--- title: "WAIC2026 Review: Physical AI \"Entering Homes and Factories\"" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42847270.md" description: "Robots have moved from "performing" to "working"? On July 20, WAIC2026 concluded in Shanghai. The number of exhibitors in the embodied intelligence zone increased from over 80 last year to more than 200 this year, with 208 embodied intelligence terminals and over 300 real machines gathered on site. In previous years' WAICs, robot exhibitions commonly featured entertainment performances such as dancing, running, and somersaults. However, at this year's WAIC, audiences could see demonstrations of robots undertaking real-world operational scenarios such as depalletizing, material loading, assembly, and inspection..." datetime: "2026-07-22T06:42:55.000Z" locales: - [en](https://longbridge.com/en/topics/42847270.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42847270.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42847270.md) author: "[同壁财经](https://longbridge.com/en/profiles/26505347.md)" generator: "portal-rs" --- # WAIC2026 Review: Physical AI "Entering Homes and Factories" **Robots are moving from "performing" to "working"?** On July 20, WAIC 2026 concluded in Shanghai. The number of exhibitors in the Embodied Intelligence exhibition area increased from **over 80 last year to over 200 this year, with 208 models of embodied intelligence terminals and more than 300 real machines gathered on site.** In previous years' WAIC events, the robot exhibition area commonly featured entertainment performances such as dancing, running, and somersaults. However, at this year's WAIC, audiences could see demonstrations of robots undertaking real-world operational scenarios such as depalletizing, material loading, assembly, and inspection. Image Source: Official WeChat Account of the World Artificial Intelligence Conference The shift in the form of humanoid robots S Robot ETF Huaxia 562500S landing is a direct microcosm of the shifting focus in the AI track. Previously, AI was limited to virtual content generation; today, relying on embodied intelligence carriers, algorithms can connect with real-world physical scenarios, bridging the boundary between digital intelligence and physical operations, and ushering in the era of intelligent competition in the physical world. Competition in the artificial intelligence industry has entered a new stage, with the focus shifting from the virtual digital domain to physical scenarios. Previously, large models mainly focused on creating digital content such as text, images, and videos; in this new stage, AI needs to possess spatial perception, task memory, and multi-device collaboration capabilities to truly land in physical industries and daily life to complete practical tasks. **I. From Family Companionship to Industrial Scenarios: Physical AI Accelerates Forward** If you tell a traditional AI large model that "the indoor temperature is too low," it might suggest ways to alleviate it, such as raising the air conditioning temperature or adding clothes. However, in the space of physical AI, once the command is issued, the air conditioning temperature will automatically rise, the water dispenser will automatically turn on the hot water switch, and the robot will deliver the clothes to your hands. **During WAIC, this imagination became reality.** **Jingdong showcased its JoyAI series models adapted for physical scenarios and simultaneously built the industry's first JoyInside "AI Home."** Visitors can wear JoyEgoCam devices to experience immersive first-person perspective real-scene data collection. AI is deeply involved in the entire process of real-environment perception, autonomous judgment, and practical execution. Image Information Source: Official WeChat Account of the World Artificial Intelligence Conference Visitors can use JoyEgoCam to record shelf operation footage. After annotation and organization, the video data becomes training material for robots. Relying on real-scene shelves to build digital twin simulation environments, algorithms are continuously iterated and optimized. Ultimately, the Xingchen inventory robot can complete product sorting and restocking work on real shelves. AI Home covers four major living areas: the living room, kitchen, study, and bedroom. When children encounter academic difficulties, the AI projection desk lamp uses soft screen-free diffuse reflection imaging to quickly identify exercises, grade them, and explain synchronously; in the living room, simply indicating via voice that you want water triggers the smart tea beverage equipment to automatically match the suitable water temperature and dispense; kitchen appliances retain the family's dietary preferences and taboos, guiding cooking operations step by step; after falling asleep, the smart mattress continuously monitors sleep indicators such as breathing and body turning, generating weekly and monthly health sleep analysis reports. Hardware such as TVs, lighting, plush companion dolls, and humanoid companion robots break the isolated operation mode, providing integrated services centered around the actual needs of the whole family. Image Information Source: Official WeChat Account of the World Artificial Intelligence Conference As one of the core carriers of physical AI, landing embodied intelligence in home scenarios is more difficult because the core of home scenarios is safety and reliability. Fourier created a complete future home immersive space called "A Day in the Life of a Robot Butler" at the booth. GR-3 acts as a smart butler assistant, already able to understand natural language commands like "I'm thirsty" and "Get me an apple," autonomously completing a series of tasks ranging from home security and item retrieval to life companionship