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Oct 29Thu
  1. 36Kr Embodied Intelligence71

    Multiple Institutions Tighten Embodied AI Investment as September Funding Falls 40% Month-on-Month

    Several leading institutions have tightened their investment in embodied AI, with one FA saying it no longer takes on embodied projects and that the number of embodied projects it receives has roughly halved. According to NE Times statistics, funding in the embodied AI sector fell 40% in September compared with August, and multiple industry figures say the turning point came in September this year. The article also mentions that Unitree's market value fell by half at one point after its listing, and that rumors of some embodied companies pausing IPOs are circulating privately.

  2. OFweek Robotics42

    Refusing to Be a 'Little Inovance,' Leadshine Sets Its Sights on Tesla's Path

    Leadshine reported revenue of 1.909 billion yuan and net profit attributable to shareholders of 299 million yuan for the first three quarters of 2026, up 46.77% and 86.8% year on year, marking its seventh consecutive quarter of positive growth. It avoids Inovance's main PLC battleground and focuses on frameless torque motors, joint modules, and dexterous hands for humanoid robots. In 2025, it delivered more than 120,000 frameless torque motors, and by the end of the first half of 2026, its order backlog exceeded 1 million units. Its core robot components have entered the supply chains of 80% of mainstream domestic humanoid robot makers, but cooperation with Tesla and Huawei remains at the preliminary communication and prototype testing stage.

  3. 36Kr Embodied Intelligence58

    Neolix, White Rhino and others secure successive funding as unmanned delivery business model shifts to capacity services

    In October this year, Neolix and White Rhino secured large funding rounds in quick succession, and together with earlier funding for Jiushi Intelligent, capital interest in the unmanned delivery sector continues to rise. Multiple regions in China have opened road testing permissions and launched unmanned delivery pilots, and industry insiders say the sector's focus has shifted from selling hardware vehicles to operating capacity services, with commercialization validation, deep scenario development, and compliant deployment becoming the core criteria by which capital judges projects.

  4. 极客公园33

    Unitree's First Earnings Report After IPO: Net Profit of 387 Million Yuan in First Three Quarters, Up 270% Year-on-Year

    Unitree released its Q3 2026 report, its first earnings report since going public. Cumulative revenue for the first three quarters was 1.817 billion yuan, with net profit attributable to shareholders of 387 million yuan, up 270.54% year-on-year. Single-quarter revenue was 665 million yuan, up 69.93% year-on-year, but net profit attributable to shareholders was 113 million yuan, down 17.37% year-on-year. R&D investment in the first three quarters was 263 million yuan, up 191.48% year-on-year; the company said this was mainly due to increased R&D and computing power investment in embodied intelligence and embodied large models.

  6. 36Kr Embodied Intelligence40

    Unitree Technology's net profit for the first three quarters was 387 million yuan, up 270.54% year on year

    Unitree Technology's first earnings report since going public shows that in the first three quarters of 2026, operating revenue was 1.817 billion yuan, up 55.71% year on year, and net profit attributable to shareholders was 387 million yuan, up 270.54% year on year. Third-quarter operating revenue was 665 million yuan, up 69.93% year on year, but net profit attributable to shareholders was 113 million yuan, down 17.37% year on year. R&D expenses rose 191.48% year on year, mainly due to a sharp increase in model R&D and computing power investment.

  7. 钛媒体20

    Beijing's 15th Five-Year Plan for New Energy System Issued: Building a "1+3+6" System, External Power Receiving Capacity to Rise to 44 Million Kilowatts

    Beijing issued the "Beijing 15th Five-Year Plan Period New Energy System Plan" on October 28, establishing a "1+3+6" target and task system and specifying that external power receiving capacity will rise to 44 million kilowatts, power supply reliability will rise to 99.998%, and the share of non-fossil energy consumption will rise to 27.6%. The plan proposes adding 2 million kilowatts of photovoltaic and wind power installed capacity, reaching 2.4 million new energy vehicles and 650,000 charging piles built cumulatively, and advancing integrated application of "AI + energy."

