In an interview with Jiazi Guangnian, Force Infinite chief scientist Chen Jiayu judged that general large models such as GPT-6 Astra will completely eat up the task planning (Planner) portion, so the team will no longer continue investing in some high-level memory mechanism research and will instead focus on execution capabilities in the physical world.
From October 21 to 25, the 2026 AI Creators Carnival (ACC 2026) took place at Haidian Park. About 100 "entrepreneurship trainees" brought their ideas and demos to find users, and 21 of the 50 exhibiting companies came from Haidian. Products such as Galbot's embodied robots and ZHI XING SHEN's visuotactile dexterous hands moved out of display cases for the public to try. The event featured five themed tribes—foundation models, AIGC, agents, AI ecosystem, and globalization—and linked with the Zhongguancun Exhibition Center and Zhongguancun Inno Way.
On October 23, an embodied data 'Iron Triangle' seminar, guided by Suzhou International Science Park (SISPARK) and hosted by the Lianjie Innovation Embodied Intelligence Center, was held in Suzhou. It focused on three topics — 'models and data,' 'scenario deployment,' and 'Infra infrastructure' — and was held in closed-door format to foster dialogue between technology suppliers and scenario demanders. The first roundtable discussed balancing the scale and quality of pre-training data as real-machine data demand shifts from the tens of thousands of hours level to the hundreds of thousands of hours level and ego data moves toward the tens of millions of hours level; the other two sessions reviewed secondary-development companies' scenario deployment practices and the computing foundation for data collection, training and deployment.
As of September this year, more than 20 domestic robot body companies have cumulatively invested in over 100 projects externally, and AgiBot has invested in and incubated 15 early-stage supply chain companies. Using the example of Zibianliang Robotics investing on the same day in joint module maker Juxie Intelligent and tactile sensor maker Moxian Technology, the article analyzes that body manufacturers taking stakes in upstream suppliers is aimed at securing supply of core components that are not yet standardized. The article divides such investments into two types: AgiBot-style deep incubation and Zibianliang-style lightweight industrial follow-on investment, and points out that dispersed capital, procurement bias, and insufficient investment research capabilities are the main risks.
On October 26, 2026, Robot Industry Application held a closed-door embodied AI data workshop in Suzhou Industrial Park, with more than 20 frontline decision-makers from models, data, real-world deployment, and chip infrastructure participating. Data vendors believe demand for embodied data is far from saturated, but model vendors argued that startups cannot scale data indefinitely; those on the deployment side emphasized cost reduction, efficiency gains, and the logic of calculating returns, and discussed mass production and standardization of tactile electronic skin.
Anthropic officially filed for a Nasdaq IPO on October 26, with the ticker symbol set as "ANT"; first-half revenue was $16.3 billion and net loss was $80.7 billion. The prospectus discloses that its compute and infrastructure spending commitments with Google, Amazon, and Microsoft extend to 2036, including at least about $114.5 billion in spending to Google. On the same day, XPeng Group was approved for Guangzhou's intelligent connected vehicle application demonstration operation qualification, allowing it to conduct L4 Robotaxi demonstration operations across all of Guangzhou.
The WISE2026 Business King Conference will be held November 26–28 at the Tongming Lake Convention and Exhibition Center in Yizhuang, Beijing. Its industry matchmaking segment, "World Café," is now recruiting technology providers in AI applications and embodied intelligence to rotate table-to-table with vetted, real-scenario demand-side participants. The two previous matchmaking sessions drew more than 190 highly interested companies and 153 formal applications, completing over 100 matchmaking rounds. Registration is free, but procurement, pilots, or deals are not guaranteed.
MoSense, a company providing whole-body multimodal fusion tactile solutions, recently completed a hundred-million-yuan Angel+ funding round, led by CDH Investments and Oasis Capital, with participation from LimX Dynamics, Loongson Venture Capital, CAS Star, Huashan Capital, Pudong Venture Capital, and a leading domestic embodied AI manufacturer.
USV announced that it co-led Machenta's $40 million seed round with Creandum, as the company also emerged from stealth. Machenta says its robotics foundation model is trained entirely in simulation, with no real-world data, and can learn a task from a single demonstration without additional training, adapting when the environment changes.
Why it matters: USV, as co-lead investor, explains why Machenta's one-demonstration learning is worth betting on, giving readers insight into the technical claims behind the funding.
Manycore Tech, Meshy, and Hyper3D discussed why Chinese AI 3D companies are leading at the ACC 2026 AI Creator Carnival. Manycore has launched the spatial generation model SpatialGen and is exploring the 3D generation model Aholo Lux3D, whose materials support up to nine channels; Hyper3D launched Agentic Mode, moving from Production Ready toward Agent Ready. The three companies believe that domestic high-quality 3D data, the production pipeline ecosystem, and talent accumulation are the main advantages.
