Talks on the Russia-Ukraine issue in November and Ukraine’s reconstruction needs are forward-looking themes; the national standard for industrial data registration will take effect in 2027, while there are also new developments in robot vision, electronic braking and selected companies’ third-quarter results.
Heavy-duty robots are beginning to cover multiple production-line processes, while competition in AI applications is extending to products and commercialization. But market turnover contracted on 26 October, and the numbers of high-turnover robotics and AI companies fell at the same time. Industrial progress and trading activity need to be assessed separately.
Nomura sees new models from December 2026 to January 2027 as the first catalyst. First-person video and improved training efficiency are lowering the learning barrier, but commercialization also depends on continuous operation, an on-site data feedback loop and hardware consistency.
