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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.