镜到底无剪辑视频展示了机器人IRON背部的内部构造，并解释了机器人耳部位置实际上放 置的是两组麦克风阵列。 编辑 | 谭婷 视频 | 陈泽锴 11月6日， 小鹏汽车港股午后股价急拉5%。消息面上， 小鹏汽车董事长何小鹏当日发布一镜到底无剪辑视频，回应网友质疑"人形机器人 IRON里藏真人"。 何小鹏在微博撰文称，"昨天科技日上，小鹏女机器人Iron小姐姐走着猫步出场，惊艳了现场朋友，结果线上评论一半以上的人竟然都在说：是 不是女机器人里面藏了一个真人。这真的是让我们机器人团队既高兴，又哭笑不得。总有人不相信这个世界变化如此快，今天早上他们强迫我 拍个一镜到底无剪辑的视频，回应一下这个质疑，希望大家辨别真假，也帮助我们澄清一下。" 此前，11月5日，在2025小鹏科技日上，小鹏发布全新一代IRON人形机器人，该机器人号称"最拟人的人形机器人"。何小鹏表示，小鹏的目标 是在2026年底实现规模量产高阶人形机器人。同时，小鹏将开放机器人IRON的SDK，与全球开发者共建人形机器人应用生态。宝钢将成为小 鹏机器人IRON的生态合作伙伴， ...

Core Points - The CEO of Xpeng Motors, He Xiaopeng, responded to skepticism regarding the new generation IRON robot, showcasing its internal structure and capabilities through a video demonstration [1][3] - The new generation IRON robot features a bionic spine, bionic muscles, and fully covered flexible skin, allowing for customization based on different body types [3][6] - Xpeng plans to prioritize the commercial application of the IRON robot in scenarios such as guiding, shopping assistance, and traffic management, with Baosteel as an ecological partner for future applications [6] Group 1 - The new generation IRON robot was unveiled at the "2025 Xpeng Technology Day," demonstrating a catwalk-like gait, which led to public skepticism about its authenticity [3] - The robot utilizes all-solid-state battery technology for lightweight design, high energy density, and safety, ensuring long endurance and safe operation in complex environments [3][6] - Xpeng aims to achieve large-scale production of advanced humanoid robots by the end of 2026 [6]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨机器之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 物理 AI，已经能让人产生错觉了？ 这是机器人还是真人？ 从昨天到今天，全球大半个互联网都在讨论小鹏的人形机器人 IRON。 大家的「福尔摩斯」本能瞬间觉醒。 小红书网友热议，发布会上步态演示的机器人，其实是真人 + 皮套。 不过，面对铺天盖地的讨论，小鹏似乎一点也不慌。在一个网友评论：「100% 真人在里面」的下面， 何小鹏回应道：「感谢认可。」 IRON 身高约 1.78 米，比 1X 的 NEO 等公司的机器人更高些，体重达到 70kg。 双手使用微型谐波关节，拥有 22 个自由度（DOF），仅比人类少 5 个。这意味着它已经能完成一些 复杂的日常动作 —— 比如叠衣服、擦桌子、整理物品等精细任务。 全身共有 65 个自由度，具备类人脊柱运动能力，比 NEO 还要多出 10 个。 11 月 6 日，小鹏汽车在广州新总部举行 AI Day 202 ...

Core Insights - The event showcased the world's first 5G-A humanoid robot "Kua Fu" participating in the torch relay, symbolizing the integration of technology and the real economy [2] - The Guangdong AI and robotics industry is entering a commercial phase focused on practical effectiveness, driven by a complete industrial chain and scenario-based applications [2][6] - The robotics sector in Guangdong is experiencing a paradigm shift from technology demonstration to essential procurement, indicating a transition from the nurturing phase to the growth phase of the industry [8][11] Industry Developments - The "Kua Fu" robot utilized advanced motion control algorithms and was optimized for complex terrain adaptability, showcasing significant technological advancements [3][4] - Guangdong's industrial robot production is projected to exceed 240,000 units in 2024, accounting for 44% of the national output, highlighting the region's dominance in the robotics market [6] - The province has over 155,000 robotics-related enterprises, with key cities like Shenzhen, Guangzhou, and Foshan forming collaborative clusters for R&D, manufacturing, and application [6][10] Technological Advancements - The integration of 5G-A technology has enhanced the robot's operational capabilities, allowing for real-time remote control with high-speed data transmission [3] - The shift from model-driven to multi-modal data-driven approaches is significantly improving robots' perception, planning, adaptability, and human-machine interaction capabilities [6][10] - The development of specialized robots for various applications, such as inspection and security, reflects the versatility and expanding use cases of robotics in traditional industries [3][4][10] Market Trends - Recent contracts, such as the 80.5 million yuan procurement by Yujian Technology and the 126 million yuan project by UBTECH, indicate a growing demand for robotics solutions in stable profit sectors [8][11] - The Guangdong government is actively promoting the "AI+" and "Robot+" initiatives, aiming to enhance technological breakthroughs and cultivate leading enterprises in the robotics field [10] - The establishment of numerous national-level intelligent manufacturing pilot factories and application scenarios positions Guangdong as a key player in the global robotics industry [10]

