Among foreign component suppliers, Schaeffler has been unusually forward-leaning on robotics. Its latest quarterly results put the humanoid-robot order backlog at 350 million euros, a figure it discounts heavily, applying at least a 50 per cent haircut to customer forecasts borrowed from automotive life-cycle maths. That 350 million covers only three OEMs. One is named: … Read more
The embodied intelligence sector has moved from demo videos to live work tests. The first real proving ground is not the home or the coffee shop. It is the warehouse. Figure’s 03 robot sorted nearly 250,000 packages over 200 hours of live streaming. (Source: Gasgoo Embodied Intelligence) In May 2026, Figure live-streamed its Figure 03 … Read more
Linghou Robotics, a Suzhou-based supplier of core components for embodied intelligence, has raised a Series C round of more than 100 million yuan. The round was led by Chendao Capital, the industrial investment platform linked to CATL, and joined by the Industrial Machine Tool Investment Fund, a fund backed by Henan Information Industry Investment, a … Read more
In China’s embodied AI sector, 20 billion yuan has become the new threshold for admission to the top tier. At least five companies, ZhiPingFang, ZiBianLiang, XingHaiTu, QianXun Intelligence and Galaxea, have crossed that valuation line. The number is striking because private-market funding across China fell 32.65 per cent in the first half of 2026, and … Read more
X Square Robot has open-sourced HOST, a framework that lets a robot watch one short video of a human performing a task and learn to replicate it, without retraining the model. In tests, a single 29-second demonstration video yielded a 62 per cent success rate on novel skills, using only one-fiftieth of the data and … Read more
Four desktop arms and two wheeled robots spent 15 hours assembling a 3.5-metre Great Wall from 82,000 micro building blocks at WAIC 2026. The team behind it, Force Machina, used the demonstration to prove something less visible but more important: a complete system that can run fine manipulation, error recovery and multi-robot coordination continuously for … Read more
Two dollars an hour. That is where Roland Berger thinks the running cost of an advanced humanoid robot lands, and it is the number that rewrites where things get made. The consultancy’s new report, Humanoid Robots 2026: The Convergence Moment of a New Market, marks a shift in the question the industry is asking. It … Read more
China registered 116,000 new humanoid robot companies in the first half of 2026. Not units. Companies. The figure comes from the State Administration for Market Regulation, published on 8 August. New humanoid robot registrations rose 9.5 per cent year on year to 116,000. Across the eight emerging industries and nine future industries the government tracks, … Read more
As Unitree lists at a near 61 billion yuan valuation, Wang Xingxing’s three years of public candour, from ‘we do not do humanoids’ to G1’s price bomb, read as the prospectus of China’s first humanoid stock.
Oaknut Robotics closed an angel round led by China Merchants Venture and NIO Capital, betting on instinct-driven, touch-first manipulation rather than the dominant VLA data-driven path.