Industry Briefing
A single destination for timely, editor-curated robotics news from around the world.
China Reports 68.7% Surge in Electric Vehicle Exports for H1 2026
In the first half of 2026, China's electric vehicle exports surged by 68.7% year-on-year, as reported by customs data on July 14. This remarkable growth reflects a broader increase in various sectors, including electric motorcycles and bicycles, which rose by 31.5%, and electric locomotives, which saw a 45.1% increase. Additionally, lithium batteries and wind turbines experienced growth rates of 37.6% and 35.6%, respectively. The significant rise in electric vehicle exports is crucial for China's position in the global electric vehicle market, showcasing its manufacturing capabilities and technological advancements. The data also highlighted that exports of AI-integrated intelligent bionic robots surpassed 10,000 units, reaching over 90 countries and regions, indicating a growing demand for advanced robotics in international markets. Looking ahead, it will be important to monitor how these export trends evolve and whether they will continue to bolster China's economy. No further timeline was disclosed at the time of publication.
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7th China Robotics Academic Annual Conference Scheduled for July 2026 in Shanghai
The 7th China Robotics Academic Annual Conference (CCRS 2026) is set to take place from July 31 to August 2, 2026, at the National Exhibition and Convention Center in Shanghai. The event is co-hosted by several prominent organizations, including the Robotics Branch of the Chinese Mechanical Engineering Society and the Robotics Professional Committee of the Chinese Automation Society, with Shanghai Jiao Tong University and the Shanghai Robotics Society as the local organizers. This year's conference theme is 'Intelligent Integration at the Huangpu River, New Life for Robotics.' It will feature discussions on various topics such as industrial robots, medical robots, service robots, and AI+ robotics. The event aims to attract over 200 renowned experts and scholars in the robotics field, facilitating in-depth academic exchanges through keynote speeches and specialized forums, with an expected attendance of over 3,000 participants. Attendees are reminded to register before payment and to provide proof of student status if applicable. The conference will also serve as a platform for showcasing technologies and products from leading companies in robotics and artificial intelligence. No further timeline was disclosed at the time of publication.
Robotics AI Industrial Robots Medical Robots Conference
Long March 10B Achieves Successful Recovery, Boosting China's Commercial Space Efforts
China's Long March 10B rocket successfully completed its first flight recovery, marking a significant milestone in the country's commercial space sector. This achievement is expected to accelerate competition among companies like LandSpace and JianYuan, which are also aiming for reflight milestones by the end of 2023. The successful recovery of the Long March 10B is crucial as it demonstrates China's growing capabilities in reusable rocket technology, which is essential for reducing launch costs and increasing launch frequency. This development positions China as a formidable player in the global commercial space race, potentially attracting more investments and partnerships in the sector. Looking ahead, both LandSpace's Zhuque-3 and JianYuan's YX-1 are targeting their own reflight milestones within the same timeframe. No further timeline was disclosed at the time of publication, but the ongoing advancements suggest a rapidly evolving landscape in China's commercial space endeavors.
Technology
Genie G2 Achieves Key Certifications in China, EU, and USA for Global Market Access
The Genie G2, an interactive embodied robot developed by Zhiyuan, has successfully obtained multiple authoritative product certifications in China, the EU, and the USA. This achievement signifies that the Genie G2 meets top global safety and quality standards, establishing a solid compliance foundation for the brand's global commercial strategy and opening pathways for international market entry. This certification is significant as it positions Zhiyuan as the only company in the industry to have its entire product line certified to the highest international safety standards across all scenarios. The Genie G2's certifications cover essential dimensions such as electrical safety, mechanical safety, functional safety, cybersecurity, and data privacy protection, demonstrating its robust compliance capabilities and adaptability for global markets. Looking ahead, the successful certification of the Genie G2 supports its deployment in key manufacturing sectors, including 3C electronics and automotive components. The robot has undergone rigorous testing in real industrial environments, confirming its operational safety and stability. No further timeline was disclosed at the time of publication regarding future deployments or expansions in the global market.
Interactive Robots Safety Certifications Global Market Expansion Robotics Technology
UBTECH Advances China's First Industry Standard for Collaborative Intelligent Systems by 2026
Recently, China's Ministry of Industry and Information Technology approved the development of the first industry standard for collaborative intelligent systems, led by UBTECH Robotics. The standard, titled 'Control Interface Specifications for Embodied Collective Intelligent Systems in Industrial Applications,' aims to address interoperability issues among multi-robot systems in industrial settings, marking a significant step in standardization. This initiative is crucial as industrial production shifts from single-robot operations to collaborative multi-robot systems. The lack of unified protocols and control interfaces has hindered the scalability of collective intelligence technologies. The new standard will provide clear guidelines for task allocation, fault reporting, and security interactions, facilitating better integration of diverse robotic systems in smart factories and logistics. Looking ahead, UBTECH is also collaborating with the China Electronics Standardization Institute to develop a reference architecture for collective intelligent systems. This comprehensive framework will define key terminologies and functional modules, further solidifying the foundation for collective intelligence standards in China. No further timeline was disclosed at the time of publication.
