UBTECH Robotics announced a RMB 150.8 million state-owned order, over RMB 50 million in overseas orders and the start of a 10,000-unit humanoid robot factory within four days. Its latest results show revenue doubling and humanoid robot revenue up 1,445%, suggesting the company is moving from concept to commercialization.
Orient Securities maintained its Buy rating on Rongtai Co., noting the company's push into robotics and expansion in new energy and overseas markets. Rongtai's first-half net profit fell 10.1% year on year to 88 million yuan.
Youdi Robot (03231.HK) will hold a board meeting on September 30, 2026, to consider and approve its interim report for the six months ended June 30, 2026, and to discuss an interim dividend.
Dongwu Securities reiterates its 'Buy' rating on Guangyang, expecting the FPC and robotics businesses to achieve profitability and reverse losses.
Xingfa Group said at an earnings briefing that intelligent rock drilling robots developed with partners are mainly used in its own mines. The company has no plans to sell them externally for now.
Mech-Mind Robotics (09615.HK) said it will hold a board meeting on Sept 24, 2026, to review and approve its interim results for the six months ended June 30, 2026.
Dongguan Securities says GRGBanking's profit quality is improving, with promising prospects in AI robotics, digital yuan, and computing power. The company posted a 9.16% year-on-year decline in first-half 2026 net profit to 423 million yuan, yet it remains China's top intelligent financial equipment vendor for 18 straight years.
Aishida (002403.SZ) announced that its embodied AI robot business is newly developed and still in its early stages, with sales revenue of only 137,200 yuan so far, and it expects no significant impact on this year's financials.
Skild AI said it reached $100 million in annual recurring revenue within 10 months of beginning deployments. The company's robots are now working on factory lines, on construction sites, in kitchens and in data centers, taking on tasks including cleaning, welding, building and cooking.
A review of seven embodied intelligence companies' half-year reports reveals that only a few achieved revenue growth through humanoid robots, and only recently-listed Unitree posted net profit.
NIO founder William Li said the brand's average transaction price reached 406,000 yuan and rose to 434,000 yuan in July, surpassing traditional luxury brands. He stressed focusing on quality over volume, protecting gross profit, and noted the robot sector is already crowded, so NIO does not need to enter.
Robotics companies held a collective earnings briefing to discuss financial results and industry trends. Companies like Ruisong Technology, Buke Co., and Lanjian Intelligence participated, highlighting diversification strategies.
Huayan Robot announced a net loss of RMB 56.9 million for the six months ended June 30, 2026, with revenue of RMB 174.05 million.
Guangzhou Risson Intelligent Technology posted its best half-year results since listing, with revenue up 71.67% and a return to profit, driven by its six-axis robot business.
Luoshi Robotics released its first interim report after listing on the Hong Kong Stock Exchange, showing revenue of RMB 415 million, up 135.8% year-on-year, and a swing to profit with adjusted net income of RMB 18.4 million.
Ruison Technology posted its best half-year results since listing, with revenue up 71.67% and net profit soaring 3349.46%, driven by robot production lines penetrating into optical communications, 3C electronics, and semiconductors.
Rockbot Robotics reported a 136% revenue increase and turned profitable in the first half of 2026, with robot sales exceeding 13,000 units, up 225% year-on-year.
UBTECH reported H1 revenue of RMB 1.27 billion (+104%), shipping 16,123 humanoid robots. Full-size humanoid robot revenue surged 1,445% to RMB 590 million. R&D exceeded RMB 300 million with 1,103 engineers.
Chinese robot makers' interim results reveal strong revenue growth but persistent losses, with the entire industry betting on embodied AI as the next growth driver.
On August 28, several listed companies disclosed their latest developments in robotics and other areas, covering dividend payouts, NEV sales, and component demand.
Dongfang Dianre stated on its interactive platform that revenue from robot-related operations currently accounts for a small share of total revenue, with no material impact on performance.
Wuzhou Xinchun reported a decline in revenue and profit for the first half of 2026, while continuing its expansion into humanoid robot and new-energy vehicle components. The company also completed a refinancing round to support new business capacity.
Kailida (688255.SH) reported explosive half-year growth driven by its industrial robot and welding equipment businesses, with net profit swinging to a gain. However, operating cash flow turned negative, indicating increased working capital pressure.
In H1 2026, RoboSense reported revenue of RMB 1.02 billion, up 30.2% YoY. Total LiDAR shipments reached 719,200 units, up 169.6% YoY, while robotics LiDAR shipments surged 510.4% to 282,600 units. The company is expanding its robotics portfolio beyond LiDAR into vision and sensing solutions for the Physical AI era.
