Since August, A-share tech stocks have seen rotation-driven gains across humanoid robots, brain-computer interfaces, and optical modules. Brokerages say the repair trend persists but emphasize that funding constraints and AI narrative shifts will likely lead to structural opportunities.
Galbot posts a teaser message, 'Something new is coming,' and invites fans to meet. No additional details are provided.

Galbot, a humanoid robot company, has teased its upcoming GALBOT ET1 model with a new image on X. The tweet signals the product is coming soon, expanding the company's lineup in the humanoid robotics space.

China's embodied AI raised RMB 96B in a year. Now the test is spending: Unitree profits on tiny R&D while UBTECH lost RMB 4.2B. Who spends well?

Robotic rehabilitation systems are transforming stroke recovery by enhancing neuroplasticity and enabling personalized, home-based therapy. AI-driven tools and error augmentation techniques promise more effective and accessible care for survivors.
PaXiniTech's TORA-DOUBLE ONE humanoid robots are deployed at First Farm food store, handling front-of-house roles: greeting, guiding customers, preparing meals, and calling out order numbers. The company's full-stack system converts human demonstrations into robot training data for an embodied manipulation loop.

Shangwei New Materials reported a net loss of 167 million yuan in H1 2026, with revenue up 2.4% to 803 million yuan, as its robot business faced pressure during a strategic shift to embodied AI.
Shangwei New Materials reported a first-half net loss of 167 million yuan despite a surging stock price, attributing losses to heavy R&D spending on consumer embodied AI robots. The company targets a sevenfold increase in robot revenue by 2028.
JD.com's Qixian Coffee launched its first 24-hour smart unmanned store in Beijing's Galaxy SOHO, with robots handling the entire coffee-making process. The company aims to integrate AI and embodied intelligence into consumer scenarios.
Zhongwei Semiconductor reported H1 2026 net profit of 172 million yuan, up 98.48% year-on-year, driven by strong demand in AI, robotics, and automotive electronics.
Quadrupeds, arms, exoskeletons and vertical robots at WRC 2026: a complete guide to 50+ non-humanoid machines and the industry structure behind them.

Humanoids lead WRC 2026's announced lineup. A complete guide to the biped vs wheeled form-factor war and what it signals for embodied AI.
