Unitree Technology's shares rose more than 65% cumulatively over seven consecutive trading days starting October 16. On October 26, the stock closed at 672 yuan with a total market value of 271.8 billion yuan, and its trailing price-to-earnings ratio reached 465.22x, far above the roughly 38.54x average for the general equipment manufacturing industry over the past month.
The Shanghai Municipal Commission of Economy and Informatization has issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Smart Manufacturing," which proposes raising industrial robot density to 600 units per 10,000 workers by 2028 and deploying 8,000 humanoid robots in factory scenarios. The plan focuses on supporting three types of robots—humanoid robots, collaborative robots, and high-precision heavy-duty robots—and explicitly calls for breakthroughs in core components such as high-end sensors, high-torque-density servo motors, high-precision heavy-duty joint modules, servo drives, and high-reliability reducers.
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).
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.
At a State Council Information Office press conference, it was announced that in the first half of this year China's complete humanoid robot products exceeded 400 models and output surpassed 40,000 units, with full-year output expected to top 100,000 units. MIIT said it is working on key technologies such as motion control, simulation, and tactile sensing, and promoting validation and deployment of products in more than 300 key scenarios including warehousing and logistics, food and retail, and home services. An IDC report shows that exploration of industrial and logistics applications is accelerating, while small humanoid robots for individual consumers have appeared in the Chinese market.
As one of the main drafting units, PaXini participated in the formulation of 3 of the first batch of 5 national standards under "Technical Requirements for Humanoid Robots": "Environmental Perception," "Decision Planning," and "Motion Control," covering the core chain from perception to decision-making to execution. The company previously led the initiation of two national standard projects in the "Robot Components: Tactile Sensors" series and serves as the co-lead unit of the WG7 Data Working Group under the Ministry of Industry and Information Technology's Technical Committee for Standardization of Humanoid Robots and Embodied Intelligence. Over the past year, cumulative deployments of its self-developed tactile perception chips exceeded 1 million units, and its 6D array tactile technology has entered volume delivery.
Late at night on October 11, a 16-year-old girl outside a fast-food restaurant in Cologne, Germany, was touched on the buttocks from behind by a 1.2-meter-tall Iron Man-shaped humanoid robot that also made sexually suggestive movements; two young people livestreamed the entire incident, and police found the robot and two mobile phones in the trunk of a nearby car, investigating the robot's 16-year-old owner and his 19-year-old companion on suspicion of sexual insult.
IPO review standards for the humanoid robot and embodied intelligence sectors are continuing to tighten, with regulatory focus shifting to three substantive verifications: revenue authenticity, commercialization sustainability, and independent core technology capability. Some companies with pending applications have received supplementary verification inquiries and must further justify product deployment scenarios and customer repurchase logic, slowing their listing pace. Leading companies with full-stack in-house development capabilities that have secured stable bulk orders in industrial, research, and commercial scenarios still have a basis for listing, while companies relying on prototype demonstrations and externally purchased core components will see their listing timelines lengthen significantly.
On October 24, the China–ASEAN Embodied Intelligent Robot Industry Going Global · Standards-First Special Meeting and the launch meeting for the monograph project "China–ASEAN Embodied Intelligent Robot Technical Regulations, Standards and Testing Methods" were held in Nanning, with more than 240 representatives from domestic and international universities, research institutes, standardization and testing and certification bodies, and robot companies attending. The meeting also established a monograph editorial committee, which plans to release a series of monographs in 2027 and deliver supporting outputs such as testing and evaluation indicators, export regulations, and certification guidelines. The topics focused on standards system development, mutual recognition of testing and certification, and reducing compliance costs for companies going global.
The Shanghai Municipal Commission of Economy and Informatization has issued the Shanghai Action Plan for Accelerating the Development of New-Generation Smart Manufacturing, which proposes that by 2028 the city achieve full coverage of smart factories among key manufacturing enterprises, reach an industrial robot density of 600 units per 10,000 workers, and put 8,000 humanoid robots into factories.
The Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Smart Manufacturing," proposing support for innovation breakthroughs in robots including humanoid robots, collaborative robots, and high-precision heavy-load robots. The plan also proposes advancing deep integration of AI technology with equipment, upgrading smart manufacturing equipment into equipment agents, and developing robots, industrial machine tools, and inspection equipment with autonomous perception and decision-making capabilities.
