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Only First party#Trends
Aug 14Fri
  1. 慧闻科技22

    Official Announcement | Huiwen Robot Strategic Upgrade: Building Industrial Agents on an AMR Foundation

    Huiwen Robot officially announced that it is elevating industrial agents to the company strategy level, building a "brain" on an AMR foundation, with a long-term goal of "one brain, multiple machines." The industrial agent is divided into three layers: the intelligence layer, the robot layer, and the industrial system layer, with a unified hub responsible for task understanding, resource scheduling, and capability invocation. The iBen X series AMRs cover 100 kg to 1500 kg and have been delivered in batches in industries including 3C electronics, semiconductors, precision manufacturing, auto parts, and footwear and apparel. Embodied intelligence is under research and development, with wheeled dual-arm systems and VLA large models as the direction.

Aug 9Sun
Aug 7Fri
Aug 5Wed
  1. Persona AI70

    FCC Adds Foreign-Made Mobile Robots to Covered List; Persona AI Explains Impact on US Enterprise Customers

    In July 2026, the FCC added foreign-produced advanced robotic equipment to the Covered List, covering ground mobile robots weighing about 4.4 pounds or more that can sense their environment and connect wirelessly, including humanoid, quadruped, and wheeled platforms; drones, connected cars, and medical devices are exempt, and the restrictions apply only to new products.

    Why it matters: The original article outlines the scope, exemptions, and application deadlines of the FCC restrictions on new foreign mobile robots, helping readers judge their practical impact on procurement and supply chains.

  2. 五八智能51

    58 Intelligence and JD.com sign strategic cooperation to jointly build an industrialization foundation for embodied intelligence

    58 Intelligence and JD.com have signed a strategic cooperation agreement. Over the next three years, the two parties will carry out in-depth joint development in areas including product sales, brand building, technology R&D, supply chain coordination, and after-sales service for embodied intelligence robots. Under the agreement, 58 Intelligence's overall solution for its robot pilot testing platform will be implemented at the intelligent robot and advanced industrial manufacturing bases JD.com plans to build nationwide, with the first mature application case planned to be implemented by December 31, 2026.

Aug 3Mon
Jul 28Tue
  1. 线性资本58

    Tashi Intelligence's Ding Wenchao: Embodied AI May Reach a True Emergence Moment in 24 Months

    Ding Wenchao, co-founder and chief scientist of Tashi Intelligence, judges that embodied AI is currently close to the level of autonomous driving in 2021-2022, and may enter the 3.0 era with in-context learning capability in about 24 months. At WAIC, Tashi Intelligence released its new-generation embodied AI native foundation model AWE 3.5, which greatly increases data volume compared with 3.0, moves toward a native model architecture, and collects data in a human-centric way with tactile gloves, working with a 21-DOF dexterous hand to complete manipulation.

Jul 25Sat
  1. 柯力股份25

    From Sensors to a Robotics Industry Ecosystem | Keli Appears at the 5th Embodied Intelligence and Humanoid Robotics Industry Connection Conference

    Keli Sensing co-organized the 5th Embodied Intelligence and Humanoid Robotics Industry Connection Conference held in Ningbo, and showcased its multi-dimensional force product series, with Chairman and President Ke Jiandong delivering a keynote speech. The company proposed a strategy of building from a "sensor forest" foundation toward a robotics industry ecosystem, and is developing robot sensors for force perception, touch, vision, inertial navigation, vibration, and temperature and humidity. It is also advancing the construction of a 40,000-square-meter robotics industry building and plans to open Zhejiang's first robot 4S store, gathering more than 100 robot-related enterprises and integrating 8 core functions.

Jul 24Fri
  1. Agile Robots/思灵机器人61

    Agile Robots and Idealworks detail edge AI inference stack, running VLMs on Jetson AGX Xavier with custom TensorRT plugins

    Agile Robots and its subsidiary Idealworks describe their edge AI deployment stack since 2018, covering five layers: hardware, BSP, inference pipeline, inference framework, and quantization.

    Why it matters: Using their own Xavier deployment experience as an example, the authors present a reusable TensorRT plugin method for running VLMs on older hardware that peers can directly draw on.

  2. 云启资本42

    Yunqi Quarterly Q2 | Midsummer, the future takes on more concrete forms

    Yunqi Capital released its Q2 quarterly report, disclosing progress by its portfolio companies in three areas: financing, products, and deployment: the post-investment valuations of X Square Robot and Zhineng Pingfang Technology both exceed 20 billion yuan, Stardust Intelligence completed a Series B round of over 1 billion yuan, and Nova Fusion has raised a cumulative 1.2 billion yuan.

