Robotera has moved from prototype to volume deployment: the Tsinghua-spinout says its Xingdong-series humanoids are now operating on active conveyor lines at more than 10 logistics centers run by SF Holding and China Post across northern, eastern and southern China. Second-quarter shipments hit the "thousand-unit" mark for the first time, and revenue grew more than 300% quarter-over-quarter.
Two humanoid form factors, two jobs
The build-out uses two of Robotera's platforms. The full-size bipedal Xingdong L7 picks parcels from moving belts, reads packages through onboard cameras and drops each item into the correct destination lane — the same job normally done by a human sorter. The stationary upper-body Xingdong M7, with 7-DOF arms and 12-DOF hands, sits at a fixed post along the conveyor and processes up to 1,200 parcels per hour. Robotera says the fleet has reached approximately 85% of human-level efficiency in some centers while running continuously.
SF Group led the money that funded the ramp
The commercial rollout followed a strategic funding round exceeding RMB 2 billion (about $280 million) led by SF Group, with Sequoia China, IDG Capital and CICC Capital participating. It converted an anchor customer into an anchor investor — SF Holding is now both the biggest logistics buyer of Xingdong units and a shareholder in Robotera. That structure is quickly becoming a template for Chinese physical-AI startups looking for scaled deployment sites.
How this fits the wider Chinese humanoid buildout
Robotera's expansion sits inside a broader Chinese push that includes State Grid's $1 billion order for 8,500 humanoid, dual-arm and quadruped robots, an official UBTECH UWORLD U1 consumer launch and Morgan Stanley's freshly doubled 50,000-unit 2026 humanoid shipment forecast for the country. Robotera has also begun shipping into automotive, electronics and service-sector customers beyond logistics, which the company says now account for a rising share of its Q2 order book.
Reporting based on coverage from The AI Insider, Humanoids Daily and Caixin.