The most expensive input in Chinese robotics this year is not compute, not reducers and not rare earth magnets. It is people, and the market has started pricing them like scarce components. Campus recruiting is now a bidding war for embodied AI graduates in China (Source: OFweek) In April 2026, UBTech, the Hong Kong-listed humanoid … Read more
For two years the Chinese humanoid trade ran on paper. Terms sheets set the price, the next round ratified it, and nobody had to test whether anyone else would pay it. In October, for the first time, a seller tried to find out. Chinese humanoid valuations are being repriced in the secondary market. Illustration: The … Read more
The awkward truth about humanoid robots in Chinese factories is that most of them arrive at sites nobody is willing to shut down for a retrofit. AgiBot, the Shanghai embodied-AI company known in Chinese as Zhiyuan, built its newest machine around that constraint. The Genie G2 Max, launched on 26 October under the company’s AI … Read more
Agibot is doing what a company does when the queue stops moving. From 22 October it began publishing seven results across seven consecutive working days, covering datasets, an operations platform, the heavy-load G2 Max, an embodied agent framework called GenieMaster, a simulation platform, a foundation model and a swarm learning method. The backdrop is a … Read more
A-share robot names extended their rally through the afternoon of 26 October. Unitree Technology, trading as 688836, jumped more than 18 per cent intraday to a high of RMB 737.50 a share and pushed its market value past RMB 290 billion at the peak. It closed at RMB 672, up 7.69 per cent, for a … Read more
On 8 October the US Patent and Trademark Office published a Tesla application numbered US 2026/0310299 A1, titled Three-dimensional flexible tactile sensor array with multimodal sensing and scalable manufacturing methods. The applicant address is Austin. The inventor list runs past a dozen names. The first Optimus patent filing in four months. The filing describes conductive … Read more
Galbot published a full commercial price list for its ET1 biped, and the entry ticket is RMB 79,000. The top configuration is RMB 179,000. In between sits a Pro version at RMB 139,000. Three tiers, one 1.25 metre robot, 32 kilograms with the battery, and a clear statement that the humanoid is now a catalogue … Read more
Hong Kong is preparing to raise the market-cap bar for specialist technology listings, and the timing could not be worse for the fifty-odd embodied intelligence companies already standing in the queue. Public reporting indicates the exchange will open a consultation in the first half of next year on revising Chapter 18C, the regime written for … Read more
Tesla closed a $30 billion package of new loans and credit facilities on 29 September, earmarked for Full Self-Driving, the Cybercab robotaxi, Optimus humanoid production and AI compute infrastructure. Most coverage stopped at the number. The detail that matters sits in a single word: undrawn. Not a dollar has been pulled. Tesla has said it … Read more
China’s intellectual property office published a design patent on 9 October with an unusually plain product name: embodied intelligent robot. The holder was BYD. The grant itself had issued on 6 October, four days earlier, under registration number CN310247768S. BYD’s design patent CN310247768S shows a two-tone shell with 31 degrees of freedom. Source: OFweek This … Read more