China's robot IPO window narrowed in H2 2026: 14 companies listed, a STAR Market applicant withdrew, and the test became who pays the revenue.
Chinese robot hands now cost a fraction of their 2025 prices, yet fewer than 1% of them work on automotive lines. The industry has three separate ways of judging a hand, and the one that measures lifespan has no common scale.
XPeng's humanoid robot walked off its own automated line on September 8, 2026. Who is building China's robots, and can the EV supply chain deliver them?
Global humanoid production passed 20,000 units in 2025, ten times 2024. Factory deployments stay case-by-case. A four-layer data check, from Longcheer's 64,828 tasks to Unitree's IPO filing.
Chinese makers built over 97% of the world's humanoid robots in H1 2026 but exported only 12.4%. What IFA 2026 shows about Europe's barriers.
Unitree lost RMB 230 billion in 13 days, yet still trades 251.7% above issue. Why the anchor held, and six flags to check.
Led by China with eight countries, ISO 18646-5 is the first global benchmark for legged robots. Why legs, why now, and what this ruler cannot measure.
A $399 duck: $1M in 7 hours, 10,000 pre-orders in 5 days, a Chinese chip stock at its limit-up. How Microduck redrew the physical AI entry ticket.
AGIBOT shipped the most humanoid robots and won 46 medals, yet carries roughly one-sixth of Unitree's value. Inside the mismatch.
Who took gold at Beijing's second World Humanoid Robot Games: a roundup of the winning robots and what the scores reveal.
At Beijing's second World Humanoid Robot Games, robots beat the human 100m record (9.39s), quadrupled entrants, and rewrote the rules on autonomy. What the scoreboard really measures.
An introductory guide to China's embodied AI industry: what embodied AI is, the five-layer value chain, five coordinates for 2026 (policy, capital, production, listings, consolidation), and a practical method for reading the industry. China accounts for 97% of humanoid robot shipments worldwide and raised RMB 93.5 billion (~$13B) in the first half of 2026.
China's dexterous hand sector raised RMB 25 billion in H1 2026 yet no standard hand exists: three routes, three 'No. 1' claims, and a $6B valuation target still unclosed.
Unitree G1 teardown: a RMB 41,574 bill of materials with 66% in joints. How China cut humanoid prices from RMB 593,400 to RMB 9,998 in three years.
A German National Academy member and IEEE/AAAI Fellow explains why home robots are the hardest build in embodied AI: world models, touch, and a silent market. Full transcript included.
The day after Unitree's record IPO, founder Wang Xingxing took the WRC 2026 stage to define embodied AI's first quantifiable threshold: 80% of unfamiliar scenes, 80% of tasks.
All 100 officially selected WRC 2026 exhibits, mapped by category: humanoids, quadruped robots, dexterous hands, core components and three industry reads.
China's embodied AI boom traces a 40-year relay: state labs built the roots, startups sprinted to market, and Unitree's RMB 60.99B IPO set the valuation anchor. Five drivers, three leaders, one system.