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#Industry news
Oct 27Tue
  1. TetraBOT/天创机器人29

    Tianchuang Robotics and Kyland Technology Form Strategic Partnership to Build a New Ecosystem for Domestic Embodied-Intelligent Robotics

    Tianchuang Robotics and Kyland Technology signed a strategic framework cooperation agreement covering humanoid robot localization, with collaboration in software-hardware solution integration, industry scenario development, industrial ecosystem co-building, and body manufacturing. The two parties will promote product adaptation of key technologies such as domestic robot electronic architecture, industrial real-time operating systems, and bus foundations, and will create benchmark domestic humanoid robot demonstration cases for scenarios including chemicals, inspection, and firefighting. They will also jointly participate in domestic robotics industry alliances and in building industry standards and safety systems.

  2. 36Kr Embodied Intelligence55

    Joyson Electronics Enters Humanoid Robotics, Positioning Itself as a Tier 1 Supplier for Electronic Skin and Complete-Robot Contract Manufacturing

    In 2025, Joyson Electronics adjusted its business direction to a "automotive + robotics" dual-drive strategy, positioning itself as a Tier 1 supplier in the robotics field. Its product plan covers key components such as AI head assemblies, energy management systems, brain and cerebellum domain controllers, electronic skin, and dexterous hands.

  3. OFweek Robotics42

    Robots Have a Hiring Season Too: Which Roles Sell Best?

    In the first half of 2026, global humanoid robot shipments totaled about 19,100 units, up 272% year over year, with Chinese manufacturers accounting for over 97%: AgiBot about 8,400 units and Unitree about 5,900 units. Basic factory operator roles are the only positions that have moved past the trial stage. UBTech's Walker S2 reaches only 30%-50% of human efficiency, while AgiBot's Genie G2 completed 2,283 loading and unloading cycles in 8 hours on Longcheer Technology's 3C production line with a 100% success rate. Hotels and scenic areas remain mostly trials, and home scenarios are still at the demo stage; Fourier's GR-3 only completed a pick-and-deliver demonstration at WAIC.

  5. 江苏箸境智能科技有限公司33

    Zhujing's two projects selected for Jiangsu Physical AI high-quality dataset program; humanoid robots "Xiaozhu" and "Jingzai" appear at 2026 Physical AI and World Models Conference

    Two projects led by Zhujing were selected for Jiangsu Province's 2026 high-quality dataset program: the "High-Quality Dataset Construction Project for Embodied Intelligent Robot Logistics Sorting and Handling" was named a key construction project, and the "Embodied Intelligence Atomic Skill Dataset for Office, Catering and Other Scenarios" project was named a cultivation project. Zhujing brought its humanoid robots "Xiaozhu" and "Jingzai" to the exhibition floor of the 2026 Physical AI and World Models Conference. Its embodied intelligence datasets for four scenarios—office, supermarket, catering and housekeeping—have been listed and traded on the Jiangsu Province Data Exchange.

  6. 江苏箸境智能科技有限公司30

    Zhujing's two projects selected for Jiangsu Physical AI high-quality dataset program; humanoid robots "Xiaozhu" and "Jingzai" appear at 2026 Physical AI and World Models Conference

    Two projects led by Zhujing were selected for Jiangsu Province's 2026 high-quality dataset program: the "High-Quality Dataset Construction Project for Embodied Intelligent Robot Logistics Sorting and Handling" was named a key construction project, and the "Embodied Intelligence Atomic Skill Dataset for Office, Catering and Other Scenarios" project was named a cultivation project. Zhujing brought its humanoid robots "Xiaozhu" and "Jingzai" to the exhibition floor of the 2026 Physical AI and World Models Conference. Its embodied intelligence datasets for four scenarios—office, supermarket, catering and housekeeping—have been listed and traded on the Jiangsu Province Data Exchange.

  7. SoftBank Robotics42

    SoftBank Robotics ranks first globally in sales of professional indoor facility mobility robots, per Grand View Research

    According to Grand View Research's 2025 market study, SoftBank Robotics Group ranks first in the global professional indoor facility mobility robot market (including cleaning robots and indoor delivery service robots) by estimated revenue; it previously held the top spot in 2021.