  8. Khosla Ventures · X58

    Foundry Robotics completes $100 million Series A funding, new factory has delivered to customers

    Foundry Robotics announced the completion of a $100 million Series A funding round, led by MarlinspikeVC, with continued participation from Khosla Ventures. The company has built a 130,000-square-foot factory in Emeryville, California, and has already delivered products to paying customers in the energy, telecommunications, autonomous driving, and defense sectors.

  10. The Humanoid Hub27

    Tesla Cancels Thanksgiving Investor Tour; Optimus Data Collection and 'Academy' Plan Draw Attention

    Tesla did not invite major investors to tour the Fremont factory this Thanksgiving as it has in past years, a move interpreted as extending the confidentiality period for the Optimus facility. Sources cited by Scobleizer say human data collection is 'massive in scale,' covering both home and factory scenarios; data collection operator positions appeared at Tesla about three years ago, requiring workers to wear 30-pound equipment.

  13. Robotics & Automation News34

    Faraday Future discusses shift from Chinese robot sourcing to US manufacturing

    Faraday Future plans to launch a robot factory in the US by the end of 2026, with the first US-assembled robot scheduled to roll off the line in February 2027, and to launch three to five new or next-generation robot products in the US each year. The company says its "Built in USA" strategy aims to strengthen compliance, supply chain resilience, quality control, and customer support, and it plans to move from "US assembly" to "US manufacturing" by 2028. Global Executive Chairman Jerry Wang said the company has not disclosed the share of US-manufactured content or the specific components that will still need to be imported in 2028.

  14. The Robot Report58

    A3: North American robot orders up 24.8% year over year in Q3 2026

    A3 data shows that North American companies ordered a total of 10,989 robots in Q3 2026, valued at $723.5 million, with order volume up 24.8% year over year and order value up 26.1%, making it the strongest quarter of the year. Cumulative orders for the first three quarters totaled 28,984 units and about $1.89 billion, up 9.6% and 13.3% year over year respectively; orders from automotive component suppliers rose 90.4%, semiconductors and electronics/photonics rose 97.6%, and collaborative robot orders reached 1,831 units, up about 56% year over year.

Oct 28Wed
  1. 电子工程专辑 · 微信公众号38

    Musk responds to Counterpoint humanoid robot DRAM forecast: robot memory demand will surpass all applications on Earth

    On October 27, Musk responded on X to Counterpoint's report on humanoid robot DRAM demand, calling it an "absurd analysis" and judging that robots' demand for memory will surpass every other application on Earth. Counterpoint forecasts that per-unit DRAM capacity in humanoid robots will rise from the current 19GB to 39GB in 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030.

  2. 电子工程专辑 · 微信公众号58

    Unitree Technology shares rise over 65% in seven trading days, trailing P/E ratio reaches 465x

    Unitree Technology's shares rose more than 65% cumulatively over seven consecutive trading days starting October 16. On October 26, the stock closed at 672 yuan with a total market value of 271.8 billion yuan, and its trailing price-to-earnings ratio reached 465.22x, far above the roughly 38.54x average for the general equipment manufacturing industry over the past month.

  3. Reddit r/robotics68

    A3 data: North American robot orders up 24.8% year over year in Q3 2026

    According to A3 data, North American companies ordered 10,989 robots in Q3 2026, with a total value of $723.5 million, a 24.8% year-over-year increase in units and a 26.1% increase in value. Orders from automotive components rose 90.4%, semiconductor, electronics and photonics orders rose 97.6%, automotive OEM orders rose 7.5%, and food and consumer goods orders fell 23.7%.

