Shenzhen Robotics: UBTech Buys a European Network Instead of Building One

After landing manufacturing and logistics reference customers in Europe, UBTech has started filling in the piece it did not have: a local network. On 22 October the Shenzhen-listed company, trading in Hong Kong as 09880, signed a memorandum of understanding with ChinaEU, an international association headquartered in Brussels, to deepen cooperation in the European robot … Read more

A RMB 383 Million Gear Maker Is Asking the Market for RMB 2.5 Billion

On 12 October, Hangzhou Xinjian Electromechanical Drive answered the Shenzhen Stock Exchange’s first round of questions. A company that spent 27 years on precision transmission had become the most closely watched listing candidate in the humanoid supply chain, because it supplies the screw segment for Tesla’s humanoid programme and the component base for BYD’s cars. … Read more

China’s State Funds Built the Humanoid Boom. Now the Exit Is the Problem

The financial adviser kept a full diary this spring. On her busiest day she received four government delegations, from Tianjin, Shenzhen, Chengdu and Xiamen. Most were district-level investment promotion officers. A few ran whole prefecture-level cities. Some of them said it plainly. They had no thesis of their own, so they followed whatever the policy … Read more

The Robot Dog Market Split in Two, and the Volume Leader Is Not the Profit Leader

The quadruped robot market is splitting into two businesses that share a body plan and almost nothing else. Industrial quadrupeds sell for RMB 100,000 to RMB 300,000, against RMB 5,000 to RMB 30,000 for consumer units. Source: OFweek On one side, consumer-grade robot dogs keep getting cheaper and are moving into universities, developers and ordinary … Read more

Shenzhen’s EngineAI T800 Punched a Streamer. China Has No Rule for That

The punch landed on the back of his head and the streamer went down. He got up, kept broadcasting, and a few minutes later the same machine kicked through a glass display case and collapsed, twitching, on the floor. EngineAI builds the T800 in Shenzhen for combat demonstrations. Illustrative image produced for The Robot Belt … Read more

Musk Promises Robotaxi Profits in 2027. Tesla’s Own Accounts Say Not Yet

Robotaxi has not yet produced an income statement of its own. Elon Musk is already discussing how much money it will make next year. Tesla’s Cybercab is already carrying passengers in Austin. Source: Gasgoo On the 22 October Tesla 2026 third-quarter earnings call, Musk said he expects the robotaxi business to start contributing clearly to … Read more