Sunzhan Technology released the fully customized AI computing power platform Axon Platform in Shenzhen on October 20. Built on a RISC-V plus DSA foundation, the hardware integrates scalar cores, vector units, a dual-source tensor NPU array, and a NoC, with computing power ranging from 0.1T to 128T.
Deploy, learn, improve, repeat.
We applied this idea to robotics, in partnership with @tutorintel, and then to manufacturing, in partnership with @IsembardGroup.
We invited two CEOs to share their experiences on rapidly scaling intelligence in the physical world.
On November 2, six AgiBot Genie G2 humanoid robots worked 24 consecutive hours at a normally operating convenience store in Xuhui, Shanghai, covering roles including greeting customers, making coffee, stocking shelves, cashiering and cleaning, with the entire shift livestreamed. The six robots shared task scheduling through AgiBot's embodied Agent framework Genie Master and reported execution results back via the embodied execution protocol EEP, collecting failure cases into an error log and converting them into training data.
A3 has published ISO 21423:2026, which provides general requirements for communication and interoperability among industrial mobile robots (IMRs) from different vendors. Developed by ISO Technical Committee 299, the standard covers information exchange among AGVs, AMRs, and fleet managers, allowing robots to share position, speed, direction, status, tasks, and availability; it also covers communication with systems such as ERP, elevators, and automatic doors. The standard is priced at $373 in the A3 online store, with an A3 member price of $320.
Liu Junhui, founder of Zhihui Robotics, said the company's technology route is AI plus spraying robots plus spraying processes. It develops its own explosion-proof spraying robot bodies, sources 3D vision cameras externally, and focuses investment on path and trajectory planning. The company launched 5 explosion-proof spraying robot models in 2023 and put them into mass production; shipments exceeded 100 units in 2025 and are expected to reach 300 units in 2026. It completed an A round of funding in the tens of millions of yuan in April this year and plans to release a seven-degree-of-freedom explosion-proof spraying robot in November.
At CeMAT 2026, Geek+ demonstrated a robotic arm equipped with the Gravity embodied model and its general-purpose humanoid robot Gino 1, completing grasping of unfamiliar objects, picking, and bin handling. Gravity uses a hybrid Transformer (MoT) dual-brain collaborative architecture and a hierarchical memory mechanism, and through natural-language correction it raised the overall success rate of complex manipulation tasks from 17.5% to 87.5%, with a single picking action stable at about 2 seconds.
Starting at 10:00 on November 2, six AgiBot Genie G2 humanoid robots worked 24 consecutive hours at a normally operating convenience store in Xuhui, Shanghai. They were assessed against store standards including on-duty time, task success rate, and response time. In the end, 4 passed probation, while Lengjie and Juanwang did not yet pass probation due to shortcomings in on-duty initiative and job stability.
China Post Express Logistics recently issued a public tender for the "2026 China Post Drone Equipment Model Resource Pool (Supplementary) Procurement Project," divided into two packages: multirotor (Package 1) and fixed-wing (Package 2). It plans to sign two-year framework admission agreements to provide postal enterprises with equipment leasing and supporting flight guarantee services.
Tuohang Technology's Tuofeng 500H heavy-lift drone completed verification of five capabilities in Ili, Xinjiang: material sling transport, fire-extinguishing bomb drops, visible-light reconnaissance, infrared detection, and satellite communications. The aircraft has a maximum takeoff weight of 680 kg and a payload of 300 kg; in the demonstration it slung 280 kg of cargo across a ravine for precision delivery and autonomously dropped fire-extinguishing bombs along a preset route. Tuohang Technology said it will work with Ili Prefecture State-Owned Investment Company and Ili Silk Road Zhigu Company to explore low-altitude emergency operation plans suited to the Ili River Valley.
The first CMG World Robot Mount Tai Climbing Competition kicked off in Tai'an. A Unitree G1 Developer Edition robot, the same model featured in the Spring Festival Gala, withdrew due to an overheating failure during the climb and was carried down the mountain by staff on a stretcher. The course is 3.9 kilometers long with more than 3,100 steps, and other robots on site climbed unsteadily and needed towing assistance to finish the competition.
Meta partnered with Chinese robotics company Fourier to complete a humanoid robot prototype named Max in just three months, and has already started development of a second-generation Max 2. Max is about 1.5 meters tall and weighs about 48 kilograms, is equipped with Nvidia's Jetson Thor chip, is customized based on Fourier's GR-series hardware, and needs to recognize voices from 5 meters away and gestures from 3 meters away. Meta says the collaboration is for internal research and experimentation only, with no sales plans, but it is recruiting for supplier development and product design roles in Shanghai and Shenzhen.
