The industry has spent two years caught between hype and weak deployment, with launches refreshing motion specs while most firms stayed at hundred-unit pilots. MagicLab argues 2026 is the pivot point where competition shifts from demo effects to hard delivery. Its physical-AI-native approach pairs a self-developed general model with modular products, and this year it … Read more
Dobot plans to raise 1.2 billion yuan, allocating 550 million to multi-legged robot R&D and industrialisation, 250 million to humanoid-robot technology, 100 million to marketing, and 300 million to working capital. With rival Jaka’s Sci-Tech Board IPO terminated in late 2025, Dobot stands to claim the title of A-share cobot first listing, a capstone on … Read more
A new national standard effective this July classifies lithium batteries as liquid, semi-solid or solid, with semi-solid also called half-solid and solid meaning all-solid-state. The road map is explicit: 2026 for semi-solid volume production, 2030 for small-batch all-solid-state, and 2035 for next-generation solid-state in some affordable cars. Semi-solid comes in two paths, an all-inorganic solid … Read more
Richard Yu, Huawei’s executive director, called it a ‘generation-leading and comprehensively leading’ product. Unlike earlier HIMA launches built around driving, cockpit and chassis, this pair devotes most of its airtime to luxury: two-tone paint, full-colour interactive lighting, a retractable starry roof, a private drinks bar, an electric shoe cabinet and privacy glass. It is HIMA’s … Read more
The traditional makers carried the export story. BYD shipped close to 420,000 units in July, up 22 per cent, with overseas sales of 179,800 setting a record. Chery delivered 276,800 units, up 23 per cent, and its exports of 202,500, up 70.1 per cent, made it the first Chinese carmaker to top 200,000 monthly exports, … Read more
The round drew top-tier global capital from China, Europe, the Middle East, North America and Southeast Asia, a spread the company frames as a vote of confidence in embodied AI’s long-term value. New investors include IDG Capital, Lens Technology, the pan-European industrial group G.G.G.Group, Redstone VC, Huashan Capital and the Hefei Binhu state industrial fund, … Read more
OakCreek Tech, a Beijing startup building the software foundation for humanoid robots, has closed consecutive angel and angel-plus rounds. The angel round was led by Lingyi Ventures and Cloud Angel Fund, with Linge Ventures following; the angel-plus was strategically backed by three of China’s leading humanoid-robot body makers, Songyan Dynamics, Booster Robotics and Luming Robotics, … Read more
For most of the past decade, large buyers operated with a dependable lever: if a Chinese supplier would not meet their terms, they could pivot to a Chinese-made alternative anyway, since domestic capacity was abundant and hungry. The threat disciplined pricing on both sides, and almost always against the local supplier. ChangXin’s refusal inverts that … Read more
Unitree, the Hangzhou humanoid-robot maker, has set its IPO offer price at 150.80 yuan per share, valuing the company at 60.9 billion yuan (roughly 8.5 billion US dollars) and pulling in 1.9 billion yuan more than the shares on offer. Institutions pushed the price about 45 percent above the preliminary estimate, a repricing that lands … Read more
Why now, and why the office The trigger looks like a Morgan Stanley note from 30 July: AI investment has entered ‘halftime’, and the market is shifting from chasing upstream compute chips to two new fronts, AI applications and supporting resources. The real reason is simpler. Tencent, long mocked as behind in AI, is now … Read more