Daily Pulse #65 | Aug 15 Saturday Edition | Humanoid robots enter their 'standards era': 7 national test-method standards launched in Wuhan's Optics Valley with 200+ delegates from Unitree, Xiaomi Robotics, CloudMinds/Deep Robotics and universities; ShiYun's first full-size humanoid RD3 Ultra rolls off the line in Tianjin; Unitree IPO countdown: ~37 insurers allocated nearly ¥1.03B; World Humanoid Robot Games one week out: floor exercise teams grow 3x to 18, routine library expands to 8 categories with 20+ moves

🎯 Saturday Briefing (Aug 15)

Today’s throughline: setting standards, rolling off lines, and counting down. On Aug 13-14, the launch meeting for the ‘Humanoid Robot Test Methods’ national-standard series was held at the Hubei Humanoid Robotics Innovation Center in Wuhan’s Optics Valley — seven national standards — general principles, environmental perception, decision & planning, motion control, manipulation, localization & navigation, and human-robot interaction — started drafting in parallel, with more than 200 industry delegates from Unitree, Xiaomi Robotics, Magic Atom, ZTE, Deep Robotics, Horizon Robotics, Lingxin Robotics and Galbot, joined by Wuhan University, Huazhong University of Science and Technology, Nanjing University of Aeronautics and Astronautics and Northwestern Polytechnical University. The Hubei Humanoid Robot & Embodied Intelligence Standards Working Group was inaugurated with 29 founding member organizations. This is the industry’s first systematic effort to fill the test-and-evaluation gap — from now on, humanoid robots share a common ‘technical language’. In parallel, ShiYun Technology’s first batch of full-size humanoid robots, the RD3 Ultra, rolled off the line in Tianjin, with a JD.com ‘elderly-care scenario’ landing at the same time; Unitree’s IPO entered its listing countdown with roughly 37 insurers allocated nearly ¥1.03 billion; and the World Humanoid Robot Games hit the one-week mark, with floor-exercise teams growing from 3 to 18 and the routine library expanding to 8 categories with 20+ moves.

• 📐 7 humanoid-robot national standards launched — Test-method series starts drafting; 200+ industry delegates; working group inaugurated • 🏭 ShiYun RD3 Ultra first batch rolls off line — 174cm full-size humanoid in Tianjin; JD.com elderly-care scenario lands • 📈 Unitree IPO countdown — ~37 insurers allocated nearly ¥1.03B; listing as early as next week • 🏅 Robot Games one week out — Floor-exercise teams 3→18; routine library upgrades to 8 categories with 20+ moves

1. 📐 The ‘Standards Era’ for Humanoid Robots: 7 National Test-Method Standards Launched in Optics Valley, 200+ Delegates from Unitree, Xiaomi Robotics, Deep Robotics and Beyond

In one sentence: On Aug 13-14, the launch meeting and first plenary discussion for the ‘Humanoid Robot Test Methods’ national-standard series took place at the Hubei Humanoid Robotics Innovation Center — seven national standards covering general principles, environmental perception, decision & planning, motion control, manipulation, localization & navigation, and human-robot interaction started drafting in parallel, and the Hubei Humanoid Robot & Embodied Intelligence Standards Working Group was inaugurated with 29 founding member organizations including the Hubei Humanoid Robotics Innovation Center, the Hubei Institute of Measurement and Testing Technology, Wuhan University and Huazhong University of Science and Technology.

💡 Why it matters: This is the first time China has systematically filled the industry’s test-and-evaluation gap through the ‘test methods’ entry point. The industry’s defining pain points over recent years: divergent technical routes, inconsistent test metrics, incompatible software/hardware interfaces, and a missing common verification framework. Paper specs often diverge from real-world performance, leaving downstream integrators with no basis for comparison and inflating costs across the R&D, pilot and mass-production chain. The seven standards span the full performance-evaluation spectrum of humanoid robots — from environmental perception to decision & planning, motion control to manipulation, and localization & navigation to human-robot interaction — and, in essence, unify the industry’s ‘common technical language’: products become testable, data becomes interoperable, and technology becomes benchmarkable. For the industry, this is institutional groundwork for moving from ‘technology demonstration’ to ‘scaled deployment’; for the country, setting the standards is the high ground in the global race for embodied-AI influence.

