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#Industry news
Oct 28Wed
  1. 越疆机器人 · 微信公众号58

    Dobot Participates in Drafting First Batch of National Humanoid Robot Standards, Covering Motion Control and Task Operation

    China's State Administration for Market Regulation (Standardization Administration) has released the first batch of 6 national standards for humanoid robots, to take effect on April 1, 2027, covering general requirements, environmental perception, decision planning, motion control, task operation, and simulation testing. Dobot Robotics, as a participating drafting unit, took part in compiling two standards: "Technical Requirements for Humanoid Robots Part 4: Motion Control" (GB/T 48317.4—2026) and "Part 5: Task Operation" (GB/T 48317.5—2026).

  2. 36Kr Embodied Intelligence58

    Unitree Technology Q3 2026 net profit 113 million yuan, down 17.37% year-on-year

    Unitree Technology announced Q3 2026 operating revenue of 665 million yuan, up 69.93% year-on-year, and net profit attributable to shareholders of 113 million yuan, down 17.37% year-on-year. For the first three quarters of 2026, operating revenue 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.

  4. 众擎机器人 · 微信公众号47

    First URKL Qualifier's Top 16 Revealed, Each Receives an EngineAI T800 Robot

    The 32-to-16 qualifying round of the first URKL Global Humanoid Robot Free Combat League has ended, with 16 teams advancing to the group stage and each receiving an EngineAI T800 robot. The qualifiers held six days of offline training at the Dasha River Cultural and Sports Center in Nanshan, Shenzhen. All teams used the T800 as their unified hardware platform, deploying code refined in simulation onto real robots for the first time, and were evaluated on basic combat moves such as getting up after a fall, navigating complex terrain, and punching and kicking. The event features a prize pool of tens of millions, and industry partner Dison Digital will provide the top 16 with motion capture experience benefits.

  5. 优宝特 · 微信公众号18

    Yobotics humanoid robot and quadruped inspection robot featured in State Grid non-electrical professional new employee training class

    Yobotics' humanoid robot and quadruped inspection robot appeared in the live-streamed power fundamentals module of the 2026 fourth State Grid non-electrical professional new employee centralized training class, demonstrating industrial practice of embodied intelligence equipment serving power operations and maintenance. Leveraging self-developed legged bionic and embodied intelligence technologies, its products can adapt to complex environments such as substations, cable tunnels, transmission corridors, and disaster emergency response, carrying multiple types of sensor payloads to perform equipment inspection, temperature monitoring, defect identification, and data reporting, replacing personnel in high-risk areas.

  6. HSG55

    HongShan and Unitree Launch 'ShanYu Venture Program' to Invest in Early-Stage Embodied Intelligence Projects

    On October 28, HongShan announced the launch of the 'ShanYu Venture Program' together with Unitree, focused on discovering and investing in early-stage startups in embodied intelligence, robotics applications, and related upstream and downstream key technologies. The program proposes an 'engineer plus investor' investment methodology, with Unitree providing industry perspective and engineering guidance and HongShan providing capital support and post-investment services, with a focus on young teams. Unitree founder and CEO Wang Xingxing said this is a deep collaboration and natural extension of the two sides' cooperation built on a high degree of mutual trust.

  7. 加速进化 · 微信公众号5

    Booster Robotics Officially Launches 2027 Campus Recruitment

    Booster Robotics has officially launched its 2027 campus recruitment, opening positions to graduating students. The original text only provides a product inquiry phone number, 400-865-2028, and the email sales@booster.tech; it does not disclose specific positions, headcount, or work locations.

  8. 深圳市机器人协会 · 微信公众号12

    Registration opens for 2026 "Robot+" Application Promotion Series (Energy Session)

    Registration is open for the 2026 "Robot+" Application Promotion Series (Energy Session), co-hosted by the Shenzhen Municipal Bureau of Industry and Information Technology and the Shenzhen Robotics Association. The event will be held on November 4 from 15:00 to 17:00 at Xunmei Technology Plaza in Nanshan, Shenzhen. Energy-sector robotics companies including China General Nuclear Power Research Institute, Shenzhen Guaichong Robotics, Shenzhen Ruoyu Technology, Shenzhen Yutuo Intelligence, Qiyu Innovation, and Langchi Xinchang plan to take part in product sharing, and an open networking session will be held on site to connect with parties seeking energy-scenario solutions.

