robot

At the opening ceremony of the 2026 World Robot Conference, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, stated that in 2025, the operating income of enterprises above designated size in the robotics industry exceeded 300 billion yuan, with an average annual growth rate of over 20% in the past five years. In the first half of this year, it reached 165.5 billion yuan, a year-on-year increase of 24.5%. Robot technology and products have been widely applied in various aspects of the national economy and social development, becoming an important force in promoting high-quality development.The Ministry of Industry and Information Technology will focus on key industries with broad application spaces and strong demonstration effects, such as agriculture, healthcare, elderly care, and emergency response. It will organize targeted efforts for production and application pairing, on-site application verification, and promotion of mature scenarios, accelerating the iteration and upgrading of new technologies and new products through large-scale applications in new scenarios.

Serenity published an evaluation of the Yushu IPO event, pointing out that Yushu Technology's market value on its first day of listing was approximately $53.3 billion, making it the first significant public market benchmark in the field of humanoid robots.The next humanoid robot company worth paying attention to is Agility Robotics, which has the support of Nvidia and Amazon, and is expected to go public in Q4 with a valuation of $2.5 billion. Serenity believes that pure humanoid robot companies are experiencing public market demand far exceeding expectations.

NVIDIA's Senior Director Huang Maidi visited LG Electronics' robotics research and development center in South Korea on Tuesday, meeting with LG Electronics executives to discuss plans to expand cooperation in the fields of artificial intelligence infrastructure and robotics.Last week, LG Electronics announced plans to launch a next-generation humanoid robot capable of bipedal walking in the first quarter of 2027, relying on NVIDIA's robotics platform.

According to Bloomberg, SoftBank Group invested $200 million in Swiss construction robotics startup Gravis Robotics, completing its Series A funding.Gravis originated from ETH Zurich and primarily develops autonomous hardware and software for earthmoving construction equipment, enabling heavy machinery to operate autonomously and allowing remote supervision of robotic fleets.

According to Bloomberg, Chinese robotics startup Robotera (Beijing Robot Era Technology Co., Ltd.) is preparing for an IPO in Hong Kong and has already begun collaborating with relevant advisors. Insiders reveal that the planned fundraising amount for this IPO is between 800 million and 1 billion USD.The company's investors include HSG and CDH Investments, and this listing plan comes at a time when there is a surge of robotics companies going public in Hong Kong.

UK agricultural robotics startup Versatile RobotX has completed over €1.17 million (approximately £1 million) in funding, with sources including the British Design Fund (BDF), the second round of the Innovate UK Growth Catalyst investor collaboration program, and grants from the Defra Agricultural Innovation Scheme.The company was co-founded in July 2024 by Professor Klaus McDonald-Maier from the University of Essex and Dr. Vishwanathan Mohan. Its two core products—the automated fruit and vegetable picking robot and the hydroponic harvesting robot—have completed field validation at well-known UK farms such as Wilkin & Sons.

Market news says that LG will release the next generation humanoid robot based on the NVIDIA ISAAC GR00T platform.

According to the Science and Technology Innovation Board Daily, deep-sea robotics company Deep Sea Intelligent has announced the completion of over 500 million yuan in Series A financing. New shareholders include Guanghe Venture Capital, Dacheng Financial Intelligence, Jiyuan Capital, Yida Capital, Zhongbao Investment, China Electronics Technology Group Investment, and Total Energy as the funding entity of the energy technology fund managed by Kaihui Fund Management.At the same time, a number of existing shareholders, including Zhengxuan Investment, Yunze Capital, Yunshi Capital, Gaojie Capital, and Xingzhi Capital, have significantly increased their investments.