  8. 钛媒体40

    Robot multi-brand stores: traffic but hard to profit

    Robot multi-brand stores are expanding rapidly. On July 28 last year, the world's first robot 6S store opened in Longgang, Shenzhen. A year later, more than 20 similar stores have opened nationwide, with signed coverage across 23 cities. The crowds in the stores mostly gather around humanoid robots that dance and demonstrate kung fu, but the actual bestsellers are companion and educational products priced from 399 to 2,399 yuan. A 400-square-meter robot 4S store requires at least 2 million to 3 million yuan in upfront investment, and daily sales, rental, and educational-tour revenue generally only covers operating costs; profitability still depends on large B-end and G-end sales.

  9. TetraBOT/天创机器人27

    Tianchuang Robotics joins Nanjing "AI + Emergency Management" roadshow, presents fire control room duty solution

    Tianchuang Robotics was invited to the Nanjing "AI + Emergency Management" roadshow, where it presented a project pitch titled "Humanoid AI Duty Officers Empowering Fire Control Room Upgrades." The solution relies on the "Tianshu" fire control management agent and the "Tianyou" fire control room duty robot to achieve 7×24 uninterrupted duty, equipment inspection, anomaly alerts, and emergency response coordination in fire control rooms. It is currently deployed in more than 20 projects, including nursing homes, hospitals, and commercial complexes.

  10. TetraBOT/天创机器人28

    World Model-Driven Physical AI Session Held in Nanjing; Tianchuang Robotics Hosts and Proposes Physical AI + Tianxuan Ecosystem Alliance

    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.

  11. TetraBOT/天创机器人28

    Tianchuang Robots Selected for Jiangsu Province's "AI+" Typical Application Scenarios List

    The "Embodied Explosion-Proof Robot Application Empowerment for Complex Industrial Scenarios" scenario, submitted by Nanjing Tianchuang Intelligent Technology Co., Ltd., was selected for the 2026 Jiangsu Province "AI+" Typical Application Scenarios List, placing it among the province's 100 demonstration application scenarios. Tianchuang Robots also recently launched an intelligent duty solution for fire rescue and fire control room scenarios. Relying on the "Tianshu" fire control management agent and the "Tianyou" fire control room duty robot, it enables 7×24-hour duty, equipment inspection, and emergency response coordination, and has been applied in more than 20 projects including nursing homes, hospitals, and commercial complexes.

  12. OFweek Robotics58

    Topstar's first three quarters net profit attributable to shareholders up 196% year on year, industrial robot revenue up 88.83%

    Topstar's 2026 third-quarter report shows that in the first three quarters, operating revenue was 1.969 billion yuan, up 16.68% year on year, and net profit attributable to shareholders was 146 million yuan, up 196.38% year on year. Revenue from industrial robots and automated application systems was 1.028 billion yuan, up 88.83% year on year; industrial robot orders totaled about 10,000 units and shipments about 8,600 units.

  13. OFweek Robotics42

    FFR acquires FFAI's robotics business; Jia Yueting to serve as CEO of both US-listed companies

    FFR officially completed its acquisition of FFAI's robotics business on October 23, retaining the Nasdaq ticker FFR to focus exclusively on the robotics segment, while FFAI's automotive entity will operate independently; Jia Yueting will serve as CEO of both companies. Officials expect FFR robot shipments to potentially exceed 300 units in October 2026, with cumulative shipments surpassing 1,100 units by the end of October and a full-year shipment target of about 2,000 units, all requiring positive gross margins. FFR positions itself as a pure-play humanoid and biomimetic robotics listed company, featuring its "four-core full-intelligence" robotics ecosystem and operating the RoboShare shared service platform.

  14. OFweek Robotics42

    JPMorgan Report: Optimus Mass Production Approaches, Capital Sentiment and Real Data Gap Coexist

    A JPMorgan research report dated October 23 noted that Tesla's Optimus is approaching mass production at the Fremont factory, with a production guidance of 10,000 to 20,000 units. The recent rebound in Chinese complete robots is largely sentiment-driven, while actual demand remains R&D and testing procurement. At the Shanghai International Embodied Intelligence Skills Competition held the same day, 800 teams participated, and the competition's organizers stated outright that real-world scenario data collection is far from sufficient, limiting robots' generalization capabilities.

