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Published by Uking Sun
I will share the latest news and information in China's booming robotics industry, such as the humanoid robots and embodied AI.
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The World Humanoid Robot Games are more than a sports competition — they also test autonomy, dexterous manipulation and real-world applications. Agibot topped the medal table, with strong performances in dexterous-hand, task and sports events. Galbot, Spirit AI, LinkerBot and X-Humanoid also showed progress in real-world and autonomous tasks. Robot demonstrations still need to be viewed carefully: success in a competition does not always mean reliable commercial deployment. XPeng’s robotics business raised more than US$900 million in new funding. Unitree’s IPO showed both the excitement and volatility surrounding China’s humanoid robot sector.
Unitree’s IPO remains in the spotlight after its share price surged more than fivefold. Agibot overtook Unitree in H1 2026 humanoid robot shipments. Over 60% of shipments still go to entertainment, education and research. WRC 2026 showed a shift towards generalisation, reliability, deployment and ROI. Galbot unveiled ET1, a compact humanoid capable of autonomous learning. UBTECH, Galaxea, EngineAI, X Square Robot, RobotEra, Noetix, Spirit AI, Fourier and Kepler also showed their products. Logistics and parcel sorting remain major commercial use cases. JD.com announced RMB 10 billion in robotics investment by 2028. Discover Robotics says generalisation is the real test for household robots. ☕ Support the channel: https://buymeacoffee.com/chinarobot
Unitree's Landmark IPO: Unitree Robotics is targeting an IPO on Shanghai's STAR Market with a valuation of 60.99 billion yuan, leading the physical AI sector despite facing commercialization and geopolitical challenges.AgiBot's Martial Arts Marketing: AgiBot is making waves by pairing its Expedition A3 robot with kung fu stars in a live-action fight series and launching a 1-million-yuan community contest for robot choreography.DOBOT Debuts LUMO: DOBOT unveiled LUMO, a 1.3-meter-tall all-scenario humanoid robot engineered to adapt as a companion, playmate, or tutor across diverse home settings.China's Sector Expansion & Pasini's Funding: China saw 116,000 new humanoid robotics enterprises established in the first half of the year, while tactile sensing startup Pasini raised over 1 billion yuan in its latest strategic funding round.
WAIC 2026 Kicks Off: Shanghai hosted the 2026 World AI Conference alongside a high-level meeting on global AI governance.Booster Robotics Upgrades: Booster Robotics launched its NVIDIA Thor-powered T2, continuing to dominate the robot soccer scene.RobbyAnt’s Pharmacy Tech: Backed by Ant Group, RobbyAnt demonstrated its LingBot model controlling three different robot brands in a pharmacy setting.AlphaBot 2 Showcases Versatility: AI Squared Robotics showed off the AlphaBot 2 performing industrial tasks as well as making cocktails and ice cream.AGIBOT Unveils PrimeBot T1: AGIBOT showcased interactive demos and introduced the PrimeBot T1, a consumer-grade humanoid-quadruped transformer for home and travel companionship.Unitree Releases New Model: Unitree introduced UnifoLM-OminiA-0.3, a single model designed for autonomous, multi-task home care and full-modal interaction.Galbot Launches WAM-TTT: Galbot announced WAM-TTT, the world's first test-time post-training framework built for embodied AI.China Establishes WAICO: China announced the World Artificial Intelligence Cooperation Organization signed by 29 nations, highlighting growing geopolitical messaging in AI governance.
China’s robot exports reached 10.38 million units worth RMB 20 billion in the first five months, with cleaning robots leading growth.Industry groups in China called for stricter ethical and safety rules for emotional companionship humanoid robots.UBTECH said the 2–4 hour battery life of full-size humanoid robots is currently an industry-wide limitation.Unitree Robotics said large-scale robot adoption still depends on better AI foundation models, cheaper hardware and mass production.Agibot and ASD signed a strategic partnership covering data collection, model training, robot applications and mass delivery.RobbyAnt released LingBot-VLA 2.0, trained on 60,000 hours of data and compatible with 20 robot models.Simplexity Robotics delivered 100 i7 Pro robots for CNC loading, unloading and quality inspection.RobotEra raised RMB 1 billion, bringing its total fundraising to RMB 2.5 billion in two months.