Starting November 2, six Genie G2 robots equipped with AgiBot's Genie Master embodied Agent framework worked continuous 24-hour shifts in a real convenience store. In the end, four passed the probation assessment, completing a cumulative 1,730 tasks, including greeting customers 683 times, fetching and delivering 369 items, and making coffee 147 times.
At the 2026 Tencent Global Digital Ecosystem Summit, Tencent Cloud showcased AI Infra deployments in embodied intelligence. Manifold Space used a cluster of 512 domestic chips to train stably, improving training performance nearly 3x in about two weeks. Machine Science built a unified data lake in Nanjing with COS, enabling cross-region direct reads of the same data between Beijing and Nanjing and saving tens of millions of yuan that would have gone to building high-performance storage in both locations. Zeroth used COS to handle PB-scale data across multiple campuses in Shanghai, North America, and Europe, with MetaInsight helping engineers quickly extract high-value segments.
At CeMAT Asia 2026 in Shanghai, XSTO exhibited its innovative handling product line, including AI+ handling robots, the Magic Block King Kong series, a motion-sensing logistics vehicle, and the Qiaokeli electric portable stair-climbing cart. The Magic Block King Kong series features a modular configuration that integrates flat-ground assistance, electric stair climbing, and lifting/loading capabilities; the AI+ handling robots are designed for autonomous decision-making in heavy-load working conditions. The booth is N2-E4-3, and multiple cooperation intentions are being discussed on site.
Tianjin Wangyuan Intelligent Technology Co., Ltd.'s overseas listing filing has been approved. The company plans to issue no more than 12.6886 million overseas-listed ordinary shares and list on the HKEX Main Board, while 16 shareholders plan to convert a total of 14.7139 million domestic unlisted shares into overseas-listed shares. The prospectus shows that proceeds will mainly be used to expand production capacity, expand global sales channels, and enhance R&D capabilities. According to a CIC report, Wangyuan Technology ranked among the global top three in pool cleaning robot shipments and GMV in 2024, with a market share of about 9.2%; its cordless product shipments ranked first globally, with a market share of 19.7%.
Shanghai Sage Intelligent Technology Co., Ltd. has completed a pre-Series B funding round of hundreds of millions of yuan. Investors include Jiantou Investment, Nantong Investment Management, and Yunqi Capital. The funds will be used for large-model R&D, iteration of the multi-arm robot body, production line expansion, and global market expansion.
Zhicheng AI announced the completion of a funding round of hundreds of millions of yuan, jointly invested by Hangzhou Capital, Fuzhe Technology, Caitong Capital, and Linglan Capital; the funds will be used for embodied intelligence and world model R&D and commercialization. The company was founded in March 2024 by Hu Luhui, former chief engineering lead at Meta. Its Chengling physical world model adopts the JEPA architecture, and version 0.1 was open-sourced under the MIT license in May 2026. The XR1 composite wheeled industrial robot has entered real production line operations at NIO's factory, while cooperation with Volkswagen remains in the scenario testing stage at the final assembly section.
Leaderdrive's revenue for the first three quarters of 2026 was 591 million yuan, up 45.30% year on year, with net profit attributable to shareholders of 122 million yuan, up 30.33% year on year; humanoid-related reducer orders rose from about 100,000 units the previous year to 400,000 units. The company's annual harmonic reducer capacity has reached 1 million units, with a year-end target of 1.5 million units, but its gross margin in the first half was 32.26%, down 2.51 percentage points year on year, as new production line debugging and small-batch production of multiple models are weighing on profitability. The article also compares the catch-up pace of domestic manufacturers such as Zhongda Leader, HuanDong Technology, and Laifu Harmonic.
Why it matters: Across orders, capacity, gross margin, and domestic competition, readers can see the real operating constraints during the ramp-up phase for humanoid reducers.
Cutter & Buck has opened a new distribution center in Grand Prairie, Texas, featuring its second AutoStore goods-to-person system, designed and integrated by Kardex, with 50,502 storage bins, 32 AutoStore R5 Pro robots, and 13 ports.