Humanoid Robots Industrial Automation AI Standards Collective Intelligence Robotics
Epson Unveils Digital Solutions at 2026 China B2B E-commerce Expo
From July 4 to 5, 2026, the China B2B E-commerce Expo took place in Hangzhou, showcasing various enterprise service providers and e-commerce platforms. Epson (China) Co., Ltd. presented multiple collaborative solutions alongside ecosystem partners, engaging directly with clients to better understand B2B user needs and foster ecosystem cooperation. The significance of Epson's participation lies in its strategic focus on addressing industry pain points, such as the competitive pricing of B2B hardware and shrinking profits for service providers. The company introduced its Nebula Plan ecosystem, which emphasizes a four-tier development logic: product solutionization, solution productization, product service integration, and business ecosystem development. This approach aims to connect supply and demand effectively through an online platform that links quality partners across the nation. Epson showcased standardized digital solutions tailored to government and enterprise client needs, including intelligent receipt robots and RFID asset coding solutions. The interactive nature of the event attracted significant client interest, indicating a strong market demand for comprehensive solutions. No further timeline was disclosed at the time of publication.
B2B E-commerce Digital Solutions Ecosystem Collaboration Business Growth
Ant-backed DSC debuts on Nasdaq, marking China's first cross-border IPO of 2026.
DSC Holdings, a Chinese provider of used-car dealer solutions, successfully raised $51 million in its initial public offering on Nasdaq, marking a significant milestone as the first cross-border IPO from China in 2026. This event occurred on June 26, 2026, after the China Securities Regulatory Commission approved the company's IPO application, which had been pending for over two years. The approval reflects a notable easing of regulatory hurdles for Chinese companies seeking to list abroad, as DSC navigated the complexities of Beijing's stringent oversight. The successful listing underscores a renewed interest in cross-border investments and signals potential opportunities for other Chinese firms aiming to access international capital markets.
China's next AI focus is on robotics, says Toss Securities.
China is positioning humanoid robots as a key component of its artificial intelligence growth strategy, leveraging manufacturing techniques that previously propelled its success in the smartphone and electric vehicle markets. A recent report from Toss Securities, titled "Back from Shenzhen," highlights robotics as the next significant growth driver for China's AI sector, following insights gained from a visit to the southern technology hub. The report emphasizes the increasing focus on robotics, suggesting that this sector could play a crucial role in enhancing China's technological capabilities and economic expansion.
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China's humanoid robotics hiring grows 400% year-on-year in early 2025.
A recent report from Zhaopin, a Chinese online recruitment platform, reveals a significant surge in the humanoid robotics sector in China. In the first five months of 2025, job postings in this industry increased by 409% compared to the same period last year, while the number of job seekers also rose by 396%. This rapid growth highlights the escalating demand for talent in the field, particularly for robotics algorithm engineers, who are currently earning an average monthly salary of 25,368 yuan (approximately $3,500). The findings underscore the expanding role of robotics in the Chinese economy and the urgent need for skilled professionals to support this burgeoning industry.
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Paris aims to become the European capital of Physical AI by 2026.
A new era of artificial intelligence is emerging, transitioning from the digital realm of generative AI to the physical world with the development of robots that can perceive, reason, and act in real environments. On July 7, Paris will host the inaugural edition of MACHINA 2026, an event aimed at establishing the city as the European capital of Physical AI. This initiative reflects a growing interest in integrating advanced AI technologies into everyday life, highlighting the potential for robots to enhance various sectors by interacting with their surroundings in meaningful ways. The event is expected to showcase innovations and foster discussions on the future of robotics and AI in society.
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China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity
During China's 2025 May Day holiday, the nation experienced a significant surge in travel and consumer spending, marking a notable recovery in both domestic and cross-border tourism. This rebound was largely facilitated by the country's advanced digital payment systems, which streamlined transactions and enhanced the overall travel experience. The May Day holiday, recognized as one of China's longest public breaks, serves as a crucial barometer for gauging consumer spending sentiment. As millions of citizens took advantage of the extended holiday, the uptick in tourism and spending reflects a growing confidence in the economy and a desire for leisure activities following previous restrictions.
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China to assign digital ID numbers to humanoid robots for lifecycle tracking
China is set to implement a national digital identification system for humanoid robots, aiming to enhance safety monitoring and standardize management within the burgeoning sector. As reported by state broadcaster CCTV, this initiative will involve assigning unique digital identity numbers to humanoid robots, tracking them throughout their entire lifecycle—from manufacturing and deployment to recycling and disposal. The move is part of broader efforts by authorities to address safety risks associated with the increasing use of humanoid robots in various applications. By establishing a comprehensive identification system, China seeks to ensure better oversight and regulation in a field that is rapidly evolving.
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Musk Foresees Optimus as Tesla's Largest Product Amidst Strong Chinese Competition
Elon Musk predicted during Tesla's earnings call in January 2026 that Optimus will become the company's largest product, potentially ten times bigger than its next biggest offering. Tesla is transitioning its Fremont factory to focus on Optimus production, increasing the annual capacity target for the Optimus V3 line from 50,000 to approximately 70,000 units, with plans to add another 70,000 units in Austin by 2028. Musk emphasized the competitive landscape, stating that China will be Tesla's biggest rival in the humanoid robot market, citing the country's strengths in scaling and manufacturing. According to TrendForce, the commercialization of humanoid robots is expected to accelerate in 2026, with China's production projected to grow by 94% annually, accounting for about 90% of global shipments last year. Tesla plans to initiate small-scale production of Optimus between late July and August 2026. Musk's insights indicate a clear competitive race between the U.S. and China, with no significant competitors outside of China currently visible to Tesla, highlighting the intense rivalry in AI and manufacturing capabilities.
