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#Industry news
Nov 2Mon
  1. 小鹏机器人20

    XPeng Group appears at 2026 Wuhan International Auto Show, with new-generation humanoid robot IRON and MONA L05 exhibited together

    XPeng Group is exhibiting at the 2026 Wuhan International Auto Show under the theme "AI changes the world," showcasing the new-generation humanoid robot IRON, the XPeng AeroHT "Land Aircraft Carrier" modular flying car, and multiple models including the MONA L05. The MONA L05 launched on October 29, starting at 139,800 yuan, and is equipped with XPeng's second-generation Turing VLA model; the super extended-range version has a combined range of 1,310 kilometers, with deliveries beginning on November 1.

  2. 小鹏机器人20

    XPeng Group appears at 2026 Wuhan International Auto Show, with new-generation humanoid robot IRON and MONA L05 exhibited together

    XPeng Group is exhibiting at the 2026 Wuhan International Auto Show under the theme "AI changes the world," showcasing the new-generation humanoid robot IRON, the XPeng AeroHT "Land Aircraft Carrier" modular flying car, and multiple models including the MONA L05. The MONA L05 launched on October 29, starting at 139,800 yuan, and is equipped with XPeng's second-generation Turing VLA model; the super extended-range version has a combined range of 1,310 kilometers, with deliveries beginning on November 1.

  3. 小鹏机器人42

    XPeng Group sets record with 50,237 vehicles delivered in October; MONA L05 launches and begins nationwide deliveries

    XPeng Group delivered 50,237 new vehicles in October 2026, up 22% month-on-month and 20% year-on-year, a record high for monthly deliveries, including 13,326 overseas deliveries, up 166% year-on-year. The MONA L05 launched at a limited-time promotional price starting at 139,800 yuan, with 5,000 near-ready vehicles sold out in 3 minutes, and nationwide deliveries began on November 1. In the same month, XPeng was approved for Guangzhou's intelligent connected vehicle application demonstration operating qualification, allowing it to conduct L4 Robotaxi demonstration operations across Guangzhou.

  4. OFweek Robotics72

    Agility Robotics plans Nasdaq listing via SPAC at $2.5 billion valuation

    Agility Robotics announced on October 30 that it expects to raise about $465 million through a SPAC merger and to list on Nasdaq under the ticker AGLT on November 5 at a valuation of $2.5 billion. Its core customer GXO Logistics pays under a RaaS model; Digit 5 holds more than $300 million in multi-year orders and has accumulated over 65,000 operating hours and handled more than 100,000 logistics boxes.

  6. 36Kr Embodied Intelligence20

    Jiajie Electric: No robot products; carrying out digital transformation using robotic arms to replace manual labor

    Jiajie Electric stated on an interactive platform that the company currently has no robot products and is carrying out a digital transformation in which robotic arms replace manual labor. Robotic arm applications have been implemented in three areas: stator core stacking, stator core welding, and rotor painting. This transformation is mainly used in the company's own production and manufacturing processes. R&D plans must be comprehensively determined based on factors such as market policies, industry development, and the company's strategic layout.

  7. OFweek Robotics58

    Trading money for time: embodied AI companies step into investing

    Embodied AI companies are investing heavily in the robotics supply chain as industrial capital. Unitree Robotics and Sequoia China established the "Shanyu Innovation Program," and Zhiyuan Robotics appeared in 47 investment and financing events from August 2024 to October 2026, most of them directed upstream of its own complete machines. The article argues that three overlapping uncertainties—unconverged technology routes, an unformed supply chain, and unvalidated scenarios—are leading top companies to use capital to lock in supply chains, technology options, and industry positions in advance, as the industry moves from free competition toward an oligopoly rehearsal.