and visitor reception. Next to it is the desktop-level robot GR Nano, shaped like a "cat head," with a cute appearance focusing on personal companionship scenarios. It produces subtle emotional changes when touched, enabling emotional interaction with users. Image Source: Xiaohongshu Fourier GRx Future Workshop The matter of "entering the home" is still being tentatively explored by several different product lines today—some responsible for heavy labor, others for companionship. Embodied intelligence in home scenarios is still in the stage of scenario-specific exploration. Different models perform their respective duties and have their own strengths. In the future, various types of robots are expected to integrate deeply to create an integrated, full-process family smart butler service system. The landing of AI in home scenarios intuitively demonstrates the potential of artificial intelligence intervening in physical life, **while embodied intelligence robots facing industrial scenarios further extend the capabilities of physical AI into the production link,** undertaking various repetitive industrial operation needs with stronger load-bearing capacity and precise operations. At this year's WAIC, Zhiyuan Robotics debuted with the Genie G2 Max. The product fully demonstrates high-flexibility operational performance, capable of smoothly completing basic processes such as standard bin grasping and transfer. Relying on automated operation capabilities, it achieves unmanned continuous operation for handling and palletizing processes 24/7. Image Source: Cailian Press In terms of hardware performance, the single-arm rated load of the Genie G2 Max is 18kg, the dual-arm standard load is 38kg, and the instantaneous peak load can reach 50kg, placing its load index in the first tier of the industry. The entire machine is equipped with a 7-degree-of-freedom force-controlled dual arm, with operation accuracy reaching the sub-millimeter level, adapting to refined production operation needs. On the software and maintenance support side, the device is equipped with the Genie Studio 2.0 intelligent operation platform, compressing project deployment cycles to a single-day level. It is also equipped with a dual-battery hot-swappable design, combined with autonomous return charging and automatic battery swapping functions, demonstrating outstanding continuous operation guarantee capabilities. From the perspective of industry development, Peng Zhihui, co-founder, president, and CTO of Zhiyuan, pointed out that the development logic of the current embodied intelligence industry has undergone a core shift, with the industry focus turning towards scaled landing and the creation of physical productive forces. Industry evaluation standards are being reconstructed accordingly. The robot's ability to adapt to long-term stable working conditions and its level of generalized execution across multiple tasks in different scenarios have become the core indicators for measuring product value. The landing effects in industrial and commercial real scenes will dominate the long-term development pace of the industry. In the future, the evolution of AI will inevitably detach from the cold attribute of tools, moving comprehensively from operating systems to embodied interaction towards partner-like human life forms, reconstructing the relationship between humans and the physical world. **II. Full Chain Layout! These Exhibitors Gather at the Artificial Intelligence Conference** Embodied intelligence is an important carrier for the landing of physical AI and also the core incremental track in this round of artificial intelligence industry transformation. **The Robot ETF Huaxia (562500) precisely focuses on this high-quality track, with multiple constituent stocks appearing at this year's WAIC 2026.** As shown in the table, **constituent stocks such as iFlytek, Supcon Technology, Leader Harmonious Drive Systems, Tuopu Group, Orbbec, etc., all participated in this year's World Artificial Intelligence Conference as exhibitors,** covering the entire embodied intelligence industry chain links including general large models, industrial AI systems, precision reducers, core components of humanoid robots, 3D visual perception, industrial humanoid whole machines, power agents, and motion control solutions. This completely connects the full-chain layout of physical AI from algorithms, perception, core transmission to terminal whole machines, fully capturing the dividends of frontier technology iteration in the industry. Image Information Source: Guojin Securities, CITIC Securities, Changjiang Securities Research Reports In the short term, the Robot ETF Huaxia (562500) maintains a volatile downward trend due to market sentiment disturbances, and the fluctuation belongs to the phased release of sector sentiment. **As of 15:00 on Tuesday this week, the Robot ETF Huaxia (562500) rose by 4.71%.** Analyzing from the medium-to-long-term industry dimension, the logic of commercial landing for physical AI and embodied intelligence continues to strengthen. The landing progress in industrial and home scenarios continues to accelerate. The technical barriers and certainty of performance growth of holding companies are sufficient, the long-term growth space of the track is broad, and the long-term allocation value of the product is clear. With the scaled mass production of the industry and the release of demand, the valuation and performance of the sector are expected to welcome a double repair. Risk Warning: The above fund risk level is R4 (medium-high risk). The above funds belong to stock funds, with risks and returns higher than mixed funds, bond funds, and money market funds. Individual stocks do not constitute recommendations. 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