Humanoid Robots AI Robotics Manufacturing Tesla
Chinese Heavy-Lift Drones Airlift Flood Victims in Guangxi Amid Safety Protocols
In Guangxi, China, heavy-lift drones have been deployed to rescue flood victims by airlifting individuals, defying standard safety protocols. This operation highlights the capabilities of the trillion-yuan low-altitude economy, which is becoming increasingly significant in emergency response scenarios. The use of these drones marks a pivotal moment in the integration of aerial technology into disaster management, showcasing their potential to save lives in critical situations. The significance of this operation lies in its demonstration of the industrial capacity within China's low-altitude economy, which is estimated to be worth trillions of yuan. By utilizing drones for rescue missions, authorities are not only addressing immediate humanitarian needs but also paving the way for future applications of drone technology in various sectors. This incident underscores the evolving landscape of aerial logistics and emergency response, emphasizing the need for updated safety regulations to accommodate such innovations. Looking ahead, the continued use of heavy-lift drones in rescue operations may lead to further advancements in drone technology and regulatory frameworks. No further timeline was disclosed at the time of publication, but the success of these missions could prompt increased investment and development in the low-altitude economy, potentially transforming how emergency services operate in the future.
Technology
Lu Ce Wu Advances Embodied Intelligence at Qiongche Intelligent in China
Lu Ce Wu, a scientist from Chaoshan, has made significant strides in the field of embodied intelligence, establishing Qiongche Intelligent in 2023. This venture aims to enhance robotic capabilities, with a focus on real-world applications. In 2025, Qiongche's robots will be deployed in a pharmacy in Shenyang, demonstrating autonomous navigation and product recognition without altering existing systems. The significance of Lu's work lies in his commitment to embodied intelligence, a concept he believes should extend beyond digital confines to interact with the physical world. His journey began in 2012 when he recognized the potential of AI after witnessing AlexNet's success. Despite initial challenges in promoting embodied intelligence in China, Lu's persistence has led to recognition, including the Science Exploration Award in 2023, making him the first recipient in this field. Looking ahead, Lu plans to further develop Qiongche Intelligent's capabilities and has established the first AI doctoral program in China. He emphasizes the importance of strategic planning and talent cultivation to prepare for the future of embodied intelligence. No further timeline was disclosed at the time of publication.
Embodied Intelligence Robotics Artificial Intelligence Technology Innovation
Computing Power Paradox: General-Purpose Chips in Shortage as Shanghai Zhangjiang Builds China Silicon Photonics Hub
In the midst of ongoing discussions regarding China's computing power dynamics, Shanghai Zhangjiang has established itself as a significant national center for silicon photonics. This development comes as over 20 companies have set up operations in the area, covering the entire value chain of the technology. The rise of Zhangjiang as a hub reflects the country's strategic focus on advancing its capabilities in this critical sector, which is essential for enhancing computing power and addressing potential shortages. The concentration of firms in Shanghai is indicative of a broader push to innovate and strengthen China's position in the global technology landscape.
Technology
Nikkei Analysis Reveals Fake Storage in 50% of Inexpensive USB Drives from China
A recent investigation by Nikkei uncovered that 50% of low-cost USB flash drives purchased from e-commerce platforms contained less storage capacity than advertised. These devices, primarily manufactured in China, were found to utilize microSD cards instead of dedicated memory chips, raising concerns about data integrity and consumer trust in budget electronics. The examination took place in Tokyo and was published on July 10, 2026. This finding is significant as it highlights a growing issue in the electronics market, where consumers are increasingly vulnerable to misleading product claims. The prevalence of counterfeit storage capacities can lead to data loss and security risks, particularly in sensitive applications. With a reported 20% complaint rate regarding fake storage on platforms like Amazon, this trend poses a challenge for both consumers and regulatory bodies aiming to ensure product reliability. Looking ahead, stakeholders in the electronics industry should monitor the response from regulatory authorities and e-commerce platforms regarding these findings. No further timeline was disclosed at the time of publication, but potential measures could include stricter quality controls and enhanced consumer awareness campaigns to combat fraudulent products in the market.
Physical AI ‘space race’: can Europe compete with China and the US in humanoid robotics?
European firms say they are fighting to secure a foothold in physical AI – the integration of artificial intelligence into robotics and machinery – as China and the United States take an early lead in the sector, with industry insiders warning the continent faces the threat of further deindustrialisation if it fails to establish a competitive industry. “You see China and the US … because of AI … typically they are considered the leaders, but do not count out Europe,” said David Kehr, president...
ByteDance Seedance: How China's Video-Gen Model Turned the Tide
ByteDance has unveiled Seedance 2.0, marking a significant advancement in the realm of video generation technology in China. This innovative model has quickly established itself as the leading force in the market, boasting impressive gross margins ranging from 70% to 90%. The launch, which took place in October 2023, is poised to redefine the artificial intelligence business landscape by setting new standards for profitability and efficiency in video content creation. By leveraging cutting-edge technology and extensive data analysis, ByteDance aims to capitalize on the growing demand for high-quality video content, positioning itself at the forefront of the industry.
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China records most new unicorn start-ups in 5 years as AI and robotics boom
China’s innovation ecosystem has witnessed a resurgence, minting 67 new unicorn start-ups in the first half of 2026 – the biggest increase in almost five years – as AI and robotics kick off a new investment cycle. The growth translates into an average of one new unicorn – private companies valued at US$1 billion or more – in less than every three days and was the highest since the second half of 2021 when 76 new unicorns were created, according to a Monday report by ITJuzi, a start-up...
Video: China claims RoboCup 2026 with autonomous humanoid soccer
A team from China has successfully defended its Humanoid League title at RoboCup 2026, the...
