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#Industry news
Oct 27Tue
  1. 36氪 · 微信公众号17

    8 Dian 1 Ke: Anthropic officially files for Nasdaq IPO; Sushiro conveyor belt reportedly has live rat emerge; Apple support says many customers canceled iPhone Duo orders

    Anthropic officially filed for a Nasdaq IPO on October 26, with the ticker symbol set as "ANT"; first-half revenue was $16.3 billion and net loss was $80.7 billion. The prospectus discloses that its compute and infrastructure spending commitments with Google, Amazon, and Microsoft extend to 2036, including at least about $114.5 billion in spending to Google. On the same day, XPeng Group was approved for Guangzhou's intelligent connected vehicle application demonstration operation qualification, allowing it to conduct L4 Robotaxi demonstration operations across all of Guangzhou.

  2. 36氪 · 微信公众号12

    WISE2026 "World Café" industry matchmaking opens tech-provider recruitment, targeting AI applications and embodied intelligence solutions

    The WISE2026 Business King Conference will be held November 26–28 at the Tongming Lake Convention and Exhibition Center in Yizhuang, Beijing. Its industry matchmaking segment, "World Café," is now recruiting technology providers in AI applications and embodied intelligence to rotate table-to-table with vetted, real-scenario demand-side participants. The two previous matchmaking sessions drew more than 190 highly interested companies and 153 formal applications, completing over 100 matchmaking rounds. Registration is free, but procurement, pilots, or deals are not guaranteed.

  3. 36氪 · 微信公众号60

    MoSense completes hundred-million-yuan Angel+ round, offering full-stack whole-body tactile solutions for humanoid robots

    MoSense, a company providing whole-body multimodal fusion tactile solutions, recently completed a hundred-million-yuan Angel+ funding round, led by CDH Investments and Oasis Capital, with participation from LimX Dynamics, Loongson Venture Capital, CAS Star, Huashan Capital, Pudong Venture Capital, and a leading domestic embodied AI manufacturer.

  4. Union Square Ventures · X71

    USV and Creandum co-lead $40 million seed round for Machenta

    USV announced that it co-led Machenta's $40 million seed round with Creandum, as the company also emerged from stealth. Machenta says its robotics foundation model is trained entirely in simulation, with no real-world data, and can learn a task from a single demonstration without additional training, adapting when the environment changes.

    Why it matters: USV, as co-lead investor, explains why Machenta's one-demonstration learning is worth betting on, giving readers insight into the technical claims behind the funding.

  5. 钛媒体60

    Hai Robotics Files for Hong Kong IPO: Cumulative Losses of 5.226 Billion Yuan Over 9 Years, Redeemable Liabilities Exceed 5.2 Billion Yuan

    Hai Robotics has submitted a prospectus for a Hong Kong IPO. From 2023 to 2025, revenue posted a compound annual growth rate of 58.09%, and in 2025 the company's global ACR market share exceeded 30% by revenue and by shipment volume. As of the end of June 2026, cumulative losses since the company's founding totaled 5.226 billion yuan, with losses of 3.523 billion yuan over the three and a half years of the reporting period; period expenses fell from 114.7% to 62.3% of revenue. Over the same period, redeemable liabilities rose to 5.254 billion yuan; if the IPO does not proceed smoothly, equity redemption obligations could trigger liquidity pressure.

  6. Reddit r/robotics38

    DoorDash reportedly in talks to acquire Instacart for about $17 billion, a deal that could reshape delivery robotics

    DoorDash is reportedly in talks to acquire Instacart for about $17 billion. If completed, the deal would combine restaurant, grocery, and convenience-store delivery into a larger order network, potentially increasing order volume for autonomous delivery robots. The main challenge for delivery robots is utilization: completing only a small number of deliveries per day makes it hard to cover equipment, maintenance, and operating costs. Grocery and convenience-store orders could help raise utilization outside restaurant delivery peaks.

  7. The Robot Report72

    Embotech and BMW use autonomous driving tech to move 1 million vehicles

    Embotech and BMW announced that they have completed the movement of 1 million vehicles using autonomous driving technology at four plants in the UK and Germany, averaging about 3,500 moves per day with availability exceeding 99.5%. Their Automated Driving In-Plant solution places perception, including Hesai lidar, on the production line infrastructure side, so vehicles need no additional sensors, and it is paired with a deterministic safety architecture independently certified by TÜV SÜD.

