Group 1 - The core viewpoint of the articles highlights the strategic moves of XPeng Motors in the humanoid robotics sector, particularly the recruitment of Chen Jie, a prominent figure in reinforcement learning, to enhance their robotics team [1][3] - XPeng Motors has previously acquired the quadruped robot company "Duogou Robotics" and established "Pengxing Intelligent" to focus on robotics, with significant involvement from CEO He Xiaopeng [3] - The company aims to produce L3 level humanoid robots by 2026, with the recent unveiling of their first bipedal robot, PX5, at the "1024 Technology Day" [3][5] Group 2 - The humanoid robots showcased at the Shanghai Auto Show attracted significant attention, demonstrating interactive capabilities, although they also faced skepticism regarding their practical applications [5] - XPeng Motors is not the only automotive company investing in humanoid robots, with competitors like Tesla and Xiaomi also entering the market, indicating a growing industry trend [7] - The supply chains for humanoid robots and electric vehicles share many similarities, including components like batteries, chips, sensors, and autonomous driving technology, allowing for potential supply chain synergies [7]

[Table_Page] 跟踪分析|汽车 证券研究报告 [Table_Title] 汽车行业：AI 赋能汽车系列 人形机器人领域：逻辑比事实更重要 [Table_Summary] 核心观点： [Table_Grade] 行业评级 买入 前次评级 买入 报告日期 2025-03-12 [Table_PicQuote] 相对市场表现 -14% -3% 8% 18% 29% 40% 03/24 05/24 08/24 10/24 12/24 03/25 汽车 沪深300 | [分析师： Table_Author]闫俊刚 | | --- | | SAC 执证号：S0260516010001 | | 021-38003682 | | yanjungang@gf.com.cn | | 分析师： 陈飞彤 | | SAC 执证号：S0260524040002 | | 021-38003726 | | gfchenfeitong@gf.com.cn | | 分析师： 纪成炜 | | SAC 执证号：S0260518060001 | | SFC CE No. BOI548 | | 021-38003594 | | jicheng ...