Global No. 1 in shipments, China's robotics giant is going crazy

(Source: Robot Outpost)

Robot Outpost

Zhiyuan Robotics patents published for evaluation methods related to embodied model testing

Recently, a patent titled “Evaluation method, system, device, medium, and program product for embodied models” associated with Zhiyuan Robotics’ related company, Zhiyuan Innovation (Shanghai) Technology Co., Ltd., was published. According to the patent abstract on Qichacha, the evaluation method includes: obtaining task description information; inputting the task description information into a first large language model, so that the first large language model generates a task instruction set for controlling the execution mechanism, where the task instruction set includes at least one task instruction and associated information; inputting the task instruction set and simulation configuration parameters into a second large language model to generate an evaluation configuration file matched to the simulation configuration parameters; inputting the evaluation configuration file into a simulator, using the instruction to have the embodied robot model under test control a robot in the simulator, execute the task instruction set, and generate the evaluation results of the embodied robot model under test. By using large language models to achieve an end-to-end closed-loop automation from task description information to evaluation configuration and evaluation execution, the approach enables large-scale, high-precision evaluation. (Caixin)

Vbot Weitadong Energy and JD.com reach strategic cooperation; goal is to surpass one million units sold within the next three years

Today, Vbot Weitadong Energy and JD.com’s retail intelligent robotics business officially signed a strategic cooperation agreement. Both sides will carry out in-depth cooperation in the consumer-grade embodied intelligence sector, jointly promoting the scaled sales of Vbot’s Superpower robot dog. The goal is to exceed one million units sold within the next three years. Based on JD.com’s “Intelligent Robotics Industry Acceleration Plan 2.0,” both sides will leverage JD.com’s support across multiple dimensions—technology, data, content, and channels—to accelerate market penetration of consumer-grade embodied intelligence products. According to information compiled from public sources, Vbot Weitadong Energy is an enterprise focused on research and development of consumer-grade embodied intelligent robotics. Its core product, Vbot’s Superpower robot dog, has capabilities such as autonomous navigation and emotional interaction. This cooperation will use JD.com’s platform advantages to achieve broader market coverage. Information indicates that this cooperation is one of JD.com’s key implementations of its “Intelligent Robotics Industry Acceleration Plan 2.0.” JD.com will fully open up its billion-level resources and jointly build a “technology + channels + data” three-in-one deployment paradigm for consumer-grade embodied intelligence with Vbot Weitadong Energy, helping intelligent robots enter more home scenarios. (Guandian)

越疆 (Yuejiang) revenue last year was RMB 492 million, up by more than 30%; collaborative robot shipment volume ranks first globally

Recently, Shenzhen Yuejiang Technology Co., Ltd. (“Yuejiang,” 2432.HK), known as “the first listed company for collaborative robots,” released its 2025 annual performance results. Full-year revenue was RMB 492 million, up 32.9% year over year; net loss was RMB 84.047 million, narrowing by 11.9% year over year; gross profit was RMB 227 million, up 30.3% year over year; gross margin was 46.1%; R&D investment was RMB 115 million, up 59.7% year over year. Yuejiang’s Chairman, Executive Director, and General Manager Liu Peichao said that 2025 is a key year for Yuejiang to upgrade its strategy from a leading collaborative-robot enterprise to a full-form embodied intelligence platform. The company’s collaborative robotics business grew steadily, and its shipment volume leapt to first globally. The cumulative global robot shipments exceeded 100,000 units, and its embodied intelligence robot business was comprehensively upgraded. In terms of product revenue specifically, the six-axis collaborative robot remains the company’s core business: annual revenue was RMB 302 million, up 44.66% year over year, and its share of total revenue rose to over 60%. Four-axis collaborative robots generated revenue of RMB 92.951 million, down slightly by 3% year over year, accounting for 18.9%. Compound robots generated revenue of RMB 67.61 million, up 27.28%, accounting for 13.7% of total revenue. Embodied intelligence robots generated revenue of RMB 20.042 million; their share of total revenue increased from 1% last year to 4.1%. (The Paper)

宇树科技 founder Wang Xingxing: embodied-intelligence GPT moment will probably still take two to three years

