China's physical AI update January Episode 1

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.

China Humanoid 2025 Year-end Review

Highlights include the World Humanoid Robot Games in Beijing, Unitree’s progress towards an IPO, Agibot’s rapid scale-up, and a surge of investment led by companies such as Galbot, XSense, Galaxea and TARS. UBTECH stood out with major data-centre robot contracts, while Xpeng drew attention with the debut of its humanoid robot IRON. Despite strong policy support and heavy funding, large-scale real-world deployment remains limited, with many robots still focused on data collection, research and demonstrations.

China's Humanoid Update December Episode 3

Rare candid views on AI’s limits, Shanghai’s push to build an embodied-AI hub, Unitree’s humanoid “App Store”, fresh funding across robots and core components, and, similar to Agibot, another startup acquired  listed company outside the sector. China’s humanoid update 12E3: rare candid views on AI’s limits, Shanghai’s push to build an embodied-AI hub, Unitree’s humanoid “App Store”, fresh funding across robots and core components, and, similar to Agibot, another startup acquired  listed company outside the sector. https://www.youtube.com/watch?v=HWrcmIO49CU [https://www.youtube.com/watch?v=HWrcmIO49CU]