Key facts:

Seven standards: general principles, environmental perception, decision & planning, motion control, manipulation, localization & navigation, human-robot interaction — drafting started in parallel
Attendance: 200+ industry delegates; Unitree, Xiaomi Robotics, Magic Atom, ZTE, Deep Robotics, Horizon Robotics, Lingxin Robotics, Galbot and other leading companies
Universities: Wuhan University, Huazhong University of Science and Technology, Nanjing University of Aeronautics and Astronautics, Northwestern Polytechnical University, China Jiliang University, University of Bamberg
Working group: Hubei Humanoid Robot & Embodied Intelligence Standards Working Group inaugurated with 29 founding member organizations
Leading drafters: Chengxin Zhilian (Wuhan) leads the ‘localization & navigation’ standard (founded 2022 → joined the standards committee 2023 → led a test-method standard 2025); HWK (Huawake) co-drafts ‘environmental perception’ (flexible e-skin specialist)
Test scenarios: Hubei Humanoid Robotics Innovation Center offers 23 categories of real home, industrial and commercial test scenarios — the largest and richest set in China
Process: a closed loop of ‘launch & briefing — scenario validation — industry matching — chapter-by-chapter refinement’, with seven parallel deep-dive sessions on Aug 14

📌 Conclusion: When a product must answer both ‘what are the specs’ and ‘how are they measured’, an industry truly becomes comparable, iterable and commercializable. The launch of seven standards means China’s humanoid-robot race is shifting from ‘battling launch-day spec sheets’ to ‘battling measured performance within a standard framework’. For the whole supply chain, whoever proves product strength inside the framework first holds the ticket to the next round of consolidation.

🔗 Economic Daily (ce.cn): Seven humanoid-robot national standards launched in Optics Valley | Eastmoney: Drafting of humanoid-robot test-method national standards begins | Hubei Standards: ‘Setting the rules’ for humanoid robots

2. 🏭 ShiYun’s First Full-Size Humanoid Robots Roll Off the Line: 174cm RD3 Ultra for Special-Operations Scenarios, JD.com Elderly-Care Scenario Lands

In one sentence: On Aug 13, ShiYun Technology held the roll-off ceremony for its first batch of full-size humanoid robots, the RD3 Ultra, at Tianjin’s Hexi District 764 Embodied Intelligence Industrial Theme Park — a 174cm industrial-grade full-size humanoid built for special-industry and high-risk operations, with a JD.com robotics ‘elderly-care scenario’ announced in parallel.

📌 In one sentence: This is not a showpiece demo unit — it’s a full-size humanoid robot built to industrial standards and tied directly to real scenario orders. With the JD.com ‘elderly-care’ scenario landing and the first special-operation full-size production line going live, domestic full-size humanoids are moving from ‘prototype delivery’ to ‘production-line delivery’.

Key facts:

Positioning: industrial-grade, full-function, full-size humanoid for special-operations scenarios; 174cm standard human form; designed to adapt seamlessly to human work environments and existing tools
Core capabilities: always-on autonomous operation, traversal of diverse complex environments, end-to-end safety control; new body architecture combined with world-leading model capabilities
Ecosystem: JD.com Robotics and ShiYun jointly developed an ‘elderly-care scenario’ now live in Hexi District, providing a standardized ‘embodied intelligence + medical/nursing companionship’ solution
Showcase: the ‘Fighting Master’ robot combat demo debuted in northern China — two full-size robots demonstrated dynamic balance and impact-resistance control, replicating punches and sidesteps, then rebalancing instantly after being hit
Capacity: Tianjin’s first special-operation full-size robot production line and whole-machine test center went live in parallel

📌 Conclusion: From ‘running fast’ at the E-Town half marathon to ‘standing firm’ in the combat ring to ‘working reliably’ in elderly-care settings, the capability verification of full-size humanoids is expanding on multiple fronts. ShiYun’s case shows that ‘dirty, dangerous, dull and difficult’ scenarios — special operations and caregiving — are becoming the beachhead for scaled deployment of domestic full-size humanoids.

🔗 People’s Daily (Tianjin): ShiYun’s first full-size humanoid RD3 Ultra rolls off line

3. 📈 Unitree IPO Countdown: ~37 Insurers Allocated Nearly ¥1.03B, ‘First Humanoid Robot Stock’ Could List as Early as Next Week

In one sentence: With the issuance process fully closed and only 8,734 abandoned shares taken by the underwriter, Unitree’s IPO has entered its listing countdown — according to Shanghai Securities News, roughly 37 insurance institutions were allocated nearly ¥1.03 billion in total, making them one of the most active capital forces in the subscription frenzy, and the market expects trading to begin as early as next week.

