The lead is durable. Estun first took the national crown in 2025 with a 10.6 per cent share and 25 per cent annual shipment growth, lifting local brands’ combined share above 56 per cent. It has now led domestic shipments for eight consecutive years and six consecutive quarters. The moat is vertical. While peers lean … Read more
Lu’s company, BeingBeyond, just released Being-H0.8, an implicit tactile world-action model trained on 500,000 hours of first-person human video, the largest such corpus among embodied models globally. Its progression tells the story: H0 at 3,000 hours in July 2025, H0.5 at 35,000 hours supporting 30 robot types in January, H0.7 at 200,000 hours in April, … Read more
What ‘model-ready’ means Jianzhi Robotics calls the data it sells ‘Model-Ready Data’, data you can feed straight to a model without rework. It needs three traits at once: high precision, multimodality and diversity. Hand-tracking error of 2-3cm, the industry norm, means the model sees a finger a full digit off, so it grabs through cup … Read more
From loss to 600m profit Three years ago the company was loss-making; two years ago quadrupeds were its only revenue. Now humanoids are half the business, with 2025 net profit hitting 600 million yuan. Revenue grew tenfold from 159 million yuan in 2023 to 1.7 billion yuan in 2025, while gross margin rose to 60.4 … Read more
Unitree’s Fordism Unitree’s playbook is pure cost crushing. Its G1 launched at $13,500, a category-redefining price for a 30-plus-degree-of-freedom biped. Where Boston Dynamics’ Atlas costs millions and Tesla’s Optimus keeps slipping on North American supply chains, Unitree leans on a decade of quadruped volume to self-produce core components at scale. The 4.2 billion yuan raise … Read more
A robot’s understanding of the world usually begins with vision. But whether a grasp is stable, a plug is seated, or a p
At WAIC 2026 in Shanghai, Qiling did something many robot demos avoid: it let the machines run the shop by themselves.
The humanoid-robot sector has entered its capital-realisation phase. AgiBot has confirmed it has launched the process for a Hong Kong listing, and it timed the announcement to land on the very day the exchange’s new listing rules took effect. The message was not a surprise. Rumours of an IPO have circulated for half a year. … Read more
On July 28, the US Federal Communications Commission updated its “Covered List,” adding foreign-made advanced robotics — humanoids and quadrupeds — and grid-tied power inverters. The stated rationale was familiar: supply-chain vulnerabilities, cyber risk, threats to critical infrastructure. Officially the rule names “foreign-made” equipment. But Reuters, the BBC and Politico all put China in the … Read more
China’s embodied AI sector has attracted over RMB 20 billion in collective investment as tech giants and VCs race to back humanoid-robot startups. (Source: Sina Tech) The robots still can’t reliably do the job – but the valuations have already arrived. As of June 2026, eight Chinese embodied-AI companies have crossed a RMB 20 billion … Read more