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Oct 28Wed
  1. OFweek Robotics42

    From LABUBU to Embodied AI: Big Tech Bets on the Next "Entry-Level" Business

    Chinese internet giants are betting on embodied AI as the next "entry-level" business: Meituan invested in 10 embodied AI companies during the year, at least 17 cumulatively as of October 2026, while Alibaba reached 16 cumulatively and JD.com 10. In the first half of 2026, domestic embodied AI financing totaled 93.5 billion yuan, yet global humanoid robot shipments were only about 18,000 units in 2025 and about 19,100 units in the first half of 2026, an order-of-magnitude gap from intent orders that often run into the tens of thousands. About half of the orders are concentrated in performance displays and data collection, still far from industrial-grade applications.

  2. OFweek Robotics58

    From high tide to low tide: embodied AI reshaped by capital

    In the first half of 2026, financing in the embodied AI sector exceeded 300 deals totaling about 93.5 billion yuan, a year-on-year increase of more than 130%. However, the Embodied AI Development Report (2026) published by the China Academy of Information and Communications Technology and others shows that many robots operate fewer than 10 days per month on average. In the third quarter, financing fell to at least 185 deals worth about 33.3 billion yuan. Investors shifted their focus to delivery volumes, repeat purchases, and actual operating hours in real-world scenarios. More than 20 robotics companies went bankrupt, entered liquidation or restructuring, or suspended operations during the year. Capital concentrated in leading players with orders and industry recognition, and deployment scenarios narrowed to production-line loading and unloading, warehouse sorting, and supermarket fulfillment.

  3. 钛媒体22

    The Makeshift Robot Troupes Flooding Schools: Rented Greeting Performances and Campus Uses Lacking Supporting Curricula

    In the spring 2026 school term, humanoid robots and robot dogs crowded into primary and secondary school opening ceremonies, mostly rented devices costing several thousand yuan per day that were loaded back onto trucks after waving, bowing, and dancing. Some robots distributed by district authorities ultimately degraded into hallway decorations because of a lack of supporting curricula and teachers. In May 2026, Beijing E-Town will deliver 20 humanoid robots retired from robot soccer competitions to five middle schools for school-based curricula and secondary development.

  4. OFweek Robotics36

    Today's robotics sector moves are more interesting than a limit-up

    On October 28, divergence in the robotics sector intensified: Unitree Robotics rose more than 10% in early trading before closing down more than 4%, while the underlying index of the robotics ETF rose more than 3%. Tesla's Q3 earnings report confirmed that the Optimus production line at the Fremont factory has started, with the first 10,000 to 20,000 units used for its own training, and deliveries to external customers targeted for around the end of 2027. Unitree's trailing price-to-earnings ratio is 465 times; it delivered more than 5,500 units in full-year 2025, mainly purchased by research institutions and universities. UBTech's humanoid robot sales in the first half of the year were 921 units, a decrease of about 10.9% from the second half of 2025.

  5. Yaskawa70

    Yaskawa Electric and GAZOO Racing to Bring AI Autonomous Welding Robot Technology to GR KART Manufacturing Site

    Yaskawa Electric and Toyota GAZOO Racing have jointly developed AI-driven autonomous robot production technology, with deployment beginning in September 2026 at the Gamagori GR KART workshop. The technology builds on the SFA method (Sequence Freezing Arc Welding) jointly developed by the two parties in 2024, and uses MOTOMAN NEXT robots equipped with GPUs and AI to autonomously recognize the state of pipe frames, complete welding, confirm and correct quality, and analyze appearance images, welding sounds, and various data in an integrated manner.

    Why it matters: Yaskawa and GAZOO Racing are extending their SFA welding experience into an AI autonomous welding line, and it has already gone into actual production at the GR KART workshop, offering a view of how welding automation moves from validation to the mass-production floor.

  6. 36Kr Embodied Intelligence60

    XPeng IRON Robot's Solid-State Battery Rolls Off Line in Small-Batch Production

    XPeng Group Vice President Gu Jie said the solid-state battery for the XPeng IRON robot has rolled off the line in small-batch production, and the robot is currently in the pre-SOP stage. At its 2025 Tech Day, XPeng announced that IRON will be the industry's first to use an all-solid-state battery, and the company plans to achieve large-scale production of high-level humanoid robots by the end of 2026, with the robots gradually entering XPeng stores and commercial scenarios worldwide from 2027 to handle shopping guidance, explanation, and other services.