Core Viewpoint - The lawn mowing robot industry is in a technological growth phase with significant potential for market penetration, as the sales of smart lawn mowing robots are projected to increase from 29,000 units in 2022 to 380,000 units by 2024, indicating a low penetration rate of approximately 6%-8% for lawn mowing robots and only 2%-3% for smart lawn mowing robots [1][2]. Group 1: Market Potential - The lawn mowing robot market is characterized by strong demand, a technological growth phase, and low penetration rates, making it a lucrative business opportunity [1]. - In developed countries like the US, lawn care is culturally significant, with regulations in place that necessitate timely lawn maintenance, further driving demand for lawn mowing robots [1]. Group 2: Sales and Growth Projections - Global annual sales of lawn mowing robots are estimated to be between 1.2 million and 1.3 million units, with a significant increase in smart lawn mowing robots due to advancements in RTK and laser radar technologies [1]. - The conservative estimate suggests that the market for boundary-less lawn mowing robots could reach approximately 3.84 million units, and if fully replacing riding mowers, it could approach 6 million units, representing a 15-fold increase compared to 2024 [2]. Group 3: Competitive Landscape - The main competitive barriers in the lawn mowing robot industry are based on algorithms and distribution channels, with navigation and positioning technology being crucial for smart and efficient operation [3]. - The offline sales channel plays a significant role in consumer purchasing decisions, with 71% of sales occurring through this channel, highlighting the importance of brand recognition and established relationships with local distributors [3]. - Domestic robot companies are noted for their strong product technology and competitive pricing, which positions them well to capture market share [3]. Group 4: Key Players - Recommended companies to watch in the lawn mowing robot sector include Ninebot (leading in boundary-less lawn mowing robots with strong product reputation and channel advantages), Ecovacs (rapidly increasing volume of boundary-less lawn mowing robots with potential for enhanced product competitiveness), Roborock (newly launched lawn mowing robots expected to contribute to market growth), and Tengya Precision (selling related products to affiliated companies) [3].

Core Viewpoint - The article discusses the emerging competition between China and the United States in the field of humanoid robotics, highlighting the strengths of each country's technological ecosystem and the implications for the market [5][6]. Group 1: Technology Comparison - The competition is characterized by China's manufacturing and engineering advantages represented by the humanoid robot R1 from Yuzhu Technology, priced at $5,900, which is aimed at researchers and developers [6]. - In contrast, the U.S. is represented by Figure AI's Figure 03, which focuses on household tasks and is expected to see its price drop from $150,000 to a range of $20,000 to $30,000, showcasing the ambition of American companies in industrial automation and home applications [6]. Group 2: Market Dynamics - The introduction of these humanoid robots marks the beginning of a price war aimed at making robotics more accessible, indicating a shift towards mass production and consumer adoption in both markets [6]. - The competition is described as a "final showdown" between the two tech giants, emphasizing the significance of this moment in the evolution of humanoid robotics [6].

Group 1 - The Robot ETF (159770) experienced a trading volume of 245 million yuan on November 5, closing down 0.87%, but it was the top performer among similar products in the Shenzhen market [1] - As of November 6, the Robot ETF (159770) saw a price increase of 0.87% with a trading volume exceeding 23 million yuan, indicating positive market sentiment [2] - The Robot ETF (159770) has attracted a net subscription of 70.5 million units on November 5, with a cumulative net inflow of over 1.14 billion yuan over the past 15 trading days, reflecting strong investor interest [2] Group 2 - The latest circulating scale of the Robot ETF (159770) reached 9.517 billion yuan, making it the largest among similar products in the Shenzhen market, with a record circulating share of 9.223 billion units [2] - The index tracked by the Robot ETF covers key areas in the robotics industry, including core components, algorithm control modules, and motor battery modules, indicating a comprehensive approach to the sector [2] - The founder and chairman of Yushu Technology, Wang Xingxing, projected an average growth rate of 50%-100% for individual companies in the domestic intelligent robotics sector, supported by favorable policies [2] Group 3 - Zhaoyi Innovation announced the launch of the GD32F503/505 high-performance series of 32-bit general-purpose microcontrollers, which are expected to be widely used in various applications including industrial automation and humanoid robots [3] - The Chinese robotics industry is expected to continue its growth trajectory due to recovering domestic and international demand, ongoing policy support, and improved product performance, with domestic brands likely to gain market share [3] - Recent advancements in humanoid robotics by companies like Tesla, Figure, and Yushu are driving industry development, with a focus on whole machine manufacturers and core component suppliers [3]