  15. OFweek Robotics40

    OpenAI and Google Enter the Fray: Brains Grow Their Own Bodies, and Embodied AI Firms Without Scenarios Are at Risk

    Within 72 hours, Tesla, OpenAI, and Google made consecutive moves: Tesla's Q3 earnings call stated that Optimus V3 will enter mass production by the end of 2026 and be delivered externally in 2027, and a production line with an annual capacity of 1 million units is already running at the Fremont factory; OpenAI's official website posted 19 robotics hardware positions, covering actuator electromagnetic design, gear design, motor control, and precision transmission. The author argues that embodied intelligence is shifting from an independent track to a natural spillover of general large-model capabilities, and that embodied AI startups that rely solely on financing and lack real-world scenario data feedback will face repricing.

  16. 36Kr Embodied Intelligence60

    MoSense completes hundred-million-yuan angel+ round to advance full-body tactile solutions and tactile world action model

    MoSense, a company developing full-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.

  17. New Strategy Robotics22

    Mech-Mind's "Eye-Brain-Hand" to Appear at Vietnam VIMF 2026, Demonstrating 7 Major Intelligent Applications for Precision Manufacturing

    Mech-Mind will exhibit seven "Eye-Brain-Hand" intelligent applications at VIMF 2026, held November 4-6 at the Kinh Bac Cultural Center in Bac Ninh Province, Vietnam. These cover high-precision assembly of FPC flexible flat cables, flexible picking and precision assembly of graphics card power cables, solder joint defect inspection for mobile phone flash units, appearance defect inspection for Type-C connectors, Pin measurement for automotive electronic connectors, screw height inspection for laptop cooling plates, and machine loading/unloading of high-reflectivity gears, targeting precision manufacturing scenarios such as 3C electronics, semiconductors, automotive electronics, and machining. Booth: Hall E, 350.

  18. New Strategy Robotics18

    Galaxis CeMAT preview: dual-solution live demos and FLASH-TP heavy-load robot debut

    Galaxis will showcase dual-solution live demos at Booth E2, Hall W1, Shanghai New International Expo Centre, from November 3 to 6, covering tote storage, handling, and picking collaboration as well as whole-case picking in ultra-narrow pallet aisles (VFR+CP). The heavy-load upgraded FLASH-TP robot will debut alongside the full-stack robot matrix. Dr. Bai Hongxing and Vice President of New Technology Bao Lixin will share on "embodied intelligence" and "FDE frontier deployment" at the on-site forum.

  19. 36Kr Embodied Intelligence32

    Penghui Energy: Humanoid robot batteries in collaboration with leading domestic customer, small-batch samples delivered

    Penghui Energy said at a conference call on October 26 that in humanoid robot batteries, it has collaboration and small-batch sample deliveries with a leading domestic customer. In its AIDC business, its UPS backup power cells are undergoing customer factory audits, and its BBU products have been sent for testing, with no large-scale formal purchase orders yet.

  20. 钛媒体22

    Jensen Huang Visits Berlin with Nvidia Solutions: Europe's Industrial Anxiety Over AI and Physical AI

    German Chancellor Merz met Nvidia founder Jensen Huang in Berlin, with representatives from German industrial giants including Siemens, Mercedes-Benz, and Audi in attendance; the topic was how AI can enter factories. Nvidia announced nearly $10 billion in additional investment in Europe, directed at German robotics and medical AI startups, and partnerships with Siemens and Audi to promote physical AI, for example building production-line digital twins on an industrial simulation platform to reduce trial-and-error costs. EU data shows that as of 2024 only about 8% of enterprises had deeply integrated AI into core business processes, and fewer than 10% of European manufacturers use AI in core production lines.

  21. OFweek Robotics58

    Shenmou Intelligent's "Dragon Claw" drone wins State Grid power aerial operations project

    Shenmou Intelligent's "Dragon Claw" aerial-operations drone has won State Grid Power's "High-Stability UAV for Aerial Operations" project, using a drone with a robotic arm and dexterous hand to clear foreign-object hazards on overhead transmission lines. The system identifies foreign objects such as bird nests through inspection, then uses the robotic arm and dexterous hand to handle and verify them, integrating detection, handling, and verification into one workflow. Shenmou says its core technologies include a self-developed flight control system, robotic arm and dexterous-hand grasping control, dynamic visual guidance, and piezoelectric six-axis force sensors, and cites research estimating annual procurement demand of about 150 million to 200 million yuan per province.

