300 Companies Defining the Global Embodied Intelligence Industry

If you want to obtain the full version of the reference document "Research Report on the Development of the Embodied Intelligence Industry in 2026" shown in the following figure, please follow the WeChat official account "Embodied Universe" and reply with the keyword "Embodied Universe" in the background to claim it.

Standing at the new starting point of the symbiosis between humans and machines, embodied intelligence is propelling technology from "perceiving the world" to "acting in the world." An industrial revolution that integrates software, hardware, data, and scenarios has quietly begun.

From the research and development of the "brain" model of embodied robots to the manufacturing of core hardware and bodies, the embodied intelligence industry is moving from R & D towards industrialization and commercialization. From the perspective of the entire industrial chain, the embodied intelligence industry relies on upstream core technologies, forms products and solutions in the mid - stream, and realizes value in downstream scenarios. In the following picture, we have sorted out the "pioneers" worthy of attention in the current embodied intelligence track in China and the United States for your reference.

Upstream

Mid - stream

Downstream

Reference Sources

1. "Research Report on the Development of the Embodied Intelligence Industry in 2026", 36Kr Research Institute

2. "White Paper on China's Commercial Embodied Intelligence in 2025", iResearch

3. "Star Map of China's Embodied Intelligence Industry in 2025", GF Securities, Zhiyou·Yarui

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These 300 companies are defining the global embodied intelligence industry.

Standing at the new starting point of the symbiosis between humans and machines, embodied intelligence is propelling technology from "perceiving the world" to "acting in the world." An industrial revolution that integrates software, hardware, data, and scenarios has quietly begun.