The industry has spent two years caught between hype and weak deployment, with launches refreshing motion specs while most firms stayed at hundred-unit pilots. MagicLab argues 2026 is the pivot point where competition shifts from demo effects to hard delivery. Its physical-AI-native approach pairs a self-developed general model with modular products, and this year it … Read more
The missing translation interface The paper’s core point is that today’s video models understand physics but cannot issue commands. A model fed the start of a kettle tilting will continue the scene plausibly, water pours into the cup, yet it has never done anything, and faced with a robotic arm told to move a cup … Read more
Jieluo Intelligent Equipment (Suzhou) has broken ground on a headquarters project in Suzhou’s Wuzhong district, a 1.2 billion yuan bet on the robots that move wafers around the world’s cleanest factories. The site covers 42.5 mu and about 70,000 square metres, and is designed to build 2,000 trackless-navigation robots (AMRs) and 500 wafer-intelligent-storage systems a … Read more
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
From testing to ecosystem The move marks a shift in how Shenzhen frames autonomous driving. After a city-wide pilot plan in 2024 and a ‘4123’ blueprint in 2025, the 2026 ‘five-party’ model adds a governance-and-operation structure on top of the technology. The city is explicitly moving from a phase of proving the vehicles work to … Read more
The US has issued another ban, this time aimed at robots. On 29 July the Federal Communications Commission placed foreign-produced advanced mobile robots on a controlled list, effective immediately, with exceptions only for products granted conditional approval by the US Department of War. Two words matter: ‘foreign-produced’ and ‘advanced robot equipment’. The FCC defines the … Read more
On 9 July, RoboSense reported first-half 2026 LiDAR shipments of 719,200 units, up 170% year on year. The robot segment contributed 282,600 units, a 510% surge, while ADAS delivered 436,600 units, up 98%, further cementing a ‘robot plus vehicle’ dual-engine structure. In the second quarter alone, total shipments reached 388,900 units, with robot LiDAR at … Read more
After its September 2025 filing lapsed, FJDynamics has refiled for a Hong Kong IPO, joining a queue of nearly 50 robot companies now lined up for the exchange. Where most cluster into industrial and humanoid forms, FJDynamics stands apart by targeting agriculture, animal husbandry, construction and property management. Founded in 2017 by Wu Di, a … Read more
Standard Robots has submitted its prospectus to the Hong Kong exchange for the third time. On the industrial autonomous mobile robot, or AMR, track, the Shenzhen company is a genuine dark horse: its client list spans 3C electronics and automotive manufacturing and includes Huawei, Xiaomi, Toyota and NIO. From a 12-square-metre room Founder Wang Yongkun, … 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