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Oct 19Mon
  1. OFweek Robotics55

    Can the trillion-yuan robotics market become Midea's second growth curve?

    The article examines whether Midea's robotics business can become the group's second growth curve. It notes that revenue in its robotics and automation segment reached 16.621 billion yuan in the first half of the year, up 10.27% year on year, but gross margin fell 1.86 percentage points year on year to 20.9%, accounting for only 6.39% of the group's total revenue, putting it in a phase of revenue growth without profit growth.

  2. 36Kr Embodied Intelligence18

    JD.com Establishes Jingzhi Yihao Technology Company, Covering Cloud Computing Equipment Technical Services and Other Businesses

    Jingzhi Yihao (Beijing) Technology Co., Ltd. was recently established, with Yang Xue as legal representative and registered capital of 1 million RMB, wholly owned by JD Technology Information Technology Co., Ltd. Its business scope includes cloud computing equipment sales, cloud computing equipment technical services, and leasing of computers and communication equipment.

  5. 36Kr Embodied Intelligence42

    Pony.ai's Guangzhou Xiaoma Huixing increases capital to $529 million, up about 23%

    According to Tianyancha App, Guangzhou Xiaoma Huixing Technology Co., Ltd., a subsidiary of Pony.ai, recently underwent a business registration change, with its registered capital increasing from $429 million to $529 million, an increase of about 23%. The company was established in January 2018, its legal representative is Mo Luyi, and it is wholly owned by Hong Kong Pony.ai Co., Ltd. Its business scope covers manufacturing of auto parts and accessories, software development, AI application software development, and manufacturing of intelligent in-vehicle devices.

  6. OFweek Robotics68

    Innoscience's 100V GaN enters ULink Intelligent cycloidal joint module, main power circuit reduced by 75%

    Innoscience announced a collaboration with ULink Intelligent to use its 100V GaN power device INN100EBD018EAD in the Dexa Cyclo cycloidal joint module. Power conversion losses are reduced by 50%, the main power conversion circuit size is reduced by 75%, and the overall joint module is 15% to 20% smaller. It covers humanoid robot shoulders, elbows, hips, and knees, and also targets collaborative robotic arms and special service robots.

  8. 普华资本45

    Puhua Capital and Hengze Capital jointly invest tens of millions in Panhu Intelligent TigerX angel round to advance TigerMind world model R&D

    Panhu Intelligent TigerX has completed its first angel round of financing in the tens of millions of RMB, jointly invested by Puhua Capital and Hengze Capital, with the funds going toward R&D of the TigerMind multi-dimensional sensory cognitive world model, edge intelligence, and industry-grade embodied intelligence systems. The company has built its technology system around Physical Interactive Intelligence (PII), focusing on embodied operations in confined spaces and physical capabilities in extreme environments, and has already begun co-creating scenarios with partners in urban public utilities, industrial infrastructure, and smart home and elderly care.

  9. 36Kr Embodied Intelligence18

    A-share three major indices close mixed; Unitree Robotics rises over 16%

    The three major A-share indices closed mixed, with the Shanghai Composite up 0.39%, the Shenzhen Component up 0.13%, and the ChiNext Index down 0.94%. Robotics stocks led gains, with Unitree Robotics rising over 16%. Zhaowei Machinery & Electronics, Zhejiang Rongtai, and Wanfeng Auto Holding hit the daily limit up, while ICBC and China Construction Bank shares hit record highs. The semiconductor sector weakened, with Skyverse falling over 10% and ChangXin Memory Technologies and Hwatsing Technology falling over 7%.

  10. 36Kr Embodied Intelligence36

    36Kr Report Infographic | "2026 China AI Agent Industry Development Research Report"

    36Kr Research Institute released the "2026 China AI Agent Industry Development Research Report," noting that China's AI Agent industry is entering an early stage of productivity validation and commercialization ramp-up: general-purpose enterprise Agents are landing first, vertical industry Agents are accelerating toward scale, personal consumer Agents are being rapidly explored, and on-device and embodied Agents remain in ecosystem layout and early validation.

