BYD(002594) 每日经济新闻·2025-04-29 15:14Core Insights - The 2025 Shanghai International Auto Show showcased humanoid robots as a highlight, indicating a growing trend in the automotive industry towards integrating AI and robotics [1][3] - Major automotive companies, including Xiaopeng Motors and Chery, are actively developing humanoid robots for various applications, signaling a shift in focus towards this technology [2][3] Group 1: Humanoid Robots at the Auto Show - The 2025 Shanghai Auto Show featured nearly 1,000 exhibitors from 26 countries, with around 1,300 vehicles displayed and over 100 new models launched [1] - Xiaopeng Motors introduced its humanoid robot IRON, which stands 178 cm tall, weighs 70 kg, and has 22 degrees of freedom, aiming for industrial mass production by 2026 [1] - Chery's humanoid robot Mornine gen-1, developed by the aimoga team, is 167 cm tall, weighs 65 kg, and has 41 degrees of freedom, designed for various interactive roles [2] Group 2: Industry Trends and Developments - Automotive companies are rapidly expanding their focus on humanoid robots, with GAC Group launching its third-generation robot GoMate, featuring innovative mobility structures [3] - Tesla plans to begin trial production of its humanoid robot Optimus, with a target of producing 5,000 units this year and 50,000 by 2026, highlighting the strategic importance of robotics for the company [3] - BYD is investing in humanoid robotics through both self-development and acquisitions, having become a significant shareholder in several robotics firms [4] Group 3: Market Potential and Challenges - The global humanoid robot market is projected to reach $7 trillion by 2050, with an estimated 648 million units, potentially matching the current global car ownership [4] - Despite the promising market outlook, experts caution that the humanoid robot industry is still in its infancy, with significant uncertainties and potential for market bubbles [4]