At the beginning of 2026, many emerging industries such as body intelligence and low altitude economy have announced their production targets. For example, Uber has proposed that the production capacity of industrial humanoid robots will reach 10000 units within the year; The first "land carrier" flying car aircraft body part of Xiaopeng Huitian's mass production factory has been successfully produced and is expected to be delivered in 2026. In 2026, the low altitude economy industry will maintain a high-speed growth trend, which is a key transitional stage from early large-scale applications to deep penetration. For the industry, this will be a year of intensified competition. Enterprises should maintain their competitive advantage by strengthening their technological innovation capabilities, scene expansion capabilities, ecological construction capabilities, security guarantee capabilities, and policy compliance capabilities in order to stand firm in the wave of technology. ”Sun Liye, Vice President of United Aircraft Group, told a reporter from China Securities Journal. This is not only a judgment made by a single enterprise or industry, but also by practitioners in multiple cutting-edge fields. Under the multiple drivers of policy guidance, technological breakthroughs, and market demand, in 2026, China's emerging industries are collectively moving from the stage of technology verification and pilot demonstration to the "first year of scale" of mass production delivery and ecological construction. During the process of expanding production, enterprises undergo early technological accumulation and scenario verification. Multiple emerging industries will receive clear signals from the demand side in 2026, directly driving the wave of supply side expansion. In the field of humanoid robots, Ubiquitous announced that its 1000th "Walker S2" industrial humanoid robot will be produced by the end of 2025, with a total delivery volume of over 500 units that year. The production capacity target for 2026 is aimed at 10000 units; Zhiyuan Robotics has disclosed that its shipment volume will exceed 5100 units by 2025, and it is expected that the shipment volume will increase to tens of thousands of units by 2026; Galaxy General and Baida Precision have reached a strategic cooperation, planning to deploy over 1000 embodied intelligent robots within Baida Precision and its ecosystem... Xiong Rong, Chief Scientist of Zhejiang Humanoid Robot Innovation Center, predicts that China's humanoid robot production scale will reach 100000 to 200000 units by 2026. The product development and capacity expansion of low altitude economy are equally robust. United Aircraft Group stated that the market penetration rate of industrial grade drones in core scenarios has significantly increased. With key progress in the airworthiness certification of the company's 6-ton tiltrotor aircraft "LaShadow R6000" cargo version, the company's revenue scale is expected to double in 2026 with the landing of scenarios. Xiaopeng Huitian stated that the company's split type flying car "land carrier" has entered the production sprint stage and is scheduled to be officially delivered in 2026. The company's flying car production factory will be able to produce one aircraft every 30 minutes at full capacity. Zhu Shengli, co-founder of Yunsheng Intelligence, told a reporter from China Securities Journal: "2026 will be the year of takeoff for the low altitude economy. In the field of urban governance, Yunsheng Intelligence's product solutions have achieved coverage in dozens of cities across the country by 2025, and are expected to more than double by 2026." In the commercial aerospace industry, a wave of IPOs with reusable medium and large rockets as "tickets" is underway. Recently, the Shanghai Stock Exchange issued guidelines clarifying that the issuer's main business or products should be in the stage of continuous research and development or technological achievement transformation, and at least achieve the phased achievement of the first successful launch of a medium to large sized carrier rocket payload using reusable technology when applying, and there should be no significant adverse events in terms of technology that affect the undertaking of launch tasks in the future. This requirement directly motivates top enterprises to accelerate the process of engineering. Blue Arrow Aerospace, Star Glory, Tianbing Technology, Star River Power and other companies are actively rushing for IPOs in order to obtain better financial support in the capital market. Behind the expansion of production capacity from laboratory demonstrations to real-life scenarios is the increasingly clear path of rapid iteration and commercialization of emerging industrial technologies. Many industry insiders believe that the path of robot applications is to gradually move from dangerous and tedious positions to pan industrial and commercial services, and ultimately enter households. Behind the rapid expansion of scenarios is the increase in the amount of data and model capabilities required for robot learning. On January 12th, Qiongche Intelligent released the "Pocket Machine Collection" aimed at allowing ordinary people to participate in data collection through smartphones, expanding data sources from professional collection scenarios to real-life scenarios. Efte Chairman You Wei stated that based on high-quality data reserves, visual language action models, or a combination of visual language models and atomic level skill libraries, the skill operation level of humanoid robots will achieve a phased breakthrough by 2026. While expanding their application scenarios, Chinese companies are also using intelligence and AI technology to accelerate their overseas expansion. At the just concluded 2026 Consumer Electronics Show in the United States, focusing on the two major businesses of "innovative personal transportation" and "service robots", Company 9 showcased its products in multiple categories including E-bike, electric off-road motorcycle, electric scooter, and lawn mowing robot. The relevant person in charge of Company 9 stated that since the company first participated in the CES exhibition in 2014, CES has witnessed the continuous deepening of Company 9 and more Chinese enterprises on the path of technological innovation, as well as the development process from industry participants to leaders over the past decade. The arrival of the "first year of scale" in the market competition is expected to intensify, which also means the intensification of market competition. Currently, emerging industries still face challenges such as inadequate infrastructure and high difficulty in commercial closure, and the test may come in an instant. Zhu Shengli said, "Market competition will further intensify in 2026. To maintain a leading position, the most important thing is to put customers at the center. Only enterprises and solutions that solve the urgent needs of customers can stand out in the fierce competition. At the same time, we must maintain an innovative state and continuously research and develop advanced technologies to achieve product iteration and upgrading." In the commercial aerospace field, "cost" and "application" are the two major focuses that enterprises pay attention to. Hao Xuetao, Vice President of Zhongke Xingtu, stated that the short-term competitive focus of commercial aerospace is on "cost reduction", with the core being the maturity of reusable rocket technology. The key to long-term success lies in "application", that is, cultivating trillion dollar consumer and commercial markets. As a key factor in cost reduction, major commercial rocket companies are currently focusing on the field of recyclable technology. For example, Star Glory aims for its first flight to achieve the integrated goal of orbit insertion and sea recovery. For the two major industries involved in low altitude economy and commercial aerospace, which involve air space coordination, a complete new infrastructure and a unified management system have become the common expectations of the industry. Sun Liye said, "Currently, in the field of low altitude economy, the infrastructure layout such as low altitude takeoff and landing points, control systems, and command 'brains' is insufficient, and network coverage has not yet been formed." Industry insiders believe that many problems faced by hard technology enterprises in their development still need strong policy support and further strengthen cross departmental collaboration. Overall, a more favorable ecological environment for the development of hard technology enterprises is taking shape, and emerging industries are entering the fast lane of development driven by multiple factors such as policy guidance, technological breakthroughs, and market demand. In 2026, this industrial revolution led by hard technology will continue to advance through the alternation of expansion, delivery, competition, and breakthroughs. (New Society)