The Belt 
Unitree’s listing lifted attention on the robot industry, and 2026 is widely called the year of humanoid mass production. Yet behind the conference glow, most industrial robots are still ‘interns’ on the floor, not reliable ‘full staff’. Deployment sits at single-point tests and showcase pilots, moving boxes, loading parts, and simple patrols, while full-line replacement … Read more
On 10 August, Ninebot released its first-half 2026 results: group revenue of 14.36 billion yuan, up 22 per cent, with net profit attributable to shareholders of 1.008 billion yuan, down 18.79 per cent, and ex-non-recurring profit of 969 million yuan, down 26 per cent. By segment, e-scooters in China sold 2.842 million units, up 19 … Read more
At the 2026 World Robot Conference, Schaeffler Embodied Intelligence Robotics (Taicang) showed up for the first time, centring its display on the core parts and subsystems that make a humanoid move. Schaeffler is leaning on decades of automotive and industrial drive know-how. The lineup spans robot high-performance computers, a 48V low-voltage power controller (LVPC), tendon-driven … Read more
At the 2026 World Robot Conference in Beijing, Shenzhen’s AI2Robots brought AlphaBot 2 (Aibao), powered by its newest brain-like embodied model, to make one point: the robot should not just mount the stage, it should clock in for work. On the stand, Aibao makes coffee, ice cream, and cocktails as a genuine on-duty ‘all-round clerk’, … Read more
China now fields more than 400 whole-body humanoid models, over half the global total. In the first half of 2026 alone, 116,000 new companies registered in the humanoid space, up 9.5 per cent year on year. Nowhere is the momentum sharper than in Guangdong, where ten technically distinct humanoid makers have converged into what local … Read more
On 20 August in Shenzhen, Huawei founder and CEO Ren Zhengfei sat down with Wen Shugang, chairman of China Huaneng Group, and Zhong Guodong, the state power giant’s general manager. The meeting was framed around national strategy and the front edge of industry, but Ren used it to make a sharper point about where China’s … Read more
In 2026 the large-model industry is living through a visceral shift. The Scaling Law that ruled the digital world is hitting the hard wall of physical law, spatial constraint and long-tail data as it crosses into the real world. The rift peaked on the final day of RSS 2026 in Sydney, where robotics academics’ reverence … Read more
Baidu reported its latest quarterly results with the same cash-flow profile as Tencent. Q2 revenue was RMB 31.3 billion, down 4 per cent year on year and 2 per cent quarter on quarter. Attributable net profit was RMB 2.3 billion and non-GAAP net profit RMB 2.6 billion, down 68 per cent and 46 per cent. … Read more
After a brief show of restraint in Q1, Tencent went all in on spending in Q2. The company reported after market close that capital expenditure surged to RMB 52.8 billion, about 26 per cent of total revenue and well above the RMB 32.14 billion the market expected. Add RMB 51.4 billion in prepaid compute-procurement deposits … Read more
On 19 August, Kuaishou Technology released its second-quarter 2026 results. Revenue reached RMB 35.54 billion, up 1.4 per cent year on year, while profit for the period was RMB 3.15 billion, down 36 per cent. For the first half, revenue totalled RMB 69.25 billion, up 2.4 per cent, though profit fell 32 per cent. Kuaishou’s … Read more