Recently, Yuanshu Technology’s founder and CEO Wang Xingxing appeared at the 2026 China Internet Media Forum, delivering a speech titled “When robots go viral.” He personally defined the “GPT moment” of embodied intelligence as: taking a robot to an unfamiliar environment—through voice commands, the robot can complete 80% to 90% of tasks. Wang Xingxing said that the “GPT moment” of embodied intelligence will probably arrive in about two to three years. “It might come pretty quickly, or it might be a little slower, but this year or next year, there will definitely be very significant technological progress waiting for everyone.” (Securities Times)

Turing Award winner Yao Qizhi: China is already leading the world in areas such as smart robot and large-model R&D

Recently, the second Pujiang AI Academic Conference was held in Shanghai. At the event, Turing Award winner and Chinese Academy of Sciences academician Yao Qizhi said that compared with 2022 when ChatGPT was released, China is currently ahead of the world in areas such as intelligent robots and large-model R&D, and China also has clear advantages in terms of talent reserves, application scenarios, and market scale. Therefore, there is no need to worry about the continued development of these fields. In addition, Yao Qizhi pointed out that AI safety sounds like an unremarkable direction and seems to have some “conflict” with AI development; but in practice, if there are no safe robots and no (AI) systems that can handle important matters, their applications will not be (widely) accepted. He noted that the safety issues of AI are an important bottleneck in its development. “We don’t understand AI that well, so its security has problems. If security is a problem, then in the future it will face a bottleneck in promoting its applications.” In Yao Qizhi’s view, besides AI safety, he also pointed out that AI4S (Artificial Intelligence for Science—artificial intelligence driven scientific research) is also a direction that China’s AI development needs to focus on.(China News Service)

Big capital events

Baidu subsidiary funds invest in Rifan Robotics

Recently, there were industrial and commercial changes involving Beijing Rifan Robotics Co., Ltd. New shareholders were added: Sanya Baichuan Zhixin Private Equity Investment Fund Partnership (Limited Partnership) and several other entities under Baidu, namely Yibin Dingfeng Venture Capital Partnership (Limited Partnership) and Guangzhou Dingfeng Xinneng Venture Capital Partnership (Limited Partnership). Meanwhile, registered capital increased from RMB 1 million to approximately RMB 1.132 million. (China Financial News)

Jieka Robotics secures a new round of equity financing; Lingang Digital Technology fund leads

Recently, informed sources said that Jieka Robotics Co., Ltd. has completed a new round of equity financing. This round is led by the Lingang Digital Technology fund, with Hon Hai Group’s related party Guangyu Technology and Xingyu Co., Ltd. participating as co-investors. It is reported that the funds from this financing will focus on core technology R&D in embodied intelligence and the productization and deployment of general intelligent robots, injecting strong momentum for the company’s continued deep cultivation of the general intelligent robotics track and strategic upgrades. (Securities Daily)

Star Sea Atlas establishes a technology company; includes multiple robot-related businesses

Recently, Beijing Star Sea Atlas Technology Co., Ltd. was established with registered capital of RMB 10 million. Its business scope includes: manufacturing industrial robots; selling industrial robots; selling smart robots; R&D of smart robots; developing foundational AI software, and more. Qichacha’s equity penetration analysis shows that the company is wholly owned by Star Sea Atlas (Beijing) Artificial Intelligence Technology Co., Ltd. (China Financial News)

A global new perspective

Faraday Future: March exceeds EAI robot first-month delivery target

Recently, Faraday Future (FF) founder Jia Yueeting announced that the company’s robot deliveries achieved a “great start.” It has already completed the signing of sales contracts for 22 units of humanoid and bionic robots in advance, and by the end of the month it will exceed the shipment target of 20 units for the first delivery month. Information shows that Faraday Future is currently actively advancing product compliance procedures. The FCC certification process for its Aegis-series robots is expected to be completed next week. In addition, the company plans to hold an earnings conference call on April 1 to further introduce the execution results of its EAI strategy. (Guandian)

Korean camera company expands from supplying iPhones to humanoid robots

Today’s news: LG Innotek of South Korea plans to accelerate its transformation, reduce reliance on iPhone sales, and become a leading provider of AI and robotics solutions. The company has started supplying camera module(s) to Boston Dynamics and plans to jointly develop robot components. Visual systems are an important sensing component in humanoid robots; except for Tesla, other companies adopt a multi-sensor fusion approach. (China Financial News)

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