Musk approved the third-generation Optimus at the end of June, with a supply target of 1,000 units a week in September and 100,000 sets of parts a year, even as Chinese rivals pull ahead on volume.
A robot ETF jumped 6.68 per cent as Beijing confirmed China makes 8 of every 10 humanoid and quadruped robots sold globally. Unitree’s IPO and surging revenue show the commercial era has arrived.
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.