Central China’s largest robot delivery: 100 inspection quadrupeds roll out

Alongside the delivery, Chengxin launched the industrial-focused Xun 3. Compared with Xun 1, it gains sharply on endurance, climbing and autonomy, carrying a 32-line LiDAR, climbing 25 steps, crawling stable on 35-degree slopes, running four hours instead of one, walking about 20 km, and able to intervene by pressing buttons once it spots risk. A … Read more

The lidar mower that actually makes money: inside Naisilao’s bet

A Chinese yard-robot company just made the case that lidar, not RTK, is the profitable path for robotic mowers — and that the real competition is no longer the sensor, but the shelf. Naisilao Intelligent Technology, whose brands MOVA and NexLawn sell lidar mowers, paused an RTK prototype back in 2022 because satellite signals drop … Read more

China builds 8 of every 10 humanoid robots sold worldwide

How the lead was built The share is the product of a complete high-end equipment chain. The core parts a robot needs, 3D vision, precision reducers, servo motors and control systems, all have mature domestic suppliers with high efficiency, fast iteration and low production cost. On the demand side, an ageing population and rising manufacturing … Read more

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

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

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

Where did H1 2026’s 93.5bn yuan in embodied-AI capital go? Heads took 70%, Beijing and Shenzhen lead

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

Behind embodied AI’s ranking frenzy: how ‘world number one’ became a manufactured commodity

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

China’s industrial-robot champion Estun delivers over 10,000 units in a single quarter

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