  7. 雷科技35

    Qingtianzu appears at ROBOTECH 2026: exploring new paths for robot commercialization through scenario-based services

    At ROBOTECH 2026 in Shenzhen, Qingtianzu, as an official public service strategic partner, created a "Robot Carnival" and deployed a public service formation of 1 AgiBot Expedition A3 and 2 Lingxi X2 robots to handle visitor guidance and route direction. The event also gathered the AgiBot Expedition A3 and the Zhongqing T800 for humanoid robot boxing matches, with quadruped robots participating in the "Cool Dog Race," while small humanoid robots such as the Qiyuan Q1 and Gaoqing Xiaopai interacted on the same stage. The exhibition organizer paid to procure its solutions, and Qingtianzu says it is advancing normalized operations in cultural tourism scenarios through content productization and standardized delivery.

  8. OFweek Robotics58

    Stardust Intelligence AOS Robot Hackathon Concludes, 94% of 16 Apps Run on Real Robots

    The Stardust OS (AOS) robot hackathon finals, hosted by Stardust Intelligence, concluded in Shenzhen on October 25. 17 teams developed 16 apps in 36 hours, with 94% running on real robots. Participants built applications by calling AOS-encapsulated Meta capability packages and Skills, combined with large models such as GPT and DeepSeek. The champion team, "Remote Avatar," achieved two-way real-time control between a phone and the T1, completing tasks such as scooping cat litter, watering plants, and picking up packages. Stardust Intelligence founder Lai Jie said that when designing the interfaces, AOS considered both human and AI model users.

  9. OFweek Robotics55

    Estun launches 50%-discount equity incentive and acquires controller's loss-making asset at 9x premium

    Estun disclosed its 2026 A-share restricted stock incentive plan on September 30, proposing to grant 2.99 million shares at a grant price of 14.92 yuan, about 50% of the September 30 closing price of 28.22 yuan. The performance targets are non-recurring net profit of no less than 200 million yuan in 2026 and a cumulative total of no less than 1.1 billion yuan from 2026 to 2028, while the company's historical annual peak non-recurring net profit is less than 100 million yuan.

  10. Robotics & Automation News30

    Three foundational material categories shaping robot manufacturing: lightweight structural materials, flexible electronic skin, and high-performance batteries

    Humanoid robot output exceeded 40,000 units in the first half of 2026, with full-year projections surpassing 100,000; their performance ceiling is being determined by three foundational material categories: lightweight structural materials, flexible electronic skin, and high-performance batteries. On lightweighting, Tesla Optimus Gen2 makes extensive use of PEEK, which can reduce part weight to about half that of aluminum alloy; electronic skin faces a bottleneck in which high-quality tactile data worldwide totals only about 500,000 hours, a shortfall of over 95%. Current full-size humanoid robots have endurance of only 2 to 4 hours, and most battery capacities are below 2 kWh; solid-state batteries are accelerating from the lab toward robot applications.

  11. 36Kr Embodied Intelligence28

    Agibot Establishes Agibot Embodied (Zhengzhou) Intelligent Technology Company in Zhengzhou with Registered Capital of 1 Million

    Agibot has established Agibot Embodied (Zhengzhou) Intelligent Technology Co., Ltd. in Zhengzhou, with Deng Taihua as legal representative and registered capital of 1 million RMB. The company is wholly owned by Agibot Innovation (Shanghai) Technology Co., Ltd., and its business scope includes intelligent robot R&D, service consumer robot sales, intelligent robot sales, and AI application software development.

  12. OFweek Robotics22

    On a pullback day, new robotics funds pick a 130,000-yuan-revenue speculative stock to push four straight limit-ups

    On October 27, 16 robotics-sector stocks hit their daily limit. Xiangyang Bearing pulled off four consecutive limit-ups after announcing that its precision bearings for robotics had first-half revenue of 131,400 yuan, or 0.018% of revenue; Saifutian and Duolun Technology also hit four straight limit-ups the same day. New incoming funds avoided core T-chain names already in the Optimus supply chain, such as Tuopu, Sanhua, and Siling, and rotated into low-market-cap, clean-float peripheral plays. The day's failed-limit-up rate was 42% and the promotion rate was 27%, making the move sentiment arbitrage during an earnings vacuum.

  13. OFweek Robotics58

    Do humanoid robots entering factories really need legs? LimX Dynamics mounts the TRON 2 upper body on a six-axis industrial arm

    LimX Dynamics and ZINOVA mounted the torso module of the TRON 2 dual-arm embodied robot on the end of a large six-axis industrial robotic arm, completing formwork frame assembly and rebar tying tasks at a heavy-industry construction site. The article notes that bipedal robots have a single-charge battery life of only one to two hours, with most of the power used to maintain balance, and that their small contact area makes it difficult to withstand the recoil of tools such as nail guns. In this approach, the industrial arm bears the load and absorbs impact, while the TRON 2 dual arms use vision to recognize an off-the-shelf industrial nail gun and plan gripping and trigger actions; force sensors perceive contact vibration and resistance, and two robots can work together to align lumber and fire.

