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#Industry news
Oct 26Mon
  1. 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.

  2. 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.

  3. 机器人全球资讯 · 微信公众号42

    Robot CEOs Losing Sleep? Commercialization Anxiety as Embodied AI Funding Cools

    As of October 15, the embodied AI sector saw 19 funding deals in October totaling 4.934 billion yuan, a marked pullback from 91 deals and 31.323 billion yuan in August, with some founders anxious over delayed IPOs. Industry technology routes have yet to converge, with VLA and world-model directions still shifting, and capital mainly going to talent, compute, data, and production-line supply chains. Leading companies are beginning to try revenue models such as leasing, software subscriptions, and data services, including AgiBot's Qingtian Leasing platform, Agility Robotics' RaaS model, and 1X's $499-per-month subscription plan for NEO.

  4. 机器人全球资讯 · 微信公众号47

    Embodied AI robot mountain-climbing training ground built at foot of Mount Tai, replicating 3.8 km Mount Tai course to prepare for first CMG World Robot Mount Tai Climbing Competition

    Taiying Technology Group has built an embodied AI robot mountain-climbing training ground at the foot of Mount Tai, replicating the 3.8 km, more than 3,100-step terrain of the Mount Tai section from Hongmen to Zhongtianmen, with 11 test tracks for humanoid robots and quadruped robot dogs to test and tune for the first CMG World Robot Mount Tai Climbing Competition. The training ground includes special tracks such as low-recognition steps, steep, slippery, narrow steps, and S-shaped sharp-turn steps, focusing on assessing environmental perception, dynamic balance, and gait-switching capabilities. It has been selected as one of Shandong Province's first batch of key-supported regional hub training grounds.

  6. 未来机器人网 · 微信公众号75

    Agibot Genie G2 Max Safety-Certified Heavy-Load Embodied Robot Released

    Agibot released the safety-certified heavy-load embodied robot Genie G2 Max at its AI WAVE event on October 26. It features 7-DOF force-controlled dual arms, with a single-arm payload of 20 kg, a dual-arm rated payload of 40 kg, a peak payload of 50 kg, and repeat positioning accuracy of ≤±0.5 mm.

  7. 机器人产业应用 · 微信公众号72

    Zhongke Huiling completes several hundred million yuan A++ round to advance humanoid robot mass production and embodied brain R&D

    Zhongke Huiling has completed an A++ funding round worth several hundred million yuan, jointly invested by Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, Luning Investment and others. The funds will be used for product mass production and delivery, R&D and iteration of embodied brain technology for key scenarios, and market expansion.

  8. 36氪 · 微信公众号38

    Embodied AI talent scramble: intern monthly salaries reach 100,000 yuan, chief scientist annual pay up to 124 million yuan

    The embodied AI industry is seeing hot financing but a severe talent shortage. A leading humanoid robotics company is offering a chief scientist position starting at 15 million yuan and up to 124 million yuan in annual salary, while another startup is offering interns a monthly salary of 100,000 yuan. From January to July 2026, newly posted embodied AI positions increased 6 to 7 times year-on-year, recruitment volume at some leading humanoid robotics companies rose 831.88% year-on-year, and the supply-demand ratio for embodied AI R&D roles reached 1:10.

  9. 低空产业纵横 · 微信公众号31

    Ye Sheng Aviation signs over 600 eVTOL aircraft at Canton Fair, wins $40 million in intent orders

    At the first phase of the Canton Fair, Ye Sheng Aviation signed cumulative intent orders for over 600 eVTOL aircraft, totaling more than $40 million, with buyers from the United States, Canada, Europe, South America, New Zealand, Australia, India, and other regions. During the exhibition, the company debuted two ultralight passenger eVTOL models, the WingShip Max and WingCool Max (offering 100KG and 120KG payload options and featuring swappable battery technology), along with the SoarPatrol 280 compound-wing drone and the LandWing land-air integrated AI inspection robot.

  10. Agility Robotics62

    Agility Robotics reports Digit commercial progress: GXO expands to two new facilities, three new manufacturing customers added

    Agility Robotics announced the commercial progress of its Digit humanoid robot on October 26. GXO said it will deploy Digit at two new facilities in Statesville, North Carolina, and Lebanon, Tennessee, with deployment expected to begin in early 2027 using Digit 4, followed by a transition to Digit 5.

