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Only Industry
Oct 27Tue
  1. Automated Warehouse42

    Intel and SAP showcase physical AI and autonomous warehouse deployment in practice

    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.

  2. 量子位30

    2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition Conclude in Shanghai

    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."

  4. OFweek Robotics55

    Jia Yueting's robotics company FFR lists on Nasdaq, October sales expected to exceed 300 units

    In a special edition of his 78th weekly report, Faraday Future and LeEco founder Jia Yueting disclosed that FFR has completed its merger with FFAI's robotics business and officially listed, with the shares traded by investors now corresponding to assets and business that include FFAI Robotics; Jia Yueting serves as CEO and Jerry Wang as executive chairman.

  5. Beijing Humanoid Robot Innovation Center58

    Beijing Humanoid's open-source RoboMIND dataset surpasses 50 million downloads

    The Beijing Humanoid Robot Innovation Center announced that global cumulative downloads of its open-source RoboMIND dataset have surpassed 50 million, with the most recent 10 million taking only 18 days. The open-source dataset releases more than 400,000 dual-arm manipulation trajectories covering over 700 real-world tasks, supporting dual-arm coordination, mobile manipulation, dexterous hands, and tactile perception. Its data base covers nearly 6,000 square meters and can produce up to 180,000 hours of data per year, and has delivered nearly 30,000 hours of high-quality data externally.

  7. 36Kr Embodied Intelligence38

    Orbbec: Data acquisition business in critical phase of customer onboarding and ecosystem building

    Speaking at its Q3 2026 earnings briefing, Orbbec said its data acquisition business is in a critical phase of customer onboarding and ecosystem building. The company is currently focused on adaptation, technical support, and prototype validation for specific customer scenarios; the investment intensity and timeline are relatively manageable, and the work is highly front-loaded and phased in nature.

  8. OFweek Robotics55

    Embodied AI industry pays sky-high salaries to poach talent: UBTech offers up to 124 million yuan annual salary for chief scientist, interns can earn up to 100,000 yuan per month

    The embodied AI industry has seen sky-high talent poaching this year: UBTech publicly recruited an embodied AI chief scientist in April, with a total annual salary package of at least 15 million yuan and up to 124 million yuan, while some startups offer internship packages of up to 100,000 yuan per month to lock in doctoral students still in school.

  10. 36Kr Embodied Intelligence22

    Jinma Rides responds to sharp stock drop: operations normal, smart robot retail service stores have begun small-batch deliveries

    Jinma Rides responded to a recent sharp drop in its stock price, saying that its production and operations are normal and that no major adverse changes have occurred in its fundamentals. The company's new embodied intelligence business is progressing steadily, and its smart robot retail service stores have completed small-batch deliveries, with deployments at more than 20 commercial and cultural tourism sites in China; the subsequent delivery pace is in line with plan. First-half international business revenue rose 326% year on year.

  11. OFweek Robotics58

    Youibot's Hong Kong IPO Filing Registered with CSRC; Cumulative Losses Exceed 1.4 Billion Yuan

    Hefei Youibot Robotics' IPO has been registered with the China Securities Regulatory Commission; if listed successfully, it will become the first mobile manipulator robot stock in Hong Kong. In 2025, the company's revenue was 340 million yuan and its loss for the year was 384 million yuan, up 91.96% year on year, with cumulative losses since its founding exceeding 1.4 billion yuan. As of the end of 2025, redeemable liabilities stood at 2.121 billion yuan, accounting for 81.4% of current liabilities, while total assets were only 678 million yuan.

  12. OFweek Robotics38

    Humanoid robot sector begins to stampede: old shares sold at 50% discount

    Old shares in the humanoid robot sector are being offloaded at a discount: a domestic unicorn working on world models, founded only a few years ago, raised tens of billions in the first half of this year and is valued at tens of billions, and is now urgently selling old shares at 50-60% of the original price. Another embodied intelligence company's valuation rose from 3 billion yuan to 22 billion yuan, and investors transferring old shares at 12 billion yuan (a discount of about 45%) still have not found buyers. In September, regulators began paying more attention to corporate valuations and revenue quality, and private-market valuations of some projects have already been cut by 30% to 50%.