Galbot is likely to win a US$32.9 million procurement project in Yibin, covering 500 robotic units, while its S1 humanoid continues 24/7 operation on a CATL production line.AgiBot has deployed multiple G2 robots at Longcheer Technology’s Nanchang factory for a six-day live production-line trial and has also rolled out its 15,000th general-purpose embodied robot.UBTECH unveiled its Cruzr Y1 wheeled industrial humanoid robot at OPPO’s technology expo, demonstrating automatic unloading and stacking for factory logistics.KunlunXing Robotics, founded by former Huawei and Li Auto executives, has raised several billion yuan within three months of its launch.AI² Robotics has closed its latest funding round, raising nearly RMB 5 billion and lifting its valuation above RMB 20 billion.Moon Dynamics unveiled the L1, a heavy-duty dual wheeled-legged humanoid robot designed for industrial tasks such as palletising and material loading.Do you think JD.com founder Richard Liu’s idea of training delivery workers to become robot maintenance workers will work?
Galbot launched AstraBrain-WBC 0.5, a GPT-style foundation model for real-time, whole-body robot control.Galaxea unveiled its Kengo humanoid robot and threw shade at competitors, claiming to be China's only embodied AI firm with both a top-tier model and in-house flagship hardware.Kepler Robotics unveiled Kylin, a quadruped boasting a 600 kg payload capacity. SERES debuted its first humanoid robot, Xiaosai, inside its super factory
China launched its 2026 Humanoid Robot and Physical AI Initiative, aiming to identify 100+ robot jobs and deploy over 10,000 units in real-world scenarios.• The 2nd World Humanoid Robot Games will be held in Beijing from August 22 to 26, featuring 50 events, including fully autonomous track races and new table tennis and combat categories.• XPeng says its humanoid robot project remains on track for mass production by the end of 2026, with He Xiaopeng taking a more hands-on role.• EngineAI tested its full-size T800 robot for the upcoming URKL humanoid robot combat league.• UBTECH’s UWORLD humanoid robot received more than 3,000 pre-orders within eight days on JD.com.• Daimon Robotics and China Mobile are building a crowdsourced real-world data collection network for physical AI.• Digua Robotics’ S600 chip is gaining traction among humanoid robot companies.• SAGE unveiled MAHAKBOT, a six-arm robot designed for complex industrial tasks.
Ministry of Industry and Information Technology: China has 140+ humanoid robot makers and 330+ productsUnitree: 5,500+ humanoids shipped, 6,500 produced (humanoids only)Vbot: 6,540 pre-orders for robot dog Bobo, ~¥100m pre-salesZhejiang Humanoid Robot Innovation Center: ¥450m Pre-A, ¥2.2bn total in 18 monthsReal-world deployment: police patrol bots in Shanghai; Deep Robotics tested robots at –30°CLogistics: Robot Era partners with SF TechnologyBuyers: mainly education & government (187 of 292 buyers)Conclusion: institutional adoption, not mass consumer rollout yet
CES momentum, Agibot, X Square and Dobot
The final weekly update of China’s embodied AI sector. Personally, I think UBTECH’s Walker S2 is China’s Robot of the Year for 2025. I also expect robot-operated outlets—led by brands such as Galbot, Astribot and AI² Robotics—to scale rapidly in 2026.
Highlights include the World Humanoid Robot Games in Beijing, Unitree’s progress towards an IPO, Agibot’s rapid scale-up, and a surge of investment led by companies such as Galbot, XSense, Galaxea and TARS. UBTECH stood out with major data-centre robot contracts, while Xpeng drew attention with the debut of its humanoid robot IRON. Despite strong policy support and heavy funding, large-scale real-world deployment remains limited, with many robots still focused on data collection, research and demonstrations.
