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宇树科技上市首日大涨629%,世界机器人大会里谁是“下一个宇树”?

雷峰网 (AI科技评论) Embodied AI 2026-08-20
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TL;DR - At the 2026 World Robot Conference, Chinese robotics companies showcased commercially oriented humanoid and embodied-AI systems as Unitree’s public-market debut intensified investor interest. The sector’s valuation focus is shifting from demonstrations toward real-world deployment, repeatable delivery, and profitability.

  • Deep Robotics highlighted profitable inspection and emergency-response deployments, while RealMan demonstrated robots performing pharmacy, power-grid, and food-production tasks.
  • LimX Dynamics emphasized proprietary locomotion and whole-body control across humanoid and modular robots.
  • Galaxea AI and Variable Robotics showcased VLA, world-action, and unified world models designed for zero-shot generalization and long-horizon manipulation.
  • Several featured companies are approaching IPOs after large funding rounds, signaling a transition from private financing to public-market scrutiny.

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