AI and Robotics
DJI, Insta360 shift patent war from US to China
DJI and Insta360 have decided to discontinue their patent lawsuits in the United States, but the legal conflict has not come to an end. Instead, the two companies have redirected their rivalry to China, where they are now engaged in accusations against one another regarding the infringement of essential camera technologies. This shift marks a significant development in their ongoing competition, as both companies seek to protect their intellectual property and market positions in the rapidly evolving tech landscape.
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Global robotaxi market set to hit US$1t by 2040 as China tech costs plummet: Morgan Stanley
The global robotaxi market is projected to reach a value of $1 trillion by 2040, as highlighted in a recent report by Morgan Stanley. The investment bank's analysis, released on Friday, indicates that Chinese companies such as Baidu, Xpeng, and WeRide are poised to emerge as regional leaders in this burgeoning sector, competing alongside established global players like Tesla and Waymo. The forecast emphasizes that declining manufacturing costs in China will serve as a significant yet often overlooked catalyst for the industry's growth. With advancements in supply chain efficiency, the cost of components for Chinese-manufactured robotaxis is expected to decrease, further enhancing their competitive edge. This combination of innovation and cost reduction positions these companies to capitalize on the expanding demand for autonomous transportation solutions in the coming years.
Pentagon works with U.S. rare earths company to counter China's dominance
The Trump administration is collaborating with a U.S. company to counter China's stronghold on rare earth elements, which are crucial for manufacturing components in various technologies, including smartphones, robotics, fighter jets, and drones. This initiative comes amid growing concerns over supply chain vulnerabilities and national security, as China currently dominates the production of these essential metals. The partnership aims to enhance domestic production capabilities and reduce reliance on foreign sources, thereby ensuring a more secure supply chain for critical technologies. The administration's efforts reflect a broader strategy to strengthen the U.S. position in the global market for rare earth elements and to promote economic independence.
The American rare earths company seeking to topple China's dominance | 60 Minutes
The Trump administration is collaborating with a U.S. company to confront China's significant control over rare earth elements, which are crucial for manufacturing various high-tech products, including smartphones, robotics, fighter jets, and drones. This initiative aims to reduce dependency on Chinese supplies and enhance national security by securing a more stable and independent source of these vital materials. The effort comes amid rising tensions between the U.S. and China, highlighting the strategic importance of rare earth elements in modern technology and defense. The administration's actions reflect a broader strategy to bolster domestic production capabilities and ensure that the U.S. remains competitive in critical industries.
Samsung and LG's next China battle: Robot vacuums
Robot vacuum cleaners, once considered a niche product, are now pivotal for Samsung Electronics and LG Electronics as they strive to reclaim market share in South Korea, a rapidly evolving landscape increasingly dominated by Chinese competitors. Recent trade data from China's General Administration of Customs highlights this trend, revealing that China exported 11.32 billion yuan (approximately $1.67 billion) worth of robots in the first quarter of the year. Notably, cleaning robots were included in the customs product codes for the first time this year, underscoring their growing significance in the global market. As competition intensifies, both Samsung and LG are focusing on innovation and technology to enhance their offerings and attract consumers in this lucrative segment.
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Japan Pioneered Humanoid Robots—Can It Now Catch China?
“In the future, the relationship between humans and robots will deepen, and the distinction between them will probably disappear.” This prediction, from one of the attendees at the recent Humanoids Summit in Tokyo, might have been unremarkable had it not come directly from an android that was first introduced to the world 20 years ago. Geminoid HI-6 is the sixth-generation of a robot originally designed in 2006. The mechanical twin of Osaka University professor Hiroshi Ishiguro, Geminoid HI-6 is now equipped with a large language model trained on Ishiguro’s own writings and interviews. It has advanced conversational skills and can even have a chat with its creator, an eerie spectacle. But at the Humanoids Summit, Geminoid was one of the few humanoid robots from Japan, the country that pioneered the form factor.While the event in Tokyo only had about 40 robots on display, Chinese systems outnumbered Japanese by roughly three to one. Some Japanese robotics firms were even using Chinese robots in their own technology demonstrations, something that would have been unthinkable in the recent past—one Japanese engineer described the situation as “sad.” The conference was a stark reminder of how Japan has ceded its early lead in humanoid robot development to overseas competitors, and the challenge it now faces to secure a place in an ecosystem increasingly dominated by general-purpose robots powered by AI. Twenty-five years ago, Japan was turning out groundbreaking humanoids that were showstopping in their abilities, but they were not commercialized as practical machines in any meaningful way. Heavily influenced by science fiction and lacking practical applications, they were mostly expensive technology demonstrations that were eventually mothballed. What Japan retains, however, is robotics design and know-how, which it must leverage to be a key player in the rapidly evolving humanoid ecosystem. Learning to Walk—Then Standing StillTo anyone who has seen recent videos of Chinese humanoids doing kung-fu and synchronized acrobatics, as well as half-marathon races, China’s remarkable progress in the field is nothing new. At the Humanoids Summit, Toyota showed a video of its latest basketball-playing robot, and Honda exhibited its latest robot hand, but the full-scale humanoids on the floor were mostly Chinese–the kid-size K1 machines from Booster Robotics of Beijing were dancing to Michael Jackson tunes. The full-scale G1 humanoid from Unitree Robotics of Hangzhou was also doing demos. “You cannot sell these bipedal systems in Japan for safety and compliance reasons,” says Shuichi Nagao, a frequent visitor to China as CTO of Omakase Robotics, a division of Zeals, a Japanese humanoid robot developer. Omakase was exhibiting a G1 modified with an external PC controller, a dextrous hand, a suction-cup manipulator and a sensor “hat” with an extra speaker, mic and camera. “In China, the government is pushing humanoid development. They didn’t have an industry 20 years ago. The people