  3. X Square Robot/自变量机器人32

    X Square Robot Appears at APEC Digital and AI Ministerial Meeting, Founder Wang Qian Delivers Speech

    Wang Qian, founder of Shenzhen-based X Square Robot, was one of eight invited guests from across the country and delivered a keynote speech on July 24 at the "APEC High-Level Dialogue on Digital and Intelligent Empowerment" hosted by the Ministry of Industry and Information Technology. He was the only invited representative of an embodied intelligence company at the event. His "robots entering the home" project was listed by the conference as a typical case, and Wang Qian also put forward three proposals on opening up livelihood scenarios, strengthening open-source collaboration, and cultivating talent.

  4. Fudan Multimodal Embodied Intelligence30

    Fudan Institute of Intelligent Robotics and Advanced Manufacturing Innovation showcases multiple achievements at 2026 World AI Conference

    During the 2026 World AI Conference, Fudan University's Institute of Intelligent Robotics and Advanced Manufacturing Innovation presented achievements in embodied intelligence, physical intelligence, and related areas. Professor Su Hao delivered a keynote speech on physical intelligence at the main forum; Sudo Technology made its first public appearance in China and demonstrated a four-robot collaborative battery module assembly production line; and Zhang Lihua's team's intelligent inspection robot dog appeared on a CCTV program.

Jul 22Wed
  1. 云启资本58

    Yunqi Attention WAIC World Model Special Recap: Three Talks and a Roundtable Discussion

    Yunqi Capital, together with NICE Academic, held a World Model BBQ event during WAIC, receiving over 500 registrations and drawing more than 100 attendees. Chen Siheng of Shanghai Jiao Tong University introduced the paths of EmboMatrix, an embodied decision-making training ground, and EmboCoach, a tool for batch training of VLAs.

Jul 20Mon
  1. 云启资本62

    Yunqi Capital roundtable transcript: Manycore, Shengshu, and Galbot discuss the next paradigm after Agentic AI

    Yunqi Capital released a transcript of a roundtable at Tencent WAIC Night, hosted by Managing Partner Chen Yu, in which Huang Xiaohuang of Manycore, Luo Yihang of Shengshu Technology, and Zhang Zhizheng of Galbot discussed the next paradigm after Agentic AI.

    Why it matters: The three guests' disagreements over the world-model approach and their differing judgments on the pace of deployment offer a multi-party reference for understanding the Physical AI debate.

  2. Elite Robots/艾利特机器人28

    Elite Robots' Cao Yunan Discusses Physical AI Deployment Challenges and Solutions at WAIC 2026

    At the "Intelligent Trends Forum" at WAIC 2026, Cao Yunan, Chairman of Elite Robots, delivered a speech titled "Optically Connected Intelligence: The Strategic Outpost of Physical AI," noting that physical AI deployment faces four bottlenecks: data, models, execution, and scale. The company's self-developed "Yuanqi Primo" solution enables on-site cold start with a small number of samples, keeps sensitive data resident locally, and evolves through federated intelligence; it has already achieved scaled deployment in optical communications manufacturing. Its Suzhou super factory is expected to be completed and put into operation by the end of 2026, and the company has accumulated millions of robot operation trajectories and hundreds of millions of force-tactile sensor sampling data points.

Jul 17Fri
  1. Booster Robotics/加速进化53

    Booster Robotics turns operating cash flow positive, Booster K1 sells out at CES

    Booster Robotics announced that it achieved positive monthly operating cash flow for the first time in December 2025, and that at CES in Las Vegas from January 6 to 9, 2026, all Booster K1 units at its booth were made available for on-site ordering and immediate pickup and sale, selling out entirely by noon on January 9. The company said its booth reached a leading sales-per-area level in the CES robotics exhibition area, that quarterly shipments continued to grow in 2025, and that the industry's evaluation focus is shifting from technology demonstrations to commercial sustainability.

  2. 云启资本29

    Yunqi WAIC Talk | What Did AI, Which "Waits for No One" in 2026, Rewrite?

    Yunqi Capital published a talk on July 17, when WAIC 2026 opened, titled "The Year of Action," using five numbers to observe AI moving from "answering questions" to "completing tasks." As of early July, OpenClaw had received 380,000+ GitHub stars; after the same model was switched to a more complete Harness architecture, the task success rate on a coding Agent benchmark rose from 71.75% to 81.36%.