  8. 维科网机器人 · 微信公众号58

    Micro Intelligence Manufacturing postpones Hong Kong IPO; Zhongjian Technology terminates H-share listing

    After opening its offering on October 20, Micro Intelligence Manufacturing announced it will postpone its global offering and Main Board listing on the Hong Kong Stock Exchange, with application monies to be refunded in full; Zhongjian Technology has decided to terminate its issuance of H shares and Main Board listing on the Hong Kong Stock Exchange. Micro Intelligence Manufacturing's offering range was HK$16.63–21.46, with 37,275,800 H shares planned and a fundraising cap of about HK$800 million; Zhongjian Technology's revenue in the first half of 2026 was 701 million yuan, up 39.50% year on year, with a net loss attributable to shareholders of 7.6147 million yuan.

  9. 人形大讲堂 · 微信公众号78

    CASBOT (Zhongke Huiling) completes hundreds-of-millions-yuan A++ round, deploying in mines and shoe production lines

    On October 26, Zhongke Huiling (CASBOT) announced the completion of an A++ funding round worth hundreds of millions of yuan, jointly funded by six institutions: Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, and Luning Investment. Founder Zhang Zhengtao plans to allocate 60% of the funds to embodied brain R&D and 30% to product mass-production and delivery.

    Why it matters: Beyond the funding, the article provides measured cycle times and payback periods for shoe-making workstations as well as progress on the mine demonstration, which can be used to assess the economic model of vertical embodied-intelligence deployment.

  10. 人形大讲堂 · 微信公众号62

    MoSense Technology completes 100 million yuan angel round, betting on full-body electronic skin

    MoSense Technology announced on October 26 the completion of a 100-million-yuan angel funding round, led by CDH Investments and Oasis Capital, with participation from LimX Dynamics, Loongson Venture Capital, CAS Star, Huashan Capital, Pudong Venture Capital, and a leading domestic embodied AI manufacturer, following earlier investments from Sequoia China, Gaorong Ventures, and AgiBot.

  11. 斯帝尔科技 · 微信公众号55

    Stial Wins Bid for Intelligent Grinding Workstation Project for Railway Equipment Company's Continuous Welded Rail

    Stial has won the bid for an intelligent grinding workstation project for a continuous welded rail at a domestic railway-specific equipment manufacturer, and will provide an AI flexible grinding solution for the core workpieces of its turnouts. The continuous welded rail workpieces present conditions including large dimensions of over 2 meters, high hardness of HRC 45–50°, and thickness deviation and warping. The solution uses the PolishX flexible force control system to sense contact status in real time, and NextBrain AI Mushroom Cloud matches grinding trajectories and force control parameters according to geometric features and performs real-time force-position compensation. Stial said the project verified its engineering delivery capability across the closed technology loop of perception, analysis, decision-making, and execution.

  12. 帕西尼 · 微信公众号47

    PaXini Participates in Drafting 3 of the First Batch of 5 National Standards for Humanoid Robots

    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.

  13. 钛媒体58

    Robot companies offer sky-high pay to recruit talent: UBTech seeks a chief scientist at an annual salary of 124 million yuan, with interns earning up to 100,000 yuan a month

    The embodied intelligence industry has seen sky-high talent recruitment this year. UBTech publicly recruited a chief scientist for embodied intelligence in April, with a total annual package of at least 15 million yuan and up to 124 million yuan. MagicLab, under Dreame, is said to be recruiting a chief scientist at an annual salary of 200 million yuan.

  14. 钛媒体22

    Unitree Technology hits limit-up despite warning of 388x P/E valuation risk: physical AI sector frenzy hard to deter

    In its October 20 abnormal-fluctuation announcement, Unitree Technology warned of a rolling P/E ratio of 388x versus an industry average of just 39x, flagging valuation-reversion risk, yet on October 23 it still posted its first 20cm limit-up since listing, and JPMorgan subsequently raised its target price from 300 yuan to 995 yuan. In the first half of 2026, Unitree's revenue was 1.152 billion yuan, up 48.54% year on year, while non-recurring net profit was 244 million yuan, down 19.34% year on year; in the first three quarters of 2025, 73.60% of humanoid robot revenue came from universities and research institutions, with industrial scenarios accounting for only 9.01%.

  15. 脑极体 · 微信公众号38

    World's first robot molestation case: the regulatory blind spots behind a 16-year-old girl's assault by a humanoid robot in Cologne

    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.