  8. 36Kr Embodied Intelligence42

    Meta partnering with a Chinese company to develop a humanoid robot? Fourier responds

    Responding to reports that Meta has partnered with Fourier to build a humanoid robot prototype in about three months and is already developing a second version, Fourier founder and CEO Gu Jie said he is not yet able to comment. The rumored prototype, called Max internally at Meta, weighs about 48 kilograms and is intended for internal research and experimentation. Meta Vice President of Robotics Products Li-Chen Miller reportedly spent nearly two months at Fourier's Shanghai factory.

  9. 钛媒体40

    How Alibaba Cloud E-HPC Supports Scientific Research Agents Through Supercomputing-Intelligence Integration: ToB Industry Observation

    Alibaba Cloud is advancing supercomputing-intelligence integration through its E-HPC platform, using a unified computing network to simultaneously carry HPC, AI training and inference, and agent tasks, and has launched a four-layer E-HPC agent platform. Its RoboAgent connects the embodied intelligence chain from device-side collection, annotation, and training/inference to simulation deployment; HPDA Robotics includes the built-in APAK acceleration engine and claims that multimodal data processing cost-effectiveness can improve by 2.1 to 5 times. E-HPC has also formed three dedicated solutions for chip design, AI4S and life sciences, and embodied intelligence.

  10. 珞石机器人22

    Rokae Robotics Wins 2026 Cailian Press ESG Zhiyuan Award Corporate Governance (G) Pioneer Enterprise Award

    Rokae Robotics received the "Corporate Governance (G) Pioneer Enterprise Award" at the 2026 ESG Sustainable Development Value Ecosystem Forum hosted by Cailian Press on October 30, with the selection based on its governance structure, responsibility mechanisms, and decision-making system. In the first half of 2026, the company's revenue was 415 million yuan, up 136% year on year, and total robot sales exceeded 13,000 units; embodied intelligence robot revenue was 139 million yuan, accounting for 34% of total revenue. On September 29, the 10,000th humanoid force-controlled arm rolled off the line and was delivered, and the company has partnered with more than 80 industry partners.

  12. 36Kr Embodied Intelligence51

    Fudan and Donghua team incubates Lingshu Zhifu, ionic-skin tactile sensors raise over 10 million yuan from Oriza and Huawei Hubble

    Shanghai Lingshu Zhifu has completed consecutive seed and angel funding rounds, with participation from Oriza Holdings and Huawei Hubble, totaling over 10 million yuan across the two rounds; Linglu Capital served as exclusive financial advisor. Founded in April 2025, the company focuses on ionic-skin flexible tactile sensing materials and devices, with products including data-collection gloves and tactile sensors for dexterous hands. It has completed dual-85 testing and over 10 million repeated mechanical tests, is building a materials pilot line, and is sending samples to customers in multiple fields.

  14. 荭杏科技12

    Hongxing Technology Brings Desktop Robot Lumi to Xinjiangwan City Subdistrict Event to Explore New Smart Technology Application Scenarios

    Hongxing Technology brought its desktop robot Lumi to the "Huayang Xincheng, Gathering Strength to Set Sail" water-based business networking boat race held on October 30 at the Xinjiangwan City Cultural and Sports Park in Shanghai, and introduced Lumi into regional public activities through a charitable donation. Lumi integrates technologies such as voice large models, AI Agents, multi-sensor fusion, and personalized memory; it can recognize users' voices, record personal preferences and lifestyle habits, and combine intelligent interaction with desktop lighting. Hongxing Technology said it will continue to advance robot product innovation and exploration of scenario applications in the directions of industrial operations, commercial services, and daily interaction in the future.

  15. 机器人全球资讯 · 微信公众号58

    Embodied intelligence moving from demos to real-world deployment still faces several hurdles

    Xinhua News Agency's China Economic Information Service and the Shanghai Industrial Innovation Center of the China Academy of Information and Communications Technology jointly released the "2026 Embodied Intelligence Industry Innovation Report," which proposes that in 2026 embodied intelligence will move from development demos to routine operation in real-world scenarios, entering a deployment growth phase. The report documents that 8 AgiBot Genie G2 units accumulated more than 64 hours of operation over 6 days of testing at Longcheer Technology's Nanchang factory, completing 64,828 tasks with a comprehensive task success rate of 99.99%, and notes that task intelligence remains slightly below L3, with bottlenecks including non-interoperable data standards, a lack of calibration for data credibility, and ownership allocation still to be improved.

