The Belt 
Why Kelin picked Kepler The power and electricity track is the most certain, largest humanoid landing spot, and State Grid tenders are concentrated in the tens of billions of yuan, shifting competition toward scenario fit and scaled delivery. Kelin has spent years in the grid and energy system, holding national grid government-enterprise channels, industry access … Read more
Not a border ban Unitree secured CSRC approval for its listing on 2 July, but under the FCC rule its new US-bound products face fresh access questions. It flagged the US market risk in its updated prospectus on 31 July. The US was 18.39, 19.54 and 13.30 per cent of revenue in 2023, 2024 and … Read more
The bottleneck everyone argues about The hand is the most visible choke point of embodied intelligence. As early as 2018 OpenAI admitted that contact, friction and damping are hard to simulate accurately, and Musk has said the forearm and hand are harder to build than the rest of the robot combined. Every gain in degrees … Read more
Why Chinese homes needed their own dataset Embodied intelligence ultimately has to enter homes, but home environments are complex and personal, demanding training across hugely varied real scenarios. The new dataset holds 300,000 structured real floor plans, 5,000 complete home simulation scenes and 50,000 physically simulated interactive object assets, filling a gap in large-scale, high-fidelity, … Read more
From ‘can move’ to ‘can be scheduled’ Scale is the result of long accumulation in technology, product, scenario and standards, not just capacity. Hikrobot’s path runs from early latent, forklift and omnidirectional models to a safety controller with the world’s first SIL3 certificate, China’s first full-directive CE for omnidirectional forklifts, and a fourth-generation ‘smart base’ … Read more
Eight years at the top In 2025 ESTUN first reached number one in China across all brands, local and foreign, with a 10.6 per cent share and 25 per cent annual shipment growth, lifting domestic penetration of the industrial-robot market above 56 per cent. It has now led domestic-brand shipments for eight consecutive years and … Read more
From Hong Kong back to Shenzhen Dobot listed in Hong Kong in December 2024, raising a net 681 million Hong Kong dollars for research into intelligent collaborative robots, production capacity and overseas channels. It later completed two H-share placements worth about 1.8 billion Hong Kong dollars, steering much of that into embodied-AI development. The return-to-A-share … Read more
Galaxy General’s Galbot S1 has run 7×24 in CATL’s battery-pack lines for over 90 days, fully autonomous. The demo-to-production leap China’s humanoid race has been promising.
Jaime Xiao argues that Toyota’s deepening use of Huawei’s cockpit and ADAS stack shows the world has already answered whether it trusts Huawei — and that the smart car is becoming a Chinese-brain platform wrapped in sheet metal buyers already trust.
The US has issued another ban, this time aimed at robots. On 29 July the Federal Communications Commission placed foreign-produced advanced mobile robots on a controlled list, effective immediately, with exceptions only for products granted conditional approval by the US Department of War. Two words matter: ‘foreign-produced’ and ‘advanced robot equipment’. The FCC defines the … Read more