  13. TetraBOT/天创机器人29

    Tianchuang Robotics and Kyland Technology Form Strategic Partnership to Build a New Ecosystem for Domestic Embodied-Intelligent Robotics

    Tianchuang Robotics and Kyland Technology signed a strategic framework cooperation agreement covering humanoid robot localization, with collaboration in software-hardware solution integration, industry scenario development, industrial ecosystem co-building, and body manufacturing. The two parties will promote product adaptation of key technologies such as domestic robot electronic architecture, industrial real-time operating systems, and bus foundations, and will create benchmark domestic humanoid robot demonstration cases for scenarios including chemicals, inspection, and firefighting. They will also jointly participate in domestic robotics industry alliances and in building industry standards and safety systems.

  14. 36Kr Embodied Intelligence55

    Joyson Electronics Enters Humanoid Robotics, Positioning Itself as a Tier 1 Supplier for Electronic Skin and Complete-Robot Contract Manufacturing

    In 2025, Joyson Electronics adjusted its business direction to a "automotive + robotics" dual-drive strategy, positioning itself as a Tier 1 supplier in the robotics field. Its product plan covers key components such as AI head assemblies, energy management systems, brain and cerebellum domain controllers, electronic skin, and dexterous hands.

  15. OFweek Robotics42

    Robots Have a Hiring Season Too: Which Roles Sell Best?

    In the first half of 2026, global humanoid robot shipments totaled about 19,100 units, up 272% year over year, with Chinese manufacturers accounting for over 97%: AgiBot about 8,400 units and Unitree about 5,900 units. Basic factory operator roles are the only positions that have moved past the trial stage. UBTech's Walker S2 reaches only 30%-50% of human efficiency, while AgiBot's Genie G2 completed 2,283 loading and unloading cycles in 8 hours on Longcheer Technology's 3C production line with a 100% success rate. Hotels and scenic areas remain mostly trials, and home scenarios are still at the demo stage; Fourier's GR-3 only completed a pick-and-deliver demonstration at WAIC.

  17. 江苏箸境智能科技有限公司33

    Zhujing's two projects selected for Jiangsu Physical AI high-quality dataset program; humanoid robots "Xiaozhu" and "Jingzai" appear at 2026 Physical AI and World Models Conference

    Two projects led by Zhujing were selected for Jiangsu Province's 2026 high-quality dataset program: the "High-Quality Dataset Construction Project for Embodied Intelligent Robot Logistics Sorting and Handling" was named a key construction project, and the "Embodied Intelligence Atomic Skill Dataset for Office, Catering and Other Scenarios" project was named a cultivation project. Zhujing brought its humanoid robots "Xiaozhu" and "Jingzai" to the exhibition floor of the 2026 Physical AI and World Models Conference. Its embodied intelligence datasets for four scenarios—office, supermarket, catering and housekeeping—have been listed and traded on the Jiangsu Province Data Exchange.

  18. 江苏箸境智能科技有限公司30

    Zhujing's two projects selected for Jiangsu Physical AI high-quality dataset program; humanoid robots "Xiaozhu" and "Jingzai" appear at 2026 Physical AI and World Models Conference

    Two projects led by Zhujing were selected for Jiangsu Province's 2026 high-quality dataset program: the "High-Quality Dataset Construction Project for Embodied Intelligent Robot Logistics Sorting and Handling" was named a key construction project, and the "Embodied Intelligence Atomic Skill Dataset for Office, Catering and Other Scenarios" project was named a cultivation project. Zhujing brought its humanoid robots "Xiaozhu" and "Jingzai" to the exhibition floor of the 2026 Physical AI and World Models Conference. Its embodied intelligence datasets for four scenarios—office, supermarket, catering and housekeeping—have been listed and traded on the Jiangsu Province Data Exchange.

  19. SoftBank Robotics42

    SoftBank Robotics ranks first globally in sales of professional indoor facility mobility robots, per Grand View Research

    According to Grand View Research's 2025 market study, SoftBank Robotics Group ranks first in the global professional indoor facility mobility robot market (including cleaning robots and indoor delivery service robots) by estimated revenue; it previously held the top spot in 2021.