    Why it matters: The original article disclosed Digit's expansion at GXO, three new manufacturing customers, and more than 30 potential customers, which can be used to observe the pace of commercial deployment of humanoid robots.

  11. 智东西60

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

    Qiyuan Robotics rolled out its 5,000th personal robot on October 25, about a month after the Qiyuan Q1 and T1 went on sale on September 20. Co-President Gao Quanzhong said the line now produces one robot every 2.5 minutes, with daily capacity up from just over 10 units to over 200, and that the company has set test standards including million-cycle wiring harness bending and 100,000-cycle joint durability. A Qiyuan T1 numbered NO.5000 was delivered to a user at the event. The company plans an OTA upgrade at the end of October to add features such as children's spoken English practice, following in complex environments, and remote video-call control.

  12. 移动机器人产业联盟 · 微信公众号55

    Mobile Robot Industry Alliance statistics: 23 executives have left embodied intelligence robotics companies

    According to an incomplete tally by the Mobile Robot Industry Alliance and the New Strategy Mobile Robot Industry Research Institute, as of October 26, 2026, 23 executives had left companies in the embodied intelligence robotics field, involving teams including AgiBot, UBTech, Galaxea, Qianxun Intelligence, Unitree Robotics, LimX Dynamics, Magic Atom, Luming Robot, as well as XPeng Robotics, JD.com, and Alibaba DAMO Academy.

  13. 高工咨询 · 微信公众号58

    Inovance Debuts Wheeled Humanoid Robot InoBot W1 at CIIF, Connected to Automotive Welding Demonstration Line

    At the 26th China International Industry Fair, Inovance unveiled its wheeled humanoid robot InoBot W1 for the first time and connected it to an automotive welding demonstration production cell, where it works with a vision system and an arc welding robot to autonomously complete tasks such as workpiece loading and unloading and resetting.

  14. 高工咨询 · 微信公众号38

    Embodied AI industry raises over 203.2 billion RMB in first 9 months of 2026

    Statistics from Gaogong Humanoid Robot show that in the first 9 months of 2026, the embodied AI industry saw 437 financing events, raising a cumulative total of approximately 203.2 billion RMB, with the number of events up 146.07% year on year and the amount up 317.39% year on year. In September alone, there were 52 financing events totaling approximately 13.4 billion RMB: 48 domestic deals worth about 11 billion RMB, and 4 overseas deals worth about 352.6 million USD. In September, Diguo Robotics completed a 400 million USD Series C round to strengthen the product layout of its Sunrise chips across all compute tiers and to build a full-link software platform.

  15. 高工咨询 · 微信公众号71

    Agibot launches safety-certified heavy-duty embodied robot Genie G2 Max with 20 kg single-arm payload and 40 kg dual-arm payload

    On October 26, Agibot launched the safety-certified heavy-duty embodied robot Genie G2 Max (AGIBOT G2 Max). Official figures are 20 kg per arm and 40 kg for both arms (50 kg peak). Its 7-DOF force-controlled dual arms achieve repeat positioning accuracy of ≤±0.5 mm, with vertical operation covering 0.1 m to 2.5 m.

  16. 36Kr Embodied Intelligence58

    Toyota and Honda test humanoid robots at Japanese factories; Toyota plans to deploy about 400,000 robots in 2028

    Toyota Motor and Honda Motor are testing humanoid robots at factories in Japan, with tasks ranging from wire harness installation to final inspection. Both automakers showcased their latest products at the 2026 Japan Mobility Show. Toyota plans to put as many as 400,000 robots of various types into operation starting in 2028, with about 150,000 of them deployed at its headquarters factory, and stressed that the robots will work alongside humans rather than replace them.

  17. 人形大讲堂 · 微信公众号58

    Hangzhou Lingyan Technology closes tens-of-millions-yuan seed round four months after founding, building bionic faces for humanoid robots

    Hangzhou Lingyan Technology has completed a seed round and seed+ round totaling tens of millions of yuan. The seed round was backed by Yingdong Capital and Zhejiang Torch Center, while the seed+ round included Yida Capital, Plum Ventures, and Linglu Capital. Founded four months ago, the company's flagship product, FaceSoul Agent, uses a cable-driven design to achieve 32 facial degrees of freedom and features a self-developed on-device expression-generation model. It has launched four product series: Lingshu M1, Lingshu W1, Lingyun, and Lingneng. The funds will go toward product iteration, core component R&D, algorithm platform development, and team expansion.