DEEP Robotics received the Outstanding Contribution Award at the opening ceremony of the 2026 World Internet Conference, with co-founder Li Chao accepting the award on its behalf; the organizing committee said the company has deep expertise across the full embodied intelligence technology chain. Centered on its self-developed embodied brain DEEPRobotics-Brain, the company's products span quadruped, wheeled-legged, and humanoid robots, and have been deployed in over 1,200 scenarios, covering 34 provincial-level administrative regions across China and 46 countries and regions worldwide. Its quadruped robots have been deployed at Singapore's national grid SPPG, and its humanoid robots have been assigned to the Hangzhou traffic police's "Hangzhou Police Smart Patrol" duty roster.
X Square Robot is attending CoRL 2026 in Austin with 2 accepted papers, hosting Booth 707 for on-site exchanges with its CTO, researchers, and campus recruiting HR. On the evening of November 10, frontline researchers will give a Tech Talk on the latest work, and on the evening of November 11, the company will hold the X-Rhythm Night afterparty; registration is via the QR code on the poster.
Zhijian Dynamics is supporting Mamba Drive at the 26th International Exhibition for Logistics, Mobility, IT and Supply Chain Management 2026, jointly showcasing smart logistics technology innovations. The exhibition runs from November 3 to November 6 at the Shanghai New International Expo Centre, booth W2-A1, where the two parties will explore possible applications of embodied intelligence in logistics scenarios.
Hangcha Group and Zhijian Dynamics are jointly exhibiting at the 26th International Trade Fair for Material Handling, Automation Technology, Transport Systems and Logistics (CeMAT ASIA) 2026, exploring the deep integration of embodied intelligence and smart logistics. The exhibition runs from November 3 to November 6 at the Shanghai New International Expo Centre.
The WAIC UP! Global Launch Event (proposed) will be held at Hong Kong Science Park on December 10-11, 2026, using a "Three Questions and Three Answers" agenda to address three industrial issues: technology bets, order acquisition, and overseas compliance. The first day focuses on large models and Agentic AI, compute and energy infrastructure, and robotics and mobile agents; the second day features AI4S and advanced manufacturing sessions, debuts the first batch of RMB 10 billion in procurement demand, and includes an overseas expansion session and an international investment and financing roadshow.
Intel will hold an Embodied Intelligence and Robotics Solutions Exchange in Shanghai on November 10, showcasing a multi-channel GMSL real-time perception solution and a 358H embodied intelligence complete system based on the Intel Core Ultra X7 358H (Panther Lake) platform.
LimX Dynamics has been successfully recognized as a 2026 national-level specialized and sophisticated "Little Giant" enterprise. The designation is reviewed by the Ministry of Industry and Information Technology around dimensions such as specialization, refinement, distinctiveness, and innovation, and is the highest tier in this tiered cultivation system for such enterprises. The company said it will continue to make technological innovation its core driving force, improve its independent innovation capabilities and industrialization level, and work with upstream and downstream partners in the industrial chain to advance embodied intelligence technology innovation and industrial ecosystem building.
At the 2026 China (Taishan) Embodied Intelligence Industry Development Cooperation Conference, Yobotics exhibited the "Xingzhe Taishan" humanoid robot, the Y30 industrial flagship quadruped robot, the Y20-W industry-grade wheeled-legged robot, and the E15 lightweight quadruped robot, and presented standardized industry solutions covering emergency firefighting, public safety, energy and power, and other areas. At the same time, Shandong Yobotics Intelligent Robot Co., Ltd. signed an agreement with Tai'an Taishan Urban Construction Investment Group Co., Ltd. to launch the Taishan Urban Investment robot flagship store and a project for co-cultivating and co-building intelligent industry scenarios.
Yobotics' "Xingzhe Taishan" humanoid robot fully autonomously traversed more than 3,100 stone steps on Mount Tai at the first CMG World Robot Mount Tai Climbing Competition, relying on its own perception and decision-making systems. The robot is equipped with multimodal perception, autonomously identifies step edges and obstacles, builds a map of the mountain path and plans its route, and then dynamically adjusts stride length, step height and landing posture through its self-developed joint modules and motion-control cerebellum. The team said the competition was a real-world validation of its full-stack self-development approach, and that it will next advance deployment in scenarios such as mountain inspection and emergency rescue.
Spirit AI's Spirit v1.6 embodied foundation model won the "New Shining Scenario Award" at the 2026 World Internet Conference "Light of the Internet" Expo. The award recognizes digital-intelligence benchmarks with solid results and scale-up potential; Spirit AI has already deployed in real production lines, with partners including Bosch, JD.com, CATL, and Schaeffler.