  14. OFweek Robotics58

    Jinkong Technology completes tens of millions of yuan angel round, plans to validate core components for space robots by year-end

    Shanghai Jinkong Technology announced on October 26 that it has completed an angel round of tens of millions of yuan, led by CDH VGC, with Shanghai Jiao Tong University Hanyuan Assets, Guoke Green Fund, and Lingqiao Intelligent participating. The funds will be used for R&D of core components for space robots, in-orbit validation, and product engineering.

  15. OFweek Robotics58

    Chen Mingxiu, former head of Alibaba DAMO Academy's Leyun embodied platform, leaves to found Muling Technology in Hangzhou

    Chen Mingxiu, former head of Alibaba DAMO Academy's Leyun embodied intelligence platform, has left the company and founded Muling Technology in Yuhang District, Hangzhou, with registered capital of about 1.5625 million yuan, focused on Physical RSI (embodied recursive self-improvement). This is the second core technical leader lost from Alibaba's embodied AI ranks in just over a month, following reports on September 14 that Zhao Deli, head of DAMO Academy's embodied intelligence lab, had departed.

  18. 雷科技42

    Interview with SparkLink Alliance's Zeng Guosong: SparkLink 3.0 Sees AI as an Opportunity to Overtake, Replacing Wired Robot Joints with Wireless

    Zeng Guosong, Secretary-General of the International SparkLink Alliance, said after the release of the SparkLink 3.0 standard that SparkLink 3.0 will develop around AI, with the goal of becoming the technical infrastructure of the AI intelligence era. The alliance has established an embodied intelligence working group and plans to use SparkLink modules to reduce cabling in robot joints. Its standard specifies 99.999% reliability and is divided into four communication modes: SLE, SLB, SLP, and SLZ. The alliance currently has nearly 1,260 member units, more than 100 of which are international members, and in April next year it will add an industry promotion group for the smart energy sector.

  19. New Strategy Robotics22

    Bolzoni Group appears at AGV Expo 2026 in Italy, showcasing AGV-specific electric mast and electric rotating carton clamp

    Bolzoni Group last week at AGV Expo 2026 in Piacenza, Italy, highlighted two electric attachments for AGV automation applications: an AGV-specific electric mast equipped with an electric side-shift fork positioner, and an AGV-specific electric rotating carton clamp for handling cartons and packaged goods.

  20. New Strategy Robotics12

    Hefei Banyitong (MiMA) to Bring Smart Warehousing Solutions to CeMAT ASIA 2026

    Hefei Banyitong (MiMA) will exhibit its smart warehousing solutions at CeMAT ASIA 2026, with surprises planned at the booth. Founded in 1994, the company is the sole nationwide designer and manufacturer of MIMA-brand forklifts, offering application solutions from 500 kg to 100,000 kg, with products spanning 12 major categories and more than 50 varieties, including AGVs and unmanned aisle stackers.

  21. New Strategy Robotics15

    IMS Gear to showcase modular standard planetary gearboxes at CeMAT Asia 2026

    IMS Gear (Taicang) Co., Ltd. will present its modular standard planetary gearbox technology solution at the 2026 Asia International Logistics Technology and Transport Systems Exhibition (CeMAT Asia 2026), held from November 3 to November 6 at the Shanghai New International Expo Centre. The planetary gearbox has been in production since 1970 and is used in automotive and industrial applications such as AGV drive wheels, forklift power steering systems, and logistics conveying. Visitors can scan a QR code to register for free admission.

  22. New Strategy Robotics25

    Liandong Attachments Company holds 2026 smart attachment series product launch, unveiling 8 new products

    Liandong Attachments Company held its 2026 smart attachment series product launch on October 23, releasing and displaying 8 smart attachment products on site, with more than 70 representatives of smart logistics customers, OEMs, and partners in attendance. The event introduced the company's hydraulic attachment heritage and new electric-drive smart products, and guests also toured the sales showroom and the full production process.

