Core Insights - The Guangzhou International Auto Show is showcasing advancements in embodied intelligence, with companies like GAC Group and XPeng Motors presenting their latest humanoid robots [3][4][7] - The automotive industry is increasingly integrating embodied intelligence, with traditional manufacturers exploring this new field to create growth opportunities [3][10] - The demand for humanoid robots is expected to rise, with projections indicating that global annual production could reach 50 million units by 2050, generating significant revenue [9][10] Company Highlights - XPeng Motors unveiled its new humanoid robot, IRON, which features a highly human-like design and advanced capabilities, including 22 degrees of freedom in its hands and a total computational power of 2250 TOPS [7][8] - GAC Group's GoMate Mini robot is designed for practical applications, featuring 27 degrees of freedom and the ability to switch between different mobility modes, with a goal to achieve commercial viability by 2025 [4][6] - Both XPeng and GAC are focusing on the commercialization of humanoid robots, with XPeng planning to mass-produce IRON by the end of 2026 and GAC aiming for a robot industry chain value exceeding 10 billion yuan by 2030 [6][8] Industry Trends - The integration of embodied intelligence in the automotive sector is seen as a natural progression due to the similarities in technology and supply chains between electric vehicles and humanoid robots [10][11] - Major automotive companies, including Tesla, are heavily investing in humanoid robotics, with Tesla's Optimus robot expected to reach an annual production of 50,000 units by 2026 [9][10] - The market for humanoid robots is projected to be a $20 trillion opportunity, with significant growth anticipated as technology matures and production scales up [11]