Unitree’s IPO cleared: the $10k humanoid that ate the competition

From loss to 600m profit Three years ago the company was loss-making; two years ago quadrupeds were its only revenue. Now humanoids are half the business, with 2025 net profit hitting 600 million yuan. Revenue grew tenfold from 159 million yuan in 2023 to 1.7 billion yuan in 2025, while gross margin rose to 60.4 … Read more

Shenzhen Unveils ’20+8′ Industrial Cluster Plan 3.0, Doubling Down on AI and Robotics

Shenzhen has released version 3.0 of its 20+8 strategic emerging-industry and future-industry plan, laying out where the city’s manufacturing economy is headed through 2030. The plan sets a headline target: by 2030, strategic emerging industries should reach 2.3 trillion yuan in added value and account for 45 per cent of GDP. The 20 covers ten … Read more

China’s Robot Supply Chain Is Suddenly Drowning in Orders

China’s robot sector is shifting from concept hype to order ramp and profit realisation. Half-year 2026 results show the whole chain — from core parts to whole-machine integration — taking off at once. The Ministry of Industry and Information Technology says that from January to May, industrial-scale robot enterprises booked revenue above 90 billion yuan, … Read more

Jensen Huang: The Chip Industry Must Grow 5–10× to Feed 100 Billion AI Agents

In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more

BYD Confirms a Humanoid Robot Debut for August

BYD has officially confirmed it plans to unveil a humanoid robot in August at Di Space, its brand experience hall. The confirmation, carried by Cailian Press on 28 July, follows a teaser poster at Di Space reading: “Early August — a new friend wants to meet you.” BYD executive vice-president Li Ke has said the … Read more

Shenzhen’s RoboSense Ships 719,200 LiDARs in H1, Robotics Segment Up 510%

RoboSense LiDAR shipments H1 2026

Shenzhen-based RoboSense (速腾聚创) shipped 719,200 LiDAR units in the first half of 2026, a 170% year-on-year jump, according to company figures released on July 9. The robot-industry segment led the acceleration: 282,600 units, up 510% from the same period last year. Automotive LiDAR, still the larger business, rose 98% to 436,600 units. In the second … Read more