Jaime Xiao’s takedown of the “Chinese EVs aren’t as cheap as they look” maths — the depreciation curves are computed in the rear-view mirror. Embedded below. Embedded from Jaime Xiao\’s LinkedIn feed.
Estun has topped China’s industrial-robot shipment rankings again, and this time crossed a threshold no domestic brand had reached: more than 10,000 robots delivered in a single quarter. According to MIR DATABANK, in the first half of 2026 Estun again led all brands in China’s industrial-robot shipments. In the second quarter it became the first … Read more
The Economist sent a reporter to Shantou to cover a hit film. What came back was an autopsy. They are wrong about the patient. The piece (”Bottom of the class”, July 23) declares Shantou the special economic zone that failed, the odd one out among four. GDP per person of 54,000 yuan. Growth of 0.1% … Read more
Industrial embodied intelligence just cleared a practical hurdle. Topstar, a Dongguan-based smart-manufacturing equipment maker, has built a complete industrial data-iteration loop with Wuwen Zhike, a physical-AI data-platform company — letting embodied robots iterate quickly, reuse standardized components and deploy at batch scale. Wuwen Zhike was among the first in the sector to ship a physical-AI … Read more
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
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
ChangXin Memory Technologies, Inc. (CXMT) listed on Shanghai’s STAR Market this morning. Open: RMB 49.50 against an offer price of 8.66. Up 471.6%. Market value: RMB 3.3 trillion, straight past ICBC to the top of the A-share table. The biggest winner is the city of Hefei. Its state funds hold more than a third of … Read more
At WAIC 2026 in Shanghai, China’s embodied-AI zone was full of robots making coffee, taking photos and dancing. Sudo Tech’s booth drew crowds for the opposite reason: its robots quietly did unglamorous things — grasping objects, wrapping items in cloth with two hands, inserting parts into matching holes — with conspicuous stability, success rates and … Read more
After 12 years and roughly $3.2 billion in cumulative funding (per Tracxn data), Faraday Future has delivered fewer than 20 vehicles. Now the Jia Yueting-led company is abandoning the EV label altogether: an August shareholder meeting will vote on a renaming that rebrands FF as a “physical AI ecosystem company,” with humanoid and embodied-AI robots … Read more
In 2025, capital chased complete humanoid robots — a walking, talking demo unit could raise hundreds of millions. In 2026, the money has pivoted to a single component: the dexterous hand, what the industry calls the “last millimetre” of robot-world interaction. The numbers are stark. According to IT Juzi data cited by OFweek, China’s dexterous-hand … Read more