On October 21, the "World Model-Driven Physical AI" session of the 2026 Physical AI and World Models Conference was held at the Nanjing International Expo Convention Center, hosted by Tianchuang Robotics, with more than 800 attendees. The Nanjing Municipal Data Bureau released on site the "Several Policy Measures of Nanjing Municipality to Support the Development of the Physical AI and World Model Industry," focusing on 10 directions including industrial agglomeration, computing power support, data supply, and technological breakthroughs. The Physical AI + Tianxuan Ecosystem Alliance, proposed and initiated by Tianchuang Robotics, held its launch ceremony at the same time, covering participants such as large model developers, robot manufacturers, scenario enablers, and industrial capital.
China's first batch of national standards for humanoid robots has been officially approved and released, and will take effect on April 1, 2027. The standards are administered by the National Technical Committee 591 on Robotics (TC591) and implemented by its Humanoid Robot Subcommittee (TC591/SC5).
On October 23, the General Office of the State Council issued the "Opinions on Adapting to the Development of AI Technology to Help Build an Employment-Friendly Development Model," proposing that robots be prioritized for deployment in positions facing labor shortages and high-risk environments, and introducing an unemployment buffer period system. The document requires that the scope, intensity, and pace of AI application in labor-intensive industries be handled prudently and steadily. On this basis, the author argues that the valuation logic of low-end substitution-type robot projects will be affected, while scenarios such as power grid inspection, nuclear power maintenance, ship rust removal, and elderly care and companionship are more in line with the policy direction.
The US Federal Communications Commission (FCC) has granted Intel a one-year rule exemption, allowing it to continue using the relevant equipment under an import ban on certain foreign-made advanced robots. Intel says these automated guided vehicles (AGVs) are used to transport wafers and materials within semiconductor factories, have been in use for more than twenty years, and that the market lacks mature US domestic alternatives that meet its operational requirements. The ban was introduced on July 28 this year and places newly manufactured foreign-made humanoid robots, quadruped robots, and networked power inverters on the controlled list.
An article in the US bimonthly Foreign Affairs argues that China is listing embodied intelligence as a "future industry" and a focus of the 15th Five-Year Plan, promoting the development of robots that integrate AI cognition with physical movement. The article mentions that Tiangong Ultra ran 100 meters in 9.39 seconds in August this year, surpassing Bolt's world record of 9.58 seconds; Chinese companies produce about 80% of the world's lidar sensors. Unitree Robotics listed on the Shanghai Stock Exchange in August this year, raising nearly 1 billion USD in its IPO.
The Industrial Internet Operating System Industry Alliance was established at the Embodied Intelligence Industry Forum of the 2026 Consumer Electronics Innovation Conference. Li Qingxin, a researcher at the Shenyang Institute of Automation of the Chinese Academy of Sciences, said that bringing embodied intelligence into factories requires connecting two business chains—design domain to manufacturing domain, and management domain to control domain—and achieving full-element integration of people, machines, materials, processes, and environment. He said industrial internet operating systems need to meet four core requirements: cross-domain and cross-platform design, trusted task execution, model migration consistency, and adaptation to multiple hardware devices.
The China National Institute of Standardization released the "Autonomous Laboratory Standards System: Forward-Looking Framework and Implementation Roadmap Report (2026)," proposing for the first time a forward-looking framework and a phased implementation roadmap for an autonomous laboratory standards system. The institute is working with universities, research institutions, and enterprises to advance standards development around laboratory terminology, equipment interfaces, and experimental data, so that different devices and software share common "language" and "rules," making it easier to connect and collaborate, share and trace experimental data, and reduce duplicate development and construction costs.
In 2026, multiple carmakers densely showcased the humanoid robot "Mobao," automotive-grade 5nm chips, eVTOL and Robotaxi at launch events, with cars no longer the primary subject of the narrative. In the same period, four government departments convened more than 30 carmakers to require strict control of smart-driving promotional messaging and to prohibit blurring the boundary between assisted driving and autonomous driving; in August, the State Administration for Market Regulation recalled more than 4.36 million new energy vehicles, with most issues pointing to emergency mechanical door handles that are hard to identify and operate after a collision. A J.D. Power survey shows reliability/durability ranks first among car-purchase factors with a 78% mention rate, and only 23% of consumers are willing to pay for autonomous driving.
During the Marine Economy Expo held in Shenzhen from October 22 to 24, related events will release the Guidelines for Building Shenzhen's Marine Standards System, the Shenzhen Underwater Robot Standards System, and a list of 19 marine technology products for "first launch, first trial, first application," covering fields such as underwater robots, marine energy equipment, and deep-sea resource development equipment. In 2025, Shenzhen's robotics industry total output value reached 242.6 billion yuan, up 20.56% year on year; industrial robot output was 194,900 units, accounting for 25.2% of the national total.