Leader Harmonious Drive (688017.SH) reported strong H1 2026 results with revenue and net profit both growing rapidly, driven by demand from humanoid and industrial robots and capacity expansion. The company also increased R&D spending significantly, though cash flow faced temporary pressure from settlement changes.
Huayan Robot announced a net loss of 56.9 million yuan for the first half of fiscal 2026, despite generating 174.1 million yuan in revenue.
Henggong Precision reported H1 2026 revenue of 723.5 million yuan, up 37.37% year-on-year, with net profit attributable to shareholders surging 57.03% to 103.69 million yuan. The company is focusing on embodied intelligence as a new growth driver.
Hangzhou Danhong Technology reported H1 2026 revenue of RMB 136 million, up 2.53% YoY, with its embodied AI robot business generating RMB 10.03 million in new revenue.
RoboSense's H1 2026 earnings show revenue up 30.2% to RMB 1.02 billion, with robotics LiDAR sales soaring 510.4% to 282,600 units, making robotics nearly half of product revenue.
XPeng's Q2 2026 earnings show strong auto delivery growth, but investors focus on its upcoming humanoid robot, which may rival Tesla's Optimus.
DangHong Technology reported steady H1 2026 revenue growth, with its embodied AI robot business contributing initial revenue. The company is shifting from technology development to commercial deployment.
XPeng's Q2 revenue grew 8% to 19.74 billion yuan, but net loss widened to 1.24 billion yuan, missing market expectations. Meanwhile, its robotics arm's valuation surged to 43 billion yuan, highlighting a strategic shift.
Jiuding Investment posted a net loss of 88.15 million yuan in H1 2026, widening 85.39% year-on-year amid pressure on its private equity and real estate businesses. The company's robot segment faces scrutiny as investors question its performance.
XPeng Group reported Q2 2026 revenue of RMB 19.74 billion, with a net loss of RMB 2.92 billion for the first half. The company expects Q3 revenue to grow 6.47-14.81% YoY, and its robotics business raised over $900 million in its first financing round.
Ledong Robotics reported a 35.2% revenue increase to 523 million yuan in H1 2026, driven by smart mowing robot sales, while net loss widened to 42.1 million yuan.
Robotics (300024.SZ) reported a net loss of ¥189 million for the first half of 2026, widening from a year earlier. Revenue fell 12.57% year-on-year to ¥1.451 billion.
Siasun Robot, a leading Chinese industrial robot maker, reported a net loss of 189 million yuan for the first half of 2026, widening from a loss of 95.36 million yuan a year earlier, with revenue down 12.6% year-on-year. The company has been loss-making for two and a half consecutive years, and its shares have fallen nearly 20% so far this year.
Robot Co., Ltd. (300024) reported H1 2026 revenue of ¥1.451 billion, down 12.57% year-on-year, with a net loss attributable to shareholders of ¥189 million, widening from a loss of ¥95.36 million a year earlier.
On Aug 23, SIASUN Robot announced that its eighth board approved the 2026 semi-annual report and an increased annual quota for daily related-party transactions at its tenth meeting.
Unitree Robotics' shares fell 6.51% in early trading to 790 yuan, following a massive 460% jump the previous day, reflecting profit-taking after a sharp rally.
US stocks fell for a third day as chip and AI shares plunged, while oil rose on Iran tensions. China tech giants Baidu and Xiaomi reported weaker quarterly results, and new IPOs surged, with Unitree set to list.
Xiaomi reported Q2 2026 revenue of 108.9 billion yuan and adjusted net profit of 6.2 billion yuan. On the earnings call, President Lu Weibing announced the upcoming robot debut and a new Xuanjie chip.
Shangwei New Material reported a slight revenue increase but a net loss, and unveiled an equity incentive plan for its new robot business targeting 40 billion yuan by 2028. The feasibility of this ambitious goal is questioned amid market competition and recent financial performance.
Shangwei New Materials' first half-year report after Zhiyuan Robot's takeover shows revenue growth but stagnant profits, while its robotics business still has no revenue. The stock rebounded after an initial dip on the report's release.
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.
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.
H1 2026 earnings for the robot vision supply chain show sharp divergence, with some firms seeing massive growth while others report losses due to memory chip price hikes and weak consumer electronics demand.
Oriental Precision reported a 867.75% net profit surge, but the gain came from selling its cash-cow business, while its robot segment remains in OEM stage.
BoJie Co. announced that its stock surged over 20% cumulatively in three days, prompting a clarification that its involvement in photonics, semiconductors, humanoid robots, and other segments is in early stages and has no major impact on earnings.
Fullhan Micro's Q2 2026 results show revenue up 103-118% and net profit soaring over 10x, driven by memory price hikes and AI-ISP chip adoption. The company's AI-ISP chips are gaining traction in robotics, signaling a new growth curve beyond surveillance.