Embodied AI sector cools: the commercialization test behind AgiBot's No. 1 shipments

AgiBot is reported to have started a new funding round of 1 billion to 1.5 billion yuan at a valuation of about 50 billion yuan, pushing back its Hong Kong listing, which is now seen as nearly impossible this year. By IDC's methodology, AgiBot ranked first in global humanoid robot shipments in the first half of this year, with about 8,400 units shipped and a 44% share under SAG's methodology, and about 9,700 units under Counterpoint's methodology; cumulative output exceeded 20,000 units as of September.