In July, the FCC determined that certain foreign-made advanced robots pose cybersecurity and competition risks, and restricted imports of new models such as mobile robots and legged robots. Leaders from Vecna Robotics, Locus Robotics, and A3 will discuss the ruling's practical impact on design, deployment, and long-term support in a free webinar on October 27, 2026, at 2 p.m. ET. The webinar is sponsored by Vecna Robotics, and an on-demand replay will be provided to registrants after the event.
Vecna Robotics, Locus Robotics and A3 will hold a free webinar on October 27, 2026, to discuss the impact of FCC restrictions on imports of new advanced robots, including mobile robots and legged robots, on automation buyers. Topics will cover the types of robots affected, design, deployment and long-term support, supply chain resilience, and the questions buyers should ask suppliers. Vecna Robotics says its systems are manufactured in the United States and are not directly affected by the ruling.
Citing uncertainty over the scope of the US ban on foreign-made robots, Intel applied for and received an FCC waiver allowing it to continue using certain foreign-made automated guided vehicles (AGVs) at its US chip fabs for one year. The FCC issued an order approving the request on October 22, while also allowing Intel to make specific hardware, software, and firmware changes to the robots to maintain operation and upkeep. The ban mainly targets new types of mobile robots such as humanoid robots and robot vacuums; imports of robots already approved for sale in the US are unaffected.
Kazakhstan is moving from AI infrastructure planning to deployment. NVIDIA founder and CEO Jensen Huang visited Astana on October 23 and announced an investment in Kazakhstan-founded startup Higgsfield AI.
The State Administration for Market Regulation (SAMR) approved and released the first six national standards for the humanoid robotics field, which will officially take effect on April 1 next year. They include five standards in the 'Technical Requirements for Humanoid Robots' series and the 'Technical Specification for Humanoid Robot Simulation Testing Platforms.' The technical requirements series specifies the robot's body composition, system architecture, and key functions and performance indicators such as environmental perception and intelligent decision-making; the simulation testing platform specification establishes a unified platform architecture and testing methods.
The article notes that automation has not reduced warehouse risks; AGVs, AMRs, and forklifts sharing the same aisles have instead raised the requirements for high-visibility workwear. Provisional HSE data for 2025/26 show that 24 workers were killed after being struck by moving vehicles. UK high-visibility clothing is governed by EN ISO 20471, which has three performance classes; it should be matched to role and zone rather than habit, and the reflective layer must be worn as the outermost layer. Beyond high-visibility clothing, safety footwear, gloves, and head and hearing protection must be configured by task, and branded and color-coded workwear helps distinguish personnel roles quickly.
The State Administration for Market Regulation has approved and released GB/T 48317.2—2026, "Technical Requirements for Humanoid Robots — Part 2: Environmental Perception," with Daimon participating in its development as the only embodied-intelligence visuotactile company among the drafting units. This batch of 6 national standards for humanoid robots covers general provisions, environmental perception, decision planning, motion control, task operation, and simulation testing platforms, and will take effect on April 1, 2027. Two other national standards involving Daimon have entered the public comment stage, and "Artificial Intelligence — Embodied Intelligence Intelligence Grading," which Daimon helped compile, has entered the approval stage.
JD plans to create 100,000 robot repair technician positions over the next five years, promoting the transition of frontline staff such as couriers. It has reached after-sales repair partnerships with nearly 100 robotics companies, including AgiBot, DEEP Robotics, and EngineAI, and has launched the JoyRobocare brand for Europe.
Eight departments, including the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State-owned Assets Supervision and Administration Commission of the State Council, jointly issued the "15th Five-Year Plan for Enhancing Industrial Base Capabilities," setting out clear arrangements for the robotics industry, humanoid robots, and embodied intelligence. In industrial robotics, the focus is on tackling core components such as precision reducers, servo motors, controllers, sensors, and dedicated drivers, while advancing "Robot+" applications and improving the standards system.
Unitree Technology issued an announcement on abnormal stock trading fluctuations after its closing price deviation accumulated to over 30% across three consecutive trading days on October 16, 19, and 20. It closed at 526.03 yuan per share on October 20, with a market value of 212.8 billion yuan.
