China's physical AI update January Episode 1

China Humanoid Update(202606E3) Galbot, Galaxea, Kepler and SERES

Galbot launched AstraBrain-WBC 0.5, a GPT-style foundation model for real-time, whole-body robot control.Galaxea unveiled its Kengo humanoid robot and threw shade at competitors, claiming to be China's only embodied AI firm with both a top-tier model and in-house flagship hardware.Kepler Robotics unveiled Kylin, a quadruped boasting a 600 kg payload capacity. SERES debuted its first humanoid robot, Xiaosai, inside its super factory

China Humanoid Update June E2: Policy, UBTECH, Engine AI

China launched its 2026 Humanoid Robot and Physical AI Initiative, aiming to identify 100+ robot jobs and deploy over 10,000 units in real-world scenarios.• The 2nd World Humanoid Robot Games will be held in Beijing from August 22 to 26, featuring 50 events, including fully autonomous track races and new table tennis and combat categories.• XPeng says its humanoid robot project remains on track for mass production by the end of 2026, with He Xiaopeng taking a more hands-on role.• EngineAI tested its full-size T800 robot for the upcoming URKL humanoid robot combat league.• UBTECH’s UWORLD humanoid robot received more than 3,000 pre-orders within eight days on JD.com.• Daimon Robotics and China Mobile are building a crowdsourced real-world data collection network for physical AI.• Digua Robotics’ S600 chip is gaining traction among humanoid robot companies.• SAGE unveiled MAHAKBOT, a six-arm robot designed for complex industrial tasks.

China's Humanoid Update: January Episode 2

Ministry of Industry and Information Technology: China has 140+ humanoid robot makers and 330+ productsUnitree: 5,500+ humanoids shipped, 6,500 produced (humanoids only)Vbot: 6,540 pre-orders for robot dog Bobo, ~¥100m pre-salesZhejiang Humanoid Robot Innovation Center: ¥450m Pre-A, ¥2.2bn total in 18 monthsReal-world deployment: police patrol bots in Shanghai; Deep Robotics tested robots at –30°CLogistics: Robot Era partners with SF TechnologyBuyers: mainly education & government (187 of 292 buyers)Conclusion: institutional adoption, not mass consumer rollout yet

China's physical AI update January Episode 1

CES momentum, Agibot, X Square and Dobot

China's Humanoid Update last episode in 2025

The final weekly update of China’s embodied AI sector. Personally, I think UBTECH’s Walker S2 is China’s Robot of the Year for 2025. I also expect robot-operated outlets—led by brands such as Galbot, Astribot and AI² Robotics—to scale rapidly in 2026.