  16. 机器人全球资讯 · 微信公众号60

    Toyota advances humanoid robot strategy, plans to deploy 400,000 robots

    Toyota is advancing its robotics strategy, planning to deploy 400,000 robots alongside an annual investment of $6.4 billion for factory automation, with a dedicated team coordinated by its chief production officer. Walden Robotics, spun off from Toyota's AI robotics business, has completed a $300 million funding round at a post-money valuation of $1.1 billion, and its general-purpose robots are already deployed at Toyota's North American factories. Foundation models developed by Toyota Research Institute can convert high-level instructions into real-time physical actions and motor control; they have been used on Boston Dynamics' Atlas and will also be deployed on Toyota's self-developed 50-kilogram-class humanoid robot Eley.

  18. 机器人全球资讯 · 微信公众号23

    Beijing E-Town Embodied Robot Industry Matchmaking Event: Over 60 Demand-Side Companies and 30+ Manufacturers Forge 30+ Cooperation Intentions On Site

    At the "Yiqichuang Future" embodied robot industry face-to-face event in Beijing E-Town on October 28, more than 60 cross-industry demand-side companies connected with over 30 robot manufacturers, generating more than 30 preliminary cooperation intentions on site. The event matched customers by four tracks: security patrol, service reception, cultural tourism interaction, and educational companionship. Feishu Technology demonstrated a quadruped robot equipped with its self-developed patrol system. A value-added services zone offered consultations on financing and listing, legal advice, and robot overseas compliance.

  19. 机器人全球资讯 · 微信公众号58

    Wujie Dynamics and JD.com reach strategic partnership, robot K15 goes on duty at 7FRESH Coffee

    Wujie Dynamics has signed a strategic partnership agreement with JD.com. Its robot K15 is now officially on duty at the 7FRESH Coffee Xichenli store and Changying Tianjie store, working with an automated production line to complete fully unmanned operation of the entire process from order trigger to task completion. The two parties plan to advance large-scale replication across 1000+ 7FRESH stores and achieve a product cooperation scale of 1 billion yuan, while deepening cooperation in areas such as JD MALL and JD RoboBase and expanding into overseas markets.

  20. 电子工程专辑 · 微信公众号42

    Humanoid robot Apollo has entered factory testing, and the "brain" is not what determines success

    Apptronik's Apollo humanoid robot has been combined with Google DeepMind's Gemini multimodal reasoning capabilities and is being tested on production lines at Mercedes-Benz, Jabil, and others for tasks such as moving packages, picking parts, and quality inspection. Apollo is about 1.73 meters tall with a 25 kg payload, equipped with 30 actuators and fused perception from stereo depth cameras and LiDAR, and uses swappable batteries for about four hours of runtime with a two-minute battery swap. Conroy emphasized that data collection and scaling compute are driving physical AI to cope with environmental changes, but general autonomy remains a longer-term goal.

  21. 智东西60

    Meta and Fourier Partner to Build Humanoid Robot Max Prototype, Second-Generation Development Underway

    According to The Information, citing people familiar with the matter, Meta has partnered with Chinese robotics company Fourier to build a humanoid robot prototype named Max, weighing about 48 kg and standing about 1.5 meters tall. The two sides completed it in just 3 months and began developing Max 2 in September.