  11. 豪鹏科技34

    Highpower Technology's AI transformation: from AI edge devices to AIDC and robotics, and why it isn't starting from zero

    Vincent, Senior Vice President of Highpower Technology, explains the logic behind the company's transformation into an AI energy foundation, laying out three growth curves: AI-enabled consumer electronics, AIDC energy storage, and robotics. The company has already entered deep cooperation with AgiBot, rolling out robot dogs, companion robots, data collection, and embodied robots in stages. Technologically, it is pursuing solid-state, lithium, and sodium battery routes in parallel, with steel-shell stacked batteries raising energy density by 30%–50%. It is deeply tied to customers including HP, Dell, DJI, Sony, Meta, Google, Harman, and Amazon, upgrading from supplier to co-definer.

  15. 36Kr Embodied Intelligence62

    MemSilicon closes over 400 million yuan Series A to fund RRAM industrialization and LPU development

    MemSilicon announced on October 19 that it has closed a Series A round of over 400 million yuan, led by Boyuan Capital, with participation from Robert Bosch Venture Capital, Chuangling Capital, miHoYo, Zhongguancun Science City Company, GigaDevice and others, while existing shareholders Fusong Investment, CDB Science and Technology Innovation, Hengyu Capital, Jinqiu Fund, Shunxi Fund, Xiaomi Strategic Investment and CAS Star continued to increase their investment. The funding will be mainly used for the industrialization and commercialization of RRAM, as well as the development of the new LPU product.

  16. 低空产业纵横 · 微信公众号56

    Microzeal Aviation's Yunxiong WZ500 Wins Bid and Completes Trial Flight on Guangdong-Hainan Cross-Sea Logistics Route

    Microzeal Aviation won the bid for the Rongtong special logistics drone service selection project and became a qualified supplier in the central state-owned enterprise registry. Its Yunxiong WZ500 fixed-wing unmanned transport aircraft completed its maiden trial run on the cross-sea route from Heshan in Yangjiang, Guangdong, to Wenchang, Hainan. The WZ500 has a maximum takeoff weight of 1.5 tonnes, a rated payload of 500 kg, a cargo hold volume of 5 cubic meters, a range of over 500 km at full load, and a minimum takeoff and landing distance of less than 400 meters. Composite materials account for over 90% of its structure, it has accumulated over 12,000 km of flight verification, and it has completed tests in -30°C extreme cold, 95% high humidity, and desert environments.

  17. 低空产业纵横 · 微信公众号52

    China Mobile Fujian wins Fuzhou Survey Institute's 66.8 million yuan low-altitude drone perception network dataset project

    The winning bid for Fuzhou Survey Institute Co., Ltd.'s high-quality dataset construction project for a low-altitude drone perception network has been announced, with China Mobile Communications Group Fujian Co., Ltd. winning at 66.8 million yuan. The project runs until May 30, 2028; within 60 days of winning the bid, customized development of a data annotation system, a dataset management system, and a data value service system must be completed; within 2026, no fewer than 10 high-quality datasets and no fewer than 1 million image-text pairs in the low-altitude economy plus urban governance field must be produced, alongside construction of no fewer than 5 toolchains, and model adaptation and pilot applications must be carried out in no fewer than 5 typical scenarios.

  18. OFweek Robotics47

    Six straight years of non-GAAP losses exceeding 1 billion yuan, Aishida bets on humanoid robots

    Aishida has moved into humanoid robots this year, signing a comprehensive strategic cooperation agreement with Zhiyuan Innovation in July. Zhiyuan will open its quadruped robot supply chain support channel to Aishida and provide its embodied intelligence technology system; Zhiyuan's Lingxi X2 has already appeared in some of Aishida's offline stores for a three-day livestream shopping-guide run.

