Money is rapidly flowing into the embodied AI sector. With each round of financing and valuation increase, a batch of embodied AI robot unicorns worth tens of billions of yuan are emerging. In this process, a noteworthy new phenomenon is emerging: some leading companies are no longer... Continue reading
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In recent years, China’s humanoid robot industry has developed rapidly: it started in 2023, accelerated its expansion in 2024, gradually took root in 2025, and entered a period of reshuffling in 2026. Behind these changes, the hand of policy is almost ubiquitous. From the national... Continue reading
On May 21, the “Unmanned Forklift and Wheeled Humanoid Robot Industry Development Conference and the 15th Intelligent Manufacturing Logistics and Warehousing Engineering Conference 2026” was successfully held in Qiantang District, Hangzhou City, Zhejiang Province! This conference was jointly hosted by the Development and Reform Bureau of... Continue reading
In the evening of May 19, another significant industrial M&A case emerged in China’s industrial humanoid robot sector. Hangzhou Kelin Electric Co., Ltd., a leading Chinese company in intelligent power operation and maintenance, announced an equity acquisition, stating its intention to acquire a 41.57% stake in... Continue reading
In 2026, a notable shift emerged in the embodied AI sector: a group of companies focused on models and algorithms began proactively acquiring robotics businesses and complete system development teams. In April, Skild AI, a large-scale embodied AI model and unicorn company, secured Zebra’s robotics automation... Continue reading
Tokyo Robotics showcased a prototype bipedal humanoid robot On April 2, Tokyo Robotics released a demonstration video showcasing a prototype bipedal humanoid robot. This move signifies that the Japanese company, renowned for its wheeled humanoid robot “Torobo,” has officially entered the bipedal robotics competition. Established... Continue reading
The humanoid robotics sector may be approaching an inflection point—quietly, and without the headline numbers typically associated with industrial scale. Recently, Figure AI reported that it has delivered a cumulative 350 Figure 03 humanoid robots. More notable than the total, however, is the pace of... Continue reading
Hexagon Robotics and Schaeffler have announced an expanded strategic partnership to accelerate deployment of Hexagon’s AEON humanoid robots within Schaeffler’s global manufacturing network. Following a successful joint pilot in 2025, the companies plan to deploy at least 1,000 units by 2032. Industrial Context Manufacturers worldwide... Continue reading
According to statistics from China Humanoid Robot Scene Application Alliance (HRAA), over 37 new humanoid robot products were released globally in Q1 2026. This number is slightly lower than in the fourth quarter of 2025, but roughly the same as in the first quarter of 2025, indicating that after the... Continue reading
Skild AI has acquired the robotics division of Zebra Technologies, formerly known as Fetch Robotics, in a move that signals growing convergence between robotics hardware ecosystems and foundation-model-based AI systems in warehouse automation. While financial terms were not disclosed, the deal positions Skild AI to... Continue reading