  22. 差评X.PIN · 微信公众号28

    Around the Wuzhen Internet Conference: Shangyuan Zhixing, Freetech, Xinshengji, Sainade and other AI robotics companies

    On the eve of the Wuzhen Internet Conference, nearby industrial parks host AI companies that are not competing on large models: Shangyuan Zhixing's unmanned-vehicle intelligent skateboard chassis shipments have led the country for three consecutive years; Freetech's Wuzhen base posted revenue of more than 2 billion yuan last year, with its production line rolling off one product every 13 seconds on average. Xinshengji makes commercial-grade cleaning robots for airports and shopping malls, while Sainade uses a tracked chassis plus a robotic arm to solve the last-20-meter loading and unloading challenge in logistics.

  23. Fudan Multimodal Embodied Intelligence30

    Fudan team wins multiple awards at 2026 International Embodied Intelligence Skills Competition

    A joint team from Fudan University's Institute of Trustworthy Embodied Intelligence and Shanghai Xinzhi Embodied Intelligence Technology Co., Ltd. won first place in the quality inspection category at the 2026 International Embodied Intelligence Skills Competition. The student team, working with the National and Local Center, used the Linglong H wheeled-arm robot and the Linglong L bipedal robot to win two first places, one third place, and one fourth place across three categories: loading and unloading transport, firefighting, and precision assembly. In the firefighting category, the Linglong L bipedal robot completed fire detection, fire suppression, and evacuation without human intervention.

Nov 1Sun
  1. 高工咨询 · 微信公众号42

    Autel Robotics launches AAGI air-ground intelligence solutions brand with AIP foundation and three industry platforms

    At the 2026 Autel Air-Ground Intelligence Alliance Conference, Autel Robotics launched the AAGI (Autel Air-Ground Intelligence) solutions brand and, together with Daohe Tongtai and Saifang Technology, introduced the AIP foundation along with three industry application platforms: EIS 2.0, Avant Hub 2.0, and Skyshield 2.0.

  2. 高工咨询 · 微信公众号26

    Embodied AI brain chip company Huixi Intelligence launches A-share IPO coaching; Elite Robots bets on optical module track with another 200 million yuan in funding | Weekly capital events

    Huixi Intelligence filed its listing coaching registration with the Beijing branch of the CSRC, starting its A-share IPO process with CITIC Securities as coaching institution; it has raised over 2.5 billion yuan cumulatively this year. Elite Robots completed a new round of 200 million yuan in funding led by CCB Equity, with proceeds to be used for expanding into AI infrastructure scenarios such as optical communications and AI servers and for building new factory production lines. Zhongke Huiling concurrently completed a several-hundred-million-yuan A++ round to accelerate mass production and delivery and iterate its embodied brain technology.

  4. 机器人产业应用 · 微信公众号26

    Embodied AI Industry Weekly: Unitree's Net Profit Up 271% in First Three Quarters; AgiBot Releases Heavy-Load Robot Genie G2 Max

    Unitree Technology's Q3 2026 report shows revenue of 1.817 billion yuan for the first three quarters, up 55.71% year on year, and net profit attributable to shareholders of 387 million yuan, up 270.54% year on year; it is the company's first financial report since going public. In the same period, AgiBot released the Genie G2 Max, a safety-certified heavy-load embodied industrial robot, with a 20 kg payload per arm, 40 kg with both arms, and a 50 kg peak, aimed at depalletizing and palletizing, material transfer, and production-line feeding. Tsinghua University, Infinigence AI, and AgiBot jointly proposed a new paradigm called Collective Experience Learning (CEL) and completed large-scale validation on a cluster of 96 real robots.

  5. The Robot Report55

    VicOne Finds 28 Zero-Day Vulnerabilities in Two Days Across Physical AI Ecosystem Tools

    Using AI-assisted research, VicOne discovered 28 zero-day vulnerabilities in less than two days in software and tools related to the Physical AI ecosystem, involving projects developed or maintained by Google, NVIDIA, Meta, and others. All were initially verified and classified as zero-day vulnerabilities, and some do not yet have CVE IDs.