  4. 机器人全球资讯 · 微信公众号55

    First CMG World Robot Mount Tai Climbing Competition Qualifying Round Kicks Off in Rain

    On October 26, the qualifying round of the first CMG World Robot Mount Tai Climbing Competition started on the trail from Red Gate to Zhongtian Gate in Mount Tai, with multiple domestic teams fielding legged and wheel-legged composite robots. The course is about 3.8 kilometers long with more than 3,100 steps. Rain during the race made the stone steps slippery, testing the robots' balance control, perception and decision-making, and battery life in a real mountain environment. One robot from Dongtai Technology completed the speed race in about 58 minutes with about 80% battery remaining. The event also includes a loaded-carrying race for legged robots, simulating mountain emergency supply delivery scenarios.

  5. 机器人全球资讯 · 微信公众号58

    China's surgical robot exports reach 672 million yuan in first 8 months, up 272.92% year-on-year

    Data from the General Administration of Customs shows that from January to August 2026, China's surgical robot exports totaled 672 million yuan, up 272.92% from 180 million yuan in the same period last year. Guangdong ranked first nationwide with 14.718 billion yuan in robot exports, while Shanghai ranked first nationwide in exports of the single category of surgical robots. Frost & Sullivan forecasts that China's surgical robot market will grow from 22.45 billion yuan in 2026 to 70.85 billion yuan in 2030, a compound growth rate of 33.3%.

  6. 机器人全球资讯 · 微信公众号40

    Gamma Intelligent, an embodied AI company incubated by China Telecom TeleAI, is established to advance "self-evolution" in humanoid robots

    Gamma Robtics, the first market-oriented innovation company incubated by China Telecom's Institute of Artificial Intelligence (TeleAI), has recently been registered and established in Xuhui, Shanghai, focusing on full-model innovation and applications for self-evolving humanoid robots.

  7. 机器人全球资讯 · 微信公众号43

    FFR completes merger with FFAI Robotics and lists on Nasdaq, with Jia Yueting as CEO

    FFR has completed its merger with FFAI Robotics, with the related business and assets folded into FFR, and has listed on Nasdaq, with Jia Yueting as CEO and Jerry Wang as Executive Chairman. FFR issued its first 2026 guidance: sales and shipments of about 2,000 robot units while maintaining positive gross margin; assuming necessary financing is obtained, 2027 revenue is expected to be about $45.2 million, with EAI unit sales of about 7,400.

  8. 机器人前瞻 · 微信公众号60

    Elite Robots completes new 200 million yuan funding round led by CCB Equity

    Jiangsu embodied intelligence company Elite Robots announced the completion of a new 200 million yuan funding round, led by CCB Equity, with existing strategic shareholders continuing to follow on. The funds will be used to expand into AI infrastructure scenarios such as optical communications and AI servers, and to build new factory production lines. The company started out in controllers and once won a single order for 3,000 collaborative robots from BYD; its customers also include Luxshare and Lens. In May this year it launched the wheeled humanoid robot Centaur-G1. Its self-developed Yuanqi Primo industrial large model integrates a vision-language-action model with real-time torque sensing. In the first half of this year it completed a 600 million yuan Series D+ funding round.

  9. 机器人前瞻 · 微信公众号67

    Unitree Robotics Releases First Financial Report Since Going Public, Net Profit Up 270.54% Year-on-Year in First Three Quarters

    Unitree Robotics released its 2026 third-quarter report: revenue for the first three quarters was 1.817 billion yuan, up 55.71% year-on-year, and net profit attributable to shareholders was 387 million yuan, up 270.54% year-on-year. Third-quarter revenue was 665 million yuan, up 69.93% year-on-year, but net profit attributable to shareholders was 113 million yuan, down 17.37% year-on-year.

  10. 机器人前瞻 · 微信公众号58

    Shenzhen Underwater Robotics Firm Chasing Innovation Completes Nearly RMB 100 Million Series C+ Round to Advance Underwater Embodied Intelligence R&D

    Shenzhen-based underwater robotics company Chasing Innovation announced the completion of a nearly RMB 100 million Series C+ funding round. Investors include Shenzhen Guangju Investment Holding (Group) Co., Ltd. and Zhejiang Yunchuang Qizhen, among other institutions. The funds will be used for core technology R&D in underwater embodied intelligence, product iteration, and global market expansion.