Hai Robotics has submitted a prospectus for a Hong Kong IPO. From 2023 to 2025, revenue posted a compound annual growth rate of 58.09%, and in 2025 the company's global ACR market share exceeded 30% by revenue and by shipment volume. As of the end of June 2026, cumulative losses since the company's founding totaled 5.226 billion yuan, with losses of 3.523 billion yuan over the three and a half years of the reporting period; period expenses fell from 114.7% to 62.3% of revenue. Over the same period, redeemable liabilities rose to 5.254 billion yuan; if the IPO does not proceed smoothly, equity redemption obligations could trigger liquidity pressure.
DoorDash is reportedly in talks to acquire Instacart for about $17 billion. If completed, the deal would combine restaurant, grocery, and convenience-store delivery into a larger order network, potentially increasing order volume for autonomous delivery robots. The main challenge for delivery robots is utilization: completing only a small number of deliveries per day makes it hard to cover equipment, maintenance, and operating costs. Grocery and convenience-store orders could help raise utilization outside restaurant delivery peaks.
Embotech and BMW announced that they have completed the movement of 1 million vehicles using autonomous driving technology at four plants in the UK and Germany, averaging about 3,500 moves per day with availability exceeding 99.5%. Their Automated Driving In-Plant solution places perception, including Hesai lidar, on the production line infrastructure side, so vehicles need no additional sensors, and it is paired with a deterministic safety architecture independently certified by TÜV SÜD.
After opening its offering on October 20, Micro Intelligence Manufacturing announced it will postpone its global offering and Main Board listing on the Hong Kong Stock Exchange, with application monies to be refunded in full; Zhongjian Technology has decided to terminate its issuance of H shares and Main Board listing on the Hong Kong Stock Exchange. Micro Intelligence Manufacturing's offering range was HK$16.63–21.46, with 37,275,800 H shares planned and a fundraising cap of about HK$800 million; Zhongjian Technology's revenue in the first half of 2026 was 701 million yuan, up 39.50% year on year, with a net loss attributable to shareholders of 7.6147 million yuan.
On October 26, Zhongke Huiling (CASBOT) announced the completion of an A++ funding round worth hundreds of millions of yuan, jointly funded by six institutions: Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, and Luning Investment. Founder Zhang Zhengtao plans to allocate 60% of the funds to embodied brain R&D and 30% to product mass-production and delivery.
Why it matters: Beyond the funding, the article provides measured cycle times and payback periods for shoe-making workstations as well as progress on the mine demonstration, which can be used to assess the economic model of vertical embodied-intelligence deployment.
MoSense Technology announced on October 26 the completion of a 100-million-yuan angel funding round, led by CDH Investments and Oasis Capital, with participation from LimX Dynamics, Loongson Venture Capital, CAS Star, Huashan Capital, Pudong Venture Capital, and a leading domestic embodied AI manufacturer, following earlier investments from Sequoia China, Gaorong Ventures, and AgiBot.
Stial has won the bid for an intelligent grinding workstation project for a continuous welded rail at a domestic railway-specific equipment manufacturer, and will provide an AI flexible grinding solution for the core workpieces of its turnouts. The continuous welded rail workpieces present conditions including large dimensions of over 2 meters, high hardness of HRC 45–50°, and thickness deviation and warping. The solution uses the PolishX flexible force control system to sense contact status in real time, and NextBrain AI Mushroom Cloud matches grinding trajectories and force control parameters according to geometric features and performs real-time force-position compensation. Stial said the project verified its engineering delivery capability across the closed technology loop of perception, analysis, decision-making, and execution.
As one of the main drafting units, PaXini participated in the formulation of 3 of the first batch of 5 national standards under "Technical Requirements for Humanoid Robots": "Environmental Perception," "Decision Planning," and "Motion Control," covering the core chain from perception to decision-making to execution. The company previously led the initiation of two national standard projects in the "Robot Components: Tactile Sensors" series and serves as the co-lead unit of the WG7 Data Working Group under the Ministry of Industry and Information Technology's Technical Committee for Standardization of Humanoid Robots and Embodied Intelligence. Over the past year, cumulative deployments of its self-developed tactile perception chips exceeded 1 million units, and its 6D array tactile technology has entered volume delivery.
The embodied intelligence industry has seen sky-high talent recruitment this year. UBTech publicly recruited a chief scientist for embodied intelligence in April, with a total annual package of at least 15 million yuan and up to 124 million yuan. MagicLab, under Dreame, is said to be recruiting a chief scientist at an annual salary of 200 million yuan.