Ruoyu Technology exhibited independently for the first time at ROBOTECH2026, held October 27–29 at the Shenzhen World Exhibition & Convention Center. Together with Geely Auto and Zhengxing Technology, it recreated a smart refueling worksite at 1:1 scale, where the Ruoyu Lanyue robot autonomously completed the entire process—taking up the nozzle, opening the fuel tank cap, inserting the nozzle to refuel, and returning the nozzle to its place—without any manual intervention.
Saigan Technology announced the completion of a Pre-A++ funding round of tens of millions of yuan, exclusively invested by Guangzhou Industrial Holdings Donggao Fund, with proceeds to be used for R&D iteration of core technology, production line capacity expansion, and market channel development. The company is based on the nano-interface iontronic capacitive sensing system of the Southern University of Science and Technology's Ultra-Flexible Electronics Laboratory, and says its sensors can detect contact forces at the 0.01N level, cover a range of 1Pa to 2MPa, respond in 0.62ms, and achieve full-scale linearity R²>0.997.
Embodied intelligence company RoboScience completed a Series A2 round of several hundred million yuan, while physical AI infrastructure provider GenRobot completed a $100 million Series A+ round on the same day.
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. The conference is hosted by China Robot Network, was founded in 2024, and has been held 3 times; humanoid robots, dexterous hands, components, and industry chain brands will exhibit.
South Korean President Lee Jae-myung unveiled a budget proposal raising total fiscal spending for 2027 by 12.8% to 820.9 trillion won, with 21.3 trillion won allocated to semiconductors, physical AI, and AI data centers, nearly double the 2026 level. Another 4.7 trillion won is earmarked for R&D on proprietary large AI models, and the plan also calls for training 2,000 semiconductor design specialists. The defense budget rises 8.2% to 73.3 trillion won, with plans to build a manned-unmanned teaming system relying on AI, robots, and drones.
Anhui Zhongke Miwei Technology Co., Ltd. has undergone a business registration change, adding Sanya Baichuan Zhixin Private Equity Investment Fund Partnership (Limited Partnership), a Baidu-affiliated fund, and Beijing Zhongke Turing Fund Management Co., Ltd., among others, as shareholders. Its registered capital increased from approximately 9.78 million yuan to approximately 11.5 million yuan. The company was established in May 2023, with Wang Ziyan as its legal representative. Its business scope includes wholesale and retail of computer software and hardware and auxiliary equipment, as well as computer system services.
Dubai investment institutions are shifting their focus from consumer internet to industrial AI, robotics, manufacturing, and supply chains. Noor Sweid, founder of Global Ventures, said its focus leans toward enterprise services and industrial scenarios. In the first half of 2026, UAE startups raised 895 million USD, up 53% year on year, accounting for 66% of financing in the Middle East and North Africa region. Investors stressed that domestic industry rankings cannot replace validation in overseas markets; products need to adapt to local demand and build up delivery and local partnership capabilities.
Keda Intelligent submitted its listing application to the Hong Kong Stock Exchange on October 22, making another push for a dual "A+H" listing. Proceeds are mainly intended to consolidate its technological advantages in digital energy and robotics, expand its global footprint, and supplement working capital. The prospectus states that from 2020 to 2025 its cumulative industrial robot revenue ranked first in China and its cumulative SRM stacker revenue in the lithium battery industry ranked first in China's lithium battery industry, but robotics revenue accounts for only about 24%, and overseas revenue in the first half of 2026 was less than 20 million yuan.
An analysis by Cninfo WAVE argues that robots have yet to enter factories and homes at scale, instead surging first into commercial performances, exhibitions, elderly companionship, and other scenarios, spawning a secondary-development and rental ecosystem. Daily rental for humanoid robots has fallen from a peak of 30,000 yuan a year ago to under 2,000 yuan for basic models, while QingTianZu has reached a valuation of 7 billion yuan; yet a robot 6S store in Guiyang still shows a 40% gap between monthly revenue and costs. The author judges this to be a transitional commercialization stage between demo and commercial deployment, with rental vacancy rates and store operating costs as the main risks.
Tutor Intelligence announced the completion of a $75 million Series B round led by Andreessen Horowitz, bringing the company's total funding to $117 million.
On November 3, Xiaomi disclosed that Xiaomi Group received the 2026 World Internet Conference "Outstanding Contribution Award" in the Innovation Breakthrough category, and that its robotics business's "key technologies for a general-purpose robot manipulation foundation model aimed at large-scale deployment" received the conference's "Leading Technology Award." During the summit, Xiaomi also disclosed that its humanoid robot has preliminarily completed validation of production-line-level operational capability.