  6. 36氪 · 微信公众号22

    DeepSeek completes RMB 105.5 billion Series A+ funding at over RMB 610 billion valuation; AgiBot posts nearly RMB 2 billion in first-half revenue with about 9,700 units shipped | 36Kr Global Weekly News Roundup

    DeepSeek completed an RMB 105.5 billion Series A+ funding round at a post-money valuation of RMB 615.5 billion, with CATL and Tencent as the largest investors in the round, and has completed its overseas registration procedures. AgiBot reported nearly RMB 2 billion in revenue and about 9,700 units shipped in the first half of 2026, ranking first in the industry with a 43.1% share; by the end of September, its cumulative humanoid robot output had surpassed 20,000 units.

  7. CVer · 微信公众号52

    Westlake University Establishes World Model Research Center, Yu Kaicheng Appointed Director

    Westlake University established the Westlake World Model Research Center on October 31 at its Yungu campus, with Professor Yu Kaicheng as director and Academician Jin Yaochu as chief scientist. The center focuses on world models and physical intelligence, exploring intelligent systems that integrate perception, cognition, prediction, and action. Previously, Westlake University's autonomous intelligence lab AutoLab had conducted three years of world model research, proposed the conceptual world model, and incubated Westlake Shuzhi Awomo.

  8. 量子位58

    Westlake University Establishes World Model Research Center; Incubated Company Awomo Has Raised Over 100 Million Yuan

    On October 31, the Westlake World Model Research Center was established at Westlake University's Yungu Campus, with Yu Kaicheng as director and Jin Yaochu as chief scientist. The center builds on the Autonomous Intelligence Laboratory AutoLab, founded three years ago, and focuses on world models and physical intelligence; AutoLab shifted toward a "conceptual world model" approach at the end of 2024, building physical concept representations in latent space. Its incubated company Westlake Shuzhi Awomo was founded in early 2026 and has cumulatively raised over 100 million yuan in seed and angel rounds. Awomo ranked first in four international robotics benchmark suites.

  9. 云深处科技 · 微信公众号58

    DEEP Robotics' "Hangxing No. 2" humanoid robot joins traffic control duty at the 2026 Hangzhou Marathon

    On November 1, the bipedal robot "Hangxing No. 2," developed by DEEP Robotics in collaboration with Hangzhou public security traffic control authorities, made its debut at the 2026 Hangzhou Marathon, stationed at 4 key points around the Huanglong Sports Center to handle tasks such as intersection monitoring, autonomous patrols, dissuading traffic violations, and answering public inquiries.

  10. 雷科技22

    2026 Greater Bay Area Science Forum Held in Guangzhou, with Top 10 Sci-Tech Achievements and Embodied Intelligence Among Featured Sessions

    The 2026 Greater Bay Area Science Forum was held in Guangzhou from October 30 to 31. A special session on sci-tech achievement display and matchmaking took place in Nansha, where the National Technology Innovation Center of the Guangdong-Hong Kong-Macao Greater Bay Area signed cooperation agreements with 11 entities including Topstar, Qianxun Intelligence, Lingxin Qiaoshou, and Yuandian Intelligence. At the Embodied Intelligence Industry Ecosystem Innovation Forum, Huilun Technology, Zhongke Kaichuang, Lingxin Qiaoshou, and Qianxun Intelligence presented technological achievements including world models, intelligent inspection, dexterous manipulation, and general-purpose robot brains. The forum also released the Guangdong-Hong Kong-Macao Greater Bay Area Precision Medicine Development Consensus (2026) and announced the first Top 10 Sci-Tech Achievements of the Guangdong-Hong Kong-Macao Greater Bay Area.

