On Tuesday, XPeng rose about 4%, extending its two-day rally to roughly 20% and marking a new year-to-date high. The surge followed the company’s recent AI Day, where XPeng showcased its humanoid robot “Iron” (IRON) and unveiled progress on its robotaxi program.
The event underscored XPeng’s ambition to position itself not merely as a traditional EV maker, but as a technology company sharing an AI system across mobility and robotics.
XPeng’s new-generation humanoid robot IRON—praised for its “highly human-like” form and gait—has drawn strong attention from users and investors at home and abroad. The robot is expected to enter mass production in 2026. Elon Musk liked a video about XPeng’s robot.
Leading institutions including Morgan Stanley, Deutsche Bank, Citi, CICC, and CITICS issued bullish reports on XPeng.
The rally has been driven by optimism about the Chinese automaker’s push into advanced robotics and autonomous-driving technologies. XPeng’s early focus on vehicle autonomy and in-house AI compute gives it an edge in developing “physical AI” capabilities that serve both cars and robots.
There is substantial synergy between XPeng’s AD and robotics R&D, with about 70% of engineering efforts shared across departments. Overlap in chips, sensors, and domain controllers may confer cost advantages versus standalone players.
XPeng’s humanoid robot and robotaxi plan could unlock valuation upside when large-scale rollout begins—likely in 2026.
Market commentary:
On the daily chart, XPeng has broken out to the upside, with MACD lines and histogram expanding further. Investors are watching XPeng’s partnerships with Volkswagen and Amap (Gaode), and expect more alliances over the next 12 months as the company advances toward large-scale deployment in 2026.
