After tearing down a Chinese humanoid, Japanese engineers conceded defeat

A Nikkei teardown of a low-cost Chinese humanoid has stirred debate in Japanese engineering circles, with veteran roboticists conceding that China’s mass-production logic, not raw component precision, now sets the tempo of the field. The details that stung The engineers were struck less by headline tech than by unglamorous choices. The screw threads felt unusually … Read more

Benmo sells robot joints for the price of a lemonade, and still wins backing

Skipping the reducer Founder Zhang Di, a student of ‘DJI godfather’ Li Zexiang, made a deliberate call in 2020: abandon the precision reducer long monopolised by Japanese giants and use direct-drive technology, where the motor outputs torque directly. The result is lower noise, longer life and fewer failures. Benmo now holds a 61.1 per cent … Read more

Ant Group’s robotics arm Lingbo is raising 1.5 billion yuan for the robot brain

The brain, not the body Lingbo was founded in December 2024 as a wholly owned Ant Group unit with 100 million yuan of registered capital. Its thesis mirrors that of US firm Physical Intelligence: do not build the hardware, build the general intelligence that any robot can run. In July it released the LingBot 2.0 … Read more

Ant Group’s robotics arm Lingbo is raising 1.5 billion yuan for the robot brain

The brain, not the body Lingbo was founded in December 2024 as a wholly owned Ant Group unit with 100 million yuan of registered capital. Its thesis mirrors that of US firm Physical Intelligence: do not build the hardware, build the general intelligence that any robot can run. In July it released the LingBot 2.0 … Read more

Shanghai’s Kepler Robotics skips the IPO queue and chooses a merger instead

Why Kelin picked Kepler The power and electricity track is the most certain, largest humanoid landing spot, and State Grid tenders are concentrated in the tens of billions of yuan, shifting competition toward scenario fit and scaled delivery. Kelin has spent years in the grid and energy system, holding national grid government-enterprise channels, industry access … Read more

The US just regulated Unitree’s new robots. The real test is elsewhere

Not a border ban Unitree secured CSRC approval for its listing on 2 July, but under the FCC rule its new US-bound products face fresh access questions. It flagged the US market risk in its updated prospectus on 31 July. The US was 18.39, 19.54 and 13.30 per cent of revenue in 2023, 2024 and … Read more

The dexterous-hand ‘shovel seller’: how Lingxin bets on everyone else’s robot gold rush

The bottleneck everyone argues about The hand is the most visible choke point of embodied intelligence. As early as 2018 OpenAI admitted that contact, friction and damping are hard to simulate accurately, and Musk has said the forearm and hand are harder to build than the rest of the robot combined. Every gain in degrees … Read more

Daxiao Robotics open-sources a world model built for Chinese homes

Why Chinese homes needed their own dataset Embodied intelligence ultimately has to enter homes, but home environments are complex and personal, demanding training across hugely varied real scenarios. The new dataset holds 300,000 structured real floor plans, 5,000 complete home simulation scenes and 50,000 physically simulated interactive object assets, filling a gap in large-scale, high-fidelity, … Read more

Hikrobot ships its 200,000th mobile robot, a milestone for China’s AMR scale-up

From ‘can move’ to ‘can be scheduled’ Scale is the result of long accumulation in technology, product, scenario and standards, not just capacity. Hikrobot’s path runs from early latent, forklift and omnidirectional models to a safety controller with the world’s first SIL3 certificate, China’s first full-directive CE for omnidirectional forklifts, and a fourth-generation ‘smart base’ … Read more

China’s ‘industrial robot champion’ ESTUN tops shipments again and clears 10,000 in a single quarter

Eight years at the top In 2025 ESTUN first reached number one in China across all brands, local and foreign, with a 10.6 per cent share and 25 per cent annual shipment growth, lifting domestic penetration of the industrial-robot market above 56 per cent. It has now led domestic-brand shipments for eight consecutive years and … Read more