In its October 20 abnormal-fluctuation announcement, Unitree Technology warned of a rolling P/E ratio of 388x versus an industry average of just 39x, flagging valuation-reversion risk, yet on October 23 it still posted its first 20cm limit-up since listing, and JPMorgan subsequently raised its target price from 300 yuan to 995 yuan. In the first half of 2026, Unitree's revenue was 1.152 billion yuan, up 48.54% year on year, while non-recurring net profit was 244 million yuan, down 19.34% year on year; in the first three quarters of 2025, 73.60% of humanoid robot revenue came from universities and research institutions, with industrial scenarios accounting for only 9.01%.
Late at night on October 11, a 16-year-old girl outside a fast-food restaurant in Cologne, Germany, was touched on the buttocks from behind by a 1.2-meter-tall Iron Man-shaped humanoid robot that also made sexually suggestive movements; two young people livestreamed the entire incident, and police found the robot and two mobile phones in the trunk of a nearby car, investigating the robot's 16-year-old owner and his 19-year-old companion on suspicion of sexual insult.
IPO review standards for the humanoid robot and embodied intelligence sectors are continuing to tighten, with regulatory focus shifting to three substantive verifications: revenue authenticity, commercialization sustainability, and independent core technology capability. Some companies with pending applications have received supplementary verification inquiries and must further justify product deployment scenarios and customer repurchase logic, slowing their listing pace. Leading companies with full-stack in-house development capabilities that have secured stable bulk orders in industrial, research, and commercial scenarios still have a basis for listing, while companies relying on prototype demonstrations and externally purchased core components will see their listing timelines lengthen significantly.
Booth reservations are now open for the 2027 Humanoid Robot Ecosystem Conference (HREC), which will be held April 15-18, 2027, at the Shanghai Automobile Exhibition Center. Hosted by China Robot Network, the conference was founded in 2024 and has been held 3 times; humanoid robot bodies, dexterous hands, components, and industry chain brands will exhibit.
US agricultural machinery manufacturer AGCO announced a partnership with Agility Robotics to launch a pilot of the humanoid robot Digit at its Hesston, Kansas production base in 2027. Initially, the robot will handle repetitive tasks such as parts sorting, stacking and organizing, and tote handling, and will not be involved in complex assembly.
Anno Robotics' "Anno AI Robot Latte Art Coffee Printing Bar" won the Gold Prize at the 2026 Canton Fair Design Innovation Award (CF Award). A total of 2,112 companies and 4,218 products were entered, and only 222 won awards. The product uses a self-developed six-axis robotic arm and motion control system to complete the full process from grinding, extraction, and milk frothing to latte art and printing, producing a cup in 90 seconds with repeat positioning accuracy of ±0.03mm, and it connects to Alibaba's Qwen large model to support one-click AIGC image generation. The machine occupies less than 2㎡, supports 24-hour unattended operation, and has entered more than 100 cities in China and been sold to more than 80 countries and regions.
Dongguan Shengshi Technology Electronic Industrial Co., Ltd. is recruiting a Servo Motor Project Lead (Manager/Director level), based in Huangjiang Town, Dongguan, Guangdong. The role covers technical roadmap planning and full project lifecycle management for the servo motor product line, from requirements review and solution design to prototype trial production and mass production introduction. Requirements: 8+ years of servo motor R&D experience, leadership of at least 2-3 successful mass production projects, and 3+ years of team management experience. Salary is negotiable; the contract can be signed with the Shenzhen branch with Shenzhen social insurance.
On October 24, the China–ASEAN Embodied Intelligent Robot Industry Going Global · Standards-First Special Meeting and the launch meeting for the monograph project "China–ASEAN Embodied Intelligent Robot Technical Regulations, Standards and Testing Methods" were held in Nanning, with more than 240 representatives from domestic and international universities, research institutes, standardization and testing and certification bodies, and robot companies attending. The meeting also established a monograph editorial committee, which plans to release a series of monographs in 2027 and deliver supporting outputs such as testing and evaluation indicators, export regulations, and certification guidelines. The topics focused on standards system development, mutual recognition of testing and certification, and reducing compliance costs for companies going global.
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 that by 2028 the city achieve full coverage of smart factories among key manufacturing enterprises, reach an industrial robot density of 600 units per 10,000 workers, and put 8,000 humanoid robots into factories.
The Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Smart Manufacturing," proposing support for innovation breakthroughs in robots including humanoid robots, collaborative robots, and high-precision heavy-load robots. The plan also proposes advancing deep integration of AI technology with equipment, upgrading smart manufacturing equipment into equipment agents, and developing robots, industrial machine tools, and inspection equipment with autonomous perception and decision-making capabilities.
IDC's "Global Quadruped Robot Market Share, 1H26" report shows that in the first half of 2026, global quadruped robot shipments exceeded 49,000 units, up 92.5% year over year, and the market size surpassed $400 million; of this, the industry-level application market exceeded $270 million, up 125.1% year over year, with deployments up 260.5% year over year.