  11. 机器人前瞻 · 微信公众号58

    Stardust OS Robotics Hackathon concludes: 16 of 17 teams' apps ran on real robots

    The Stardust OS Robotics Hackathon finals concluded in Shenzhen, with 16 of 17 teams' apps moving from simulation to real-robot testing, a real-robot rate of 94%. The competition centered on generating apps from a single sentence; across three stops it drew 47 teams, with entries covering tasks such as follow-cam photography, elderly care, and remote avatars. Stardust Intelligence uses AOS to connect external tools such as GPT-6 and Claude along with its in-house Lumo model, and to dispatch the capabilities of its cable-driven robot body downward.

  12. 未来机器人网 · 微信公众号42

    2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition Concludes in Shanghai Zhangjiang: Real-World Competition Across Nine Tracks, Embodied Intelligence Evaluation System Released

    The 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition concluded on October 25 at the Shanghai Zhangjiang Science Hall. More than 800 teams and over a thousand robots competed across 9 tracks and 23 events in the industrial, service, and special-purpose domains, testing continuous operation capability in real-world scenarios, with 16 first prizes awarded.

  13. 未来机器人网 · 微信公众号58

    Tesla Optimus locks in first deployment scenario: plugging in CyberCab robotaxis for charging

    In an exclusive Munro Live interview, Tesla Vice President of Vehicle Engineering Lars Moravy and Cybercab project lead Eric Earley made clear that the first commercial deployment scenario for the Optimus humanoid robot is to plug in charging connectors for the CyberCab robotaxi fleet, closing the gap in which a human is still needed to plug in the connector after an autonomous vehicle drives itself to a Supercharger station.

  14. 未来机器人网 · 微信公众号70

    Shanghai issues new-generation smart manufacturing action plan, aiming to put 8,000 humanoid robots into factories by 2028

    The Shanghai Municipal Commission of Economy and Informatization has issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Smart Manufacturing," which proposes raising industrial robot density to 600 units per 10,000 workers by 2028 and deploying 8,000 humanoid robots in factory scenarios. The plan focuses on supporting three types of robots—humanoid robots, collaborative robots, and high-precision heavy-duty robots—and explicitly calls for breakthroughs in core components such as high-end sensors, high-torque-density servo motors, high-precision heavy-duty joint modules, servo drives, and high-reliability reducers.

  15. 未来机器人网 · 微信公众号32

    Musk Says Humanoid Robot Memory Demand Will Surpass All Scenarios, Global Memory Sector Moves

    On October 27, Musk responded on X to Counterpoint's forecast for humanoid robot memory demand, saying robot RAM demand will surpass every other application scenario on Earth, driving Western Digital up 6.95% and Micron Technology up 2.77% in US stocks, while the A-share humanoid robot sector rose over 4% on October 28.

  16. 未来机器人网 · 微信公众号60

    Nanjing Wujing Dynamics halts operations with nearly 8 million in unpaid wages, becoming the third robotics unicorn to collapse this year

    Nanjing Wujing Future Dynamics (Wujing Dynamics) has come to a standstill, with 30 to 40 employees owed a total of nearly 8 million yuan in wages, the actual controller unreachable, and the company largely ceasing work. The company was only registered and established in February this year; in June it officially announced 110 million yuan in funding and claimed to hold nearly 1 billion yuan in orders; in September it also released the Panshi P25-Ex explosion-proof wheeled-legged robot. The report notes that order intentions do not equal collected revenue, and that cash flow can easily break when funding cannot be sustained, making this the third robotics unicorn to collapse this year.