  9. 古月居 · 微信公众号22

    Intel to hold embodied intelligence and robotics solutions exchange in Shanghai Zhangjiang, showcasing 358H and FoxJack X1 development kits

    Intel will hold an exchange on frontier trends and solutions for embodied intelligence and robotics on November 10, 2026, in Zhangjiang, Shanghai, capped at 100 attendees. The event will feature a live demonstration of a multi-channel GMSL real-time perception solution based on the Intel Core Ultra X7 358H (Panther Lake) platform and a 358H embodied intelligence complete-machine solution.

  11. 中国机器人网 · 微信公众号60

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

    Toyota is advancing its humanoid robot strategy, planning to deploy 400,000 robots, backed by $6.4 billion in annual investment for factory automation. 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. A foundation model developed by Toyota Research Institute can convert high-level instructions into real-time physical actions and motor control; it has been used in Boston Dynamics' Atlas, and Eley, Toyota's self-developed 50-kilogram-class humanoid robot, will also run on this model.

  12. OFweek Robotics72

    XPeng's robotics business completes over $900 million first funding round at $6.3 billion post-money valuation

    XPeng Group's robotics business has completed a first funding round of over $900 million at a post-money valuation of $6.3 billion, led by IDG Capital with participation from Gaorong Ventures, and with Tencent and Alibaba joining as strategic investors. The funds will be used for software and hardware R&D, training and iteration of physical AI models, data collection, construction of mass-production facilities, and global commercialization. The IRON humanoid robot has 76 degrees of freedom across its body and 21 degrees of freedom per hand, carries 3 Turing AI chips, and has 2250 TOPS of on-device compute; mass production is planned for the end of 2026, with external deliveries to begin in 2027.

  13. OFweek Robotics60

    MicroIntelligence, AgiBot, HuanDong and Other Robotics Firms Collectively Slow IPOs

    MicroIntelligence suspended its global offering three days before listing on the Hong Kong Stock Exchange, AgiBot was reported to have paused its Hong Kong listing and turned to a new funding round of 1 billion to 1.5 billion yuan, and HuanDong Technology withdrew its STAR Market IPO. The article sorts queued companies by ecological niche into three categories—components, project-based industrial applications, and humanoid complete machines—and argues that the pauses correspond respectively to technical adjustments, cash flow constraints, and strategic waiting. IDC data shows that global humanoid robot shipments in 2025 were about 18,000 units, with industrial manufacturing accounting for only about 9%.

  14. 36Kr Embodied Intelligence58

    Zhaofeng Shares' controlled subsidiary Zhaoju Intelligent wins RMB 299.92 million robotics innovation service platform project

    Zhaofeng Shares announced that its controlled subsidiary Zhaoju Intelligent has won the bid for the "Robotics Innovation Service Platform Project" at a bid price of RMB 299.92 million. The company said that if the project is implemented smoothly, it will help improve its embodied intelligence industry layout, but as of the announcement disclosure date, Zhaoju Intelligent has not yet signed a formal contract, and uncertainty remains.

  16. 量子位65

    Physical Intelligence in talks for at least $1 billion in new funding at a valuation of up to $20 billion

    US robotics AI company Physical Intelligence is in talks for a new funding round of at least $1 billion, with a post-money valuation expected at about $20 billion, a sharp rise from its $5.6 billion valuation last November. The company has no commercial revenue to date and has not mass-produced its own robots; its core focus is general-purpose robot foundation models that adapt to third-party hardware. It has iterated from π0 to π0.7 and this month launched a beta API for its robot foundation model, offering model fine-tuning and inference services.

  17. 数字华夏22

    Xia Lan R03 Wins 2026 Forbes "Business Value Award": Embodied Intelligence Moves from "Can Demo" to "Can Deliver"

    Digital Huaxia's new-generation bionic robot Xia Lan R03 won the "Business Value Award" at the 2026 Forbes China Human-Machine Symbiosis Technology Intelligence Pioneer selection. The selection identifies benchmark products based on dimensions including technological innovation, deployment capability, market potential, and industry value. Xia Lan R03, built on a self-developed affective computing engine, high-precision motion control, and full-duplex wake-word-free interaction, is deployed in scenarios such as cultural tourism, health and elderly care, public services, and brand IP operations.

  18. 数字华夏12

    Digital China appears at 2026 3M China Technical Forum Annual Meeting, humanoid robots "Xiaqi" and "Xingxingxia P2" interact on site

    Digital China attended the 2026 3M China Technical Forum Annual Meeting held at the 3M Shanghai R&D Center. The humanoid robot "Xiaqi" served as a greeter and interacted with guests, while "Xingxingxia P2" gave an interactive performance. Co-founder Dai Peng gave a keynote sharing titled "Challenges and Opportunities in the Application of Embodied Intelligent Humanoid Robots" and exchanged views with 3M China's R&D team and customer team.