  19. OFweek Robotics57

    Silicon Valley VC Matter Venture Partners closes $450 million second fund, targeting embodied intelligence and robotics hardware

    In September 2026, Silicon Valley venture capital firm Matter Venture Partners announced the close of its second fund at $450 million, up from $300 million for its first fund. Investment areas include semiconductors, robotics, embodied intelligence, quantum computing, advanced manufacturing, and energy. Limited partners include ASML, TSMC, Quanta Computer, Nitto Denko, Resonac, Sojitz Corporation, the Development Bank of Japan, and Kleiner Perkins.

  20. 钛媒体62

    Star robot project valued at 22 billion sees old shares unsellable even at 50% discount as valuation divergence widens in embodied AI sector

    The robot old-share market is seeing steep discounts: an investor entered an embodied AI company at the start of the year at a post-money valuation of 3 billion, and by October the company's external valuation had risen to 22 billion, yet the investor still found no buyers when reselling at a 12 billion valuation. Window guidance requires humanoid robot companies to demonstrate recurring revenue, narrowing losses, or genuinely important technological innovation before listing; 46 robot-related companies are queued for Hong Kong IPOs, and lengthening exit cycles have left early investors eager to cash out.

  22. 36Kr Embodied Intelligence62

    OpenAI Posts 19 Robotics-Related Job Openings, Doubling Down on Robotics R&D

    As of October 19, OpenAI had posted 19 robotics-related job openings on its official website, covering areas such as robot control systems, electrical engineering, actuators, motor design, manufacturing, and data systems. OpenAI said the team aims to develop general-purpose robots capable of working in dynamic real-world environments and to explore multiple robot forms; it is currently advancing both software and hardware R&D while building a real-world robot data collection and training system. Its field engineer job posting reveals that multiple robot workstations are already operating in its data collection environment. (The Paper)

  23. 36Kr Embodied Intelligence38

    National Bureau of Statistics: "AI Plus" initiative strongly drives investment and exports in emerging fields

    The National Bureau of Statistics said the "AI Plus" initiative strongly drove investment and exports in emerging fields in the first three quarters. Investment in electronic circuit manufacturing, integrated circuit manufacturing, and information services grew 58.7%, 14.2%, and 20.2%, respectively, while equipment purchase investment rose 9.7%; exports of electronic components and wires and cables grew 70% and 25.3%, respectively, and terminal products such as AI glasses and intelligent bionic robots continued to enrich global application scenarios.

  24. OFweek Robotics57

    Robot combat births a new business

    The URKL Global Humanoid Robot Freestyle Combat League, initiated by EngineAI Robotics, has a total prize pool of 14 million yuan. The first city tour stop at Shanghai Baoshan Gymnasium on September 19 sold out all 5,000 tickets, priced from 68 yuan to 198 yuan. The article argues this proves humanoid robots can move from being displayed tech products to entertainment content consumers are willing to pay for, reaching a similar conclusion to the overseas REK event (nearly 3,400 tickets sold for its first San Francisco event in September 2025).

  26. OFweek Robotics62

    OpenAI expands to 27 hardware job openings; humanoid robots for demonstration only, not mass production

    A search for the keyword "robotics" on OpenAI's official website returns 27 open positions, up from 11 in May this year. The roles span algorithms, control, actuators, sensors, firmware, data collection, manufacturing, supply chain, and other areas. The recruitment description for supply chain positions states, "We're a growing hardware company."

  27. OFweek Robotics72

    Altman officially announces OpenAI's self-developed humanoid robot, full-stack hardware-software approach set to disrupt domestic embodied AI startups

    In a podcast interview, Altman confirmed that OpenAI is developing its own humanoid robot, choosing a full-stack closed-loop hardware-software approach rather than pure technology licensing. OpenAI has already begun recruiting for roles in motion control, state estimation, actuator control, and embodied AI training infrastructure, and plans to unveil a demo prototype in 2027, with commercialization still several years away. The author's analysis suggests that this statement sends a commercial signal to domestic embodied AI startups that follow the "brain" route and rely on externally sourced bodies: when the strongest model player also chooses to build its own body, the window for the third-party "selling brains" model is narrowing, and first-tier market valuation logic may face reassessment.