  3. 阶跃星辰26

    WAIC 2026 Opening Ceremony Main Forum | Yin Qi: When Agents Enter the Physical World

    Yin Qi delivered a keynote titled "When Agents Enter the Physical World" at the WAIC 2026 opening ceremony main forum, proposing the formula "agent capability = model capability × agent operating system capability." The talk centered on three structural shifts in the agent era—new systems, new devices, and new networks—and noted that an Agentic OS and the A2A network will become key infrastructure. StepFun is conducting frontier research with the Shanghai Qi Zhi Institute, led by Turing Award winner Andrew Yao.

Jul 14Tue
  1. Boston Dynamics48

    Boston Dynamics uses Spot quadruped robot to bridge the 'last meter' of porch delivery

    Boston Dynamics demonstrated a Spot quadruped robot jumping down from a delivery vehicle, carrying two 16x12x10-inch packages along a community walkway to two different customers' porches before returning. It is currently a demonstration; initially a driver will operate it, and after routes are saved it will deliver autonomously.

  2. LimX Dynamics69

    LimX Dynamics Completes Nearly $200 Million Pre-IPO Funding Round

    LimX Dynamics announced the completion of a Pre-IPO funding round of nearly $200 million, bringing its total funding over the past six months to $400 million. Investors include IDG Capital, Lens Technology, GGG Group, Redstone VC, ChinaVision Capital, and Hefei Binhu Industrial Development Group, among others. UAE-based Leishi Capital followed on across multiple consecutive rounds, and several existing shareholders increased their investments beyond their pro-rata shares.

    Why it matters: The company officially disclosed the funding amount, use of proceeds, and order progress, giving readers a basis to understand its subsequent capital operations and commercialization direction.

Jul 13Mon
  1. UBTECH Robotics38

    UBTech Selected as First-Batch Constituent of HKEX Tech 100 Index

    UBTech (09880.HK) has been selected as a first-batch constituent of the HKEX Tech 100 Index, after having been included in the MSCI China Index last month. On December 10, the company disclosed a Walker S2 commercial order worth over 50 million yuan, and in November it also secured projects including a 143 million yuan data collection and training center in Jiujiang, 264 million yuan at a Guangxi border port, and 159 million yuan in Zigong. E Fund has been approved to launch an ETF tracking the index, which is expected to bring more institutional investor attention.

  2. Deep Robotics/云深处科技16

    Deep Robotics founder Zhu Qiuguo attends the 11th National Congress of the China Association for Science and Technology

    The 11th National Congress of the China Association for Science and Technology was held in Beijing on July 8, and Deep Robotics founder Zhu Qiuguo attended as a congress delegate. The congress reviewed the CAST work report, the amendments to its constitution, and the resolution on the 15th Five-Year Plan, and elected the 11th National Committee. Zhu Qiuguo said Deep Robotics will continue to tackle core autonomous robotics technologies and advance the iteration and real-world deployment of embodied intelligence.

Jul 10Fri
  1. 云启资本24

    "SJTU-Yunqi AI Angel Fund" Special BBQ: Exchange on Frontier Technologies Including Quantum, Brain-Computer Interfaces, and Nuclear Fusion

    On July 7, the "SJTU-Yunqi AI Angel Fund" held a special exchange event at Yunqi Courtyard in Shanghai, inviting startups, investors, university professors, and industry partners in fields such as world models, quantum computing, brain-computer interfaces, and nuclear fusion to share their insights. The fund focuses on the angel to Pre-A stage and has invested in more than ten projects, covering frontier AI technologies and hard tech. Several partners from Yunqi Partners shared their investment views on AI, quantum computing, brain-computer interfaces, and other fields, and founders of more than ten portfolio companies also shared their technical perspectives from their respective industries.

Jul 8Wed
  1. Union Square Ventures45

    Union Square Ventures view: Data moves to the edge, and a data flywheel for the physical world begins to take shape

    Union Square Ventures believes that as the cost of models handling messy unstructured input falls and sensors and hardware become widespread, data loops are expanding beyond software into areas that were previously out of reach. Ambient speech, once transcribed and structured, becomes a usable dataset, giving rise to vertical applications and horizontal tools such as Abridge and Granola; in the physical world, robots are becoming more capable and cheaper, and related scenarios are moving from experiments toward commercialization.