  20. 钛媒体40

    Robot multi-brand stores: traffic but hard to profit

    Robot multi-brand stores are expanding rapidly. On July 28 last year, the world's first robot 6S store opened in Longgang, Shenzhen. A year later, more than 20 similar stores have opened nationwide, with signed coverage across 23 cities. The crowds in the stores mostly gather around humanoid robots that dance and demonstrate kung fu, but the actual bestsellers are companion and educational products priced from 399 to 2,399 yuan. A 400-square-meter robot 4S store requires at least 2 million to 3 million yuan in upfront investment, and daily sales, rental, and educational-tour revenue generally only covers operating costs; profitability still depends on large B-end and G-end sales.

  21. TetraBOT/天创机器人27

    Tianchuang Robotics joins Nanjing "AI + Emergency Management" roadshow, presents fire control room duty solution

    Tianchuang Robotics was invited to the Nanjing "AI + Emergency Management" roadshow, where it presented a project pitch titled "Humanoid AI Duty Officers Empowering Fire Control Room Upgrades." The solution relies on the "Tianshu" fire control management agent and the "Tianyou" fire control room duty robot to achieve 7×24 uninterrupted duty, equipment inspection, anomaly alerts, and emergency response coordination in fire control rooms. It is currently deployed in more than 20 projects, including nursing homes, hospitals, and commercial complexes.

  22. TetraBOT/天创机器人28

    World Model-Driven Physical AI Session Held in Nanjing; Tianchuang Robotics Hosts and Proposes Physical AI + Tianxuan Ecosystem Alliance

    On October 21, the "World Model-Driven Physical AI" session of the 2026 Physical AI and World Models Conference was held at the Nanjing International Expo Convention Center, hosted by Tianchuang Robotics, with more than 800 attendees. The Nanjing Municipal Data Bureau released on site the "Several Policy Measures of Nanjing Municipality to Support the Development of the Physical AI and World Model Industry," focusing on 10 directions including industrial agglomeration, computing power support, data supply, and technological breakthroughs. The Physical AI + Tianxuan Ecosystem Alliance, proposed and initiated by Tianchuang Robotics, held its launch ceremony at the same time, covering participants such as large model developers, robot manufacturers, scenario enablers, and industrial capital.

  23. TetraBOT/天创机器人28

    Tianchuang Robots Selected for Jiangsu Province's "AI+" Typical Application Scenarios List

    The "Embodied Explosion-Proof Robot Application Empowerment for Complex Industrial Scenarios" scenario, submitted by Nanjing Tianchuang Intelligent Technology Co., Ltd., was selected for the 2026 Jiangsu Province "AI+" Typical Application Scenarios List, placing it among the province's 100 demonstration application scenarios. Tianchuang Robots also recently launched an intelligent duty solution for fire rescue and fire control room scenarios. Relying on the "Tianshu" fire control management agent and the "Tianyou" fire control room duty robot, it enables 7×24-hour duty, equipment inspection, and emergency response coordination, and has been applied in more than 20 projects including nursing homes, hospitals, and commercial complexes.

  25. OFweek Robotics58

    Topstar's first three quarters net profit attributable to shareholders up 196% year on year, industrial robot revenue up 88.83%

    Topstar's 2026 third-quarter report shows that in the first three quarters, operating revenue was 1.969 billion yuan, up 16.68% year on year, and net profit attributable to shareholders was 146 million yuan, up 196.38% year on year. Revenue from industrial robots and automated application systems was 1.028 billion yuan, up 88.83% year on year; industrial robot orders totaled about 10,000 units and shipments about 8,600 units.

  26. OFweek Robotics42

    FFR acquires FFAI's robotics business; Jia Yueting to serve as CEO of both US-listed companies

    FFR officially completed its acquisition of FFAI's robotics business on October 23, retaining the Nasdaq ticker FFR to focus exclusively on the robotics segment, while FFAI's automotive entity will operate independently; Jia Yueting will serve as CEO of both companies. Officials expect FFR robot shipments to potentially exceed 300 units in October 2026, with cumulative shipments surpassing 1,100 units by the end of October and a full-year shipment target of about 2,000 units, all requiring positive gross margins. FFR positions itself as a pure-play humanoid and biomimetic robotics listed company, featuring its "four-core full-intelligence" robotics ecosystem and operating the RoboShare shared service platform.