Rare candid views on AI’s limits, Shanghai’s push to build an embodied-AI hub, Unitree’s humanoid “App Store”, fresh funding across robots and core components, and, similar to Agibot, another startup acquired listed company outside the sector. China’s humanoid update 12E3: rare candid views on AI’s limits, Shanghai’s push to build an embodied-AI hub, Unitree’s humanoid “App Store”, fresh funding across robots and core components, and, similar to Agibot, another startup acquired listed company outside the sector. https://www.youtube.com/watch?v=HWrcmIO49CU
This week in China’s embodied AI:• AGIBOT rolled out its 5,000th mass-produced humanoid.• Aimoga delivered its 1,000th robotic dog of 2025.• Atomrobot unveiled its upgraded ATOM01 with a practical Stewart-platform waist for industrial use.• UBTECH secured a 50-million-yuan sales deal, formed a joint venture with Beijing X-Humanoid, and launched its new consumer robot “Youzai”.• Chinese magazine Yaowen–Jiaozi listed “embodied intelligence” among 2025’s top 10 buzzwords.• Midea introduced its six-armed wheeled humanoid MIRO U, while major funding rounds were announced by Deep Robotics, Engine AI, Casiahand Robotics, and Lumos Robotics.• LiDAR maker RoboSense reported 150,000 units delivered in November and confirmed its sensors are now integrated into Engine AI’s T800 humanoid and PUDU’s D5 quadrupeds.
Engine AI T800 Launch; Agibot LinkSoul; PUDU D5; GSP entering the robotics sector; Daimon Robotics’ new funding; LimX Dynamics’ creative robot applications; and influencers and cross-border robot collaborations
Key highlights from this week’s update:💡 Is There an AI Bubble? Alibaba & Lenovo say no💰 Major Financing: Beijing’s startups dominate🏭 Real-World Deployment & Supply Chain Expansion📜 Policy Update: China’s Ministry of Industry and Information Technology appoints experts to the National Standardization Committee for Humanoid Robots🎓 Talent Pipeline: Seven universities apply to establish an Embodied Intelligence undergraduate major, with the industry talent gap estimated at one million
This week’s China embodied-intelligence update covers major moves in humanoid robotics — from headline-grabbing demos to surprising government-backed orders. Xpeng’s IRON stunned the public with an ultra-natural walking display, while Wuhan opened China’s first “7S” humanoid robot store, offering sales, customisation, finance and full lifecycle services.
China Robots Now November Episode 1: DOBOT unveils its new Rover X1 quadruped priced around US$1,050; Leju’s Kuavo humanoid carries the torch at China’s 15th National Games;Agibot launches a Robot Leasing Ecosystem Alliance; UBTECH’s UQI debuts its automated logistics 2.0 system, and finally Galbot’s NavFoM foundation model makes a robotic dog smart.
In this episode:🤖 Mini humanoids go mainstream — Booster K1, NOETIX Bumi, and Lumos Luxiaoming lead the trend of small, agile robots.🏃 Agibot’s double breakthrough — partnership with Anta + launch of the zero-code robot creation platform Lingchuang.💰 Big funding rounds — Leju Robot’s RMB1.5 billion pre-IPO financing, FiveAges’ new embodied AI foundation model FAM-1, and more.🏭 Industrial applications — JD Logistics announces plans to deploy millions of robots, autonomous vehicles, and drones in the next five years.🎙️ Featured quote:“For humanoid robots to achieve widespread adoption, they must first reach a certain scale of shipments.” — Wang Xingxing, CEO of Unitree👉 Subscribe for weekly updates on China’s embodied intelligence, humanoid robotics, and AI ecosystem.#ChinaRobots #HumanoidRobots #Agibot #Unitree #JDLogistics #AI #EmbodiedIntelligence #RobotNews
This October, Episode 3 takes a look at new launches from Unitree and Booster, as well as recent progress made by UBTECH and Agibot.
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Observed September 20, 2026.
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