A new Roland Berger report argues the humanoid debate has shifted from ‘is it a bubble’ to ‘who grabs the position first’, with China’s deploy-first route building scale and real-world data fastest.
Bangqi’s chair Wu Xiaoqian explains why the firm refused to be a robot company: its bet is the factory’s ‘nervous system’, built on a self-developed industrial AI model, LDS and ADS.
Topstar and Wuwen Zhike have built a physical-AI data infrastructure that closes the loop from simulation to real robots, cutting field debug time from months to weeks.
HaoNeng, a long-time transmission parts maker and BYD supplier, is building a robot joint-reducer base in Luzhou with 5 million units of annual capacity, riding its car clients into humanoids.
Dobot, the collaborative-robot maker that sells the most units worldwide, has set its ChiNext hearing for 22 July. A successful listing would make it the first A-share collaborative robot pure play.
Huang Xuejie, a leading Chinese battery scientist, says 2026 is the mass-production year for semi-solid cells. Full solid-state will not ‘flip the table’ before 2035, so the pragmatic money is on the middle step.
A Nissan factory that supplied southern Africa for half a century has passed to Chery. It is less a sale than a handover of the old industrial order, as China’s full EV supply chain rewrites the rules of global carmaking.
Beijing has put a binding legal floor under L3 and L4 self-driving, effective July 2027. The race is no longer about features on the demo reel, but about a compute architecture that stays compliant five years out.
As Unitree lists at a near 61 billion yuan valuation, Wang Xingxing’s three years of public candour, from ‘we do not do humanoids’ to G1’s price bomb, read as the prospectus of China’s first humanoid stock.
Moxing AI closed an A round led by Yida Capital and sells trillions of tokens a day, arguing that efficient deployment, not open weights, is the real barrier in the inference-factory boom.