  16. 中国机器人网 · 微信公众号8

    Booth Reservations Open for 2027 Humanoid Robot Ecosystem Conference (HREC)

    Booth reservations are now open for the 2027 Humanoid Robot Ecosystem Conference (HREC), which will be held April 15-18, 2027, at the Shanghai Automobile Exhibition Center. Hosted by China Robot Network, the conference was founded in 2024 and has been held 3 times; humanoid robot bodies, dexterous hands, components, and industry chain brands will exhibit.

  17. 中国机器人网 · 微信公众号53

    AGCO to pilot Agility Robotics' humanoid robot Digit at Kansas plant in 2027

    US agricultural machinery manufacturer AGCO announced a partnership with Agility Robotics to launch a pilot of the humanoid robot Digit at its Hesston, Kansas production base in 2027. Initially, the robot will handle repetitive tasks such as parts sorting, stacking and organizing, and tote handling, and will not be involved in complex assembly.

  18. 深圳市机器人协会 · 微信公众号25

    Anno AI Robot Latte Art Coffee Printing Bar Wins 2026 Canton Fair Design Innovation Award (CF Award) Gold Prize

    Anno Robotics' "Anno AI Robot Latte Art Coffee Printing Bar" won the Gold Prize at the 2026 Canton Fair Design Innovation Award (CF Award). A total of 2,112 companies and 4,218 products were entered, and only 222 won awards. The product uses a self-developed six-axis robotic arm and motion control system to complete the full process from grinding, extraction, and milk frothing to latte art and printing, producing a cup in 90 seconds with repeat positioning accuracy of ±0.03mm, and it connects to Alibaba's Qwen large model to support one-click AIGC image generation. The machine occupies less than 2㎡, supports 24-hour unattended operation, and has entered more than 100 cities in China and been sold to more than 80 countries and regions.

  19. 深圳市机器人协会 · 微信公众号10

    Dongguan Shengshi Technology Electronic Industrial Co., Ltd. is hiring a Servo Motor Project Lead (Manager/Director level)

    Dongguan Shengshi Technology Electronic Industrial Co., Ltd. is recruiting a Servo Motor Project Lead (Manager/Director level), based in Huangjiang Town, Dongguan, Guangdong. The role covers technical roadmap planning and full project lifecycle management for the servo motor product line, from requirements review and solution design to prototype trial production and mass production introduction. Requirements: 8+ years of servo motor R&D experience, leadership of at least 2-3 successful mass production projects, and 3+ years of team management experience. Salary is negotiable; the contract can be signed with the Shenzhen branch with Shenzhen social insurance.

  20. 深圳市机器人协会 · 微信公众号22

    China–ASEAN Embodied Intelligent Robot Industry Going Global Standards-First Special Meeting Held in Nanning, Monograph Project on "China–ASEAN Embodied Intelligent Robot Technical Regulations, Standards and Testing Methods" Launched

    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.

  21. 雷科技58

    IDC: Global quadruped robot market exceeds $400 million in H1 2026, with DEEP Robotics ranking first in industry-level applications

    IDC's "Global Quadruped Robot Market Share, 1H26" report shows that in the first half of 2026, global quadruped robot shipments exceeded 49,000 units, up 92.5% year over year, and the market size surpassed $400 million; of this, the industry-level application market exceeded $270 million, up 125.1% year over year, with deployments up 260.5% year over year.

  22. Shanghai AI Laboratory - Embodied Intelligence34

    Shanghai AI Lab and Biren Technology Host ShuSheng Guozhi Science Exploration Challenge, Announce Multiple Industry-Academia-Research Cooperation Plans

    On October 23, Shanghai AI Lab and Biren Technology held the Industry-Academia-Research Collaborative Innovation Exchange Meeting and the ShuSheng Guozhi Science Exploration Challenge awards ceremony. The competition, launched in July, attracted nearly 10,000 participants from over 800 institutions, collected more than 400 Skills, and launched the ShuSheng Duanyan scientific discovery platform. At the meeting, the first Guozhi Bangbang digital-intelligent problem-solving hackathon and the ShuSheng Duanyan Science-Education Co-Creation Plan were announced, and a shared computing power pool plan was launched jointly with Biren Technology and Shanghai Yidian.

