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In August 2026, several Chinese automakers accelerated their efforts in the field of humanoid robots to cope with the shrinking profit margins of the automotive industry. Xpeng Motors completed a financing of over $900 million last week, with a valuation of $6.3 billion; its Iron humanoid robot focuses on commercial applications. BYD launched a humanoid robot product called “Xiao Di”; Chery plans to launch related projects this month. Changan and GAC Motor are also in the process of research and development. Although Chinese automakers have hardware advantages, they still face challenges in catching up with Tesla in AI technology. Additionally, Hyundai Motor plans to deploy Boston Dynamics’ Atlas robot at its Georgia factory by 2028 and establish an application center. Supplier Mobileye has also acquired a humanoid robot startup to join the competition.
中国车企正跟随特斯拉押注人形机器人成为下一大盈利机器。其中，小鹏汽车机器人部门上周以超过 63 亿美元的估值融资超 9 亿美元，成为该国“具身 AI"行业单笔最大私募融资；奇瑞机器人部门本月准备上市，比亚迪则推出了名为小迪的人形机器人，长安、广汽等车企也在研发相关产品。小鹏创始人何小鹏认为汽车利润空间将趋薄，而机器人前景更广阔，因此投入自有资金支持该部门。小鹏押注的是用于商业部署的拟人化机器人 Iron。尽管中国车企具备硬件制造优势，但能否在 AI 方面追上特斯拉仍是关键。此外，现代汽车计划于 2028 年在佐治亚工厂部署波士顿动力 Atlas 机器人，并开设机器人元工厂应用中心；供应商 Mobileye 也收购了人形机器人初创公司加入竞争。