  22. 爱范儿22

    XPeng Youyou approved for L4 demonstration operations in Guangzhou, initially accessible by invitation code

    XPeng's Robotaxi business "XPeng Youyou" has obtained a qualification for intelligent connected vehicle application demonstration operations in Guangzhou, allowing it to conduct L4 demonstration operations across the city, with access initially rolled out gradually via invitation codes. The vehicle is built on the XPeng GX and is equipped with 4 self-developed Turing AI chips and a second-generation VLA large model; it has previously completed production vehicle rollout, full-chain ordering and pickup, and road testing with no safety officer in the driver's seat.

  24. Robotics & Automation News58

    Comau integrates Nvidia technology to accelerate development of AI-driven robots

    Comau announced the integration of Nvidia technology into its product portfolio and design processes, including industrial robot controllers using Nvidia Jetson edge computing, connecting its robot product line to Nvidia Isaac Sim, and using the Nvidia software stack to optimize the vision capabilities and control strategies of its intralogistics products.

  25. 36Kr Embodied Intelligence22

    Humanoid Robot Applications Continue to Expand, Core Component Investment Opportunities Draw Attention

    Data from the Ministry of Commerce shows that in the first three quarters of this year, sales of embodied intelligent robots on key platforms grew 22.6% year on year. Analysts believe the humanoid robot industry is at an important stage of mass-production validation and scenario deployment, and that investment opportunities are expected to extend to areas such as core components, control platforms, and data infrastructure. Industrial investment should focus on companies' technological advantages, cost control, batch delivery capability, and progress in order fulfillment and model iteration.

  26. 钛媒体12

    [Titanium Morning Brief] China's central bank establishes BNSF non-bank large-redemption swap facility for the bond market; Audi announces in China: Four Rings to FAW, lettered logo to SAIC; CICC completes "three-in-one" delivery

    On October 26, China's central bank established the bond market non-bank large-redemption swap facility (BNSF), which supports bank wealth management subsidiaries, public fund managers and others in borrowing central bank bills for repo financing when systemic pressure arises in the bond market, to purchase eligible bonds or shares of products facing redemptions. Audi China signed agreements with FAW and SAIC the same day, specifying that the Four Rings brand goes to FAW and the AUDI lettered logo goes to SAIC, which will focus on new energy. CICC's share-swap absorption merger of Dongxing Securities and Cinda Securities completed delivery, with 3.104 billion new A-shares issued, of which 1.136 billion will begin trading on October 29.

  27. Robotics & Automation News73

    Qualcomm announces acquisition of PickNik, will continue maintaining open-source MoveIt framework

    Qualcomm Technologies has agreed to acquire robotics software company PickNik, which has long maintained the open-source manipulation framework MoveIt. Qualcomm said MoveIt will retain its existing open-source license, community roadmap, and support for third-party hardware, and it plans to integrate MoveIt and the commercial MoveIt Pro more closely with the Dragonwing robotics platform and Arduino VENTUNO Q boards, connecting vision-language-action models with motion planning, manipulation, and real-time control.

  28. Robotics & Automation News60

    Omron to acquire US industrial computer maker OnLogic for $675 million

    Omron has agreed to acquire US industrial computer manufacturer OnLogic and its parent company Interlogic for $675 million in an all-cash deal. The transaction is expected to close around January 2027, subject to regulatory approval. OnLogic was founded in 2003 and is headquartered in South Burlington, Vermont, with about 300 employees. Its 2025 sales were $154.2 million, up from $122.3 million in 2024.

  31. The Robot Report58

    OMRON to acquire OnLogic for $675 million, expanding into edge AI computing

    OMRON announced it will acquire all equity in industrial computing vendor OnLogic for $675 million, in order to combine edge computing and AI with real-time automation control. OnLogic will remain an independent business within the OMRON Group, retaining its brand, direct sales model, and offices in the United States, the Netherlands, Germany, Taiwan, and Malaysia, with its management team staying on. The transaction is expected to close around January 2027, subject to regulatory approval.

