In 2026, Zhang Jiang has become a dazzling star in the field of embodied intelligence.
In less than two years, Zhangjiang has squeezed in nearly 150 self-made intelligent companies, covering more than 70% of the industry chain segments, and the output value of the robot industry has reached approximately 13 billion yuan.
When the player density of a new track expands at such a rate, it is no longer just a carnival for technology geeks, but a real reconstruction of production relations around the physical world.
In this reconstruction, Zhang Jiang is trying to become the most complete “map”.
The frontmost position on the track map belongs to those players who have crossed the production line and are sending robots into real scenes.
Matrix Superintelligence is undoubtedly the leader.
This company, led by former Tesla technology guru, can be remembered with only one label: industrial benchmark.
Its flagship model MATRIX-3 has gone through the “R&D-Production-Delivery” full closed loop at the Zhangjiang factory. The first-phase production line has planned an annual production capacity of 10,000 units, and currently has delivery orders for 5,000 units within the year.
More importantly, the equipment has begun to be shipped overseas. At the Macau exhibition, it relied on a pair of dexterous hands with 27 degrees of freedom to demonstrate grabbing oranges live, telling the market with micron-level precision that humanoid robots are no longer “exhibition hall vases” that can only take two steps.
The next company is Zhiyuan Robot, and its label is more direct: Compliance Forerunner.
While peers were still competing to see who could jump higher, Zhiyuan took the lead in obtaining the country’s first registration license for a large embodied intelligent interactive model – WITA (Silicone Light Moving Language).
This is equivalent to the robot having a “safety certificate”, which has quickly spread the scale. The cumulative shipment of its robots has exceeded 10,000 units, and it is used as a formal employee in JD.com MALL to welcome guests and tally goods. The success rate of single products on shelves has stably exceeded 90%.
Not all players are eager to show shipments.
Another group of companies are taking root along the industrial ravine.
Elite Robot is more like a pragmatic scene expert.
When the industry is permeated by the trend of “emphasis on demonstration and emphasis on implementation”, Elite clearly refuses to blindly compete with model parameters and instead adheres to the “one brain, multiple shapes” strategy.
It plunges into the precision manufacturing scenarios of the AI industry chain such as optical modules and servers, and uses composite robots to solve problems that require coordination of “hands, eyes and feet”.
After completing the D+ round of financing of RMB 600 million, it is turning its experience gained from more than 500 scenarios into a set of replicable industrial closed loops.
Zhangjiang itself is the largest “ecological player” in this industry.
Zhang Jiang’s ambition is not just to incubate single-point enterprises, but to create a supply chain platform called “Robot Huaqiang North” – Zhang Jiangnan.
This platform brings together more than 800,000 supplier resources. Companies can place orders online with one click, and offline “match in one day, proof in three days, and trial production in one week.”
This approach of turning supply chain capabilities into public infrastructure is the core card that distinguishes Zhangjiang from other parks.
When we looked at the players on the track, a trend gradually became clear: in the first half of the humanoid robot, everyone talked about “can it be built”, but in the second half, they only believed in one word – usefulness.
This point can already be smelled from the quantitative goal proposed by Shanghai officials to promote 100,000 humanoid robots into factories by the end of the “15th Five-Year Plan”.
At this stage of the race, core divisions are taking shape.
One is the all-around benchmark route represented by Matrix Super Intelligence, which pursues the use of large-scale production to reduce costs and enter thousands of industries; the other is the compliant commercial route represented by Zhiyuan, which first allows robots to learn to “behave” in retail, service and other scenarios, and work safely and with certificates; there is also the scenario-based deep cultivation route represented by Elite, which does not build a general-purpose brain and only focuses on refinement and depth in the most difficult industrial chains.
When the supply chain is built into a “Huaqiangbei-style” one-stop supermarket, and when security control begins to use “one machine, one code” for full traceability, the threshold and competition dimensions of this track are completely different.
For these players in Zhangjiang, the bigger challenge may not be how to build the next robot, but how to find a closed loop of demand that can be continuously replicated in the real economic cycle.
