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On October 14, 2026, the Artificial Intelligence Research Institute of the China Academy of Information and Communications Technology (CAICT), together with the Department of Electronic Engineering of Tsinghua University and the Embodied Intelligence Testing Laboratory, released the "Embodied Intelligence Development Report (2026)." This is the third time CAICT has released an embodied intelligence research report. The report notes that in the first half of 2026, domestic embodied intelligence financing reached approximately 93.5 billion yuan, an increase of about five times year-on-year, and the number of enterprises valued at over 10 billion yuan grew to 20; however, a considerable proportion of devices were powered on for fewer than 10 days per month on average, and a sustainable commercial closed loop has yet to take shape. Centered on the four-element framework of models, data, bodies, and computing power, the report reviews the path evolution from "performance" to "application" and four categories of evaluation benchmarks. Subsequent reports show that Angsheng Technology (Jiangsu), a subsidiary of Whale Cloud Technology, was included in the report's industry map, covering algorithm models, operating systems, secondary development, development platforms, and fields such as industry, commerce, emergency response, and energy.
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Lead screws are still waiting for Tesla: the mass-production contrast in the humanoid robot supply chainDevelopments
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CAICT and others jointly release the "Embodied Intelligence Development Report (2026)"
Source:Smart City Industry Analysis
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Oct 28
Huxiu
Lead screws are still waiting for Tesla: the mass-production contrast in the humanoid robot supply chain
Tesla Optimus began ramping production before its hand design was finalized, but demand for lead screws remains at the early stage of mass production, with Xinjian Transmission's related revenue in the first half of 2026 growing only 3.36% year-on-year. Over the same period, Kinco's frameless torque motors shipped 113,600 units, up 422.9% year-on-year, while Hesai and RoboSense shipped 260,700 and 282,600 robot LiDAR units, respectively. The article notes that in 2025 rotary joints accounted for about 94% and linear joints only 6%, and that the lack of convergence in joint routes and the pressure of doubled costs have suppressed large-scale demand for lead screws.
Oct 27
China.com Technology
Aosheng Technology (Jiangsu), a subsidiary of Whale Cloud Technology, Selected for CAICT's "Embodied Intelligence Development Report (2026)"
Aosheng Technology (Jiangsu), a subsidiary of Whale Cloud Technology, has been included in the industry map of the "Embodied Intelligence Development Report (2026)" released by CAICT in collaboration with the Department of Electronic Engineering of Tsinghua University and the Embodied Intelligence Testing Laboratory, covering algorithm models, operating systems, secondary development, development platforms, and fields such as industry, commerce, emergency response, and energy. At the "Capital Empowering Innovative Enterprises" sub-forum of the 2026 Physical AI and World Model Conference, Aosheng Technology (Jiangsu) released the "3+3+2" theoretical model and is focusing on exploring quadruped robot inspection in scenarios such as computer rooms, parks, buildings, and warehouses, as well as strength-type and navigation-type tasks in flexible factories.
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Oct 26
Smart City Industry Analysis
CAICT and Tsinghua University Jointly Release the "Embodied Intelligence Development Report (2026)": The Industry Is at a Transition Point Toward Pilot Applications
The Artificial Intelligence Research Institute of CAICT, together with the Department of Electronic Engineering of Tsinghua University and the Embodied Intelligence Testing Laboratory, released the "Embodied Intelligence Development Report (2026)". This is the third time CAICT has released an embodied intelligence research report. The report points out that in the first half of 2026, domestic embodied intelligence financing reached approximately 93.5 billion yuan, an increase of about 5 times year-on-year, and the number of enterprises valued at 10 billion yuan grew to 20. However, a considerable proportion of devices have an average monthly power-on time of fewer than 10 days, and a sustainable commercial closed loop has not yet been formed. Centered on the four-element framework of models, data, bodies, and computing power, the report reviews the path evolution from "performance" to "application" and four types of evaluation benchmarks.
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