Embodied AI Value Chain Shifts Toward Data Collection and Execution Hardware

At 13:12 on October 29, 2026, the CSI Robot Index was down 1.25%, with mixed moves among its constituents. OPT led the gainers with a 4.84% rise, followed by Moons' Electric at 3.05% and Haozhi Industrial at 2.99%. Risong Technology led the decliners, while Techmach and JMP Intelligent also fell.

On October 28, Unitree Robotics and Sequoia China announced the Shanyu Creation Plan, a joint initiative focused on discovering and investing in embodied intelligence ventures. The plan underscores growing market attention to data collection and execution hardware, which are emerging as key value nodes across the embodied AI supply chain.

The Robot ETF Jiashi (159526) tracks the full robot industry chain, giving investors exposure to these shifting value centers. The index's mixed performance points to near-term volatility, with gains in some component makers offset by weakness in automation solution providers. The new investment program signals longer-term confidence in embodied intelligence commercialization and related hardware demand. Such initiatives are expected to accelerate technology validation and supply chain development, while market participants watch how these investments translate into orders and revenue.