According to market news, GAC Group's humanoid robot company, Huilun Technology, announced the completion of over 100 million yuan in financing, jointly invested by CRRC Guochuang Fund, CMB International, Sichuan Science and Technology Innovation, and other institutions.The funds raised in this round of financing will be used for continuous optimization of vertical models, expansion of automotive production lines and comprehensive service scenarios, promoting the large-scale commercialization of humanoid robot systems and core components. GAC Group began laying out the humanoid robot track in early 2022 and incubated Huilun Technology in February 2026, establishing it as an independent industrialization entity to fully undertake GAC's humanoid robot research and development and commercialization business, successively launching four embodied robot products including GoMate and GoMate Mini.

SPACEXAI announces the launch of the GROK robot.

According to reports from the investment community, Daimon Robotics announced the completion of a strategic round of financing worth hundreds of millions, led by Ant Group, with existing shareholders participating in the oversubscription. Two months ago, Daimon completed a Series A financing of hundreds of millions. Along with this round led by Ant Group, Daimon has gathered a group of leading industrial capital including China Merchants Venture Capital, Lenovo Capital, Huichuan Industrial Investment, China Mobile, and China Telecom.It is reported that Daimon recently officially launched the world's first tactile anchoring world model, Daimon-TWM, which integrates native tactile perception throughout understanding, reasoning, prediction, and verification, thereby constructing a "tactile nervous system" that connects fingertip perception to brain reasoning and back to action control, promoting embodied intelligence from "seeing the world" to "understanding the world" and "interacting with the world." Based on the widely deployed tactile perception devices and collection systems, Daimon has built the world's largest tactile multimodal physical world dataset, Daimon-Infinity.

According to Bloomberg, citing Smart Analytics Global data, the global shipment of humanoid robots in the first half of 2026 is approximately 19,100 units, a year-on-year increase of over 200% (compared to about 5,100 units in the same period last year), with Chinese manufacturers accounting for over 97%. The agency expects the total shipment for the year 2026 to reach about 60,000 units, and it is anticipated to grow to 500,000 units by 2030.The report points out that China has formed an early leading advantage over American competitors in the field of humanoid robots. Previously, Morgan Stanley raised its forecast for China's humanoid robot shipments in 2026 to 50,000 units, and IDC data also shows that the top five companies in global humanoid robot shipments in 2025 will all be Chinese firms, while American companies Figure AI and Tesla rank seventh and ninth, respectively.

According to the industry analysis platform Hello China Tech, as of June 2026, there are a total of 8 humanoid robot-related companies in China with valuations reaching or exceeding 20 billion yuan (approximately 2.9 billion USD), of which 5 companies have valuations primarily based on models rather than shipment volumes, with annual shipment volumes still maintaining at the hundreds level. In the second quarter, the financing amount in the humanoid robot field reached 6.95 billion USD, more than double that of the previous quarter.The report points out that the data collection costs vary significantly across different stages: the hourly wage for frontline operators is about 20 to 40 yuan, approximately 25 yuan when outsourced; the internal cost for companies involving robots is about 250 yuan; and the data price from government-supported training bases reaches 500 to 1000 yuan. However, the data produced through different collection methods (wearable devices and robot involvement) shows significant differences in quality and training effectiveness, with only about 50 hours of usable data from 100 hours of raw collection. The data measurement units used by different companies (hours, trajectories, skills, etc.) are incompatible, and there is a lack of independent auditing, leading to considerable uncertainty in valuation bases. It is believed that the industry urgently needs to establish a unified data asset measurement standard.

According to the "China Securities Journal," at the online investor communication meeting for the Sci-Tech Innovation Board listing of Yushu Technology, an investor asked, what impact does the U.S. robot sales ban have? Fu Fenghua, the secretary of the board of Yushu Technology, responded that the main models currently on sale include humanoid robots G1, H2, R1, and quadruped robots Go2, B2, A2, all of which have obtained FCC certification and fall under the advanced robotic equipment mentioned in the previous announcement. Therefore, the aforementioned policy change will not affect the continued sales of the company's existing main products in the U.S. market.

