The Belt 
On 1 September, Shao Tianlan took Mech-Mind to the Hong Kong exchange. Nine days later, the chief executive of a robot firm worth HK$10.4 billion publicly accused Galbot, an embodied-AI star valued at RMB 20 billion, of fabricating “false and unsustainable” revenue through data centres and related-party deals with local governments, investors and suppliers. The … Read more
In mid-August, Zhongjian Technology was fined RMB 3.9 million for fabricating a signing with Huawei’s embodied-AI innovation centre and for false disclosure, dragging it into controversy. Despite the storm, the old-line garden-machinery leader has not slowed its robotics expansion. Zhongjian and its subsidiary Shanghai Huazhijian recently signed an intelligent-robot industrialisation project with the Yongkang government, … Read more
Before Henry Ford’s moving line in 1913, cars were hand-built luxuries. Assembly fell to 93 minutes and cost collapsed. Today’s humanoids look like cars before 1913: the tech dazzles, but building one unit and stably building ten thousand are two different problems. Demo after demo shows dancing and tray-carrying, yet at scale there is no … Read more
On 11 September, Shenzhen hosted the embodied-intelligence sub-event of the second Global Technology Innovation Contest, paired with the sixth Shaoxing “Ten-Thousand-Mu, Hundred-Billion” new-industry platform high-level talent entrepreneurship contest (Shenzhen station) at the Harbin Institute of Technology (Shenzhen). The event set out to use competition as a tool to pull in talent, spur innovation and grow … Read more
🇸🇬 Singapore, 2026-08: Chinese brands took 51.7% of the market (46.8% excl MG). BYD alone took 24.2%, more than Toyota and Mercedes combined.
A wave of safety warnings from leading artificial-intelligence labs, together with OpenAI’s decision to shelve its IPO this year, pushed markets to price in a simple equation: slower frontier-model iteration means weaker chip demand. On Monday the selling swept Asia, Europe and the Americas, and early tallies put the market value wiped from the global … Read more
Jaime Xiao on why Hurun’s global rich list miscounts Greater Shenzhen: the customs line at Futian is the only thing separating 132 billionaires (Shenzhen) from 88 (Hong Kong), and merged they outrank New York’s 146. Cut the loop at the border and the ranking reports two cities where there is one wealth engine.
🇧🇷 Brazil, 2026-07: Chinese brands took 22.7% of the market (22.5% excl MG). BYD set another record at 23,465 units, and sixteen Chinese or China-linked brands now sit in the table.
🇸🇬 Singapore, 2026-07: Chinese brands took 49.9% of the market (45.2% excl MG). BYD alone took 22.2%, and Chinese badges now hold five of the ten best-selling spots.
🇹🇭 Thailand, 2026-07: Chinese brands took 36.5% of the market (31.7% excl MG). Omoda & Jaecoo, BYD and Geely each passed 3,000 units and six Chinese badges filled the top ten.