  27. OFweek Robotics42

    JPMorgan Report: Optimus Mass Production Approaches, Capital Sentiment and Real Data Gap Coexist

    A JPMorgan research report dated October 23 noted that Tesla's Optimus is approaching mass production at the Fremont factory, with a production guidance of 10,000 to 20,000 units. The recent rebound in Chinese complete robots is largely sentiment-driven, while actual demand remains R&D and testing procurement. At the Shanghai International Embodied Intelligence Skills Competition held the same day, 800 teams participated, and the competition's organizers stated outright that real-world scenario data collection is far from sufficient, limiting robots' generalization capabilities.

  28. OFweek Robotics58

    State Council issues employment-friendly development opinion, setting boundaries for high-risk and labor-shortage scenarios in humanoid robot applications

    On October 23, the General Office of the State Council issued the "Opinions on Adapting to the Development of AI Technology to Help Build an Employment-Friendly Development Model," proposing that robots be prioritized for deployment in positions facing labor shortages and high-risk environments, and introducing an unemployment buffer period system. The document requires that the scope, intensity, and pace of AI application in labor-intensive industries be handled prudently and steadily. On this basis, the author argues that the valuation logic of low-end substitution-type robot projects will be affected, while scenarios such as power grid inspection, nuclear power maintenance, ship rust removal, and elderly care and companionship are more in line with the policy direction.

  29. 36Kr Embodied Intelligence60

    MoSense completes hundred-million-yuan angel+ round to advance full-body tactile solutions and tactile world action model

    MoSense, a company developing full-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.

  30. New Strategy Robotics22

    Mech-Mind's "Eye-Brain-Hand" to Appear at Vietnam VIMF 2026, Demonstrating 7 Major Intelligent Applications for Precision Manufacturing

    Mech-Mind will exhibit seven "Eye-Brain-Hand" intelligent applications at VIMF 2026, held November 4-6 at the Kinh Bac Cultural Center in Bac Ninh Province, Vietnam. These cover high-precision assembly of FPC flexible flat cables, flexible picking and precision assembly of graphics card power cables, solder joint defect inspection for mobile phone flash units, appearance defect inspection for Type-C connectors, Pin measurement for automotive electronic connectors, screw height inspection for laptop cooling plates, and machine loading/unloading of high-reflectivity gears, targeting precision manufacturing scenarios such as 3C electronics, semiconductors, automotive electronics, and machining. Booth: Hall E, 350.

  31. New Strategy Robotics18

    Galaxis CeMAT preview: dual-solution live demos and FLASH-TP heavy-load robot debut

    Galaxis will showcase dual-solution live demos at Booth E2, Hall W1, Shanghai New International Expo Centre, from November 3 to 6, covering tote storage, handling, and picking collaboration as well as whole-case picking in ultra-narrow pallet aisles (VFR+CP). The heavy-load upgraded FLASH-TP robot will debut alongside the full-stack robot matrix. Dr. Bai Hongxing and Vice President of New Technology Bao Lixin will share on "embodied intelligence" and "FDE frontier deployment" at the on-site forum.

  32. 36Kr Embodied Intelligence32

    Penghui Energy: Humanoid robot batteries in collaboration with leading domestic customer, small-batch samples delivered

    Penghui Energy said at a conference call on October 26 that in humanoid robot batteries, it has collaboration and small-batch sample deliveries with a leading domestic customer. In its AIDC business, its UPS backup power cells are undergoing customer factory audits, and its BBU products have been sent for testing, with no large-scale formal purchase orders yet.

  33. 钛媒体22

    Jensen Huang Visits Berlin with Nvidia Solutions: Europe's Industrial Anxiety Over AI and Physical AI

    German Chancellor Merz met Nvidia founder Jensen Huang in Berlin, with representatives from German industrial giants including Siemens, Mercedes-Benz, and Audi in attendance; the topic was how AI can enter factories. Nvidia announced nearly $10 billion in additional investment in Europe, directed at German robotics and medical AI startups, and partnerships with Siemens and Audi to promote physical AI, for example building production-line digital twins on an industrial simulation platform to reduce trial-and-error costs. EU data shows that as of 2024 only about 8% of enterprises had deeply integrated AI into core business processes, and fewer than 10% of European manufacturers use AI in core production lines.

