Galaxy General’s Galbot S1 has run 7×24 in CATL’s battery-pack lines for over 90 days, fully autonomous. The demo-to-production leap China’s humanoid race has been promising.
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
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
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 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