The Belt 
After Benmo Dynamics cleared the Hong Kong exchange hearing, another mainland robotics name moved on its own HK listing. On 18 September the China Securities Regulatory Commission published that Changzhou Weiyi Zhizao Technology had received the cross-border listing and full-conversion filing notice, clearing the core domestic regulatory hurdle for an overseas float. Weiyi Zhizao builds … Read more
18 September 2026. TrendForce’s second-quarter 2026 global Fabless TOP 10 shows the top ten combined revenue of US$141.45 billion, up 73 per cent year on year. The 73 per cent climb is eye-catching but only a total. The more telling question is who grew, by how much and where. The reshuffle shows up clearly. TrendForce’s … Read more
SHANGHAI, 18 September 2026. The past week, one of the most debated topics in finance circles has been whether IPO review for humanoid-robot startups is tightening. The Information reported that Chinese securities regulators are tightening approvals for humanoid robot startups seeking listings, prompted by Unitree’s first-day volatility and widespread copycat behaviour in the industry, raising … Read more
BEIJING, 19 August 2026. Unitree listed on the STAR Market on 19 August. At the post-listing banquet, founder Wang Xingxing first floated “physical-AI robot self-evolution”, using foundation models to close a loop of paper search, code generation, simulation training, real-machine testing and evaluation feedback, shifting robot development from heavy human reliance toward continuous self-iteration. The … Read more
BEIJING, 22 August 2026. At the National Speed Skating Oval, the “Ice Ribbon”, the opening of the second World Humanoid Robot Games, state broadcaster CCTV cut to a real tennis court. A humanoid stood at the baseline as a serve arrived above 50 km/h. Within milliseconds it judged the landing, moved its feet, rotated its … Read more
SHANGHAI, 18 September 2026. Gasgoo’s embodied-intelligence desk reports that Shutu Technology, a Shenzhen startup, has closed a near-RMB 100 million Pre-A round, its third financing in a single month. The round was co-led by Dingshui Baifu and the Kunpeng Fund, a national-level big-data vehicle, with Guangzhou Industrial Investment and Yihe Capital joining and existing shareholder … Read more
On 11 September Tesla released the Europe-spec Semi and confirmed deliveries to customers will start in 2027. The same week Morgan Stanley ran a different set of numbers: an autonomous Semi driving 18,000 miles a month could contribute about 12,000 to 18,000 dollars a month in software revenue per truck. By 2040, some 82,000 autonomous … Read more
On 19 September, according to overseas media citing three people familiar with the matter, ChangXin Memory is planning to enter the fast-growing flash-memory market. The sources said ChangXin intends to build a NAND flash research-and-development line at a new Beijing factory and has set up an institute in Beijing that includes NAND development. ChangXin Memory … Read more
In recent months, from the Pearl River Delta to the Yangtze River Delta, humanoid production lines have gone live one after another, paced in minutes and planned in tens of thousands a year, and even the line’s own handling and assembly are handed to robots. Whether humanoids can be mass-built is turning from a hard … Read more
On 16 September PaXini completed a several-hundred-million-yuan Series B+ round and filed for IPO tutoring with the Beijing regulator. Founded only five years ago, the embodied-perception company has drawn industrial capital from Samsung, BYD and JD, with cumulative financing above 4 billion yuan and a post-money valuation past the 10-billion-yuan unicorn line. Why the industrial … Read more