  2. JAKA Robotics/节卡机器人44

    JAKA Robotics Wins Second Prize of National Technological Invention Award

    A robotics technology and equipment project for high-end manufacturing, led by Professor Zhu Xiangyang of Shanghai Jiao Tong University and with JAKA Robotics Chairman Li Mingyang as the second contributor, won the second prize of the 2025 National Technological Invention Award. JAKA and Shanghai Jiao Tong University maintain deep university-industry collaboration, jointly building key laboratories and joint research centers, and advancing research projects and practice bases in embodied intelligence and general-purpose intelligent robotics. The company says it has expanded from collaborative robots to a full-category general-purpose intelligent robotics portfolio.

Jul 6Mon
  1. Zeroth/元点智能67

    Zeroth completes nearly 500 million yuan Pre-A round, total funding reaches 1 billion yuan

    Zeroth (Yuandian Intelligence) announced the completion of nearly 500 million yuan in Pre-A financing, bringing its cumulative funding to 1 billion yuan. The round was led by Ant Group, with Gili Capital, 37 Interactive Entertainment, and China Growth Capital participating, while existing shareholder Monolith increased its stake. Founded a year and a half ago, the company has received orders for more than 30,000 robots, and its revenue in the first half of 2026 grew 600% year on year. It also launched the full-size humanoid robot Jupiter and the collaborative robot N1, while the M1 small humanoid robot and the W1 tracked robot have entered scenarios such as early childhood education and smart homes.

    Why it matters: The original article provides verifiable facts such as the financing amount, investor composition, and order scale, allowing readers to understand the commercialization progress of this home embodied intelligence company.

  2. Union Square Ventures35

    Union Square Ventures invests in alqem: using AI to find strong magnetic materials without rare earths

    alqem uses AI to design strong magnetic materials that do not rely on rare earths, and Union Square Ventures has announced an investment to support it. The spread of electric transportation and the growth of robotics have driven up demand for motors and actuators, and making powerful magnets from cheap and abundant elements is seen as a key breakthrough. Before starting this mission, the team built the largest open materials dataset, and it accumulates proprietary data through a closed loop in which the model proposes candidate materials, the team synthesizes them, and measured results flow back to make the next round of predictions more accurate, forming a compounding advantage as the model improves. alqem is hiring.

  3. 线性资本39

    Yiru Technology completes over 100 million yuan Series A financing | Linear Voice

    Yiru Technology announced the completion of over 100 million yuan in Series A financing, jointly led by Ordos Group and Heda Financial Services, with participation from Chaosing Capital; Linear Capital, the lead investor in the angel round, continues to follow on. The company uses microbial fermentation to produce bio-based resin and turns it into roll-form leather. The annual production capacity of its production line, a joint venture with a listed company, has exceeded 16 million square meters, with carbon emissions more than 80% lower than conventional routes. Its materials have entered scenarios including Anta stores and the soft furnishings of Atour and Kempinski hotels, and the company has set up a wholly owned subsidiary, SYNMETABIO, in France, accumulating nearly 100 million yuan in orders from the European market.

  4. X Square Robot/自变量机器人67

    X Square Robot completes four financing rounds, valuation exceeds 20 billion yuan

    Shenzhen embodied intelligence company X Square Robot has completed four consecutive financing rounds from Series B through Series C, all fully closed, with a valuation exceeding 20 billion yuan, making it the first embodied intelligence company in the Guangdong-Hong Kong-Macao Greater Bay Area to surpass a 20 billion yuan valuation with the rounds closed. There are more than 30 investors, including the National Artificial Intelligence Industry Investment Fund, Sequoia China, and Xiaomi Strategic Investment. The company released its embodied large model WALL-B in April 2026, partnered with 58 Daojia to provide robot home housekeeping services to nearly 1,000 households in Shenzhen, and partnered with SF Express on flexible intelligent sorting and parcel feeding.

    Why it matters: The report details how all four financing rounds were fully closed and the deployment scenarios, giving readers a sense of how substantive the company's financing progress really is.

  5. Deep Robotics/云深处科技39

    DEEP Robotics Holds Global Partner Conference to Build a Collaborative and Win-Win New Ecosystem for Embodied Intelligence

    DEEP Robotics held its Global Partner Conference in Hangzhou on June 27, bringing together more than 500 partners and unveiling its "1+X+N" development strategy: one embodied brain, X product series covering quadruped, wheeled-legged, and humanoid robots, and N industry application scenarios.

