本期判断
本期信号显示，具身智能的竞争重点正在从单一演示转向数据、模型、仿真与部署的完整闭环。以下内容保留原始信源，等待进一步人工核验。
高信号事件
- China approves its first six national standards for humanoid robots, effective April 2027（Embodied Wire）：China’s SAMR approved six national humanoid robot standards covering perception, planning, motion control, tasks and simulation testing. They take effect April 1, 2027.
- Unitree’s Wang Xingxing now puts the humanoid ‘aha’ moment at 2028, and is building AI to train the robots（Embodied Wire）：At Unitree’s Hangzhou conference on Oct 22, 2026, Wang Xingxing unveiled Unitree Rehearsal and told Bloomberg robots could handle 80% of voice-commanded tasks by 2028.
- Agile Robots will build Nvidia’s reference humanoid for labs, and expects to make up to 2,000 next year（Embodied Wire）：At GTC Berlin on Oct 21, 2026, Nvidia named Agile Robots’ ONE SN its reference humanoid: 1.40 m, 31 DoF, Jetson Thor. Agile expects 1,000–2,000 small humanoids in 2027.
- Faraday Future’s FF Nova humanoid costs $2,490, as its robot business moves to a listed affiliate（Embodied Wire）：Faraday Future’s FF Nova humanoid costs $2,490, with 100 units in phase one. Listed affiliate FFR agreed Oct 15, 2026 to buy FF’s robot assets, valued at ~$200M, in stock.
- Shanghai sets a target of 8,000 humanoid robots working in its factories by 2028（Embodied Wire）：Shanghai’s smart-manufacturing plan, launched Oct 12, 2026 at the China International Industry Fair, targets 8,000 factory humanoids and 500 smart factories by 2028.
- Omron buys industrial PC maker OnLogic for $675M to build physical AI hardware（Embodied Wire）：Omron agreed on Oct 13, 2026 to buy Vermont-based industrial PC maker OnLogic and parent InterLogic for $675M, to pair its automation with OnLogic’s edge computers.
接下来验证什么
- 是否出现可重复的真实任务成功率与失败数据
- 是否从单机演示进入连续生产或现场部署
- 数据采集、仿真和评测工具是否形成标准化工作流
本期基于 20 条近期公开信源生成；原始数据：data/embodied_ai/2026-10-28.json。