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There are 106 national embodied intelligence data collection centers and over 5,000 robots

According to a research report released by Tiger Sniff on September 20, as of August 2026, there are a total of 106 publicly disclosed centralized embodied intelligence data collection centers in the country, of which 84 are in operation, accounting for 79.25%. 52 centers disclosed the number of deployed robots, totaling approximately 3,972 units, which estimates that there are at least over 5,000 robots operating in data collection centers nationwide. The peak of construction is expected in the first quarter of 2026, after which new projects will significantly decrease, and the industry will shift from intensive construction to concentrated operation.In terms of regional distribution, Jiangsu, Zhejiang, and Guangdong have 18, 17, and 11 centers respectively, Sichuan has 8, and Beijing has 7. In terms of robot brands, Zhiyuan Robotics appeared 31 times, Leju 15 times, UBTECH 13 times, and Yushu Technology and Galaxy General each 10 times. 65.96% of data collection centers use a single robot brand, while 34.04% adopt a multi-brand strategy, and cross-entity data reuse remains a challenge.Regarding data pricing, the current real machine data costs about 500 to 1,000 yuan/hour, UMI and other non-entity data costs about 300 to 400 yuan/hour, and simulated synthetic data costs about 200 to 500 yuan/hour, with remote operation collection accounting for 79.05%. The report points out that centralized data collection has not yet formed a stable commercial closed loop, with buyer growth lagging behind base expansion. Centers that primarily rely on one-time construction funding will face greater operational pressure, and the industry elimination race has already begun.

first_img Mechaman CEO Shao Tianlan: As embodied intelligence becomes more popular, we must be wary of short-sightedness

The industrial robot and embodied intelligence company Mechaman landed on the Hong Kong Stock Exchange on September 1, 2026, known as the "first stock of embodied intelligent eyes, brains, and hands." Founder and CEO Shao Tianlan stated that going public is just a move; what truly matters is that the company becomes a public entity. He still considers himself an engineer, spending about half of his time on core technology, application scenarios, and product iterations.Shao Tianlan pointed out that some embodied intelligence companies rely on data collection centers and industrial projects to generate revenue, with insufficient commercialization validation. He described companies that enter the public market prematurely, with high risks and unverified business models, as "secondary market primary." He believes this is a short-sighted approach that could cause significant harm to tech startups, China's innovation ecosystem, and the health of the capital market.Shao Tianlan positions Mechaman as a new technology-driven enterprise, with the expected management principles of being pragmatic, not exaggerating, and not being deceptive. He hopes to become a key general intelligent component similar to Microsoft and Siemens in the era of embodied intelligence. This IPO attracted participation from several long-term funds and industrial capital, including Baillie Gifford.
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