  19. 量子位60

    Hongqi Chain terminates robot unmanned vending system R&D; robot retail largely remains at proof-of-concept stage

    After 16 months of R&D, Hongqi Chain terminated its robot unmanned vending system project. The announcement said the system has not yet met the standard for large-scale commercial deployment, and the company is shifting to a 24-hour cloud-attended operation. The company previously disclosed issues including a high robotic-arm grasping failure rate, vision recognition affected by lighting, and insufficient obstacle avoidance and communication stability. Industry insiders said condensation on glass-bottled cold drinks in summer causes the robot to grip them unsteadily and drop and shatter them. A QuantumBit ROBO visit found that most retail robots only handle mobile picking, requiring staff on duty for restocking and charging. Industry insiders believe robot retail is still at the PoC stage and that replacing store staff will take another two to five years.

  20. 雷科技18

    AWE2027 Launches: Positioning Upgraded to "Global Smart Life Display and Experience Platform," Adding AWE Plus, Startup Zone, and Tech New Product Launch Zone

    AWE2027 has officially launched, with the exhibition's positioning upgraded from a home appliance show to a "Global Smart Life Display and Experience Platform," under the theme "AI+, Intelligence Integrating All." AWE2027 will be held March 17-20, 2027 at the Shanghai New International Expo Centre, with a planned exhibition area of 150,000 square meters and an expected 1,200+ exhibitors and 280,000 visitors. The show will newly establish the AWE Plus Innovative Technology Zone, the AWE Startup Zone, and the Tech New Products and Technology Launch Zone, focusing on attracting companies in emerging fields such as embodied intelligence, AI hardware, and the low-altitude economy.

  21. 车东西71

    Exclusive: Neolix's Yu Enyuan on raising double its target and aiming for 40,000 autonomous vehicles by year-end

    Neolix founder and CEO Yu Enyuan said at a media briefing that the company's latest funding round originally targeted USD 200 million but ultimately raised double that amount. The company aims to achieve overall profitability in 2027 and plans to gradually shift from selling vehicles to providing transport capacity services. He said gross margin exceeds 60% on a per-vehicle revenue basis, and the year-end target for autonomous vehicle scale is about 40,000 units. The new-generation product's overall operating efficiency is more than 3 times that of previous products, with design service life extended from 5 years to 8 years and daily effective service time increased from about 12 hours to 18 hours.

  22. OFweek Robotics36

    The Ragtag Robot Troupes Flooding Primary and Secondary Schools

    During the spring 2026 school-opening season, humanoid robots and robot dogs crowded into primary and secondary school opening ceremonies, mostly rented devices costing several thousand yuan per day that were loaded onto trucks and hauled away after performing choreographed moves such as waving, bowing with hands clasped, and dancing. Performance robots are still in their "toddler stage," and campus events in Xinjiang, Xi'an and elsewhere have already seen malfunctions such as uncontrolled kicking and striking or hugging students. In May 2026, the Beijing Economic-Technological Development Area will hand over 20 humanoid robots "retired" from robot soccer matches to five middle schools for secondary development, seen as a curriculum-based model distinct from performance.

  23. OFweek Robotics40

    The Regulatory Blind Spots Behind the World's First Robot Molestation Case

    Outside a fast-food restaurant in Cologne, Germany, a 16-year-old girl was touched on the buttocks from behind by a 1.2-meter-tall humanoid robot styled as Iron Man; two young people (the robot's 16-year-old owner and his 19-year-old companion) livestreamed the entire incident from nearby, and police opened an investigation on suspicion of sexual insult and seized the robot and two mobile phones from a car trunk nearby.

  25. OFweek Robotics42

    From LABUBU to Embodied AI: Big Tech Bets on the Next "Entry-Level" Business

    Chinese internet giants are betting on embodied AI as the next "entry-level" business: Meituan invested in 10 embodied AI companies during the year, at least 17 cumulatively as of October 2026, while Alibaba reached 16 cumulatively and JD.com 10. In the first half of 2026, domestic embodied AI financing totaled 93.5 billion yuan, yet global humanoid robot shipments were only about 18,000 units in 2025 and about 19,100 units in the first half of 2026, an order-of-magnitude gap from intent orders that often run into the tens of thousands. About half of the orders are concentrated in performance displays and data collection, still far from industrial-grade applications.

