Xpeng (09868.HK) chairman He Xiaopeng said on the Q1 earnings call the
next‑generation IRON humanoid robot aimed at mass production is progressing and
will enter ET2 software‑hardware integration, with a formal debut planned for
Q3. The company targets mass production by year‑end, initially for trial
commercial use in Xpeng stores, and plans deliveries to Chinese and overseas
commercial customers from next year. Xpeng said robot hardware sales and AI
model revenue from humanoid robots are expected to become material drivers of
group revenue and gross margin from next year.