XPENG: The first IRON humanoid rolls off the assembly line - industrialization of Physical AI begins now

XPENG has launched its production line for humanoid robots. The first IRON completed manufacturing and autonomously left the line. More than 80% of core processes are automated. Mass production is set to begin by the end of 2026. Deliveries in China and internationally are planned for 2027. The robotics division was recently valued at over 6.3 billion USD – with a total XPENG market capitalization currently around 10.5 billion USD.   At XPENG (i), the humanoid story crosses a significant threshold from development project to industrial...