📌 In one sentence: Insurers are known for caution, yet they collectively went heavy on the ‘first humanoid robot stock’ — long-term capital just cast a vote of confidence in the embodied-intelligence sector with real money, making next week’s debut all the more worth watching.

Key facts:

Insurer allocation: roughly 37 insurance institutions allocated nearly ¥1.03 billion — among the most active subscription forces
Issuance result: only 8,734 shares abandoned online (≈¥1.3171M), zero offline; abandoned shares taken by the lead underwriter
Subscription heat: 9.7846 million accounts (STAR Market record); 0.0181% hit rate (historic low)
Timing: issuance complete; market expects listing as early as next week
Valuation divergence: CCBI International projects ¥109B market cap (32x 2026E price-to-sales); some institutions project ¥200-300B

📌 Conclusion: Retail investors fought for lots, insurers bet big, and the abandonment rate was negligible — Unitree’s IPO numbers have already written the sector’s capital fever in full. Next week’s debut is the moment of truth for the ‘first humanoid robot stock’ valuation anchor: the first-day performance affects not just Unitree itself but the pricing framework of the entire A-share humanoid-robot sector.

🔗 Eastmoney: From Unitree to new listings — insurers’ appetite for new stocks runs high | Sina Finance: Unitree’s 8,734 abandoned shares

4. 🏅 World Humanoid Robot Games One Week Out: Floor-Exercise Teams 3→18, Routine Library Expands to 8 Categories with 20+ Moves

In one sentence: The 2nd World Humanoid Robot Games will run Aug 22-26 at the National Speed Skating Oval (‘Ice Ribbon’), featuring 51 events and 1,301 matches. On Aug 14, Ling Hui, technical delegate for floor exercise and an international-level gymnastics judge, revealed: floor-exercise entries have grown from 3 teams to 18, and the rules have expanded from 9 individual moves in the first edition to 8 categories with 20+ moves, adding static, support and somersault families — with front and side somersaults joining the original back somersault.

📌 In one sentence: ‘The waist is a robot’s weak point — completing a somersault in midair is a genuine challenge.’ The floor-exercise event’s leap in both scale and difficulty epitomizes this edition’s logic of ‘standards set through competition’: competition rules are evolving into practical technical acceptance standards.

Key facts:

Scale: Aug 22-26, Ice Ribbon; 51 events, 1,301 matches
Lineup: 666 teams with 2,056 robots from 16 countries; team count up 138% and robots roughly quadrupled versus the first edition
Floor-exercise upgrade: teams 3→18; routine library from 9 single moves to 8 categories with 20+ moves; new static, support and somersault families; front and side somersaults added
New high-intensity events: long jump, weightlifting, tug-of-war, table tennis — direct stress tests for joint motors and reducers
Scenario events: spanning industry, hospitality, home and logistics; dedicated dexterous-hand events (assembly feeding, housekeeping, fire rescue, book sorting, powder weighing, chopstick bean-grabbing, bottle-cap opening)
Standards through competition: organizers say ‘win a medal, take an order; leave the arena, enter the site’ — a significant portion of competition rules will evolve into practical technical acceptance standards

📌 Conclusion: From a half-marathon time of 2:40:42 down to 50:26, and from 9 moves to 20+, one year of the World Humanoid Robot Games captures the real speed of China’s embodied-intelligence technology climb. The ‘humanoid Olympics’ opening in a week will be a concentrated stress test of domestic joint motors, reducers, dexterous hands and motion-control algorithms.

🔗 China News Service: Floor-exercise rules upgraded | Xinhua: Robot entries roughly quadrupled vs first edition | Beijing Daily: Rules explainer for the 2nd World Humanoid Robot Games

📅 This Week & Next

Unitree listing: issuance fully closed, listing as early as next week — debut-day performance will reset the sector’s valuation anchor
World Humanoid Robot Games: opens Aug 22 at the Ice Ribbon; one week out; lineup and rule explainers rolling out
Standards follow-through: after the seven test-method standards launch, drafting channels are open — watch for chapter-level workshops and draft releases
ShiYun RD3 Ultra: after the first batch, watch order conversion in special-operations and elderly-care scenarios