  18. 维科网机器人 · 微信公众号58

    Tiejin Technology's 2.5 billion yuan micro bearing and humanoid robot component project breaks ground in Suzhou

    Suzhou Tiejin Electromechanical Technology Co., Ltd.'s micro precision bearing and humanoid robot core component project has broken ground in Wujiang District, with total investment expected to reach 2.5 billion yuan. Once completed, it plans an annual output of 1 billion sets of micro precision bearings and 1 million sets of humanoid robot core components, focusing on R&D of ultra-micro cycloidal reducers and actuators.

  19. 维科网机器人 · 微信公众号60

    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-plus-robotic-arm-plus-dexterous-hand configuration to address 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 carry out integrated detection, handling, and verification. Shenmou says its self-developed technologies include the drone and robotic arm bodies, a multi-redundant flight control system, target grasping control, dynamic visual guidance, and piezoelectric six-axis force sensors.

  20. 维科网机器人 · 微信公众号47

    MOONS' headquarters and R&D center project tops out, expected to be operational in 2028, with focus on embodied intelligence

    The main structure of the MOONS' headquarters and R&D center project has topped out. The project covers 17,800 square meters with a total investment of 1.009 billion yuan and is expected to be operational in 2028. Its R&D directions cover embodied intelligence, data center liquid cooling, semiconductors, and high-end equipment. MOONS' already has volume supply capability for dexterous hands, upper-limb joints, and wheel-hub/wheel-side modules for wheeled chassis. In the first half of 2026, revenue from robot-related application areas grew about 58% year on year, but accounted for about 9% of operating revenue.

  21. Agility Robotics68

    GXO and Agility Robotics expand partnership to deploy Digit humanoid robots at North Carolina and Tennessee sites

    GXO and Agility Robotics are expanding their partnership to deploy Digit humanoid robots at sites in Statesville, North Carolina, and Lebanon, Tennessee, handling repetitive material-handling tasks in e-commerce fulfillment. Deployment of Digit 4 is expected to begin in early 2027, with a migration once Digit 5 is commercially available.

    Why it matters: After Digit cumulatively moved more than 100,000 totes in GXO warehouses, the partnership has expanded from a single-site pilot to multiple sites, offering a way to observe the pace of commercial deployment of humanoid robots.

  22. 36Kr Embodied Intelligence42

    SWANCOR: Consumer-grade embodied intelligent robot business in scale-up production ramp and commercialization validation stage

    SWANCOR announced that its consumer-grade embodied intelligent robot business is in the stage of scale-up production ramp and commercialization validation. Related products have been launched and sold, but its capabilities for scale production, delivery, and commercialization remain uncertain, and the company cannot yet predict the impact on its 2026 revenue and profitability. The company's related robot and model development products remain in the R&D stage, and their technical routes, R&D progress, performance, and commercial applications all require continued validation.

  24. 36Kr Embodied Intelligence22

    Dolun Technology, up 3 straight sessions: not involved in R&D or production of core humanoid robot bodies

    Dolun Technology issued a risk warning announcement stating that the company is not involved in the R&D or production of core humanoid robot bodies; its robotics business mainly consists of scenario applications for traffic management robots and custom production of coffee robots. The company said revenue and profit from this business account for a very small share and are not expected to have a material impact on its operating results for 2026.

  25. Robohub27

    September 2026 robotics society, business, and culture roundup: Global industrial robot stock tops 5 million units, Toyota plans to invest 1 trillion yen, ETH Zurich achieves humanoid hand walking

    The International Federation of Robotics' "World Robotics 2026" report shows that more than 5 million industrial robots are now in operation in factories worldwide; in 2025, more than 600,000 units were newly installed, up 11% year on year, with China accounting for 354,000 units, or 59% of the global total.

  27. 36Kr Embodied Intelligence18

    Institutions buy 17 stocks including Unitree Robotics today, sell 137 million yuan of Huayi Technology

    In the October 26 dragon-tiger list, institutions appeared in 47 stocks, with net buying in 17 and net selling in 30. The top three net institutional buys were CanSemi, Unitree Robotics, and SWANCOR, at 249 million yuan, 249 million yuan, and 93.98 million yuan respectively; the top three net sells were Huayi Technology, Ultrasonic Electronic, and Raynen Technology, at 137 million yuan, 134 million yuan, and 111 million yuan respectively.

