The Belt 
Tesla, Figure, Boston Dynamics, Agility, Apptronik and 1X now cover the full American humanoid stack. A Chinese industry review sorts them into three routes and shows which one is already earning revenue.
In 2025, Hello (the ride-hailing and bike-sharing platform) formed Zaofu Intelligent with Ant Group and CATL and entered robotaxis with an ambitious target: deploy 10,000 robotaxis by 2027. By then, Pony.ai had already reached single-city profitability, WeRide and Apollo Go were expanding abroad, and Waymo was still growing its fleet. A 2025 entrant looked late. … Read more
FAW Jiefang’s J6E large-customer custom edition has begun rolling off the line and into delivery. The strategic model, already well regarded in express-delivery fleets, was tailored to the pain points of leading logistics operators, and its headline feature is a Level 2-plus trunk combined assisted-driving system fromZhitu Technology. FAW Jiefang J6E large-customer custom edition at … Read more
Sales, brand and channel rankings in pool robots are settling fast, but the real technical watershed has barely arrived. Wireless models lowered the barrier to entry and unlocked Amazon, big-box and specialist channels. Early movers built shelf and brand advantages. Latecomers now face not just a product gap but a long channel-validation cycle. Wave Future’s … Read more
Shenzhen Bojiang Robot, a local construction-robotics developer, signed a strategic cooperation agreement with a leading Hong Kong smart-construction company, which will procure building robots, intelligent equipment and related technical services worth no less than RMB 200 million. The deal moves Bojiang from pilot use in Hong Kong to scaled deployment. A Bojiang construction robot operating … Read more
For years, Sinian Intelligent Driving was known almost entirely for one thing: autonomous driving in ports. Compared with robotaxis and city NOA, port automation is a quiet corner of the industry, a closed scenario with a limited market and long, fiddly delivery cycles. Easy to dismiss as a niche. Then Sinian closed a RMB 300 … Read more
Unitree, the “first humanoid-robot stock”, set its IPO price at RMB 150.8 per share with a price-to-earnings multiple of 219.23x, far above the 38.56x industry average, throwing more fuel on the embodied-AI boom. Over the past three months, giants on both sides of the Pacific have been heating the sector too. Tesla installs its first-generation … Read more
Aishida, once spoken of in the same breath as Supor as a defining Chinese cookware brand, is at an awkward crossroads. Its legacy cookware business is fading, while a robotics bet it has held for a decade has yet to pay back. On 14 July 2026 Aishida issued a first-half profit warning: net loss attributable … Read more
When July sales landed, one line stood out. Leapmotor delivered 101,300 vehicles globally in July 2026, up 102 per cent year on year and its first month above 100,000. Its overseas sales were 17,000-plus, implying roughly 84,300 domestic deliveries. Leapmotor publishes July 2026 delivery figures. (Source: chedongxi) Leapmotor July global deliveries pass 100,000. (Source: chedongxi) … Read more
Momenta listed on the Hong Kong Stock Exchange on 8 July 2026, raising HK$5.89 billion in its initial public offering. Fourteen cornerstone investors, including Singapore’s GIC, Fidelity, Mercedes-Benz and BYD, took up nearly half the shares on offer, an unusual line-up that put a German luxury brand, a Chinese EV leader and a sovereign fund … Read more