  23. New Strategy Robotics40

    Damon Technology GPC 2026 Global Partner Conference preview: AI and embodied intelligence logistics solutions deployed

    Damon Technology will hold the GPC 2026 Global Partner Conference on November 6-7 at its Damon Science and Innovation headquarters in Huzhou. Live on-site demonstrations will show four warehouse workstation solutions validated through internal POC, including intelligent parcel feeding for cross-belt sorters, feeding for the Flying Shuttle intelligent sorting robot, production line-side handling, and warehouse depalletizing and palletizing handling, with humanoid robots working in coordination with sorting hosts, conveyors, and shelf pallets.

  24. 36Kr Embodied Intelligence18

    Physical AI Reaches an Inflection Point for Deployment as Supply-Chain Companies Seize Opportunities

    Physical AI has become a new hot spot in the AI industry and has driven related A-share concept stocks higher, with Unitree Robotics shares rebounding more than 65% over 7 trading days since mid-October. Accelerating industry evolution and the entry of tech giants are seen as the underlying logic of the rally, while the "training + simulation + edge" computing narrative for physical AI follows the earlier computing narrative and eases market concerns that AI capital expenditure has peaked. The central government and local governments have successively issued policies on developing physical AI, and listed companies are positioning themselves across various links of the supply chain to seize opportunities.

  26. Robotphoenix/翼菲科技18

    RoboCT appears at the 23rd China (Yuhuan) Machine Tool Exhibition, showcasing the Python series SCARA and Hogene humanoid robot

    At the 23rd China (Yuhuan) Machine Tool Exhibition, which opened on October 23, RoboCT exhibited its Python series SCARA robots, the Hogene humanoid robot, a wheeled humanoid robot chassis, and its mobile robot product line. At the booth, the Python series SCARA robots gave a high-speed, high-precision operation demonstration, and the Hogene humanoid robot demonstrated meter installation on site. The team spoke with attending customers about scenarios such as machine tool loading and unloading and in-plant logistics handling.

  27. Robotphoenix/翼菲科技18

    RoboTechnik and Three-Body Universe announce collaboration, debut co-branded video worldwide

    RoboTechnik and Three-Body Universe, the exclusive global copyright holder and operator of the Three-Body IP, have officially announced a partnership, with their co-branded video completing its global premiere on October 24 at the "2026 Three-Body Day · Dehydration and Soaking Carnival" at Beijing's 798 Art District. Set in the year 2224 AD at a Mars base within the Three-Body timeline, the video features RoboTechnik's delta robots, SCARA robots, mobile robots, wafer-handling robots, and humanoid robots taking part in spacesuit production, vegetable cultivation, structural assembly, and equipment transport. The two parties will continue to advance cooperation in joint robot product development, offline experience spaces, and co-branded products.

  28. IEEE Spectrum Robotics40

    VicOne LAB R7 Study: Are Robot Safety Functions Still Reliable When Inputs Are Tampered With?

    VicOne LAB R7 testing shows that tampered inputs can make robots respond normally as designed while taking wrong actions: a robot dog treated poster text as instructions and changed its movement; in a hospital service robot simulation, ultrasound-band audio altered behavior; and ROS 2/DDS message injection made a robot that should have stayed still move.

Oct 27Tue
  2. Robotics 24/747

    Intel and SAP demonstrate physical AI and autonomous warehouse deployment

    Intel and SAP have collaborated to connect enterprise IT systems with the operational technology that controls physical devices, and demonstrated physical AI automating warehouse material handling through a proof of concept (PoC). In this PoC, business requests from SAP EWM are sent to autonomous robots equipped with Intel edge AI software and hardware; the robots transport materials and report task status back, forming a closed loop between enterprise workflows and physical execution. The demonstration reduced transport distances and repetitive manual handling.

  3. 机器人全球资讯 · 微信公众号60

    Toyota advances humanoid robot strategy, plans to deploy 400,000 robots

    Toyota is commercializing two decades of robotics R&D, planning to deploy 400,000 robots backed by $6.4 billion a year in investment for factory automation, with a dedicated team coordinated by its chief production officer. In April this year Toyota showcased Cue7, an AI-equipped humanoid robot; in July Walden Robotics, spun off from Toyota's AI robotics business, completed a $300 million funding round at a post-money valuation of $1.1 billion, and its general-purpose robots are already deployed at Toyota's North American factories.

  4. 机器人全球资讯 · 微信公众号22

    [Industry Watch] Cultivating New Advantages for Hunan's Intelligent Robotics Industry Through Real-World Scenarios

    Hunan's intelligent robotics industry reached nearly 50 billion yuan in scale in 2025, with more than 300 related enterprises clustered in the province. The provincial intelligent robotics industry development and matchmaking cooperation conference was held on September 20 at the Changsha International Conference Center, with a special exhibition held alongside it. Hunan advocates using real operating conditions in construction machinery, rail transit, mining and power to drive technological breakthroughs, following a "specialized first, general-purpose later" path, and relying on platforms such as Zoomlion's more than 100 training workstations to close the loop from training and testing to pilot production and application. Meihu Intelligent Manufacturing has expanded from automotive oil pumps to robot joint modules, forming an annual capacity of 50,000 sets.

