Embodied robot sector set to enter capital consolidation phase: Who will take over?

The Chaoyong AI editorial team judges that embodied robots are entering a capital consolidation phase, and that companies with a scarce robot "brain" as well as core component technology, data, engineering capability, or real-world scenarios have a chance to become acquisition targets. The article cites IT Juzi data saying that in the first half of 2026, 288 financing deals occurred in China's embodied intelligence and robotics sector, with financing exceeding 46 billion yuan, and about 70% of the funds flowing to the top 20 companies; meanwhile, from February 2025 to September 2026, more than 20 robotics companies went bankrupt, dissolved, liquidated, or shut down business lines.