Core Insights - The humanoid robot sector is experiencing multiple positive developments, including new product launches and significant contracts, indicating a growing market potential [1][2][3] Group 1: Company Developments - Xiaopeng Motors launched the new generation humanoid robot IRON, which features advanced design elements such as a bionic spine and flexible skin, aiming for mass production by the end of 2026 [1] - UBTECH won a procurement contract worth 159 million yuan for its latest humanoid robot, Walker S2, marking its second major order this year, with total orders exceeding 800 million yuan for the Walker series [1] - A partnership was established between Weijiang and Lens Technology, with a commitment to procure 1,000 humanoid robots by 2025 [2] Group 2: Market Trends and Projections - The humanoid robot market is expected to see over 10,000 units delivered in the industrial sector next year, indicating a significant increase in demand [2] - ByteDance is actively recruiting for a senior expert in operational algorithms focused on humanoid robots, suggesting a strategic entry into the humanoid robotics field [2] - The Ministry of Industry and Information Technology emphasized the potential of humanoid robots as a new generation of super terminals, comparable to smartphones and electric vehicles, and plans to accelerate technological advancements in this area [2] Group 3: Financial Performance - A total of 15 humanoid robot concept stocks have seen net purchases exceeding 1 billion yuan since the second half of 2025, with notable companies including Shenghong Technology and CATL leading in investment [3] - Shenghong Technology reported a net profit increase of 324.38% in the first three quarters of 2025, reflecting strong growth in the humanoid robot sector [6][7] - Northern Rare Earth achieved a revenue of 30.292 billion yuan in the first three quarters of 2025, with a year-on-year growth of 40.5%, driven by the demand for rare earth materials in humanoid robots [6][7]

Group 1: Event Overview - The 8th China International Import Expo commenced on November 5 at the National Exhibition and Convention Center in Shanghai, showcasing innovative technologies and products from various industries [1] - A notable highlight was a group of robots from Wuhan, demonstrating the unique charm and strength of "Hubei Intelligent Manufacturing" [1] Group 2: Technological Innovations - Three humanoid robots named "Photon" performed the Wudang Taiyi Five Elements Fist, impressing attendees with their ability to learn the martial art in just one day [2] - The multi-modal scene robot from Wuhan Qingshan Technology served as an AI receptionist, utilizing advanced recognition technology for effective communication even in noisy environments [2] - A 300-gram digital competition robot designed for middle and primary school students was showcased, aimed at promoting STEM education through hands-on learning [3] - The AI intelligent laser weeding robot from Huagong Technology demonstrated its capability to efficiently eliminate weeds without harming the soil or using chemicals [3] Group 3: Business Collaborations and Investments - The Hubei International Economic and Trade Cooperation Conference attracted around 400 representatives from Fortune 500 and well-known multinational companies, highlighting Wuhan's favorable business environment and transportation advantages [5] - ProLogis China has invested over 16.6 billion yuan in Hubei since 2012, managing logistics facilities and collaborating with Toyota to establish a hydrogen commercial vehicle ecosystem fund [5] - The partnership between Meilihua Group and Wuhan Economic Development Grain Logistics Industry Investment Co., Ltd. aims to create a meat distribution center, significantly reducing logistics costs through a digitalized transportation model [6] - During the expo, Hubei signed 79 projects, with 18 key projects signed on-site, totaling 3.567 billion yuan across various sectors [6]

Group 1 - Amazon has issued a cease-and-desist letter to Perplexity, accusing it of computer fraud for allowing its AI shopping agent, Comet, to shop on behalf of users without clear disclosure, violating Amazon's terms of service [2] - Perplexity responded by claiming that Amazon is using its competitive products to suppress smaller rivals and that users should have the right to choose their preferred AI shopping agents [2] - The launch of NavFoM, a navigation foundation model by Galaxy General in collaboration with several universities, supports both indoor and outdoor scenarios and can adapt to various robotic platforms [2] Group 2 - SoftBank and OpenAI have established a joint venture named "SB OAI Japan" to exclusively promote Crystal Intelligence in Japan, with plans for an IPO in 2026 [2] - The founder of Yushu Technology, Wang Xingxing, stated that the current development stage of embodied robots is similar to the first 1-3 years before the release of ChatGPT, emphasizing the importance of large models in robotics [2]