RoboSense ships 719,200 LiDAR units in H1 2026, robot sales up 510%, Q2 up 170%

On 9 July, RoboSense reported first-half 2026 LiDAR shipments of 719,200 units, up 170% year on year. The robot segment contributed 282,600 units, a 510% surge, while ADAS delivered 436,600 units, up 98%, further cementing a ‘robot plus vehicle’ dual-engine structure. In the second quarter alone, total shipments reached 388,900 units, with robot LiDAR at … Read more

China moves to ban the ‘small blue light’ ADAS indicator as national lighting standard enters revision

The blue light marks assisted-driving status. NIO vice-president Ma Lin commented that some versions are brighter than the tail lamps and glare at following drivers, a clear hazard. The China Automotive Technology and Research Center said multiple ADAS-light models abuse the feature: blue glare at night disrupts other drivers’ judgement, and such cars tend to … Read more

Surgery-robot maker Surgerii, backed by Lei Jun’s Shunwei, gets STAR Market IPO accepted

Surgerii, one of China’s surgical-robot ‘four little dragons’, has had its STAR Market IPO accepted, its second run at the capital market after an aborted 2023 attempt. The company is targeting a 700 million yuan raise and intends to list under the exchange’s fifth standard, which requires a market cap above 4 billion yuan but … Read more

Tencent-backed agri-robot maker FJDynamics refiles for Hong Kong IPO after 1bn yuan of accumulated losses

After its September 2025 filing lapsed, FJDynamics has refiled for a Hong Kong IPO, joining a queue of nearly 50 robot companies now lined up for the exchange. Where most cluster into industrial and humanoid forms, FJDynamics stands apart by targeting agriculture, animal husbandry, construction and property management. Founded in 2017 by Wu Di, a … Read more

Where did H1 2026’s 93.5bn yuan in embodied-AI capital go? Heads took 70%, Beijing and Shenzhen lead

The first-half 2026 funding numbers for embodied AI are genuinely startling. IT Juzi counts 93.47 billion yuan deployed, up fivefold year on year, across 322 rounds, a 137% increase. Include overseas via GG Robot and the figure is 132.5 billion, up 428%. Same trend: a tide of capital rushing in. Where the money went The … Read more

Behind embodied AI’s ranking frenzy: how ‘world number one’ became a manufactured commodity

The speed of ‘first’ now outruns the speed of robot iteration. A model can go from launch to chart-topper in a week, and the charts refresh faster than products ship. When ‘first’ multiplies, the industry slides into a collective confusion about ranking inflation, and a fair question: who is actually manufacturing these titles? A manufactured … Read more

Standard Robots files for Hong Kong IPO a third time; a post-90s founder built an AMR unicorn but still runs at a loss

Standard Robots has submitted its prospectus to the Hong Kong exchange for the third time. On the industrial autonomous mobile robot, or AMR, track, the Shenzhen company is a genuine dark horse: its client list spans 3C electronics and automotive manufacturing and includes Huawei, Xiaomi, Toyota and NIO. From a 12-square-metre room Founder Wang Yongkun, … Read more

AgiBot files for Hong Kong IPO as ex-Huawei chief Deng Taihua steers humanoid maker to a capital exit

AgiBot has confirmed it is launching a Hong Kong listing, and it chose its timing with intent: the filing landed on the same day the Hong Kong exchange’s revised listing rules took effect. For a three-year-old humanoid maker, the move marks the shift from building product to cashing out capital. From zero to one in … Read more

The first country to be shorted by AI

Every frontier release from Silicon Valley now lands on the Indian market like a precision-guided quake. Across the first half of 2026, more than 23bn dollars in foreign money fled, dragging foreign ownership to 14.7 per cent, a level last seen fourteen years ago. The Nifty IT index, India’s answer to the Hang Seng Tech … Read more

OpenAI slashes GPT-5.6 API prices by up to 80 per cent

On 31 July, OpenAI cut API prices across the GPT-5.6 family. The steepest cut hits Luna, down 80 per cent, input to $0.2 per million tokens, output to $1.2. The balanced Terra model drops 20 per cent, input $2, output $12 per million. The flagship Sol holds its price but gains a Fast mode running … Read more