The humanoid robot industry is expected to usher in an "iPhone" moment next year.

Recently, Xiaopeng Motors released a new generation humanoid robot IRON, which will be mass-produced by the end of 2026 and will prioritize entering commercial scenes to provide services. Tesla has announced that the trial production line of its humanoid robot has started running, and the production line for the larger scale third generation humanoid robot will be completed and put into production in 2026. Guojin Securities believes that 2026 will be a "iPhone" moment for the global humanoid robot industry, further driving the development of related fields. Experts believe that the humanoid robot industry chain is expected to usher in a large-scale mass production era, and companies in the complete machine and component industry chains will benefit.