  6. Keenon Robotics/擎朗智能23

    KEENON Robotics to Showcase Sustainable Intelligence at Interclean Amsterdam 2026

    KEENON Robotics announced it will attend Interclean Amsterdam 2026, presenting cleaning service robot solutions related to sustainable intelligence. The body text on which the summary is based is actually an industry analysis: China is already the world's largest and fastest-growing robotics market, with the service robot market exceeding 28 billion RMB and growing nearly 40% year on year; funding jumped 344% year on year in 2020, and in the first half of 2021 most leading manufacturers were at B/C rounds, with funding mostly between 300 million and 1 billion RMB.

Jul 1Wed
  1. Diffusion PR24

    Automate 2026: Robots serve us coffee!

    The Diffusion PR team spent four days at the Automate 2026 trade show in Chicago, where they saw robot baristas making coffee on site. Physical AI was the buzzword of this year's show, and Alexandre Boffi of Kawasaki Robotics explained it as the mechanical embodiment of artificial intelligence in the physical world.

Jun 30Tue
  1. Maxtronics Robotics SAS23

    NAO Challenge in Italy

    The 2026 season of Italy's NAO Challenge attracted more than 35 secondary school teams from across the country, each made up of 7 to 10 students and a supervising teacher. The competition has two parts, a technical challenge and a performance challenge, in which participants program the humanoid robot NAO and stage live performances. The event was first launched in 2015 by Scuola di Robotica and CampuStore, with Maxtronics as sponsor.

  2. 元禾控股14

    Oriza Holdings organizes 2026 second postdoctoral exit defense meeting

    Oriza Holdings recently held its 2026 second postdoctoral exit defense meeting, attended by Wang Kundong, associate professor at the School of Automation and Intelligent Sensing at Shanghai Jiao Tong University, along with Oriza Holdings executives and heads of relevant departments. Dr. Meng reported on research progress and in-station achievements in the fields of "intelligent manufacturing" and "industrial embodied intelligence." The review panel unanimously agreed that the research direction is highly aligned with industry development trends and unanimously approved the exit and project completion. After the meeting, the two sides exchanged views on future cooperation, with the university supervisor hoping to strengthen joint research in areas such as industrial robots and industrial sensors.

Jun 29Mon
  1. 慧闻科技24

    Huiwen Zhi series intelligent service robots deployed across smart political and legal scenarios: application map

    Huiwen Zhi series intelligent service robots (Zhi Daping, Zhi Xiaoyu) have been deployed at multiple courts, procuratorates, judicial bureaus, and grassroots political and legal units, covering scenarios such as litigation consultation, procuratorial guidance, legal education, and foreign-related legal services. The Zhi Daping at the Nanyang Public Legal Service Center has more than 1 million legal knowledge points built in, and the site at the Heihe Public Legal (Foreign-Related) Service Center has customized interaction in Chinese, English, and Russian; the products use fused laser SLAM and visual VSLAM navigation and can guide members of the public to the corresponding counters.

Jun 26Fri
  1. 云启资本37

    A deep dive into open-source commercialization: AI is rewriting the logic of value | Yunqi Insights

    The chapter "Trends in Open-Source Commercialization" from the China Open-Source Development Deep Report (2025), written by the Yunqi team, has been officially released. It notes that global open-source commercialization is moving from a service-oriented model into an intelligence- and ecosystem-oriented one. In 2025, global commercial open-source software companies raised about 6 billion USD, of which open-source AI accounted for about 3.8 billion USD and China about 1.1 billion USD. The report adds dedicated observations on the commercialization of open-source AI hardware and embodied intelligence, noting that open-source robotics commercialization unfolds along three main lines: hardware sales, operations and maintenance services, and scenario-based solutions.

Jun 23Tue
  1. IDG Capital49

    Invasive Brain-Computer Interfaces Enter the Delivery Era

    Invasive brain-computer interfaces are moving from technology demonstrations toward early validation of commercial pathways, with a triple inflection point in regulation, clinical use, and AI decoding arriving together in 2026. China's first invasive brain-computer interface product has been approved and granted a national medical insurance billing code; US companies including Neuralink, Synchron, Paradromics, and Precision are entering multi-path clinical trial stages along different routes such as microneedles, intravascular approaches, electrode arrays, and intraoperative methods. The combination of large language models and neural decoding algorithms is pushing the valuation ceiling of brain-computer interfaces from motor control toward language and more complex human-computer interaction.

Jun 18Thu