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
Founder Wang Yongkun, just 35, started the company in 2016 from a 12-square-metre office with a five-person team and a startup loan. He bet early on laser-SLAM autonomous mobile robots, machines that route, avoid and schedule themselves on the factory floor. A 2018 cash crunch nearly killed it; at 26 he took over as CEO, … Read more
The shift at WAIC 2026 was not in any single product but in the script. Past editions debated what humanoid robots were even for. This year the answer was stacked on the booths: humanoids moving totes in warehouses around the clock, picking among 3,000 pharmacy SKUs, putting a Coke in the fridge and a dirty … Read more
At WAIC 2026, a booth drawing some of the biggest crowds belonged to Force Machine, a startup that assembled a 3.5-metre-long model of the Great Wall from nearly 82,000 tiny Lego bricks, using four desktop arms and two wheeled Apex robots working for 15 hours straight. The smallest components were under a centimetre wide; the … Read more
Estun has topped China’s industrial-robot shipment rankings again, and this time crossed a threshold no domestic brand had reached: more than 10,000 robots delivered in a single quarter. According to MIR DATABANK, in the first half of 2026 Estun again led all brands in China’s industrial-robot shipments. In the second quarter it became the first … Read more
At WAIC on 17 July, Weiyi showed up with a range of industrial embodied-AI robots, and the pitch was that these machines are already in volume production, running in top-tier factories for over a year. No lab demos. The financials make the case. Per the prospectus, revenue rose from 221 million yuan in 2022 to … Read more
Industrial embodied intelligence just cleared a practical hurdle. Topstar, a Dongguan-based smart-manufacturing equipment maker, has built a complete industrial data-iteration loop with Wuwen Zhike, a physical-AI data-platform company — letting embodied robots iterate quickly, reuse standardized components and deploy at batch scale. Wuwen Zhike was among the first in the sector to ship a physical-AI … Read more
Hikvision’s 2026 interim report, released this week, offered a clean read on where China’s robotics segment is heading. The surveillance giant posted group revenue of 46.82 billion yuan, up 11.97 percent year on year, with net profit attributable to shareholders of 7.90 billion yuan, up 39.57 percent, and gross margin climbing to 49.97 percent. The … Read more
Another robotics company has knocked on the door of the Hong Kong stock exchange. Standard Robots, a Shenzhen-based maker of industrial autonomous mobile robots, has submitted a prospectus for a main-board listing. If it gets through, it would become Hong Kong’s first “industrial embodied-AI” listing. By the numbers, the company is no minnow. According to … Read more