Policy initiatives are bringing "real-world scenarios" for embodied intelligence to the forefront: Ruiwei Technology enters a validation window for its scenario-first strategy.

On August 28, the National Development and Reform Commission (NDRC) sent a significant signal regarding the robotics industry during its regular press conference. The industry is urged to pursue healthy and orderly development tailored to local conditions, avoiding blind跟风 (bandwagon effects) and rushed entry. Meanwhile, policy focus for the next phase has been clearly directed toward embodied intelligence training facilities, pilot-scale application bases, high-quality real-world machine data, and the opening of authentic operational scenarios. This move is not intended to cool down the sector, but rather to shift support toward practical, effective measures that deliver tangible results, advancing from technical demonstrations to continuous iteration within actual production processes. As policy orientation shifts, capital markets are simultaneously adjusting valuations.

Gelonghui FinanceSep 2 12:36

Interview with Zhan Donghui, Chairman of RayWee Technology: Full commercialization of humanoid robots is still a decade away; a blind pursuit of general-purpose capabilities risks failure on the eve of the industry's boom.

Sina Technology News, evening report on August 28: Recently, RayWee Technology, listed in Hong Kong as the "first stock for visual embodied intelligence," signed a strategic cooperation agreement with Shanghai Industrial Investment Technology. The two parties will jointly build the Hong Kong Embodied Intelligence Super Accelerator, engage in deep collaboration around the embodied intelligence industrial ecosystem, integrate capital, technology, platforms, and global resources, and work together to promote industrial implementation and international expansion. It is reported that, as a strategic partner, RayWee Technology will deeply participate in the construction of the Super Accelerator. Leveraging its technological and product advantages in the field of embodied intelligent robots, it will collaborate with upstream and downstream partners in the industrial chain to build a full-chain industrial ecosystem spanning from technology origination and product R&D to scenario implementation.

Sina TechnologyAug 28 19:54

Ruiwei Technology (07656.HK) reported a 58.7% increase in interim revenue, narrowed its losses, and initiated pilot deployments of airport robots.

Gelonghui, August 27 | Ruiwei Technology (07656.HK) announced its interim results. For the six months ended June 30, 2026, the Group's total revenue was approximately RMB 102 million, representing a year-on-year increase of about 58.7%; the net loss was approximately RMB 64.1 million, narrowing by about 6.9% year-on-year; and operating losses continued to decline. In terms of business composition, all three major business segments of the company achieved growth in the first half of 2026. Among them, the Smart Civil Aviation segment generated operating revenue of approximately RMB 2.8 million, a year-on-year increase of about 319.1%, showing strong momentum; Smart Commerce revenue was approximately RMB 33.6 million, year-on-year

Gelonghui FinanceAug 27 10:44

RECONOVA: INTERIM REPORT 2026

HKEXAug 26 21:49

RECONOVA: INTERIM RESULTS ANNOUNCEMENT FOR THE SIX MONTHS ENDED JUNE 30, 2026

HKEXAug 26 21:47

From Stage to Market: The Real Challenges in Commercializing Humanoid Robots and the Truth Behind Orders Exceeding 10,000 Units

1. The narrative in the robotics industry is shifting, with a move away from showcasing technical prowess toward production and demand as the central theme of the conference; 2. By 2026, sales of humanoid robots alone are projected to reach the tens of thousands unit level, representing a nine-fold year-on-year increase; 3. Wang Xingxing stated that the current biggest bottleneck globally is the insufficient generalization capability of embodied AI.

cls.cnAug 24 08:42