  26. OFweek Robotics58

    From high tide to low tide: embodied AI reshaped by capital

    In the first half of 2026, financing in the embodied AI sector exceeded 300 deals totaling about 93.5 billion yuan, a year-on-year increase of more than 130%. However, the Embodied AI Development Report (2026) published by the China Academy of Information and Communications Technology and others shows that many robots operate fewer than 10 days per month on average. In the third quarter, financing fell to at least 185 deals worth about 33.3 billion yuan. Investors shifted their focus to delivery volumes, repeat purchases, and actual operating hours in real-world scenarios. More than 20 robotics companies went bankrupt, entered liquidation or restructuring, or suspended operations during the year. Capital concentrated in leading players with orders and industry recognition, and deployment scenarios narrowed to production-line loading and unloading, warehouse sorting, and supermarket fulfillment.

  27. 钛媒体22

    The Makeshift Robot Troupes Flooding Schools: Rented Greeting Performances and Campus Uses Lacking Supporting Curricula

    In the spring 2026 school term, humanoid robots and robot dogs crowded into primary and secondary school opening ceremonies, mostly rented devices costing several thousand yuan per day that were loaded back onto trucks after waving, bowing, and dancing. Some robots distributed by district authorities ultimately degraded into hallway decorations because of a lack of supporting curricula and teachers. In May 2026, Beijing E-Town will deliver 20 humanoid robots retired from robot soccer competitions to five middle schools for school-based curricula and secondary development.

  28. OFweek Robotics36

    Today's robotics sector moves are more interesting than a limit-up

    On October 28, divergence in the robotics sector intensified: Unitree Robotics rose more than 10% in early trading before closing down more than 4%, while the underlying index of the robotics ETF rose more than 3%. Tesla's Q3 earnings report confirmed that the Optimus production line at the Fremont factory has started, with the first 10,000 to 20,000 units used for its own training, and deliveries to external customers targeted for around the end of 2027. Unitree's trailing price-to-earnings ratio is 465 times; it delivered more than 5,500 units in full-year 2025, mainly purchased by research institutions and universities. UBTech's humanoid robot sales in the first half of the year were 921 units, a decrease of about 10.9% from the second half of 2025.

  29. Yaskawa70

    Yaskawa Electric and GAZOO Racing to Bring AI Autonomous Welding Robot Technology to GR KART Manufacturing Site

    Yaskawa Electric and Toyota GAZOO Racing have jointly developed AI-driven autonomous robot production technology, with deployment beginning in September 2026 at the Gamagori GR KART workshop. The technology builds on the SFA method (Sequence Freezing Arc Welding) jointly developed by the two parties in 2024, and uses MOTOMAN NEXT robots equipped with GPUs and AI to autonomously recognize the state of pipe frames, complete welding, confirm and correct quality, and analyze appearance images, welding sounds, and various data in an integrated manner.

    Why it matters: Yaskawa and GAZOO Racing are extending their SFA welding experience into an AI autonomous welding line, and it has already gone into actual production at the GR KART workshop, offering a view of how welding automation moves from validation to the mass-production floor.

  30. 36Kr Embodied Intelligence60

    XPeng IRON Robot's Solid-State Battery Rolls Off Line in Small-Batch Production

    XPeng Group Vice President Gu Jie said the solid-state battery for the XPeng IRON robot has rolled off the line in small-batch production, and the robot is currently in the pre-SOP stage. At its 2025 Tech Day, XPeng announced that IRON will be the industry's first to use an all-solid-state battery, and the company plans to achieve large-scale production of high-level humanoid robots by the end of 2026, with the robots gradually entering XPeng stores and commercial scenarios worldwide from 2027 to handle shopping guidance, explanation, and other services.

  31. 雷科技35

    Qingtianzu appears at ROBOTECH 2026: exploring new paths for robot commercialization through scenario-based services

    At ROBOTECH 2026 in Shenzhen, Qingtianzu, as an official public service strategic partner, created a "Robot Carnival" and deployed a public service formation of 1 AgiBot Expedition A3 and 2 Lingxi X2 robots to handle visitor guidance and route direction. The event also gathered the AgiBot Expedition A3 and the Zhongqing T800 for humanoid robot boxing matches, with quadruped robots participating in the "Cool Dog Race," while small humanoid robots such as the Qiyuan Q1 and Gaoqing Xiaopai interacted on the same stage. The exhibition organizer paid to procure its solutions, and Qingtianzu says it is advancing normalized operations in cultural tourism scenarios through content productization and standardized delivery.