  29. OFweek Robotics62

    Selling 1.42 Billion Yuan but Only 12.5% of Shipments: The Truest Picture of Exoskeleton Robots

    The article analyzes the gap between the payment side and the product side of China's exoskeleton robot industry: after a hospital in Zhejiang was included in medical insurance, the utilization rate of rehabilitation exoskeletons rose from 15% to 66%, but most places reimburse training service fees rather than the equipment itself. IDC data shows that in 2025 China's overall exoskeleton market will exceed 1.6 billion yuan, with about 26,000 units shipped, of which medical rehabilitation sales are about 1.42 billion yuan, accounting for 88.3%, while shipments are only about 3,200 units, accounting for 12.5%; consumer assistance shipments are about 19,000 units but sales are only about 110 million yuan.

  30. 36Kr Embodied Intelligence62

    Guoyu Xingchen Completes Nearly RMB 100 Million Series A Financing to Advance In-Orbit Space Robot Services

    36Kr has learned that Guoyu Xingchen (Shanghai) Aerospace Technology Co., Ltd. has completed a Series A financing round of nearly RMB 100 million, jointly invested by Yijing Capital, Fosun Chuangfu, and Luyao Capital, after three previous financing rounds. Founded in 2022, the company focuses on in-orbit services, in-orbit assembly, space manufacturing, and deep space development. Its self-developed space robot consists of four parts: body, perception, brain, and execution. On May 21 last year, its verification satellite "Xingjiyuan-1" was successfully launched from the Jiuquan Satellite Launch Center and has been in orbit for more than a year; Xingjiyuan-2 is planned for launch in the first quarter of 2027 and will add a self-developed seven-degree-of-freedom robotic arm for in-orbit verification.

  31. 36Kr Embodied Intelligence35

    9 departments: Encourage R&D and application of smart products based on secure and reliable open-source operating systems

    The Ministry of Commerce and 9 other departments issued opinions on accelerating the advancement of commerce through science and technology, proposing deep implementation of the "AI + Manufacturing" special initiative to accelerate deep integration of AI technology with product R&D, design, manufacturing, and marketing, and to enrich the supply of smart goods such as robots. The opinions encourage R&D and application of smart products based on secure and reliable open-source operating systems, and also propose measures including building a lineup of Chinese consumer famous brands and developing tech-driven agriculture.

  32. 36Kr Embodied Intelligence35

    Nine departments including the Ministry of Commerce: Cultivate healthy and well-regulated new smart service formats such as robot and virtual digital human companionship

    Nine departments including the Ministry of Commerce issued opinions on accelerating the advancement of commerce through science and technology, proposing to adhere to technology for good and cultivate healthy and well-regulated new smart service formats such as robot and virtual digital human companionship. The opinions also support the R&D and industrialization of ultra-high-definition audiovisual technology, promote the application of immersive audiovisual experiences in business districts, culture and entertainment, tourism, education and training, and other fields, and use technologies such as artificial intelligence and digital twins to optimize IP R&D and design in multiple fields.

  33. 36Kr Embodied Intelligence55

    Commerce Ministry and 9 other departments issue document to accelerate market conversion of frontier tech achievements such as brain-computer interfaces and embodied intelligence

    The Ministry of Commerce and 9 other departments issued opinions on accelerating the advancement of commerce through science and technology, proposing to strengthen scientific and technological R&D and conversion application, focus on cultivating a batch of technology transfer and conversion institutions in the consumer goods sector, and accelerate the market conversion of frontier sci-tech achievements such as brain-computer interfaces and embodied intelligence. The opinions also mention cultivating and building commercial technology application innovation centers, and supporting commerce enterprises in fields such as smart warehousing and digital-intelligent supply chains to apply as specialized, refined, distinctive and innovative enterprises.

  34. 36Kr Embodied Intelligence50

    China's Industrial Robot Output Up 29.1% Year-on-Year in First Three Quarters

    In the first three quarters, China's industrial robot output grew 29.1% year-on-year, while output of 3D printing equipment and lithium-ion batteries rose 62.5% and 39.5% year-on-year, respectively. Mao Shengyong, deputy director of the National Bureau of Statistics, said at a State Council Information Office press conference that equipment manufacturing and high-tech manufacturing provided notable support in the first three quarters.

