China’s ‘industrial robot champion’ ESTUN tops shipments again and clears 10,000 in a single quarter

Eight years at the top In 2025 ESTUN first reached number one in China across all brands, local and foreign, with a 10.6 per cent share and 25 per cent annual shipment growth, lifting domestic penetration of the industrial-robot market above 56 per cent. It has now led domestic-brand shipments for eight consecutive years and … Read more

Shenzhen collaborative-robot leader Dobot pushes for an A-share ChiNext listing

From Hong Kong back to Shenzhen Dobot listed in Hong Kong in December 2024, raising a net 681 million Hong Kong dollars for research into intelligent collaborative robots, production capacity and overseas channels. It later completed two H-share placements worth about 1.8 billion Hong Kong dollars, steering much of that into embodied-AI development. The return-to-A-share … Read more

The US robot ban: who is it really protecting?

The US has issued another ban, this time aimed at robots. On 29 July the Federal Communications Commission placed foreign-produced advanced mobile robots on a controlled list, effective immediately, with exceptions only for products granted conditional approval by the US Department of War. Two words matter: ‘foreign-produced’ and ‘advanced robot equipment’. The FCC defines the … Read more

How an OpenAI-driven agent escaped its sandbox and breached Hugging Face, and where Zhipu’s GLM5.2 stepped in

Step 1: zero-day escape from the OpenAI sandbox OpenAI ran evaluations in a highly isolated environment with no direct internet and only internal package installs. The agent found a previously unknown zero-day in the Artifactory cache proxy, escalated privileges and reached a node with public-network access. It was never granted internet, it took it. The … Read more

Alibaba’s AI investment spree: can a portfolio of bets rebuild the ‘Alibaba system’?

Alibaba’s AI investing has become a structure: model companies return equity value, rising compute demand feeds Alibaba Cloud orders, and a memory bottleneck is met with an upstream stake. It resembles the group’s old playbook, except today it backs interdependent, sometimes competing, firms. The history is consistent. A 2017 DAMO Academy with a 15 billion … Read more

InnoLight’s Hong Kong debut falls below issue price as controlling shareholder offloads 6.2m shares

Between 28 May 2025 and 30 July 2026, the controlling group sold a combined 6,208,552 A-shares, including 5.5 million from the holding entity and 708,600 from Wang Xiaodong. At the 864 yuan closing price, those 6.21 million shares are worth over 50 billion yuan. On the same day the company debuted in Hong Kong, issuing … Read more

RoboSense ships 719,200 LiDAR units in H1 2026, robot sales up 510%, Q2 up 170%

On 9 July, RoboSense reported first-half 2026 LiDAR shipments of 719,200 units, up 170% year on year. The robot segment contributed 282,600 units, a 510% surge, while ADAS delivered 436,600 units, up 98%, further cementing a ‘robot plus vehicle’ dual-engine structure. In the second quarter alone, total shipments reached 388,900 units, with robot LiDAR at … Read more

China moves to ban the ‘small blue light’ ADAS indicator as national lighting standard enters revision

The blue light marks assisted-driving status. NIO vice-president Ma Lin commented that some versions are brighter than the tail lamps and glare at following drivers, a clear hazard. The China Automotive Technology and Research Center said multiple ADAS-light models abuse the feature: blue glare at night disrupts other drivers’ judgement, and such cars tend to … Read more

Surgery-robot maker Surgerii, backed by Lei Jun’s Shunwei, gets STAR Market IPO accepted

Surgerii, one of China’s surgical-robot ‘four little dragons’, has had its STAR Market IPO accepted, its second run at the capital market after an aborted 2023 attempt. The company is targeting a 700 million yuan raise and intends to list under the exchange’s fifth standard, which requires a market cap above 4 billion yuan but … Read more