On May 24, the U.S. magazine *Fast Company* reported that the batch of 100 "general-purpose home robots" released by a Chinese tech company will first enter talent apartments for scenario testing starting May 31. Subsequently, they be gradually deployed into real home environments in the first half of 2026, and will be open to users for free in the initial stage. During the demonstration, the showcased multiple household capabilities, including cooking, washing clothes, folding clothes, and tidying up tabletops.
From Industry to Home: The "Scenario Leap" of Embodied
Previously, Chinese embodied AI companies mainly focused on industrial scenarios—Unitree Robotics' 2025 revenue reached 1.708 billion yuan (a year--year increase of 335%), with humanoid robot shipments exceeding 5,500 units, ranking first globally; Galbot completed a 2.5 billion yuan round in March, with a valuation of 21 billion yuan; and Zhipingfang completed 12 rounds of financing within a year, with its valuation exceeding 1 billion yuan.
However, the breakthrough in home scenarios means that embodied AI is leaping from "B-end infrastructure" to "C-end consumer products." This highly aligns with imagination of the robot butler in the American animated series *The Jetsons*—"A dream people pursue is about to come true: owning a humanoid robot that takes care of all chores at home."
"Hangzhou's Six Little Dragons": DeepRobotics Sprints Toward the STAR Market
Following Unitree Robotics, Hangzhou DeepRobotics' application for on the STAR Market has been accepted. It plans to raise 2.503 billion yuan, which will be invested in the research and development of embodied algorithms and models, bodies and solutions, industrialization, and base construction. The prospectus shows that nearly 80% of its revenue comes from To B scenarios, sending an industrial signal that embodied AIcan not only be used stably, but can also make money."
2026: The "Big Listing Year" for Embodied AI
According to incomplete statistics, than 20 embodied AI companies have explicit listing plans for 2026. Unitree Robotics has completed its listing guidance and is highly likely to become the "first humanoid stock" on the A-share market; Leju Robotics and DeepRobotics have had their listing guidance filings accepted; and Agibot, Galbot, Fourier Intelligence, Zhong Robotics, Xinghaitu, and Songyan Power have completed their shareholding reforms.
The 10-billion-yuan valuation club has expanded to 13 companies:ree Robotics, Galbot, Agibot, Xinghaitu, Qianxun Intelligence, Zhipingfang, Zibianliang Robotics, DeepRobotics, Zhongqing, Xingdong Jiyuan, Lingxin Qiaoshou, Keenon Intelligence, and Pacini.
The first batch of Chinese household cleaning humanoid robots entering homes is landmark event marking the transition of embodied AI from "industrial toys" to "home companions." While the U.S. company Figure AI is still demonstrating factory sorting and Tesla'sus is still being debugged in the lab, Chinese manufacturers have taken the lead in sending humanoid robots into real home environments. Behind this "scenario leap" is the complete layout of's embodied AI industrial chain—from Unitree's joint modules to Pacini's hundred-yuan-level tactile sensors, and from Galbot's simulation data training DeepRobotics' industrial implementation experience, forming a full-chain capability of "components-body-brain-scenario." However, challenges also exist: the complexity of home scenarios far that of industrial environments. Can robots operate stably in real homes for months rather than hours? Can the initial free business model be converted into a sustainable paid subscription? These questions will determine the dream of *The Jetsons* is a "technological revolution" or a "capital bubble