  35. OFweek Robotics47

    Shenhao Technology subsidiary wins two major computing power orders worth over 600 million yuan

    Beijing Shenhao Power Computing Integration Technology Co., Ltd. (Beijing Power Computing), a wholly owned subsidiary of Shenhao Technology, recently received a "Notice of Selection" from a central state-owned enterprise and became the second selected candidate for its intelligent computing small-cluster project. The project involves providing 60-month rental of 1,152 PFlops GPU computing power servers (including supporting maintenance), with a maximum unit price of 216,000 yuan per unit per month and a maximum tax-inclusive total price of 829,440,000 yuan.

  36. New Strategy Robotics22

    15th Construction Machinery and Vehicle Technology Quality Conference Held in Yanqing, Beijing

    The 15th Construction Machinery and Vehicle Technology Quality Conference was held in Yanqing, Beijing, under the theme "Intelligence Safeguards Safety, Green Revitalizes Equipment, Integration Opens a New Journey," hosted by China Machinery Testing (Beijing) Vehicle Inspection Engineering Research Institute Co., Ltd. Su Zimeng, Chairman of the China Construction Machinery Association, disclosed that in January-August, revenue of key member enterprises grew 15.4% year on year, while sales of excavators and loaders rose 24.2% and 25.8% year on year, respectively. The conference discussed topics including emissions regulation upgrades, new energy equipment, and cybersecurity export compliance, and held a release ceremony for typical construction machinery indicator indices.

  37. New Strategy Robotics32

    Root Technology's logistics robot matrix debuts at the 140th Canton Fair

    The logistics robotics division of Root Technology presented its product matrix, including the high-voltage C series, medium-voltage F series, and transport robots, at the 140th Canton Fair, covering green material handling and intelligent logistics needs across factories, warehouses, industrial parks, ports, and other operating scenarios. Since launching its electric export strategy in 2024, its products and related business have covered more than 80 countries and regions worldwide. The company has full-chain robot hardware manufacturing capabilities, from vehicle R&D and core system integration to large-scale production, overseas delivery, and operations and maintenance support.

  38. New Strategy Robotics34

    Good News | Jiazhi Technology Selected for 2026 Zhejiang Manufacturing Excellence

    Jiazhi Technology's heavy-duty coil lifting, visual positioning, and natural navigation mobile robots (EMMA, OMNI, FOLA, and others) were recently reviewed by the Zhejiang Provincial Department of Economy and Information Technology and successfully selected for the 2026 "Zhejiang Manufacturing Excellence" list. The EMMA series covers payloads of 400–2000kg, the OMNI series consists of omnidirectional heavy-duty dual-lift AMRs, and the FOLA series integrates laser SLAM + IMU navigation. The entire product line relies on the CLOUDIA fleet scheduling system and has already been deployed at a number of leading domestic lithium battery and new materials enterprises.

  40. New Strategy Robotics25

    Traces Technology Showcases BR-F15P Intelligent Pallet-Handling Forklift at "Two Sides, Two Chains" New Intelligent Manufacturing Exchange Event

    On October 16, Traces Technology was invited to attend the "Two Sides, Two Chains" New Intelligent Manufacturing special event, where it showcased the BR-F15P intelligent pallet-handling forklift and exchanged views with manufacturing enterprises and industry experts from both sides of the strait on intelligent transformation paths for factory warehousing and handling. At the event, it shared implementation cases in industries such as auto parts, 3C electronics, and wire and cable; among them, a customer in auto parts reduced labor costs by more than 30%, and material turnover efficiency in the wire and cable industry increased by more than 40%. Traces Technology is a high-tech enterprise focused on the research and development of AMR autonomous mobile robots, mainly engaged in AMR robots, handling forklifts, and RMS, WMS, and WCS systems.