According to Fortune magazine, Michael Saylor, Executive Chairman of Bitcoin treasury company Strategy, stated that artificial intelligence is changing the way wealth is created, and businesses and individuals should not try to compete with machines but should leverage AI to amplify their own capabilities. In an interview, Saylor mentioned that he used ChatGPT to help Strategy design a preferred stock financing plan based on Bitcoin, ultimately enabling the company to raise about $15 billion through an IPO and related financing. He stated, "AI helped me create $15 billion."Saylor believes that the core advantage of the AI era is not to repeatedly execute tasks that machines can accomplish, but to ask better questions and use AI to explore new opportunities that were previously unattainable. "Don't try to work harder than robots." In recent years, Saylor has pushed Strategy to allocate Bitcoin on a large scale, transforming the company from a traditional software enterprise into a publicly traded company with Bitcoin as its core asset. Although this strategy comes with higher risks, Saylor stated that significant innovations often require enduring volatility and continuously adjusting direction. He noted that the successful entrepreneurs of the future will be those who can combine AI with human creativity, rather than individuals trying to replace AI in completing tasks.

According to Business Insider, the American industrial robotics startup Avatar Robotics has completed a $6.5 million seed round of financing, led by AlleyCorp and Defy.vc, with participation from Headline and Henry Ford III.The company allows operators to remotely control robots through Meta Quest headsets and controllers to perform picking and packing tasks in warehouses, charging based on usage and at a cost lower than directly hiring warehouse workers. Avatar does not sell hardware but procures robot bodies from China, providing labor services through remote operation while recording the data of what the robots see and the operators' reactions, which is used to train AI models for more autonomous operations.

HappyRobot, an enterprise-level AI intelligence company, announced the completion of a $150 million Series C financing round, led jointly by Prysm Capital and Eurazeo, with continued participation from a16z, Base10, and Y Combinator. Other strategic investors include Koch Disruptive Technologies, Orange, and T.Capital, a subsidiary of Deutsche Telekom.HappyRobot focuses on using AI intelligence to automatically handle complex, multi-step business coordination tasks, reducing the costs of manual coordination. After this round of financing, its total funding amount is approximately $200 million, and the company's valuation has reached $1.2 billion, officially entering the "unicorn" ranks.

Jensen Huang announced on the X platform the launch of Alpamayo 2 Super, a cutting-edge open-source inference model developed by NVIDIA for the autonomous driving field. Jensen Huang stated that Alpamayo 2 Super can not only "see" the environment but also understand and reason about the complex world, thinking before acting, and can serve as the core model for robot taxis, autonomous trucks, shuttles, delivery vehicles, agricultural machinery, and future large-scale mobile robot systems.The model will be based on OpenMDW-1.1 and made available for commercial use, allowing developers and enterprises to inspect, fine-tune, and deploy the model. Jensen Huang mentioned that open models help promote the safety and reliability of autonomous driving systems. He stated that the next wave of artificial intelligence will belong to robotics, and autonomous vehicles will be an important starting point for this trend.

The robotics startup Exclaim Robotics, headquartered in Zurich, Switzerland, officially announced its emergence from stealth mode, completing a $4.95 million seed round of financing, which will be used to develop robotic products aimed at routine maintenance and upkeep operations for hyperscale data centers.The company is led by veteran robotics expert Helen Oleynikova, with investors including well-known early-stage investment firms in Europe.

According to Forbes, the Federal Communications Commission (FCC) officially announced on July 27, 2026, a ban on the import of foreign-made AI humanoid robots, citing national security threats. The FCC classified these devices as "Trojan horses"—their high-precision sensors can continuously collect sensitive data from users' homes and businesses and transmit it to foreign entities, posing a risk of being used for mass surveillance or intelligence activities, and the related devices may also be remotely controlled.Although the ban targets all foreign manufacturers, it actually has the most significant impact on China, as China currently holds a large share of the global AI humanoid robot market. Promoting the development of domestic manufacturing is also an important secondary objective of this ban.