This week's major developments in embodied intelligence and driver assistance:
Minieye Partners with LDROBOT
Gasgoo has learned that Minieye (2431.HK) has formed a strategic partnership with LDROBOT (1236.HK). Together, the companies plan to build a foundation for physical AI technology, co-develop a full-scenario product matrix, and accelerate the commercialization and scale of physical AI applications.
Specifically, Minieye brings its full-stack capabilities in end-to-end autonomous driving models, physical AI algorithms, and massive real-world data loops. LDROBOT contributes its deep expertise in spatial perception algorithms, embodied robot development, and real-world spatial assets. Their joint effort will focus on developing a world model for general physical intelligence.
On the product front, the partners will launch two new initiatives. First, they will deliver integrated software-hardware solutions to crack the "last mile" of delivery scenarios, leveraging their combined scale to boost operational efficiency.
Image Source: Minieye
Second, combining their strengths in physical AI interaction, they will build an end-to-end multimodal interaction large model. The goal: robot products centered on "emotional value," emphasizing empathy, real-time response, and human-like behavior to serve emerging needs in home companionship, elderly care, and commercial services.
Furthermore, Minieye and LDROBOT will prioritize building "driverless vehicle + robot" demonstration bases in core cities like Shenzhen and Changsha, creating replicable blueprints for full-chain unmanned operations.
The two sides will also collaborate deeply on data infrastructure for physical AI and embodied intelligence. They aim to bridge data collection between vehicles and robots, establish a unified cross-platform data loop, and build a high-quality scenario library covering both indoor and outdoor environments—using a data flywheel to drive algorithm iteration.
LDROBOT is a full-stack intelligent robotics company grounded in perception intelligence. With multimodal perception products, AI spatial intelligence models, and efficient development platforms, it has built a complete chain from underlying tech to application deployment, empowering robots across home, commercial, and industrial sectors. Notably, its smart lawn-mowing robots are seeing rapid adoption. Building on this foundation, LDROBOT is expanding into the even more promising field of home embodied intelligent robots.
On May 11, LDROBOT listed on the Main Board of the Hong Kong Stock Exchange, officially marking its entry into a 2.0 era.
XiaoZhi Take: The "second growth curve" for autonomous driving vendors has arrived.
PIA Automation's G2 Robot Rolls Off Assembly Line
On June 9, Gasgoo learned that the first batch of G2 robots from PIA Automation's (688306.SH) Wuxi subsidiary, Puzhi Robotics, officially rolled off the production line.
Designed for industrial settings, the G2 robot handles tasks ranging from 3C electronics assembly and material handling to logistics sorting and component inspection. It can also expand into commercial services like exhibition guidance and security patrols. Performance-wise, it features self-developed joint modules and dexterous hands for millimeter-level force control, integrated with the domestic GO-1 embodied base model for top-tier AI decision-making. In field tests with a leading 3C manufacturer, the G2 completed 2,283 tasks over eight hours with zero errors, proving its stability and reliability.
Image Source: PIA Automation
On the production floor, the Wuxi base's four lines—handling leg assembly, torso-arm assembly, final assembly, and wiring testing—are operating in sync, achieving a rhythm of "one robot assembled per hour." Each unit undergoes 6 hours of aging testing, force control calibration, and precision checks to ensure zero-defect delivery. Notably, the robot's head integrates 30 precision parts (some as small as 1 millimeter) that are highly sensitive to static electricity, requiring workers to wear anti-static wristbands and assemble with "microsurgery" precision.
On the order and capacity front, Puzhi Wuxi has locked in 1,000 initial orders and is optimizing tooling to boost efficiency, aiming to raise monthly capacity to 300–400 units by August. Regarding costs, leveraging PIA Automation's manufacturing scale and local supply chain, the target is to cut the G2's production cost by 20% within two years.
The launch of Puzhi Wuxi strengthens PIA Automation's three-pronged technical moat—industrial application, frontier R&D, and independent production—and marks a key move in its Yangtze River Delta strategy. Moving forward, PIA Automation will remain guided by industrial demand, driving the reliable, efficient, and mass production of robots in complex environments to power the upgrade of smart manufacturing.
XiaoZhi Take: Mass production and order intake have become critical metrics for testing the viability of embodied intelligence companies.
He Xiaopeng Internal Memo: Taking Charge in the Final 200-Day Sprint to Robot Mass Production
On June 10, Gasgoo learned that He Xiaopeng issued an internal letter announcing he will personally take direct control of the robotics business.
In the letter, He noted that XPENG's humanoid robot is at a pivotal stage, comparable to where XPENG Motors was eight years ago just before launching its first car, the G3. The project is now standing on the threshold of mass production and delivery.
Image Source: XPENG Motors
On May 28, Gasgoo reported that He Xiaopeng stated in an interview that 2027 is likely to be the first year of commercial mass production for high-end humanoid robots.
He views robots as the core carrier of "physical AI," noting their inherently high software value. Once capabilities break through, scaling could happen far faster than with automobiles.
XPENG has chosen the difficult path of building a general-purpose humanoid robot that looks most like a human. To do this, the team was restructured to focus on using AI, rather than traditional software engineering, to drive the robot's brain and motion control.