  12. 量子位62

    Hongqi Chain ends robot unmanned retail system R&D; convenience-store robots still can't sell independently

    After 16 months of R&D, Hongqi Chain has terminated development of its robot unmanned retail system. The company's announcement said the system has not yet met the standard for large-scale commercial deployment, and it is shifting to a 24-hour cloud-staffed operation business. An industry insider close to Hongqi said that in summer, condensation on glass-bottle cold drinks made the robot unable to grip them steadily, and it kept dropping and shattering them; it also could not reliably pick up goods in complex packaging, and operation was even harder when aisles were narrow and customers were nearby. In a robot retail warehouse visited by QbitAI, the robot only handled mobile picking, with each pick taking about 20-plus seconds, and human staff were still needed for restocking and charging. Several practitioners believe robot retail is still in the PoC stage.

  13. 德马科技22

    Tender for Steel Structure Workshop Construction of Damon Technology's Logistics Embodied Intelligent Robot Components R&D and Production Project

    On October 27, 2026, Damon Technology Group publicly tendered the steel structure workshop construction for its logistics embodied intelligent robot components R&D and production project. The site is in Shangqiang Industrial Park, Daixi Town, Wuxing District, Huzhou, with a building area of about 19,000 square meters, a construction period of 10 months, and a planned schedule from November 2026 to August 2027. Bidders must hold a Grade I or higher general construction contracting qualification. Registration closes at 12:00 on November 6, 2026. A bid bond of 50,000 yuan is required, and the performance bond after winning the bid is 500,000 yuan.

  14. 钛媒体82

    The First Public Ledger for Humanoid Robots: An In-Depth Analysis on the Eve of Agility Robotics' Listing

    Agility Robotics will list on Nasdaq on November 5 via SPAC under the ticker AGLT, with a pre-money valuation of $2.5 billion and confirmed 2025 revenue of only $1.782 million, about 63.5% of which comes from related parties.

    Why it matters: Using Agility's listing filing data as a sample, it breaks down humanoid robot unit economics and RaaS contract structures, and provides transferable metric definitions.

  15. 钛媒体60

    Juqiao Industries completes 100-million-yuan Series A funding, bringing fabric electronic skin into the robot tactile sensing sector

    Shandong-based flexible fabric tactile sensing company Juqiao Industries announced on October 29 that it completed a 100-million-yuan Series A funding round, led by Ant Group, with Lingyi Venture Capital, Weihai Gangrong, and Qingdao Hexin participating. The article states that it weaves functional fibers into sensing networks, and that in September 2025 its 1,000th set of humanoid robot fabric electronic skin rolled off the production line, with customers including Unitree, Songyan Power, and Lingcifang; however, its single-point accuracy is inferior to vision-based tactile solutions, making it better suited to large-area coverage scenarios such as the torso and soles of the feet.

  16. OFweek Robotics42

    Embodied AI Secondary Development Companies: Closest to Demand, Boundaries Are Shifting

    Secondary development companies in the embodied AI supply chain are facing niche compression as robot body manufacturers expand into the application layer. Unitree opened its UniStore shared application platform in May, Leju unveiled its LeTools Skills development toolchain in October, and ANYbotics upgraded Data Navigator to Shift in October, connecting fleet tasks and inspection data to maintenance systems. Secondary development firms are diverging along software platforms, industry solutions, and terminal operations, and their long-term position depends on their own product and service capabilities.

  17. OFweek Robotics60

    Wang Xingxing Enters Hurun Rich List with 69.5 Billion Yuan Fortune; Unitree's First Post-IPO Financial Report Shows Q3 Revenue Growth Without Profit Growth

    Unitree Technology founder Wang Xingxing has appeared on the 2026 Hurun Rich List for the first time with a fortune of 69.5 billion yuan, ranking 78th. Unitree disclosed its first financial report after going public on the evening of October 28: revenue for the first three quarters was 1.817 billion yuan, up 55.71% year on year, and net profit attributable to shareholders was 387 million yuan, up 270.54% year on year. In the third quarter, however, revenue was 665 million yuan, up 69.93% year on year, while net profit attributable to shareholders was 113 million yuan, down 17.37% year on year; R&D investment was 127 million yuan, up 249.58% year on year.