pushing it are young, in their 20s and 30s. It’s a really different mentality out there,” says Nagao. “Big players in Japan are still looking for use cases for humanoids. In China, they’re already doing mass production and reducing the cost, so other countries can’t compete with them anymore.”Another Japanese company showing off G1 bots was summit sponsor GMO AI & Robotics, a subsidiary of Japanese internet company GMO. It’s using the robots in partnership with Japan Airlines to load and unload cargo containers at Tokyo’s Haneda airport. The cargo project is a trial—like many other humanoid experiments—but the fact that Chinese machines have penetrated so far into Japan’s ecosystem upends a long history. In 1973, scientists at Waseda University in Tokyo built WABOT-1, considered the first full-scale humanoid robot and capable of slow bipedal locomotion, grasping objects and simple communication. It inspired Honda’s groundbreaking Asimo humanoid, but it was never commercialized. Asimo was eventually retired in 2022, the year ChatGPT was released. Two years later, Unitree’s G1 went on sale for US $16,000. China’s High Torque Technology Co. showed off its Mini Pi biped, customized with an anime-inspired head, at Humanoids Summit in Tokyo. The regular version is priced at $3,500. Tim HornyakSupply and DemandJapan’s development of humanoids happened before practical applications or widespread demand were in place, but bad timing is only part of the story—Japan also has a history of developing technologies that might appeal to domestic consumers but not necessarily those overseas. For example, decades after they first appeared, its highly engineered, multifunction toilets have only recently found a following abroad. Japan’s humanoid prowess was partly built on the back of its legendary industrial automation, yet even that stronghold has eroded. Ani Kelkar, a partner from McKinsey & Company in Boston who produces analytical reports about the robotics industry, told the summit audience that while Japan occupied the top spot in the world in manufacturing robot density (the number of multipurpose industrial robots in operation per 10,000 employees) from at least 1994 to 2009, it then slipped to second in 2014, third in 2019 and fifth in 2024. In that year, South Korea was at the top of the leaderboard with a robot density of 1,220 compared to Japan’s 446. The International Federation of Robotics estimates China now has the most operational industrial robots in the world, with around 2 million total units, approximately 4.5 times more than Japan. “The annual installation numbers are impressive too: 54 percent of all robots installed worldwide in 2024 were deployed in China,” the IFR said in a release in April 2026. “I think the loss of Japanese leadership is more to do with the rise of China as a manufacturing powerhouse including for sectors that Japan had high export levels,” Kelkar said in an email interview. “The recovery has not yet happened as Japan ‘missed’ the rapid acceleration in AI for robotics and is now playing catchup.”How Japan Can Adapt Kelkar believes Japan has a US $100 billion opportunity in general-purpose robotics, which are machines that can perform a wide variety of tasks, and it cannot rely on the slower-growing industrial robot market, which is centered on factory machines that do one simple and predictable task like welding car parts. He points to a McKinsey white paper suggesting that while Japan has much of the hardware and technology experience needed to support general purpose robot development, it must change its strategy to capture more share in AI, software, data collection and robotics platforms.Tetsuya Ogata is a professor of engineering and director of the Institute for AI and Robotics at Waseda University, the birthplace of humanoids in Japan. He briefed the summit on how a nonprofit he chairs, the AI Robot Association (AIRoA), is working with Toyota and other members to develop foundational technologies for collaborative use. For instance, AIRoA has collected some 80,000 hours of data on remote operation of mobile manipulators, and Ogata believes it’s the largest dataset of its kind. Using the data, it built and verified Vision-Language-Action (VLA) models, and it has also started data collection for dual-arm mobile manipulation. In an interview, Ogata acknowledged Japan’s struggle to find its place in the changing landscape. “The world of AI is inherently a game of scale,” says Ogata. “Therefore, Japan’s absolute prerequisite is to secure a competitive baseline of scale—in data, computing resources, and talent. Beyond that, what I consider most critical is a mindset shift: rather than trying to hoard scale within a single nation or company, we must grow stronger by collaborating with a diverse ecosystem of domestic and international players.” Specifically, this means creating a ‘collaborative domain’ to address data—the single biggest bottleneck—through industry-wide cooperation rather than data-siloing. By collectively nurturing a pre-competitive, shared data infrastructure and foundation model, individual companies can then compete on top of it with their own applications. “By offering this open ‘data ecosystem’ to the world, we can engage global players and establish a ‘third pole’ alongside the US and China,” says Ogata. “I believe this is how Japan can reclaim its global presence.”In 1999, Japan introduced the world’s first mobile internet services platform. But being first didn’t turn Japan into a smartphone manufacturing or design center—it’s now merely a supplier of parts to other countries who are leading the smartphone industry. If Japan can avoid a repeat of that experience and successfully deregulate, diversity, and commercialize its original humanoid dreams, it stands a better chance of influencing the direction of the industry and reaping billions in value. As automobiles and electronics were pillars of Japan’s industrial strategy in the last century, Japan could make humanoid robots one of its key value generators in the 21st century, an approach that would not only deliver economic benefits but give Japan greater clout in how the industry will evolve. Just like Japanese cars, electronics, and even toilets, Japanese humanoids could stand for craftsmanship and reliability. It’s a legacy that Japan can’t afford to give up.
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China unveils truck-mounted electromagnetic catapult that can launch attack drones
China has unveiled a groundbreaking unmanned warfare concept, highlighting its advancements in military technology. This significant development was presented during a recent defense exhibition held in Beijing, where various military innovations were on display. The unveiling aims to demonstrate China's commitment to enhancing its defense capabilities amid rising regional tensions and evolving security threats. The new unmanned system is designed to improve operational efficiency and effectiveness in combat scenarios, showcasing advanced artificial intelligence and autonomous functionalities. By investing in such technologies, China seeks to strengthen its position in the global military landscape and assert its strategic interests.
