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首次将预测世界模型引入人形行走：地瓜WM-LOCO让机器人现场走梅花桩2026-09-04 17:08 · 地瓜君
Physical IntelligencePhysical Intelligence 联创 Chelsea Finn：物理 AI 已经走到自己的 GPT 时刻2026-09-04 17:00 · Shirley
Sharpa对话 Sharpa 李一帆：通用机器人要么全能，要么无能2026-09-04 16:37 · 极客公园
梅卡曼德
梅卡曼德上市，具身智能又跑出一家百亿公司2026-09-04 16:33 · 极客公园
波士顿动力
李飞飞刚发Atlas，中国开源“同款”已抢跑半年？2026-09-04 14:54 · 量子位
银河通用
全球首个原生智能体机器人“银河星仔”，上线24小时，全网预订超200台2026-09-04 12:18 · 36氪快讯
灵初智能
具身智能落地的最后20%，藏在「云」里2026-09-04 11:32 · 雷峰网
- 李飞飞发布Atlas：世界模型，到底是个啥？
2026-09-04 09:38 · 人人都是产品经理
Featured
All companies →Tesla Optimus
特斯拉 Optimus
Tesla's humanoid robot program. With FSD technology transfer, Gen 3 features a 22-DoF dexterous hand and 50 actuators; the Fremont line started production in August 2026 with a designed annual capacity of 1 million units.
Not applicable (Tesla's market cap is in the hundreds of billions of USD); Musk has said Optimus could make Tesla a $25T robotics company
Galbot
银河通用
A top Sim2Real embodied foundation model company entering industry and retail with wheeled dual-arm humanoids: 1,200+ units shipped in 2025, Galaxy Space Capsules landed in 40+ cities and 170+ locations, cumulative funding of about RMB 8B, leading the Beijing key laboratory for embodied foundation models.
About RMB 21-26B (varies by source)
Boston Dynamics
波士顿动力
The technology pioneer of humanoid robotics with 30 years of motion control; the electric Atlas was unveiled and entered production at CES 2026 with orders fully booked; Hyundai Motor achieved 100% ownership in July 2026; targeting 30,000 units/year by 2028.
N/A (wholly owned subsidiary; SoftBank's 9.65% stake valued at ~$325M implies an implied valuation of ~$3.37B, for reference only)
ROBOTERA
星动纪元
A Tsinghua-linked, fully in-house humanoid robotics company (the only one with Tsinghua University equity); raised RMB 2.5B in two months with a valuation above RMB 10B; achieved the industry's first logistics PMF and started 1,000-unit-scale delivery, with the XHAND1 dexterous hand adopted globally.
Above RMB 10B (Mar 2026)
AgiBot
智元机器人
Founded by Zhihui Jun (Peng Zhihui) and former Huawei VP Deng Taihua; full-stack in-house plus a real-machine-data approach; the 15,000th unit rolled off the line in June 2026 with a 2026 full-year revenue target of RMB 4B; primary-market valuation over RMB 20B; the HKEX IPO process has started.
Primary-market valuation over RMB 20B; HKEX target valuation HKD 40-50B (per cornerstone investors; internal hopes around HKD 80B)
Unitree Robotics
宇树科技
Global leader in humanoid shipments (over 5,500 in 2025, about 32.4% of the world); 2025 revenue RMB 1.699B with RMB 591M adjusted net profit; H1 2026 revenue RMB 1.152B and RMB 274M net profit attributable to parent, turning profitable; listed on the STAR Market on Aug 19, 2026 (688836, 'C Yushu-W'), becoming the first humanoid robotics A-share, with the intraday market cap once topping RMB 440B on day one.
Highly volatile post-listing: intraday market cap peaked at about RMB 444.9B on day one, about RMB 272B at the Aug 21 close, and about RMB 246.8B intraday on Aug 24 (offering market cap RMB 60.993B)
TARS
它石智航
Founded by Huawei + Baidu intelligent-driving executives; committed to a non-VLA world-model route (AWE); the $455M Pre-A set China's embodied single-round record; a 1,000-unit industrial robot cluster landed in Shanghai Jiading.
Undisclosed (top tier)
Fourier Intelligence
傅利叶智能
Dual-driven by rehabilitation and humanoid robots; the GR-3 is an emotional-interaction CARE-BOT; covers 40+ countries and 2,000+ medical institutions worldwide; valuation about RMB 8B.
about RMB 8B