He predicts that starting in 2027, physical AI will begin to significantly assist—or even replace—many jobs, just as digital AI has done.
On May 27, Gasgoo noted reports that XPENG Group recently held a mobilization meeting for robot mass production, attended by nearly 1,000 employees from divisions including automotive, powertrain, manufacturing, testing, and general intelligence.
Key executives including He Xiaopeng, Vice President Gu Jie, and Robot Center Head LC Mi attended. The meeting marks the official entry of XPENG's robotics business into the sprint phase for mass production.
At the meeting, He set key milestones: mass production of humanoid robots by the end of 2026, with entry into XPENG offline stores as shopping guides in the first quarter of 2027. He emphasized that XPENG's robots are fully self-developed—from chips and operating systems to joints and dexterous hands—making it the only company in China with full-stack in-house robotics capabilities. The high upfront investment, he argued, will yield higher quality, better aesthetics, and more comprehensive capabilities.
XiaoZhi Take: XPENG Motors is arguably one of the automakers most serious about building robots.
Beijing Humanoid's Tiangong 3.0 to Start Scaling Deliveries in H2
Gasgoo has learned that the full-size general-purpose humanoid robot Tiangong 3.0, co-developed by the Beijing Humanoid Robot Innovation Center and Dagua Robot, is scheduled to begin mass delivery in the second half of 2026.
The machine relies on two core technology foundations: the Beijing Humanoid "Tiangong" hardware platform and the "Huisikaiwu" software platform. It is paired with Dagua Robot's Xuri S600 high-computing chip for embodied intelligence, making it suitable for industrial manufacturing, commercial services, and complex 3D operations.
After over a year of joint technical tuning and real-world testing, the companies completed integrated custom development, addressing core needs like robot logic, computing load, and complex environment adaptation. This opened up the full chain from chip R&D and algorithm optimization to mass production.
Image Source: Beijing Humanoid
During this process, Beijing Humanoid leveraged real-world test data from the Tiangong 3.0 across various scenarios to precisely define core technical requirements for computing power, power consumption, and control precision. This allowed for deep participation in the upstream chip's architectural design and process iteration.
Furthermore, utilizing the "Huisikaiwu" general embodied intelligence platform, Beijing Humanoid collaborated with Dagua Robot to tackle technical challenges. Using frontier techniques like model distillation and architecture lightweighting, they compressed the native large model to under 20% of its original size, achieving precise adaptation with the Xuri S600 chip to maximize software-hardware synergy.
Post-production, Tiangong 3.0 will be deployed in real-world applications including production line operations, warehousing and logistics, intelligent services, and maintenance in special environments.
Beijing Humanoid officially released the new Tiangong 3.0 platform in February 2026. Positioned as "fully autonomous, more open, and easier to use," it is built on the self-developed "Huisikaiwu" foundation. This platform constructs a "perception-decision-execution" closed loop, enabling robots to gradually move away from remote control and human intervention, achieving the leap from single-unit tasks to multi-unit autonomous collaboration.
In terms of physical capability, Tiangong 3.0—as the latest product of the "Embodied Tiangong" platform—has seen significant improvements in stability, motion control, and the coordination of its "large and small brains." On the industrial application front, the model features more open hardware and software interfaces, solving industry pain points like multi-scenario compatibility and high customization costs, effectively lowering the barrier for secondary development and deployment.
XiaoZhi Take: A top-tier hardware vendor paired with Dagua Robot's Xuri S600 chip—the product's hard strength is clearly visible.
UBTECH's Hyper-Realistic Humanoid Robot Pre-orders Top 2,110 Units
Gasgoo learned that on June 7, UBTECH (HK:9880) announced that pre-orders for its UWORLD hyper-realistic humanoid robot surpassed 2,110 units just six days after opening.
Image Source: UBTECH
On June 2, UBTECH's consumer robotics brand, UWORLD, officially announced that the world's first full-size hyper-realistic humanoid robot had launched pre-sales on JD.com. Positioned for emotional companionship, the product is set for an official release on June 30.
The pre-sale page lists two SKUs: a male model standing 183 cm tall and weighing 42 kg, and a female model at 168 cm and 35.2 kg. Both feature 88 degrees of freedom in their joints, support WiFi connectivity, offer 2–4 hours of battery life per charge, and are marked as not supporting secondary development.
Consumers can secure a spot in the first batch by paying a 3,000 yuan deposit by July 15. Official delivery is expected by September 15 at the latest.
According to data released by UBTECH on June 5, pre-orders for the UWORLD full-size robot exceeded 1,000 units within just three days on JD.com.
On June 6, UBTECH released actual footage of the UWORLD U1 series. In the video, the male robot features sharp facial lines and visible eyelashes when blinking, while the female model has long golden hair and delicate skin texture, with eyes that track the camera lens—sparking heated discussion online.
Officials revealed that this series of hyper-realistic robots will be equipped with a "nurturing" emotional large model, support local encrypted memory storage, and offer multi-dimensional appearance customization. IP collaborations have already officially launched.
XiaoZhi Take: UBTECH's ability to secure orders is beyond doubt.