  34. OFweek Robotics58

    Shenmou Intelligent's "Dragon Claw" drone wins State Grid power aerial operations project

    Shenmou Intelligent's "Dragon Claw" aerial-operations drone has won State Grid Power's "High-Stability UAV for Aerial Operations" project, using a drone with a robotic arm and dexterous hand to clear foreign-object hazards on overhead transmission lines. The system identifies foreign objects such as bird nests through inspection, then uses the robotic arm and dexterous hand to handle and verify them, integrating detection, handling, and verification into one workflow. Shenmou says its core technologies include a self-developed flight control system, robotic arm and dexterous-hand grasping control, dynamic visual guidance, and piezoelectric six-axis force sensors, and cites research estimating annual procurement demand of about 150 million to 200 million yuan per province.

  35. 爱范儿22

    XPeng Youyou approved for L4 demonstration operations in Guangzhou, initially accessible by invitation code

    XPeng's Robotaxi business "XPeng Youyou" has obtained a qualification for intelligent connected vehicle application demonstration operations in Guangzhou, allowing it to conduct L4 demonstration operations across the city, with access initially rolled out gradually via invitation codes. The vehicle is built on the XPeng GX and is equipped with 4 self-developed Turing AI chips and a second-generation VLA large model; it has previously completed production vehicle rollout, full-chain ordering and pickup, and road testing with no safety officer in the driver's seat.

  36. 36Kr Embodied Intelligence22

    CITIC Securities report: Physical AI surge, seize edge-device opportunities via three threads including robot capability upgrades

    A CITIC Securities research report notes that attention on physical AI and edge-device applications is heating up rapidly, with industry events such as OpenAI, Nvidia GTC, and the Unitree Technology ecosystem conference acting as catalysts. The report holds that the core change in this narrative is the further strengthening of the link between model capabilities and terminal hardware, and recommends seizing edge-device investment opportunities through three threads: robot capability upgrades, expanding data-collection demand, and edge-device entry-point innovation, focusing on leading names with solid core businesses that also have edge-device exposure, and on high-beta names with standout positioning whose share prices have adjusted sufficiently.

  38. Robotics & Automation News58

    Comau integrates Nvidia technology to accelerate development of AI-driven robots

    Comau announced the integration of Nvidia technology into its product portfolio and design processes, including industrial robot controllers using Nvidia Jetson edge computing, connecting its robot product line to Nvidia Isaac Sim, and using the Nvidia software stack to optimize the vision capabilities and control strategies of its intralogistics products.

  39. 36Kr Embodied Intelligence22

    Humanoid Robot Applications Continue to Expand, Core Component Investment Opportunities Draw Attention

    Data from the Ministry of Commerce shows that in the first three quarters of this year, sales of embodied intelligent robots on key platforms grew 22.6% year on year. Analysts believe the humanoid robot industry is at an important stage of mass-production validation and scenario deployment, and that investment opportunities are expected to extend to areas such as core components, control platforms, and data infrastructure. Industrial investment should focus on companies' technological advantages, cost control, batch delivery capability, and progress in order fulfillment and model iteration.

  40. 钛媒体12

    [Titanium Morning Brief] China's central bank establishes BNSF non-bank large-redemption swap facility for the bond market; Audi announces in China: Four Rings to FAW, lettered logo to SAIC; CICC completes "three-in-one" delivery

    On October 26, China's central bank established the bond market non-bank large-redemption swap facility (BNSF), which supports bank wealth management subsidiaries, public fund managers and others in borrowing central bank bills for repo financing when systemic pressure arises in the bond market, to purchase eligible bonds or shares of products facing redemptions. Audi China signed agreements with FAW and SAIC the same day, specifying that the Four Rings brand goes to FAW and the AUDI lettered logo goes to SAIC, which will focus on new energy. CICC's share-swap absorption merger of Dongxing Securities and Cinda Securities completed delivery, with 3.104 billion new A-shares issued, of which 1.136 billion will begin trading on October 29.