Military
UBTECH Deploys Humanoid Robots at China-Vietnam Border to Enhance Smart Port Operations
UBTECH has introduced humanoid robots at the Dongxing port, located on the China-Vietnam border, to enhance customs operations for passenger management and cargo inspection. This initiative, backed by a $40 million contract, aims to reduce congestion in this heavily trafficked international passage. The Walker S2 robots are designed to offer multilingual assistance and monitor crowd density, thereby streamlining customs procedures. This technological advancement has sparked discussions regarding the limits of law enforcement authority as automation becomes more prevalent in public safety efforts.
Humanoid Robots Smart Ports Customs Automation AI Technology
Unitree IPO to test valuations as venture capital floods China robotics
Unitree Robotics has received approval from the China Securities Regulatory Commission for an initial public offering (IPO) in Shanghai, marking a significant milestone for the rapidly growing embodied AI sector in China. This approval follows a successful review by the Shanghai Stock Exchange’s listing committee, which took place approximately one month prior. Based in Hangzhou, Unitree is now in the process of finalizing its underwriting plan, pricing, and share subscriptions, with the potential for its market debut as early as late this year. This IPO is expected to establish a valuation benchmark within the burgeoning field of artificial intelligence in China, reflecting the increasing investor interest and market dynamics in the sector.
Japan eyes AI-powered comeback in factory robot race with China, Europe
Japanese industrial robot manufacturers are focusing on artificial intelligence and collaborative efforts to reclaim their previously dominant position in the global market, which has seen their market share decline to 40%. This strategic shift comes as companies like Yaskawa Electric integrate AI-powered machines into their production processes, with approximately one-third of the robots in their new factory utilizing this technology. The initiative is part of a broader effort to enhance competitiveness against rivals in China and Europe. As of July 3, 2026, in Tokyo, the push for innovation includes significant investments in AI, with plans for a public-private partnership targeting $65 billion in physical AI investment by 2040. Additionally, major players like Kawasaki Heavy are raising over $1 billion to support AI advancements, while collaborations with tech giants such as Nvidia are being established to further bolster Japan's manufacturing capabilities.
Tsinghua and CAS teams collaborate with West China Hospital to develop a home care transport robot.
Shenzhen-based Kolidian Technology Co., Ltd. has recently secured strategic financing led by Lihe Kechuang, with participation from the Jiangsu Zhongke Intelligent Science and Technology Application Research Institute. This funding will primarily support product development, team expansion, and commercialization efforts. Kolidian focuses on AI and robotics in the eldercare sector, offering products designed for home companionship and rehabilitation. The company has developed a proactive companionship robot for home use and a rehabilitation transport robot in collaboration with Sichuan University’s West China Hospital. Both products have completed prototype development and are moving towards small-scale production and commercialization. As China's population ages, the silver economy is emerging as a significant market, with projections suggesting it could exceed 30 trillion yuan by 2035. The national strategy to actively address aging demographics is driving growth in the eldercare robotics sector. The GR-150 rehabilitation transport robot, designed for medical and eldercare institutions, utilizes advanced navigation and sensor fusion technology to assist patients with mobility. Kolidian's second-generation home companionship robot integrates health monitoring, emotional support, cognitive assistance, and safety features. It can interact with users, detect falls, and provide alerts, while also offering multimedia capabilities. The company aims to finalize product design by the third quarter of 2026 and begin small-scale production by the fourth quarter, with plans for revenue generation by 2027. The founding team, led by Wang Yuheng, combines expertise from prestigious institutions, positioning the company to capitalize on the growing demand for intelligent eldercare solutions. Investors view Kolidian as a promising player in the intersection of the silver economy and embodied intelligence.
UBTech’s humanoid robots deployed to control crowds at China’s busy international border
China has introduced humanoid robots at its border with Vietnam in an effort to alleviate congestion during peak travel times. This initiative comes as authorities seek to enhance efficiency and streamline the processing of travelers crossing the border. The deployment of these advanced robots is part of a broader strategy to modernize border control operations and improve the overall experience for both tourists and local residents. By utilizing technology, officials aim to reduce wait times and facilitate smoother passage, particularly during busy holiday seasons. The robots are designed to assist with various tasks, including providing information and guiding individuals through the border crossing process. This innovative approach reflects China's commitment to leveraging technology in public services and addressing logistical challenges at one of its busiest borders.
AI and Robotics
China’s AI-defined vehicles make smart motoring human-centred
In China's fiercely competitive electric vehicle (EV) market, manufacturers are increasingly focusing on artificial intelligence to differentiate their offerings. As the industry evolves, the concept of the artificial-intelligence-defined vehicle (AIDV) is emerging, emphasizing how well these vehicles can learn from and adapt to their drivers' habits, moods, and needs. This shift marks a significant departure from traditional vehicles, which were considered complete upon leaving the showroom. Instead, modern EVs are now viewed as software-defined products that can continuously improve and evolve through updates and data analysis. This transformation is reshaping consumer expectations and driving innovation in the automotive sector, as companies strive to create smarter, more intuitive vehicles that enhance the driving experience.