  17. 移动机器人产业联盟 · 微信公众号25

    KUKA Mobile Robotics to showcase KMP L series, pallet handling solution, and KUKA.AMR software 3.0 at CeMAT

    KUKA Mobile Robotics will exhibit the KMP L series latent lifting mobile robots, a one-stop pallet handling solution, and the KUKA.AMR software 3.0 platform at CeMAT ASIA in Shanghai from November 3-6, 2026; together, the three form the warehousing and logistics implementation of the "KAI" intelligent platform. The booth will also demonstrate a full-scenario, multi-system collaborative operation loop covering receiving and inbound storage, material transfer, high-bay storage, and sorting and outbound.

  18. 移动机器人产业联盟 · 微信公众号56

    Nearly 30 mobile robot companies announce planned production capacity, with 19 reaching the 10,000-unit level

    As of October 27, 2026, incomplete statistics from the CMR Industry Alliance and the New Strategy Mobile Robot Industry Research Institute show that nearly 30 mobile robot companies have announced annual planned production capacity, with 19 production bases exceeding an annual output of 10,000 units. Geek+ plans an annual output of 200,000 units at its Lujiang base in Hefei, Hikrobot plans 75,000 units at its Tonglu base, and Hai Robotics plans 65,000 units at its Jianhu base in Jiangsu.

  19. 甲子光年 · 微信公众号45

    2026 Jiangsu AI+Science and Engineering Hackathon concludes: Agnes Harness supports 20 teams' AI4S prototypes

    The finals of the 2026 Jiangsu Province AI+Science and Engineering Innovation Practice Hackathon (University Group) have concluded. 536 teams registered and 20 advanced to the finals, with all projects built on Agnes Harness, the open-source agent development and execution infrastructure from Agnes.

  20. 低空产业纵横 · 微信公众号40

    Damoda Intelligent Control completes shareholding reform and launches IPO tutoring, plans to file in 2027 as the "first drone swarm stock"

    Shenzhen Damoda Intelligent Control Technology Co., Ltd. completed its shareholding reform before National Day, with IPO intermediary institutions beginning tutoring; it plans to file for an IPO in 2027 and, if approved, would become the first A-share listed company with drone swarms as its core asset. The company says it will complete multiple financing rounds in 2026, with valuation up nearly 10 times from the Series A round; equipment sales account for about 70% of revenue, and its V4 automated drone swarm system released in 2025 achieves dock-based automatic fast charging and fully automated performances, with flight reliability approaching 99.999%.

  22. 36氪 · 微信公众号48

    Dami and Xiaomi Team Up with AWS to Customize AI System; Autism Rehab Institution Dismisses Part-Time Supervisor Six Months After Adoption

    Dami and Xiaomi have partnered with Amazon Web Services to customize an AI rehabilitation system, which has been used in nearly 100 directly operated stores and more than 300 partner institutions, and can take on part of supervisors' work such as writing assessment reports, scheduling classes, and generating lesson plans. After an institution in Pingdingshan, Henan, adopted the system in January this year, its head said it had dismissed an externally hired part-time supervisor whose annual fee was in the hundreds of thousands of yuan, and added AI courses priced at 80 yuan per session, with about 30% of parents signing up. Content generated by the system still requires manual review, and AI is positioned as an auxiliary role to improve the efficiency of rehabilitation therapists and supervisors.

  23. 36氪 · 微信公众号55

    Jia Yueting's FF robotics business is folded into FFR and listed on Nasdaq

    Jia Yueting's Faraday Future robotics business has been acquired by FFR, which is now trading on Nasdaq under the ticker FFR, with Jia Yueting serving as CEO. FFAI's robotics business recognized revenue of $1.141 million in the first half of 2026; as of the end of September, cumulative sales and shipments reached 817 units, with cumulative revenue exceeding $1.52 million. FFR set targets of approximately $1.98 billion in cumulative revenue and approximately 133,000 robotics units sold over five years, stating that these targets depend on securing necessary financing.