Overview
- UBTech won a 159 million yuan Walker S2 procurement for Zigong disclosed November 4, with delivery expected this month, pushing 2025 Walker-series orders past roughly 800 million yuan.
- Xpeng unveiled its IRON humanoid with a solid-state battery, indoor AEB collision avoidance, an on-device privacy pledge and three Turing chips for perception, decision and language, with scaled production targeted for 2026 in Xpeng’s own venues.
- Responding to online claims that a human was inside the IRON demo, Xpeng chair He Xiaopeng posted a single-take, unedited video to address the authenticity of the presentation.
- Xpeng also outlined a 2026 trial operation for L4 robotaxis using dual-redundant safety systems, a mapless VLA 2.0 model and an open SDK strategy, underscoring an emphasis on physical-world AI and engineered redundancy.
- Unitree introduced a full-body teleoperation platform demonstrating household tasks and earlier launched its H2 humanoid, while startup Star Dynamics entered Ningbo with a modular, configurable robot design and a 2026 mass-production goal.