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The PaperUpdated Oct 30 14:48

Zhiyuan's revenue in the first half of 2026 was nearly 2 billion yuan; Peng Zhihui proposes five leaps of physical AI

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Zhiyuan co-founder, president and CTO Peng Zhihui revealed at the 2026 Zhiyuan Innovation Day launch event that in the first half of this year, cumulative off-line output of Zhiyuan general-purpose AI robots reached 20,000 units, revenue approached 2 billion yuan, and the company captured a 43% share of the global humanoid robot market. Peng Zhihui also released the physical AI value metric Worken (effective intelligent work hours), with a formula of the number of active robots × autonomous working hours × output efficiency ratio, which has already been deployed in scenarios such as visitor services in Chengdu's Kuanzhai Alley, loading and unloading on Longqi production lines, and subway security-check guidance. He also proposed that physical AI will undergo five leaps from usable to general-purpose, from a usable body, deployment in segmented scenarios, a generalized embodied foundation model, and swarm intelligence, ultimately moving toward intelligence self-bootstrapping.

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Zhiyuan disclosed first-half revenue of nearly 2 billion yuan and a 43% global share of humanoid robots, and laid out the stage divisions of the five leaps of physical AI.

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+1 AgiBot's revenue in the first half of 2026 was nearly 2 billion yuan; Peng Zhihui believes physical AI will undergo five leaps. The Paper reporter Yu Yan 2026-10-29 10:51 Source: The Paper ∙ Sci-Tech 101 > Listen to the full text Font size

On the morning of October 29, Peng Zhihui, co-founder, president and CTO of AgiBot, revealed at the 2026 AgiBot Innovation Day launch event that in the first half of this year, cumulative off-line production of AgiBot general-purpose AI robots reached 20,000 units, with revenue approaching 2 billion yuan, as commercialization continued to accelerate. In terms of market share, AgiBot captured 43% of the global humanoid robot market, placing it among the global leaders.

At the launch event, Peng Zhihui released the company's first physical AI value metric, Worken, namely effective intelligent work hours, used to measure the actual output of robots working autonomously.

Peng Zhihui releases the company's first physical AI value metric, Worken, effective intelligent work hours, used to measure the actual output of robots working autonomously. Photo by The Paper reporter Yu Yan

Worken formula: Worken (effective intelligent work hours) = number of active robots × autonomous working hours × output efficiency ratio. This indicator moves beyond the simple dimension of robot installation numbers, focusing on evaluating whether robots can autonomously and continuously complete valuable tasks, as well as the output value actually created.

At present, this set of indicators has been implemented in multiple scenarios, including visitor services at Chengdu Kuanzhai Alley, loading and unloading on Longqi production lines, subway security guidance, entertainment performances at Chimelong Zhuhai, retail shopping guidance at ASD, and services at Shangri-La hotels.

At the Innovation Day event, Peng Zhihui said that physical AI will go through five leaps from usable to general-purpose. The first leap is having a usable body; the second leap is achieving deployment in segmented scenarios; the third leap is having a generalized embodied foundation model, with robots freed from custom development and able to quickly adapt to various new tasks at lower cost, achieving single-machine cross-scenario generalization; the fourth leap is a leap in swarm intelligence; and the fifth leap is ultimately achieving intelligence self-bootstrapping, with robots beginning to produce their own training data and AI participating more in its own training process, realizing a highly autonomous self-evolving system with a self-improving cycle. Responsible editor: Huan Yanhong Image editor: Jin Jie The Paper news tip: 021-962866 The Paper, unauthorized reproduction prohibited +1 Favorite I want to report #AgiBot #humanoid robots View more

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