At the 2026 Global 1024 Developer Festival, iFlytek released the end-cloud integrated Spark X2.6, which pairs a cloud large model with a 4B on-device model and decides whether to run locally, collaboratively, or in the cloud based on task difficulty and data sensitivity; it is trained entirely on domestic compute.
On October 23, Shanghai AI Lab and Biren Technology held the Industry-Academia-Research Collaborative Innovation Exchange Meeting and the ShuSheng Guozhi Science Exploration Challenge awards ceremony. The competition, launched in July, attracted nearly 10,000 participants from over 800 institutions, collected more than 400 Skills, and launched the ShuSheng Duanyan scientific discovery platform. At the meeting, the first Guozhi Bangbang digital-intelligent problem-solving hackathon and the ShuSheng Duanyan Science-Education Co-Creation Plan were announced, and a shared computing power pool plan was launched jointly with Biren Technology and Shanghai Yidian.
Synrise announced the completion of a Pre-A funding round exclusively invested by Yunqi Capital, with proceeds going toward the SynchroMind algorithm foundation, R&D for next-generation products, and global market expansion. Within one year of founding, the company's first product, the Synrise S5 bionic intelligent hydraulic knee, has entered mass production, completed validation deployments in Europe, and received orders exceeding ten million yuan from domestic and overseas markets. A next-generation AI active-power knee is now in R&D, aiming to move from compliant motion to active power output.
Why it matters: An approach to human augmentation starting from intelligent prosthetics, showing how an algorithm foundation can be reused across products and accumulate real gait data.
The humanoid robot reducer supply chain yields a sample of 10 companies, ranked by revenue, non-recurring net profit, and operating net cash flow compound growth, along with return on equity, gross margin, and net margin. Leaderdrive posted 47.31% revenue CAGR and 115.19% non-recurring net profit CAGR, and is a leading supplier of harmonic reducers for light-load joints; Shuanghuan Driveline produces RV reducers through its subsidiary HuanDong Technology, supplying high-load joints such as legs and torso. The industry remains in a phase of accelerating domestic substitution, with overseas manufacturers holding high-end share.
Tsinghua-affiliated desktop robotics company CyboPal has completed a new round of strategic financing, with TCL Industries' strategic investment arm and Shenzhen Capital Group as investors. Xinhui Capital served as long-term exclusive financial advisor. The round comes less than three months after its previous funding of several hundred million yuan.
Suzhou Limiaoda Intelligence completed two financing rounds, B1 and B2, in October 2026, raising nearly 500 million yuan cumulatively; its B3 round of several hundred million yuan has been oversubscribed by multiple institutions. The company was registered in June 2025 and provides wafer pick-and-place, transport, and loading/unloading robot systems for semiconductor cleanrooms and laboratories. In 2026, its orders in hand and intended orders approach 1 billion yuan, including cumulative orders of several hundred million yuan from memory giant Micron. The original text also notes that these are intended orders rather than confirmed revenue, that customer concentration is relatively high, and that delivery remains to be verified.
Qiyuan Robotics completed production of its 5,000th personal robot on October 25, about a month after the September 20 launch of its Qiyuan Q1 and T1 products. Co-President Gao Quanzhong said the line rolls off one robot every 2.5 minutes, with daily capacity raised from just over 10 units to over 200, and that the company has established test standards including million-cycle wiring harness bending and 100,000-cycle joint durability. The company plans an OTA upgrade at the end of October to add capabilities such as English speaking practice, following in complex environments, and remote video calls.
On October 27, the "Industrial Embodied Intelligence Welding and Testing Technology Joint Laboratory" jointly established by Beijing Xiaoyu Zhizao Technology Co., Ltd. and the National Steel Structure Quality Inspection and Testing Center of MCC Building Research Institute was officially unveiled. The two parties will advance robotic welding process development, sample testing, performance verification, and talent training on the same platform.
Intel and SAP have collaborated to connect enterprise IT systems with warehouse operational technology (OT), and used a proof of concept (PoC) to demonstrate physical AI autonomously performing material handling. Requests initiated in SAP EWM are dispatched to autonomous robots equipped with Intel edge AI software and hardware; the robots transport materials and send task status and completion back, forming a closed loop between enterprise workflows and physical execution. The PoC showed reduced transport distances and less repetitive manual handling, and the two parties plan to turn it into a blueprint that can be replicated across sites, robot vendors, and use cases.
The 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition concluded on October 25 at the Zhangjiang Science Hall in Shanghai. The International Embodied Intelligence Skills Competition featured 9 tracks and 23 events across three major domains—industrial, service, and special—with more than 800 teams and over a thousand robots participating, and 16 first prizes awarded. The conference released the "Embodied Intelligence Evaluation System and Tools" and the Zhangjiang South Embodied Intelligence Supply Chain Platform, the latter claiming "matching in one day, prototyping in three days, trial production in one week."