The Belt 
On 23 September the Chinese lab DeepSeek made public a paper bearing founder Liang Wenfeng among its more than 130 authors, submitted on 19 September. The paper gives the first full technical account of DSec, short for DeepSeek Elastic Compute, the sandbox platform that trains AI agents at scale. DSec first appeared in the DeepSeek … Read more
According to overseas media, Tesla has begun buying components from China for the humanoid robots it builds in the United States. As the world’s largest maker of humanoid robots, China’s component supply will help Tesla speed up the production ramp of its Optimus line at the Fremont factory in California. The report says that in … Read more
The 200-company warning Zhu Xiaohu, managing partner of GSR Ventures, used a two-hour talk at Peking University’s innovation school to warn that China now has more than 200 robot companies, many able to dance or throw punches, but few running a real business, and that most may not survive ten years. The line lands because … Read more
A car that reads intent before you speak At this year’s Apsara Conference, Banma Intelligent laid out how it plans to move from the car cockpit into embodied intelligence, opening with a deceptively ordinary scene. On a Friday evening you get into the car and say nothing. The AI already knows Saturday is your daughter’s … Read more
At the 11th Huawei Connect, Beijing Mouxianfei Technology and Huawei jointly released an embodied-intelligence simulation-foundation solution built on Mouxianfei’s MotrixSim physics engine and MotrixLab training platform, covering the full path from simulation and reinforcement-learning training to real-machine deployment. The partnership runs on Huawei’s Kunpeng and Ascend compute ecosystem. Mouxianfei took its MotrixSim engine v0.6.0 through … Read more
On 23 September, Boyin Hefang and FAIR Innovation signed an order for 2,000 humanoid force-controlled arms, a deal that pairs Boyin’s agent software and industrial-scenario know-how with FAIR’s self-made robot hardware. The two companies described the arm as a key execution end for an agent plus industrial-grade humanoid force-controlled arm combination, where intelligent decision making … Read more
STEP Electric, the elevator-control and industrial-automation group, returned to profit in 2025 with a net profit of 5.5 million yuan, ending a three-year loss cycle that had reached a cumulative 1.7 billion yuan between 2022 and 2024. The recovery rested on two supports: Haier Group taking control of the company, and a broader rebound in … Read more
On 23 September, Dongfeng Motor said its general manager Feng Changjun had travelled to Shenzhen on 22 September to meet Huawei founder Ren Zhengfei and senior Huawei representatives. The two sides exchanged views on strategic new models jointly developed under the Huawei intelligent-automotive solution, including the Yijing X9, the Mengshi X700 and the Lantu Dreamer … Read more
Wuhan Qizhi Huoxing Denglu Technology has closed two consecutive rounds worth tens of millions of yuan, with Lihe Venture, Optics Valley Capital, Ruijiang Investment and Wuhan Hi-Tech investing and early backer MiraclePlus re-upping. While the sector piles into large-parameter embodied base models, this Optics Valley startup took a different lane, building spatial intelligence for a … Read more
Ouka Zhibo, a surface embodied-intelligence firm, completed its Series C in July, bringing cumulative financing this year to nearly 300 million yuan. The round was led by Xi’an High-Tech Investment, with Yuanhe Puhua and Sanyuan Capital following. Founded in 2017, the company develops vessel intelligent-driving technology and surface embodied-robot applications, organising a full-stack surface physical-AI … Read more