  28. 36Kr Embodied Intelligence22

    Unitree Robotics: Physical AI moving from lab demos to large-scale real-world deployment still faces multiple challenges

    Unitree Robotics announced that its stock's closing price rose by a cumulative deviation of more than 30% over three consecutive trading days, constituting abnormal trading volatility. As of October 26, 2026, its trailing price-to-earnings ratio was 465.22 times, significantly higher than the general equipment manufacturing industry average of 38.54 times. The company noted that the humanoid robot industry is still in the early commercialization stage, and that physical AI moving from lab demonstrations to large-scale real-world deployment faces multiple challenges, including perception accuracy, motion control stability, data accumulation, and software-hardware coordination; it will take time to validate the maturity of the relevant technology paths and business models.

  29. 钛媒体40

    Lopsking to acquire 51% of Mengying Technology for 207 million yuan, expanding into panel and semiconductor automated material handling

    Lopsking plans to acquire a 51% stake in Suzhou Mengying Electronic Technology for 206.55 million yuan in cash. The target supplies automated material handling system (AMHS) equipment and core components to the panel and semiconductor industries. After the deal closes, it will be consolidated into Lopsking's financial statements.

  30. 优宝特 · 微信公众号40

    Why are robots competing in the CMG World Robot Mount Tai Climbing Competition? Yobotics explains the real-world Mount Tai trial

    The first CMG World Robot Mount Tai Climbing Competition is about to begin. The course runs from Hongmen to Zhongtianmen and covers more than 3,100 natural stone steps, with steep slopes and sharp turns that become slippery under the influence of temperature, dew, and precipitation. It is designed to test the autonomous, stable mobility of humanoid and quadruped robots in unstructured mountain terrain. The event features humanoid and legged robot racing, loaded transport and exoskeleton assistance special events, and an all-terrain mobility pathfinding challenge for wheeled, tracked, and wheel-legged composite configurations.

  31. 36Kr Embodied Intelligence25

    AgiBot's registered capital increased to about 96.825 million

    The registered capital of AgiBot Innovation (Shanghai) Technology Co., Ltd., an affiliate of AgiBot, increased from about 91.959 million yuan to about 96.825 million yuan. The company was founded in February 2023, its legal representative is Deng Taihua, and its business scope includes intelligent robot R&D, service consumer robot sales, and intelligent robot sales. It is jointly held by Sangpeng (Shanghai), Guanbao (Shanghai), Xingsu (Shanghai), and other technology partnerships.

  32. 中科慧灵 · 微信公众号72

    CASBOT completes several-hundred-million-yuan A++ round to advance embodied intelligence mass production and delivery

    CASBOT completed an A++ funding round of several hundred million yuan, jointly invested by Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, Luning Investment and others. The funds will be used for product mass production and delivery, R&D iteration of embodied brain technology, and market expansion. The company's self-developed CASBOT PA perception-to-action model has been validated at actual workstations in a shoe factory in Putian, achieving a cycle time of 7 seconds per piece for the outsole stamping process and 18 seconds per pair for sole pressing. In 2026, its total orders for embodied shoe-making robots exceeded 400 million yuan, with equipment production scheduling reaching the scale of several thousand units.

    Why it matters: The funding announcement also disclosed shoe-making workstation cycle times and order scale, which can be used to assess the industrial deployment progress of embodied manipulation models.

  33. 中国机器人网 · 微信公众号58

    Shenmou Intelligence's Dragon Claw arm-equipped aerial work drone wins State Grid power aerial operations project

    Shenmou Intelligence's Dragon Claw aerial work drone has won State Grid Power's "High-Stability UAV for Aerial Operations" project, using a drone-plus-robotic-arm-plus-dexterous-hand configuration 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 carry out removal and verification, forming an integrated discover-handle-verify workflow. Shenmou says it developed the flight control system, robotic arm and dexterous-hand grasping control, dynamic visual guidance, and piezoelectric six-axis force sensors in-house, and cites research estimating annual procurement demand of about 150 million to 200 million yuan per province.

