The Belt 
Hikvision’s 2026 interim report, released this week, offered a clean read on where China’s robotics segment is heading. The surveillance giant posted group revenue of 46.82 billion yuan, up 11.97 percent year on year, with net profit attributable to shareholders of 7.90 billion yuan, up 39.57 percent, and gross margin climbing to 49.97 percent. The … Read more
On July 28, the US Federal Communications Commission updated its “Covered List,” adding foreign-made advanced robotics — humanoids and quadrupeds — and grid-tied power inverters. The stated rationale was familiar: supply-chain vulnerabilities, cyber risk, threats to critical infrastructure. Officially the rule names “foreign-made” equipment. But Reuters, the BBC and Politico all put China in the … Read more
Shenzhen’s Chaowei Dynamics, a full-stack embodied-AI company, has entered a deep partnership with Peking University Medical to bring robots into clinical settings. The two will jointly develop data collection, world models and simulation training for embodied intelligence in medical scenarios — building, in their words, a path from “simulated training” to “scenario validation” to “hospital … Read more
Another robotics company has knocked on the door of the Hong Kong stock exchange. Standard Robots, a Shenzhen-based maker of industrial autonomous mobile robots, has submitted a prospectus for a main-board listing. If it gets through, it would become Hong Kong’s first “industrial embodied-AI” listing. By the numbers, the company is no minnow. According to … Read more
China’s internet giants were always good at reorganizing. In the AI era they’re doing it far more often – because the org chart now routes GPUs, talent, data and billions in capex. Alibaba – drawing the line, again Since late 2024 Alibaba has split, merged and re-layered its AI units repeatedly: Tongyi’s consumer team moved … Read more
China’s embodied AI sector has attracted over RMB 20 billion in collective investment as tech giants and VCs race to back humanoid-robot startups. (Source: Sina Tech) The robots still can’t reliably do the job – but the valuations have already arrived. As of June 2026, eight Chinese embodied-AI companies have crossed a RMB 20 billion … Read more
Semiconductor memory chips represent a critical battleground in US-China technology competition, with Chinese IP now reaching global manufacturers including Samsung and SK Hynix. (Source: Tencent News) For years the arrow of memory technology pointed one way – from Korea and the U.S. into China. A deal disclosed this week points the other direction. Chinese IP … Read more
Three of America’s most powerful tech CEOs have, within a week, publicly argued that the United States should not block Chinese AI models – a striking break from Washington’s push to contain them. Meta’s Mark Zuckerberg told the Financial Times on July 29 that the U.S. should not bar Chinese AI models from the race … Read more
The US government has moved to restrict imports of Chinese-made robotics and industrial equipment, escalating trade tensions in advanced manufacturing sectors. (Source: Shenzhen News) The U.S. Federal Communications Commission on July 28 added foreign-made “advanced robotic equipment” – humanoid and quadruped robots – and grid-tied inverters to its list of restricted equipment, citing national-security risks … Read more
🇧🇷 Brazil, 2026-06: Chinese brands took 19.7% of the market (19.6% excl MG). BYD held 4th for a second month and the whole China bloc set records.