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He Xiaopeng: Embodied AI to Rival NEV Industry’s Scale
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He Xiaopeng, a Deputy to the National People’s Congress and Chairman of XPENG-W (09868.HK)(XPEV.US), commented after Chinese Premier Li Qiang delivered the government work report, noting that the report’s first-ever mention of Embodied AI was highly forward-looking. He revealed that his proposals this year also touched on related topics.

He Xiaopeng stated that humanoid robots and Embodied AI in mainland China are akin to the early development stage of new energy vehicles (NEVs). He emphasized that national policies and regulations play a critical role in early-stage planning and guidance. He envisioned that Embodied AI could emerge as a massive industry, comparable to NEVs, within five to fifteen years, leading both in mainland China and globally.

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