  34. 荭杏科技33

    Hongxing Technology's Xiaomei M9 Deployed at Holiday Inn Express Yantai Laishan, Serving On-Site as "AI Concierge Service Specialist"

    At the opening ceremony of Holiday Inn Express Yantai Laishan, Hongxing Technology's Xiaomei M9 was deployed on-site as an "AI Concierge Service Specialist" for greeting and guiding, covering public areas including the main entrance, lobby, front desk, elevator hall, and restrooms, and handling welcome reception, hotel introductions, facility promotion, wayfinding, and guest inquiries. On-site setup and debugging were completed within 1 day, with about 1 hour of centralized employee training; deployment did not require venue modification. After deployment, Xiaomei M9 provides service autonomously through voice interaction without manual intervention.

  35. OFweek Robotics62

    Underwater robot orders surge, but why is only half the business case settled?

    The underwater robot sector saw a concentration of financing and orders in 2026: Shihang Intelligent's orders for the year exceeded 1 billion yuan; Shenhai Zhiren signed 8 work-class ROVs in South America and Southeast Asia with total contracts of 300 million yuan; and Ouka Zhibo won two consecutive water-area cleaning projects totaling about 27.17 million yuan. The article uses Shenhai Zhiren, Weilan Shenhai, and Ouka Zhibo to represent three hurdles—selling equipment, completing tasks, and replicating platforms—and notes that scarce underwater data, unproven stable profits, and a shortage of onshore engineering talent remain the parts of the industry that have not been settled.

  36. 川崎重工8

    Kawasaki Heavy Industries releases corporate brand film "Kawasaki: 130 Years and Beyond"

    Kawasaki Heavy Industries has released the corporate brand film "Kawasaki: 130 Years and Beyond," part of its "Changing forward" series, produced to commemorate the 130th anniversary of its founding on October 15, 2026. The film looks back on the 130-year journey the company has taken together with its stakeholders and looks ahead to a future in which hydrogen energy and physical AI play a role. It also presents the company's efforts to use physical AI-driven robots to address labor shortages in the nursing care, welfare, and industrial fields.

  37. 数字华夏18

    Digital China's humanoid robot "Xiaqi" appears at 2026 Chishui River Forum as official guide

    Digital China's general-purpose humanoid robot "Xiaqi" served as the official guide at the 2026 Chishui River Forum, providing exhibition-area tours and explanations for attending guests and interacting with them through its humanlike appearance, fluid movements, and intelligent interaction. The forum was jointly hosted by Xinhua News Agency's Brand Work Office, China Economic Information Service, and China Moutai, and was held in Moutai on October 17. Digital China said this appearance is an active exploration of its push to bring humanoid robots into cultural display, brand communication, and public service scenarios.

  38. 钛媒体18

    Segway-Ninebot concludes second MotechDay: 6 teams in AI application contest finals pitch, AI Innovation Marketplace platform launches

    Segway-Ninebot's second MotechDay concluded in Changzhou. The AI application contest selected 6 teams from 98 to advance to the finals pitch, while another 10 teams received merit awards; judging focused on whether solutions could solve real business problems. The event also launched an AI Innovation Marketplace platform for all employees, offering end-to-end services from idea submission and cross-domain team formation to project incubation and implementation. Segway-Ninebot invested 750 million yuan in R&D in the first half of 2026, up 44% year on year.

  39. OFweek Robotics36

    Is the GPT Moment for Physical AI Approaching?

    General-purpose large models are beginning to take part in robot control. Models such as GPT-6 Astra can already understand complex instructions, recognize objects, and plan operation steps in tests, but fine manipulation still requires coordination with dedicated control systems. Approaches such as HexaShell and WorldScape-RSI explore a division of labor of "large-model decision-making plus specialized-model execution," and tests show some improvement in task performance, though the results mainly come from controlled environments. On data collection, head-mounted operation videos are quoted at about 100 to 300 yuan per hour, while complex real-machine data can reach about 1,000 yuan per hour.

  40. OFweek Robotics58

    Agibot IPO reportedly postponed as humanoid robot capital logic shifts to orders and overseas expansion

    Agibot has reportedly paused its IPO while launching a new funding round, with market rumors putting its valuation at about RMB 50 billion. The article argues that capital evaluation criteria for humanoid robots have shifted from prototypes and concepts to order quality, customer repeat purchases, and the substance of commercialization, against the backdrop of Unitree's STAR Market market cap nearly halving and Mech-Mind's first-day break below its Hong Kong listing price. Agibot plans for overseas sales to account for more than 30% by 2026, with overseas expansion seen as a more realistic second curve than domestic involution.