  23. 云启资本60

    Synrise completes Pre-A round exclusively invested by Yunqi, first smart knee S5 in mass production

    Synrise announced the completion of a Pre-A funding round exclusively invested by Yunqi Capital, with proceeds going toward the SynchroMind algorithm foundation, R&D for next-generation products, and global market expansion. Within one year of founding, the company's first product, the Synrise S5 bionic intelligent hydraulic knee, has entered mass production, completed validation deployments in Europe, and received orders exceeding ten million yuan from domestic and overseas markets. A next-generation AI active-power knee is now in R&D, aiming to move from compliant motion to active power output.

    Why it matters: An approach to human augmentation starting from intelligent prosthetics, showing how an algorithm foundation can be reused across products and accumulate real gait data.

  24. OFweek Robotics22

    Humanoid Robot Reducers: The 10 Fastest-Growing and Most Profitable Companies

    The humanoid robot reducer supply chain yields a sample of 10 companies, ranked by revenue, non-recurring net profit, and operating net cash flow compound growth, along with return on equity, gross margin, and net margin. Leaderdrive posted 47.31% revenue CAGR and 115.19% non-recurring net profit CAGR, and is a leading supplier of harmonic reducers for light-load joints; Shuanghuan Driveline produces RV reducers through its subsidiary HuanDong Technology, supplying high-load joints such as legs and torso. The industry remains in a phase of accelerating domestic substitution, with overseas manufacturers holding high-end share.

  25. OFweek Robotics58

    CyboPal Secures Strategic Funding from TCL Industries' Strategic Investment Arm and Shenzhen Capital Group

    Tsinghua-affiliated desktop robotics company CyboPal has completed a new round of strategic financing, with TCL Industries' strategic investment arm and Shenzhen Capital Group as investors. Xinhui Capital served as long-term exclusive financial advisor. The round comes less than three months after its previous funding of several hundred million yuan.

  26. OFweek Robotics62

    Limiaoda Intelligence completes nearly 500 million yuan in cumulative financing, with nearly 1 billion yuan in orders in hand and intended

    Suzhou Limiaoda Intelligence completed two financing rounds, B1 and B2, in October 2026, raising nearly 500 million yuan cumulatively; its B3 round of several hundred million yuan has been oversubscribed by multiple institutions. The company was registered in June 2025 and provides wafer pick-and-place, transport, and loading/unloading robot systems for semiconductor cleanrooms and laboratories. In 2026, its orders in hand and intended orders approach 1 billion yuan, including cumulative orders of several hundred million yuan from memory giant Micron. The original text also notes that these are intended orders rather than confirmed revenue, that customer concentration is relatively high, and that delivery remains to be verified.

  27. 极客公园60

    Qiyuan Robotics' 5,000th personal robot rolls off the line, daily capacity within the month raised to over 200 units

    Qiyuan Robotics completed production of its 5,000th personal robot on October 25, about a month after the September 20 launch of its Qiyuan Q1 and T1 products. Co-President Gao Quanzhong said the line rolls off one robot every 2.5 minutes, with daily capacity raised from just over 10 units to over 200, and that the company has established test standards including million-cycle wiring harness bending and 100,000-cycle joint durability. The company plans an OTA upgrade at the end of October to add capabilities such as English speaking practice, following in complex environments, and remote video calls.

  28. 36Kr Embodied Intelligence40

    Xiaoyu Zhizao and National Steel Structure Quality Inspection Center jointly establish industrial embodied intelligence welding and testing joint laboratory

    On October 27, the "Industrial Embodied Intelligence Welding and Testing Technology Joint Laboratory" jointly established by Beijing Xiaoyu Zhizao Technology Co., Ltd. and the National Steel Structure Quality Inspection and Testing Center of MCC Building Research Institute was officially unveiled. The two parties will advance robotic welding process development, sample testing, performance verification, and talent training on the same platform.

  29. Automated Warehouse42

    Intel and SAP showcase physical AI and autonomous warehouse deployment in practice

    Intel and SAP have collaborated to connect enterprise IT systems with warehouse operational technology (OT), and used a proof of concept (PoC) to demonstrate physical AI autonomously performing material handling. Requests initiated in SAP EWM are dispatched to autonomous robots equipped with Intel edge AI software and hardware; the robots transport materials and send task status and completion back, forming a closed loop between enterprise workflows and physical execution. The PoC showed reduced transport distances and less repetitive manual handling, and the two parties plan to turn it into a blueprint that can be replicated across sites, robot vendors, and use cases.

