Personally, I think humanoid robotics could become a meaningful second growth curve for Chinese EV makers, but I wouldn’t value it as a major profit engine yet. The technology overlap with EVs is real—AI, batteries, sensors, motors and manufacturing give these companies a natural head start. XPeng stands out to me because it is moving aggressively from prototypes toward production and deployment.
I still see EVs as the core business for years. Robotics needs to prove real orders, scalable production, lower costs & recurring revenue before investors should assign a major valuation premium. For now, I see humanoids more as a valuable growth option than a proven profit engine.
I choose to lean toward $XPeng Inc.(XPEV)$ for the EV-to-robotics story, while also watching BYD and the broader robotics supply chain. Ultimately, I want to see who can turn Physical AI from an exciting concept into a profitable business first.
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