  5. 机器人全球资讯 · 微信公众号52

    HUMXN subsidizes home repairs in three US cities to train robots with technician footage

    AI company HUMXN has launched a repair cost subsidy program in Minneapolis, Chicago, and Miami, where residents allow technicians to wear recording devices to capture plumbing, electrical, HVAC, duct cleaning, and carpet cleaning work; the footage is used to train AI and robotic systems. Participating technicians use wearable capture devices to record site inspections, tool selection, and troubleshooting, and the processed data is licensed to AI and robotics research organizations. The company says identifying information in the footage is blurred or removed, and services are scheduled only after resident consent.

  7. 机器人全球资讯 · 微信公众号42

    Chery Global Innovation Conference on October 20: Debut of First Industry-Specific Large Model and Humanoid Robot "Mobao"

    Chery will hold its 2026 Global Innovation Conference in Wuhu on October 20, unveiling the first large model specific to the automotive industry and giving the world premiere of Mobao, Moja's first consumer-grade family companion humanoid robot, while opening global pre-orders. The conference will also showcase an automotive-grade chip designed for physical AI world models. Moja robots are already routinely on duty in more than 100 scenarios, including education and healthcare.

  8. 机器人全球资讯 · 微信公众号58

    MIIT: China's humanoid robot output exceeded 40,000 units in the first half of this year, expected to top 100,000 for the full year

    At a State Council Information Office press conference, it was announced that in the first half of this year China's complete humanoid robot products exceeded 400 models and output surpassed 40,000 units, with full-year output expected to top 100,000 units. MIIT said it is working on key technologies such as motion control, simulation, and tactile sensing, and promoting validation and deployment of products in more than 300 key scenarios including warehousing and logistics, food and retail, and home services. An IDC report shows that exploration of industrial and logistics applications is accelerating, while small humanoid robots for individual consumers have appeared in the Chinese market.

  9. 电子工程专辑 · 微信公众号58

    BlackBerry CEO discusses QNX transformation: robotics becomes fastest-growing segment, patent royalty backlog exceeds $1.2 billion

    BlackBerry CEO John Giamatteo said in a CNBC interview that robotics has become the fastest-growing segment of the QNX software division, and QNX's patent royalty backlog has surpassed $1.2 billion, growing by more than $250 million in two quarters. Nvidia has adopted QNX as the preferred platform for its Halos safety stack; QNX is currently deployed in more than 275 million vehicles worldwide and is certified to ISO 26262 ASIL-D. BlackBerry shares rose 142% in 2026, and its market capitalization recovered to about $5.4 billion.

  10. 电子工程专辑 · 微信公众号65

    Toyota plans to deploy 400,000 robots; humanoid robot Eley runs on TRI foundation model

    According to the Financial Times, Toyota plans to deploy 400,000 robots, backed by $6.4 billion a year in factory automation investment, with a dedicated robotics team coordinated by its chief production officer. Walden Robotics, spun off from TRI, has completed a $300 million seed round at a post-money valuation of $1.1 billion; its wheeled-base, dual-arm robot has been performing production work at Toyota's North American factories since February.

  11. 未来机器人网 · 微信公众号34

    ROBOTECH 2026 Day One: Humanoid Robots Move Past Showmanship as the Entire Supply Chain Enters the Deployment Phase

    ROBOTECH 2026 Intelligent Robot Expo opened on October 27 at the Shenzhen World Exhibition & Convention Center (Bao'an), with 180,000 square meters of exhibition space. It focuses on three scenarios—industrial, commercial service, and special-purpose robots—and is expected to draw 170,000 professional visitors and more than 3,600 exhibitors.

  12. 移动机器人产业联盟 · 微信公众号58

    Behind 14 M&A Deals: The Mobile Robot Industry Is Racing for Technology, Use Cases, and System Control Points

    According to statistics from the Mobile Robot Industry Alliance, as of October 26, 2026, 14 acquisitions or mergers had occurred in the mobile robot sector, covering key technologies, complete machines, software systems, and mature businesses. The article groups these deals into three categories: filling technology gaps, entering new use cases, and completing the warehouse operation chain, and argues that industry competition is shifting from individual product capabilities to key control points within complete systems.