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.
Shiyun Circuit announced that its humanoid robot PCB products have entered the batch supply stage, with sufficient production capacity. The company completed three product iterations and built strong technical barriers in signal transmission and anti-interference.
Jiemei Technology announced an additional 428 million yuan investment in its North China production and research base to upgrade equipment and expand MLCC release film capacity, driven by soaring demand from AI servers, EVs, and robotics.
Lingchuang Motor, a Nanjing-based startup, has secured orders through 2028, with over 10 million yuan in hand. The company's axial flux motor, now in mass production, will see annual capacity reach 100,000 units by 2028.
Fusai Technology issued a statement following a 31.72% stock surge, confirming its robot component products are in early-stage R&D with no orders or revenue.
68 WRC 2026 exhibits, from joint modules to humanoids: actuation, tactile sensing, dexterous hands, data training, complete robots. A guide to China's embodied AI supply chain.
Tianma Microelectronics has been named the exclusive screen supplier for Honor's new Robot Phone, marking the debut of its Tianma TianGong OLED display on an embodied AI terminal.
Unitree's RMB 60.99B IPO at 219x P/E gives China's embodied AI its first public valuation benchmark. What the price demands, and who it measures.
JD Logistics and Fast Retailing Group have formed a strategic partnership to build a global logistics supply chain network, enhancing automation, digitalization, and sustainability.
Agility co-founder Damion Shelton discussed how the e-bike boom, cheaper motors, better batteries and disciplined AI use are enabling humanoid robots today.
Sinoceramics announced at an analyst meeting that it has built an automated production line for sulfide solid-state electrolytes, establishing initial mass production capacity. The company is working closely with key downstream customers to advance commercialization of all-solid-state batteries.
The global surgical robot industry is booming, but domestic manufacturers face critical bottlenecks in materials, precision manufacturing, and supply chain collaboration. A new closed-door seminar aims to bridge the gap between demand and supply for core components.
The US FCC has added foreign-made power inverters and advanced robots to its 'Covered List', blocking their sale in the US. China's People's Daily condemns this as discriminatory and a distortion of market rules.
Beijing E-Town hosted its commercial aerospace open day, where a memorandum was signed to build China's first commercial space product reliability platform.