Humanoid Robot Insight "Rising global investment momentum; China to set..."

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Humanoid Robot Insight "Rising global investment momentum; China to set..."

Global Research

29 June 2026ab

Humanoid Robot Insight Equities

ChinaRising global investment momentum; China to

set deployment targets Industrial

Phyllis Wang

Analyst

phyllis.wang@ubs.com

EU/US companies rapidly stepping up strategic positioning in the industry +86-21-3866 8964

1) Nvidia is actively supporting ecosystems that include partners, like Chinese start-up Jiayi Du

Unitree and Korean companies (especially Hyundai), helping to accelerate technological Analyst

development and commercialization. 2) OpenAI officially re-entered humanoid robotics S1460524040002

in June. OpenAI launched “OpenAI Robotics” division and is aggressively hiring across jiayi-za.du@ubs.com

hardware, systems and AI roles. 3) Germany’s Neura Robotics raised up to USD1.4bn in +86-21-3866 8684

Series C funding, one of the largest rounds ever for a full-stack robotics company. The Joseph Spak, CFA

funding will help Neura increase its production capacity to 6,000 humanoid robots this Analyst

year, with ambitions to hit over 10,000 by 2027, according to a Financial Times report. joseph.spak@ubs.com

Strong global capital backing signals that Europe is emerging as a credible third pole +1-212-713 3089

(after US and China) in humanoids. 4) On 24 June, Agility Robotics announced plans Robin Xu

to list through a merger with Churchill Capital Corp XI, with a pre-money equity value of Analyst

US$2.5bn. The merger is expected to close in Q426. S1460511010012

bin.xu@ubs.com

Auto companies speeding up move into humanoid robotics +86-21-3866 8872

We note that auto companies are accelerating humanoid robotics development, which Nora Min

represent a long-term “embodied AI” opportunity, offering diversification from Analyst