  32. OFweek Robotics58

    Stardust Intelligence AOS Robot Hackathon Concludes, 94% of 16 Apps Run on Real Robots

    The Stardust OS (AOS) robot hackathon finals, hosted by Stardust Intelligence, concluded in Shenzhen on October 25. 17 teams developed 16 apps in 36 hours, with 94% running on real robots. Participants built applications by calling AOS-encapsulated Meta capability packages and Skills, combined with large models such as GPT and DeepSeek. The champion team, "Remote Avatar," achieved two-way real-time control between a phone and the T1, completing tasks such as scooping cat litter, watering plants, and picking up packages. Stardust Intelligence founder Lai Jie said that when designing the interfaces, AOS considered both human and AI model users.

  33. OFweek Robotics55

    Estun launches 50%-discount equity incentive and acquires controller's loss-making asset at 9x premium

    Estun disclosed its 2026 A-share restricted stock incentive plan on September 30, proposing to grant 2.99 million shares at a grant price of 14.92 yuan, about 50% of the September 30 closing price of 28.22 yuan. The performance targets are non-recurring net profit of no less than 200 million yuan in 2026 and a cumulative total of no less than 1.1 billion yuan from 2026 to 2028, while the company's historical annual peak non-recurring net profit is less than 100 million yuan.

  34. 36Kr Embodied Intelligence28

    Agibot Establishes Agibot Embodied (Zhengzhou) Intelligent Technology Company in Zhengzhou with Registered Capital of 1 Million

    Agibot has established Agibot Embodied (Zhengzhou) Intelligent Technology Co., Ltd. in Zhengzhou, with Deng Taihua as legal representative and registered capital of 1 million RMB. The company is wholly owned by Agibot Innovation (Shanghai) Technology Co., Ltd., and its business scope includes intelligent robot R&D, service consumer robot sales, intelligent robot sales, and AI application software development.

  35. OFweek Robotics22

    On a pullback day, new robotics funds pick a 130,000-yuan-revenue speculative stock to push four straight limit-ups

    On October 27, 16 robotics-sector stocks hit their daily limit. Xiangyang Bearing pulled off four consecutive limit-ups after announcing that its precision bearings for robotics had first-half revenue of 131,400 yuan, or 0.018% of revenue; Saifutian and Duolun Technology also hit four straight limit-ups the same day. New incoming funds avoided core T-chain names already in the Optimus supply chain, such as Tuopu, Sanhua, and Siling, and rotated into low-market-cap, clean-float peripheral plays. The day's failed-limit-up rate was 42% and the promotion rate was 27%, making the move sentiment arbitrage during an earnings vacuum.

  36. OFweek Robotics58

    Do humanoid robots entering factories really need legs? LimX Dynamics mounts the TRON 2 upper body on a six-axis industrial arm

    LimX Dynamics and ZINOVA mounted the torso module of the TRON 2 dual-arm embodied robot on the end of a large six-axis industrial robotic arm, completing formwork frame assembly and rebar tying tasks at a heavy-industry construction site. The article notes that bipedal robots have a single-charge battery life of only one to two hours, with most of the power used to maintain balance, and that their small contact area makes it difficult to withstand the recoil of tools such as nail guns. In this approach, the industrial arm bears the load and absorbs impact, while the TRON 2 dual arms use vision to recognize an off-the-shelf industrial nail gun and plan gripping and trigger actions; force sensors perceive contact vibration and resistance, and two robots can work together to align lumber and fire.

  37. OFweek Robotics58

    Jinkong Technology completes tens of millions of yuan angel round, plans to validate core components for space robots by year-end

    Shanghai Jinkong Technology announced on October 26 that it has completed an angel round of tens of millions of yuan, led by CDH VGC, with Shanghai Jiao Tong University Hanyuan Assets, Guoke Green Fund, and Lingqiao Intelligent participating. The funds will be used for R&D of core components for space robots, in-orbit validation, and product engineering.

  38. OFweek Robotics58

    Chen Mingxiu, former head of Alibaba DAMO Academy's Leyun embodied platform, leaves to found Muling Technology in Hangzhou

    Chen Mingxiu, former head of Alibaba DAMO Academy's Leyun embodied intelligence platform, has left the company and founded Muling Technology in Yuhang District, Hangzhou, with registered capital of about 1.5625 million yuan, focused on Physical RSI (embodied recursive self-improvement). This is the second core technical leader lost from Alibaba's embodied AI ranks in just over a month, following reports on September 14 that Zhao Deli, head of DAMO Academy's embodied intelligence lab, had departed.