China’s Truck-Mounted Electromagnetic Aircraft Catapult Seen In Action For The First Time
A train of truck-mounted electromagnetic aircraft catapults has been observed in action for the first time, showcasing a significant advancement in military technology. This system, which is part of a broader family of containerized systems, was initially introduced on a Chinese cargo ship last December. The recent demonstration highlights China's ongoing efforts to enhance its naval capabilities and modernize its military equipment. The catapults are designed to launch aircraft from land or sea platforms, potentially transforming operational strategies for the Chinese military. This development underscores the increasing emphasis on advanced technology in military operations, reflecting a global trend toward modernization in defense systems.
News & Features Around The Globe China Drones Indo-Pacific
Nvidia to boost its China robotics team amid emergence of physical AI
Nvidia, the prominent US chip manufacturer, is intensifying its recruitment efforts for its robotics team in China, a crucial market that dominates global shipments. On Monday, the Silicon Valley-based company announced via its official WeChat account that it is seeking to fill over a dozen positions in major cities including Beijing, Shanghai, and Shenzhen. The available roles cover four essential areas: embodied intelligence, simulation, implementation, and solutions. Nvidia aims to establish a leading robotics platform, reflecting its commitment to expanding its influence in the rapidly growing robotics sector in China.
Midea Is Said to Consider China IPO for German Robot Maker Kuka
Midea Group Co. is exploring the possibility of listing Kuka, the German robotics manufacturer it acquired ten years ago, on the mainland Chinese stock market. Sources familiar with the situation indicate that this move reflects Midea's strategy to enhance its presence in the robotics sector and capitalize on the growing demand for automation in China. The potential listing could provide Kuka with increased access to capital and resources, further integrating it into the rapidly evolving Chinese technology landscape. As discussions are still in the early stages, details regarding the timeline and specific plans for the listing remain unclear.
Morgan Stanley Lifts Tesla Delivery Forecast on Stronger Europe and China Demand (TSLA)
Morgan Stanley has revised its forecast for Tesla's second-quarter vehicle deliveries, anticipating a total of approximately 413,000 units, up from an earlier estimate of 373,000. This adjustment, made on June 29, 2026, is attributed to unexpectedly strong sales trends in Europe and China, with vehicle registrations significantly surpassing last year's figures. In Europe, registrations have shown a robust recovery since April, while in China, domestic sales rebounded in May, ending a two-month decline. Despite U.S. sales lagging behind last year's performance, the trends in this region still exceeded Morgan Stanley's previous expectations. The brokerage has maintained its price target for Tesla at $415 but remains cautious about the company’s energy storage business, forecasting second-quarter deployments of 11.8 GWh, which is below the market consensus of 14.3 GWh due to delays in project timelines. However, Morgan Stanley expects a rebound in energy storage installations in the latter half of the year, aiming for a total of approximately 55 GWh for 2026. In light of the improved delivery outlook, Morgan Stanley has also increased its earnings forecasts, raising its adjusted EBITDA estimate for the second quarter by 11% and slightly adjusting full-year revenue and profit projections. Following this news, Tesla shares rose by 1.2% to close at $379.71, with a slight increase in after-hours trading.
Video: World’s first hotel run entirely by robots set to open in China by 2027
China is set to unveil the world’s first hotel operated entirely by robots, a groundbreaking initiative that aims to revolutionize the hospitality industry. This innovative hotel, located in a major urban center, is scheduled to open its doors in early 2024. The project is driven by advancements in artificial intelligence and automation, reflecting a growing trend towards integrating technology into everyday services. The hotel will feature a range of robotic staff, including receptionists, concierges, and room service providers, all designed to enhance guest experiences while reducing operational costs. By employing robots, the hotel seeks to address labor shortages in the hospitality sector and provide a unique, futuristic experience for visitors. This initiative not only showcases China's commitment to technological innovation but also positions the country at the forefront of the global hospitality market. As the demand for efficient and contactless services increases, the fully automated hotel could serve as a model for future developments in the industry, potentially influencing hotel operations worldwide.
AI and Robotics
China Births Two Robot Unicorns as Sector Funding Stays Strong
Two Chinese robotics startups have recently achieved valuations exceeding $2.9 billion following successful funding rounds, highlighting a growing interest in the robotics sector. This surge in investment not only reflects the potential of these companies but also underscores China's ambition to enhance its competitive edge against prominent US firms such as Tesla Inc. and Figure AI Inc. The funding is part of a broader strategy to advance technological innovation within the country, aiming to position China as a leader in the global robotics market.
China's Robots Try World Cup-Style Penalty Kicks
At the Mobile World Congress in Shanghai, Chinese humanoid robots are capturing attention with their impressive capabilities, showcasing a range of skills from executing penalty kicks to playing the piano. Bloomberg's Stephen Engle conducted a hands-on evaluation of these robots, testing their performance and adaptability in a lively environment. The event, which highlights advancements in technology and robotics, raises questions about the robots' ability to engage with the excitement and spirit of global events like the World Cup. As the congress unfolds, the demonstration of these robots serves to illustrate the rapid development of artificial intelligence and robotics in China, reflecting the country's ambition to lead in innovative technology.
China's Aerospace-Grade Carbon Fiber Breaks Free from Foreign Dependency with Major Production Expansion
Zhongfu Shenying has launched three advanced carbon fiber production lines in Lianyungang, a significant step towards enhancing China's self-sufficiency in aerospace materials. This initiative, unveiled recently, aims to reduce the country's reliance on foreign suppliers, particularly Japan's Toray and various U.S. manufacturers, which have dominated the market for critical aerospace components. By establishing these production lines, Zhongfu Shenying is positioning itself as a key player in the high-performance materials sector, responding to the growing demand for domestic production capabilities in the aerospace industry. This move not only strengthens China's industrial base but also aligns with national objectives to bolster local manufacturing and innovation in strategic sectors.