  32. Robotics 24/758

    Wonder and Avride expand partnership to deploy autonomous delivery robots in multiple Grubhub markets

    Wonder and Avride announced an expansion of their partnership, bringing autonomous delivery robots to Jersey City and Hoboken, New Jersey; Arlington County, Virginia; and Philadelphia, Pennsylvania, covering dozens of new merchants on the Grubhub platform. The two companies said that in the Jersey City pilot launched in October 2025, nearly 20% of deliveries from Wonder's local stores were completed by robots. Customers can choose robot delivery when placing an order, and Avride says its robots use the latest fully autonomous driving technology, can make real-time route decisions on their own, and adapt to sidewalks and weather changes.

  33. Ars Technica55

    Over 300 Boston Dynamics employees petition against selling robot dogs to ICE; company insists on honoring the deal

    More than 300 Boston Dynamics employees signed a petition demanding that executives stop selling robot dogs to U.S. Immigration and Customs Enforcement (ICE), while company management insists on the deal. On September 25, the U.S. Department of Homeland Security awarded Radeco a $1.3 million contract to supply ICE with 4 modified Spot units named Cerberus, equipped with oxygen sensors, 30x zoom cameras, 360-degree cameras, infrared thermal imaging, and an optional robotic arm, for detecting radiation, toxic gas leaks, and explosive threats.

  35. Reddit r/robotics22

    Formulate Robotics hopes to become the "AWS" of physical production

    Formulate Robotics proposes combining AI with robotic batch production to lower the programming and setup costs of small-batch manufacturing, enabling manufacturers to produce more product variants in smaller batches. The goal is to reduce minimum order quantities and cut inventory buildup. The approach is still early-stage, with a public demonstration planned for the first quarter of 2027; issues such as production reliability, regulatory requirements, and protection of customers' recipes remain unresolved.

Oct 26Mon
  1. 电子工程专辑 · 微信公众号60

    Wujing Dynamics, which raised RMB 110 million and has nearly RMB 1 billion in orders, reportedly owes wages and has halted work

    Employees of Nanjing Wujing Future Power Technology Co., Ltd. report that wages have been unpaid since August of this year, housing provident fund contributions stopped in September, and social insurance contributions stopped in October, involving 30 to 40 employees and cumulative amounts approaching RMB 8 million; the company has halted work, and some employees are pursuing unpaid wages through labor arbitration.

  3. 机器人全球资讯 · 微信公众号62

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

    Qiyuan Robotics announced that its 5,000th personal robot has officially rolled off the line; its Qiyuan Q1 and Qiyuan T1 personal robots went on sale on September 20. Co-President Gao Quanzhong said that one robot now comes off the line every 2.5 minutes, with daily capacity rising from more than 10 units previously to more than 200 units. The company has also worked with suppliers to build a raw material warehouse and set up an end-to-end manufacturing IT system to achieve full-process traceability.

  4. 机器人全球资讯 · 微信公众号52

    OpenAI to develop humanoid robots; Altman says the core is building the "brain"

    Speaking on the Sources podcast, Altman confirmed that OpenAI will manufacture humanoid robots itself, arguing that appearance matters far less than the "brain" that drives the robot. He expects a striking demo prototype in 2027, but robots reaching the streets will take several more years, and the company has not announced the appearance, price, or launch date. OpenAI's careers page currently lists 27 robotics positions, covering motion control, state estimation, actuator control, whole-body behavior development, and in-house mechatronic actuators.

  5. 机器人全球资讯 · 微信公众号42

    SoftBank-backed XAG: Hoping every farmer can have their own robot

    SoftBank-backed Chinese agricultural drone company XAG hopes to let "every farmer have their own robot." Its pilot-free crop-protection drones work with automated drone docks that can automatically handle cleaning, charging, and refilling of spray liquid, and plan spraying routes. By revenue, XAG is the world's second-largest agricultural drone manufacturer after DJI, with products sold to nearly 70 countries, and is currently preparing for a Hong Kong listing. Senior Vice President Gong Jiaqin estimates that China will need 3 million drones over the next three years, with coverage of the country's farmland reaching as high as 12 million drones.