  30. 量子位30

    2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition Conclude in Shanghai

    The 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition concluded on October 25 at the Zhangjiang Science Hall in Shanghai. The International Embodied Intelligence Skills Competition featured 9 tracks and 23 events across three major domains—industrial, service, and special—with more than 800 teams and over a thousand robots participating, and 16 first prizes awarded. The conference released the "Embodied Intelligence Evaluation System and Tools" and the Zhangjiang South Embodied Intelligence Supply Chain Platform, the latter claiming "matching in one day, prototyping in three days, trial production in one week."

  32. OFweek Robotics55

    Jia Yueting's robotics company FFR lists on Nasdaq, October sales expected to exceed 300 units

    In a special edition of his 78th weekly report, Faraday Future and LeEco founder Jia Yueting disclosed that FFR has completed its merger with FFAI's robotics business and officially listed, with the shares traded by investors now corresponding to assets and business that include FFAI Robotics; Jia Yueting serves as CEO and Jerry Wang as executive chairman.

  33. Beijing Humanoid Robot Innovation Center58

    Beijing Humanoid's open-source RoboMIND dataset surpasses 50 million downloads

    The Beijing Humanoid Robot Innovation Center announced that global cumulative downloads of its open-source RoboMIND dataset have surpassed 50 million, with the most recent 10 million taking only 18 days. The open-source dataset releases more than 400,000 dual-arm manipulation trajectories covering over 700 real-world tasks, supporting dual-arm coordination, mobile manipulation, dexterous hands, and tactile perception. Its data base covers nearly 6,000 square meters and can produce up to 180,000 hours of data per year, and has delivered nearly 30,000 hours of high-quality data externally.

  35. 36Kr Embodied Intelligence38

    Orbbec: Data acquisition business in critical phase of customer onboarding and ecosystem building

    Speaking at its Q3 2026 earnings briefing, Orbbec said its data acquisition business is in a critical phase of customer onboarding and ecosystem building. The company is currently focused on adaptation, technical support, and prototype validation for specific customer scenarios; the investment intensity and timeline are relatively manageable, and the work is highly front-loaded and phased in nature.

  36. OFweek Robotics55

    Embodied AI industry pays sky-high salaries to poach talent: UBTech offers up to 124 million yuan annual salary for chief scientist, interns can earn up to 100,000 yuan per month

    The embodied AI industry has seen sky-high talent poaching this year: UBTech publicly recruited an embodied AI chief scientist in April, with a total annual salary package of at least 15 million yuan and up to 124 million yuan, while some startups offer internship packages of up to 100,000 yuan per month to lock in doctoral students still in school.

  38. 36Kr Embodied Intelligence22

    Jinma Rides responds to sharp stock drop: operations normal, smart robot retail service stores have begun small-batch deliveries

    Jinma Rides responded to a recent sharp drop in its stock price, saying that its production and operations are normal and that no major adverse changes have occurred in its fundamentals. The company's new embodied intelligence business is progressing steadily, and its smart robot retail service stores have completed small-batch deliveries, with deployments at more than 20 commercial and cultural tourism sites in China; the subsequent delivery pace is in line with plan. First-half international business revenue rose 326% year on year.

  39. OFweek Robotics58

    Youibot's Hong Kong IPO Filing Registered with CSRC; Cumulative Losses Exceed 1.4 Billion Yuan

    Hefei Youibot Robotics' IPO has been registered with the China Securities Regulatory Commission; if listed successfully, it will become the first mobile manipulator robot stock in Hong Kong. In 2025, the company's revenue was 340 million yuan and its loss for the year was 384 million yuan, up 91.96% year on year, with cumulative losses since its founding exceeding 1.4 billion yuan. As of the end of 2025, redeemable liabilities stood at 2.121 billion yuan, accounting for 81.4% of current liabilities, while total assets were only 678 million yuan.

  40. OFweek Robotics38

    Humanoid robot sector begins to stampede: old shares sold at 50% discount

    Old shares in the humanoid robot sector are being offloaded at a discount: a domestic unicorn working on world models, founded only a few years ago, raised tens of billions in the first half of this year and is valued at tens of billions, and is now urgently selling old shares at 50-60% of the original price. Another embodied intelligence company's valuation rose from 3 billion yuan to 22 billion yuan, and investors transferring old shares at 12 billion yuan (a discount of about 45%) still have not found buyers. In September, regulators began paying more attention to corporate valuations and revenue quality, and private-market valuations of some projects have already been cut by 30% to 50%.