Technology
After landing applications in Western China, Hong Kong, and plateau regions, Shenzhen's self-developed HX orthopedic robot completed the first local precise knee joint replacement.
Shenzhen's self-developed HX orthopedic robot has successfully performed its first precise knee joint replacement in Western China, specifically targeting plateau regions and Hong Kong. This milestone event marks a significant advancement in orthopedic surgery technology, showcasing the robot's capabilities in delivering accurate and efficient surgical procedures. The operation was completed recently, highlighting the growing integration of robotics in healthcare and the potential for improved patient outcomes in regions that may have previously lacked access to such advanced medical technologies. The development of the HX robot is part of Shenzhen's broader initiative to enhance medical services and innovation in the region.
Robotics Automation AI
"Father of Reinforcement Learning Sutton Partners with Tianshan Technology for First Deep Sharing in China! Limited Rare Spots Open for a Short Time, Don't Miss Out!"
In a significant development for the field of artificial intelligence, Richard Sutton, a pioneer in reinforcement learning, has teamed up with Tianshan Technology to host a groundbreaking event in China. This collaboration marks the first deep sharing initiative in the country, aimed at advancing knowledge and application of reinforcement learning techniques. The event is set to take place soon, with limited spots available for participants eager to gain insights from one of the leading experts in the field. Attendees will have the unique opportunity to engage directly with Sutton and learn about the latest advancements and practical applications of reinforcement learning. This initiative reflects a growing interest in AI technologies in China and underscores the importance of collaboration between leading researchers and local tech companies to foster innovation and expertise. Interested individuals are encouraged to secure their spots promptly, as availability is limited.
Robotics Automation AI
Mercedes-Benz reportedly expands job cuts in China to R&D and manufacturing
Beijing Mercedes-Benz Sales & Service Co. is set to significantly reduce its workforce from approximately 900 employees to fewer than 600. This decision involves two rounds of workforce adjustments, with around 10% of the reductions already implemented. This restructuring is part of a broader trend within Mercedes-Benz, which has been optimizing personnel across various business units in China since 2025. The company aims to streamline operations and enhance efficiency in response to evolving market conditions.
News Feed
Morgan Stanley raises China humanoid robot shipment forecast to 50,000 units
Morgan Stanley has significantly increased its forecast for humanoid robot shipments in China, now estimating 50,000 units for this year, up from a previous projection of 28,000. This adjustment, announced in a report on Tuesday, is attributed to factors such as commercial validation, supportive government policies, and positive supply-chain developments that are driving the adoption of humanoid robots. The investment bank had initially raised its estimate to 28,000 units in January, reflecting a growing interest among Chinese companies, including electric-vehicle manufacturer Xpeng, which have unveiled plans for mass production of these robots.
Morgan Stanley doubles China humanoid robot shipment forecast as commercialization accelerates
Morgan Stanley has significantly upgraded its forecast for China's humanoid robotics market, citing an accelerated pace of early commercial deployment in practical applications. The investment bank's revised outlook reflects growing confidence in the sector, driven by advancements in technology and increasing demand for automation across various industries. This shift comes as companies in China begin to integrate humanoid robots into their operations, enhancing efficiency and productivity. The report highlights a transformative period for the robotics industry in China, suggesting that the market is on the verge of substantial growth as businesses seek innovative solutions to meet evolving challenges.
China’s Export Restrictions on Red Cat Highlight a Bigger Challenge for U.S. Drone Manufacturing
China's recent decision to impose export controls on Red Cat Holdings and its subsidiary, Teal Drones, has raised concerns within the U.S. drone manufacturing sector. While the immediate effects on production may be minimal, this action highlights the pressing need for American manufacturers to thoroughly analyze and understand their supply chains. The restrictions serve as a reminder of the complexities and vulnerabilities that U.S. companies face in the global market, particularly in light of increasing geopolitical tensions. As a result, industry leaders are urged to reassess their operational strategies to mitigate potential disruptions and ensure resilience against similar challenges in the future.
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China limits trade with 56 US defense, aerospace firms
The U.S. government has implemented a ban on entities involved in the shipping of products manufactured in China to military-linked companies, which include major firms such as Boeing, Anduril, and MP Materials. This decision, announced recently, aims to strengthen national security by preventing potential military advantages that could arise from the exchange of goods between these nations. The measure reflects ongoing concerns about the influence of foreign entities on the U.S. defense supply chain and is part of a broader strategy to safeguard critical technologies. The enforcement of this ban is expected to impact various sectors, particularly those reliant on international trade with China, as the government seeks to tighten regulations around military procurement and partnerships.
China's Robotics Industry Sees Multiple Breakthroughs Across Humanoid Robots and Physical AI
China's robotics industry has achieved significant advancements in humanoid robots and physical artificial intelligence, marking a pivotal moment in the sector's development. These breakthroughs were reported in October 2023, showcasing the country's commitment to enhancing its technological capabilities. The innovations include improved mobility and functionality in humanoid robots, which are now capable of performing complex tasks that were previously thought to be the domain of human workers. This progress is driven by a combination of increased investment in research and development, collaboration between universities and tech companies, and a growing demand for automation across various industries. As China aims to position itself as a global leader in robotics, these developments not only highlight the nation's technological prowess but also its strategic focus on integrating AI into everyday applications. The advancements are expected to have far-reaching implications, potentially transforming sectors such as manufacturing, healthcare, and service industries. By leveraging cutting-edge technology, China is setting the stage for a future where robots play an integral role in both the economy and society.
RoboticsRobotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
