Multiple Companies Accelerate Commercialization of Embodied AI and ADAS: XPeng Robotics Races Toward Mass Production, Lingxin Qiaoshou Acquires Jingling Zhikang to Advance Bionic Hand Adoption

On May 28, Sweet Potato Robotics and Zibianliang Robotics announced a strategic partnership focused on household scenarios, aiming to deeply adapt and deploy Zibianliang’s next-generation embodied intelligence foundation model, WALL-B, onto Sweet Potato’s Sunrise S600 chip platform. The Sunrise S600 is a multi-core heterogeneous AI chip delivering 560 TOPS (INT8) of computing power, featuring industrial-grade reliability and supporting end-to-end inference for complex large models while meeting the low-latency, high-reliability demands of home environments. Previously, Zibianliang collaborated with 58.com to deploy robots powered by the WALL-AS model into real households—the world’s first large-scale consumer deployment in complex domestic settings. On April 21, Zibianliang launched its “Next-Gen Robot Home Entry Program” and recruited its first batch of users; just 35 days later, new robots equipped with the WALL-B model and home-optimized hardware began entering homes. Additionally, Zibianliang and Holike jointly established Guangdong Zhimi Liangbian Robotics Co., Ltd., a joint venture in which Holike’s subsidiary holds an 80% stake and Zibianliang holds 20%. The venture aims to leverage Holike’s extensive channel network—serving nearly 100,000 home renovation customers annually—to accelerate the adoption of embodied intelligence. On May 27, XPeng Group held a robot mass-production mobilization meeting attended by He Xiaopeng, Vice President Gu Jie, and LC Mi, head of the Robotics Center, marking the entry of its humanoid robotics business into the final sprint toward mass production. He Xiaopeng set a clear target: achieve mass production by the end of 2026 and deploy robots as in-store guides at XPeng offline outlets by Q1 2027. XPeng claims to be China’s only fully vertically integrated robotics company, having independently developed everything from chips and operating systems to joints and dexterous hands. Its mass-production facility in Guangtang Sci-Tech City, Tianhe District, Guangzhou, broke ground in February 2024 and spans approximately 110,000 square meters. Jiangsu 01 Auto Technology Co., Ltd. officially filed its initial public offering (IPO) application with the Hong Kong Stock Exchange on May 28, seeking a main board listing. The company specializes in intelligent and autonomous heavy-duty truck solutions, pursuing a fully in-house development strategy. Its “01 Autonomous Driving System” is built on an end-to-end multimodal large language model, reportedly reducing system complexity and data annotation costs by approximately 95% each. Its self-developed “Jushi” integrated four-in-one electric drive axle reduces vehicle weight by over 200 kg and achieves a system efficiency of 94%. It is also the industry’s first company to mass-produce a multi-source heat pump-based, vehicle-level thermal management system, which saves up to 70% energy compared to traditional PTC heating at -20°C. In 2025, it delivered 1,176 new energy intelligent heavy trucks, bringing cumulative deliveries to nearly 1,500 units. From January to April 2026, it sold 778 units and secured 1,002 new orders, representing a 334.6% year-over-year increase. Revenue surged from RMB 1.163 million in 2023 to RMB 522 million in 2025, while its gross loss ratio narrowed dramatically from 287.2% to 2.5%, and operating cash flow turned positive in Q4 2025. R&D expenses totaled RMB 71.42 million, RMB 116 million, and RMB 126 million in 2023, 2024, and 2025 respectively, accounting for 24.1% of 2025 revenue. The company completed USD 400 million in combined financing in March and May 2024, with investors including CATL, Temasek, Momenta, and NIO Capital. On May 26, Keenon Intelligence unveiled its compact humanoid robot, XMAN-L1, standing 136 cm tall with 42 biomimetic degrees of freedom. It features knee joints with peak torque of 132 N·m, leg power exceeding 2,000 W per leg, and 100 TOPS of on-device AI compute. Integrated with large models from Doubao and Tencent, it supports natural language conversation and targets interactive services, customer guidance, and light performance scenarios. Founded in 2010, Keenon offers a broad product portfolio spanning humanoid, delivery, and cleaning robots, with cumulative shipments exceeding 100,000 units across more than 600 cities in over 70 countries. The company maintains subsidiaries or offices in the U.S., the Netherlands, Japan, South Korea, and Hong Kong, along with over 80 global operation centers. Recently, Lingxin Qiaoshou completed a strategic acquisition of Jingling Zhikang. The two companies will collaborate in intelligent bionic hands, rehabilitation assistance, and human-robot interaction, aiming to reduce the price of high-performance bionic hands—from the current domestic range of over RMB 100,000 and imported prices of RMB 300,000–500,000—to RMB 30,000–50,000, with potential to reach below RMB 10,000 within three years. Lingxin Qiaoshou possesses high-DOF hand designs, control systems, and mass-production capabilities, with products priced between RMB 6,000 and RMB 100,000. Jingling Zhikang brings deep expertise in ergonomic fitting, force-controlled interaction, and rehabilitation engineering, with core team members originating from Professor Chen Wenming’s group at Fudan University. This merger combines Lingxin Qiaoshou’s manufacturing scale with Jingling Zhikang’s experience in accessible rehabilitation applications, accelerating the transformation of bionic hands from premium medical devices to mainstream consumer products.