Media Spotlight: Securities Market Weekly - Embodied Intelligence Surges, Why Di

July 25,2026

Recently, "Securities Market Weekly" reported on Zoomlion with the title "As the Embodied Intelligence Trend Surges, Why Are Zoomlion's Robots Advanced and Already Working in the Factory?" The report highlights how Zoomlion, leveraging its solid foundation in manufacturing and a wealth of industrial scenarios, has placed the development and validation of humanoid robots on real production lines. It also provides an in-depth analysis of the company's layout and prospects in the field of robotics. Here is the full text.

▲ "Securities Market Weekly" reports on Zoomlion

In July 2026, at the just concluded 2026 World Artificial Intelligence Conference (WAIC), the Embodied Intelligence Pavilion became the focus of the entire event, with the industry passionately discussing how humanoid robots can move from exhibition stands to real-world scenarios. At the same time, 1000 kilometers away from Shanghai in Changsha's Zoomlion Smart Industry City, dozens of self-developed and self-produced humanoid robots from Zoomlion are already "working" on real factory production lines—pre-assembly, sorting, scanning and feeding materials, assembly, quality inspection, accumulating real-world data and operational experience on the assembly line. This not only demonstrates Zoomlion's strong capabilities in cutting-edge technologies such as embodied intelligence but also shows the world a different path for an equipment manufacturing enterprise that is rooted in scenarios and quietly and pragmatically engaged in embodied intelligence from the ground up.

▲ Zoomlion's self-developed humanoid robots working in the smart factory of Zoomlion Smart Industry City

From "Dynamic Demonstration" to "Factory Work": A Key Turning Point for the Industry

The robot exhibition area of this WAIC has been upgraded from static display to full dynamic demonstration for the first time, indicating that the industry is moving from "able to perform" to "able to work." The selection criteria for the "Treasure of the Pavilion" at the conference also confirm this trend: in addition to cutting-edge innovation, there is a greater emphasis on "industrial landing prospects, economic benefits, and application value."

Embodied intelligence is going through an important phase from concept verification to scenario implementation. As industry observers have pointed out, understanding humanoid robots should not be limited to running and jumping demonstrations; it is more important to see how the body structure, execution system, perception entry, and control intelligence work together—a truly usable robot is not a simple assembly of parts but a highly coupled system engineering project.

Against this industry trend, Zoomlion has chosen an exploration path that matches its industrial endowment: first, let robots "intern" on real production lines and test and iterate system integration capabilities in complex industrial scenarios.

Zoomlion's Path: Embodied Intelligence Grown from Industrial Scenarios

In 2022, Zoomlion integrated its special robot and AI R&D teams to develop full-stack embodied intelligence core technologies, with a team size of hundreds of people. By 2026, the company had developed 8 models of humanoid robots, including full-size wheeled and bipedal models, built an embodied intelligence training field with 120 workstations, and established an embodied intelligence operations center.

Dozens of robots are conducting validation and data collection on real production lines in Zoomlion Smart Industry City, covering mechanical processing, logistics, assembly, quality inspection, and other links, completing nearly 20 scenario validations. From welding to main machine assembly, from material sorting to quality inspection, Zoomlion Smart Industry City has the most complete industrial scenario map in the equipment manufacturing industry—more than 300 intelligent manufacturing production lines and over 2000 industrial robots, providing a real "combat" environment for the system coupling of embodied intelligence.

"Whether it's robots or construction machinery, the core logic can be summarized as 'perception, planning, and control'," said Gong Yongbin, an algorithm engineer at Zoomlion Cloud. This statement reveals Zoomlion's unique perspective in exploring the robot business: it is not a cross-border newcomer starting from scratch but a natural extension of core technical capabilities.

Scenario + Data: The Core Driving Force for Embodied Intelligence Iteration

The evolution of humanoid robots cannot be separated from data and training processes. High-quality data generated in real industrial scenarios is precisely the most scarce resource for the majority of robot companies.

Zoomlion is one of the earliest enterprises in the construction machinery industry to conduct research on the application of the Internet of Things. Its industrial internet platform, Zoomlion Cloud, has accumulated nearly a thousand models and more than 10,000 industrial intelligent algorithms, connecting over 1.8 million high-value equipment sets. As these devices operate globally

Source : www.51cm.org

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