The Ministry of Industry and Information Technology (MIIT) Industrial Software Standardization Technical Committee held its founding meeting on October 21 in Hangzhou, Zhejiang Province. Its secretariat is based at the Fifth Electronics Research Institute of the Ministry of Industry and Information Technology. The committee is mainly responsible for the development and revision of industry standards in areas including key technologies, data interoperability, products and services, integrated applications, and ecosystem development.
The tender plan for the Shanwei urban district low-altitude economy smart takeoff and landing sites and command and dispatch infrastructure construction project was issued on October 19. The tenderee is Shanwei Gaoshi Low-Altitude Economy Development Co., Ltd., with a total budget of about 235 million yuan. The formal tender announcement is expected to be issued on November 20, 2026. The project plans a total of 91 distributed drone takeoff and landing sites (3 secondary and 88 tertiary), along with unmanned hangars, a command and dispatch center, an integrated flight control operation management platform, a data storage and computing power center, and a pilot training base. Equipment procurement has a budget of about 206 million yuan, accounting for the largest share.
Tesla submitted its 2026 annual shareholder meeting document to the US SEC. The cover lists that V3 Optimus is ready for mass production, the first written confirmation, but no production volume, price, or delivery timeline is given. Images in the document show that V3 has notable changes from V2.5 in three areas: the shoulder, wrist, and dexterous hand. The dexterous hand has 22 degrees of freedom, uses tendon-driven transmission, and is equipped with tactile sensors, accounting for about 20% of the whole unit's cost. The plan is to make the tactile sensing layer into a separately replaceable sensing glove.
At a State Council Information Office press conference, it was announced that in the first half of this year China's humanoid robot whole-machine products surpassed 400 models, with output exceeding 40,000 units and expected to top 100,000 units for the full year. MIIT said it is advancing key technology breakthroughs in motion control, simulation, and tactile sensing, and implementing a real-world training special action to promote product validation and deployment in more than 300 key scenarios including warehousing and logistics, food and retail, and home services. An IDC report shows that exploration of industrial and logistics applications is accelerating, while small humanoid robots for individual consumers are beginning to appear in the Chinese market.
The "facility tomato harvesting robot application scenario" led by AUBO Robotics and the "dwarf rootstock dense planting apple harvesting robot application scenario" in which it participates were both selected for the list of typical application scenarios for robots in agriculture jointly announced by the Ministry of Agriculture and Rural Affairs and the Ministry of Industry and Information Technology.
The Ministry of Industry and Information Technology is publicly soliciting comments on five mandatory national standards, including Automotive Data Security Requirements. Among them, the draft installation requirements for exterior lighting and light-signaling devices on motor vehicles and trailers sets specific rules for the ADS marker lamp (the smart-driving blue light).
Unitree Technology (688836.SH) has climbed back above 500 yuan per share, hitting an intraday high of 549.44 yuan in the morning session on October 20, with total market value surpassing 220 billion yuan, driving a broad rally across the humanoid robot sector. Catalysts include the approval and release of China's first six national standards for humanoid robots on October 15 (effective April 1, 2027), and global humanoid robot shipment data for the first half of 2026: AgiBot ranked first with about 9,700 units, Unitree Technology ranked second with over 7,000 units, and the top five were all Chinese companies, together accounting for 86.5% of the global share.
The Shandong Provincial People's Government issued the "Shandong Province Tourism Development '15th Five-Year Plan'," proposing to explore the implementation of "embodied intelligence + tourism" applications and support mountain scenic areas in deploying hiking-assist robots. The plan also calls for making good use of the Qilu Culture large model and the Confucius digital-intelligence large model technology engines, achieving breakthroughs in core technologies such as culture and tourism large models, multimodal interaction, and digital twins, and building an "AI itinerary assistant" relying on culture and tourism technology platforms.
On the afternoon of October 19, Unitree Robotics surged 16.15% to close at 495.92 yuan, with its total market cap returning to 200 billion yuan, the largest single-day gain since its listing excluding the first day. Its share price had previously fallen more than 60% after it listed on the STAR Market on August 19 at an issue price of 150.80 yuan. Revenue in the first half of 2026 was 1.152 billion yuan, up 48.54% year on year, but non-recurring net profit attributable to shareholders fell 19.34% year on year. On October 22, Unitree will hold a partner ecosystem conference, and on October 29 it will disclose its first third-quarter report.
At a State Council Information Office briefing, MIIT said 100,000 robots will be manufactured this year, while MOHRSS said at the same time that the people who teach robots to work are still 1 million short.