Deep Dive

How China's Car Industry Became a Humanoid Robot Supply Chain

XPeng's humanoid robot walked off its own automated line on September 8, 2026. Who is building China's robots, and can the EV supply chain deliver them?

industry tech

2026-09-13

Deep Dive

Is China Using Humanoid Robots in Factories? Here's What the Data Shows

Global humanoid production passed 20,000 units in 2025, ten times 2024. Factory deployments stay case-by-case. A four-layer data check, from Longcheer's 64,828 tasks to Unitree's IPO filing.

industry

2026-09-11

Deep Dive

Are Chinese Robots Taking Over Europe? What IFA 2026 Shows

Chinese makers built over 97% of the world's humanoid robots in H1 2026 but exported only 12.4%. What IFA 2026 shows about Europe's barriers.

industry global

2026-09-08

Deep Dive

The Anchor Still Holds: What Unitree's RMB 230 Billion Crash Wiped Out

Unitree lost RMB 230 billion in 13 days, yet still trades 251.7% above issue. Why the anchor held, and six flags to check.

funding industry

2026-09-05

Deep Dive

The First Global Benchmark for Legged Robots: Why China, Why Now

Led by China with eight countries, ISO 18646-5 is the first global benchmark for legged robots. Why legs, why now, and what this ruler cannot measure.

industry tech

2026-09-03

Deep Dive

Microduck: How a $399 Duck Ignited the Physical AI Race

A $399 duck: $1M in 7 hours, 10,000 pre-orders in 5 days, a Chinese chip stock at its limit-up. How Microduck redrew the physical AI entry ticket.

industry tech

2026-09-01

Deep Dive

AGIBOT: The Underrated No.1 in China's Humanoid Race

AGIBOT shipped the most humanoid robots and won 46 medals, yet carries roughly one-sixth of Unitree's value. Inside the mismatch.

industry tech

2026-08-29

Deep Dive

Roundup: Gold-Winning Robots at the Second World Humanoid Robot Games

Who took gold at Beijing's second World Humanoid Robot Games: a roundup of the winning robots and what the scores reveal.

industry tech

2026-08-28

Deep Dive

Beyond Human: How Robot Games Are Redefining China's Humanoid Industry

At Beijing's second World Humanoid Robot Games, robots beat the human 100m record (9.39s), quadrupled entrants, and rewrote the rules on autonomy. What the scoreboard really measures.

industry tech

2026-08-24

Deep Dive

Embodied AI in China: A Beginner's Guide to the Industry

An introductory guide to China's embodied AI industry: what embodied AI is, the five-layer value chain, five coordinates for 2026 (policy, capital, production, listings, consolidation), and a practical method for reading the industry. China accounts for 97% of humanoid robot shipments worldwide and raised RMB 93.5 billion (~$13B) in the first half of 2026.

industry tech

2026-08-23

Deep Dive

China's Dexterous Hand Industry: A $3.5B Quest for a "Standard Hand"

China's dexterous hand sector raised RMB 25 billion in H1 2026 yet no standard hand exists: three routes, three 'No. 1' claims, and a $6B valuation target still unclosed.

industry tech

2026-08-22

Deep Dive

China's Humanoid Price Revolution: Inside the $12,000 Unitree G1

Unitree G1 teardown: a RMB 41,574 bill of materials with 66% in joints. How China cut humanoid prices from RMB 593,400 to RMB 9,998 in three years.

industry tech

2026-08-21

Deep Dive

The Silent Supermarket: A German AI Fellow at WRC 2026, Full Transcript

A German National Academy member and IEEE/AAAI Fellow explains why home robots are the hardest build in embodied AI: world models, touch, and a silent market. Full transcript included.

industry tech

2026-08-20

Deep Dive

From Exhibits to Products: Unitree's CEO at WRC 2026, Full Transcript

The day after Unitree's record IPO, founder Wang Xingxing took the WRC 2026 stage to define embodied AI's first quantifiable threshold: 80% of unfamiliar scenes, 80% of tasks.

industry tech

2026-08-20

Deep Dive

WRC 2026 Highlights: 100 Official Exhibits, 10 Categories

All 100 officially selected WRC 2026 exhibits, mapped by category: humanoids, quadruped robots, dexterous hands, core components and three industry reads.

industry tech

2026-08-19

Deep Dive

Why China's Embodied AI Is Booming: A Forty-Year Relay

China's embodied AI boom traces a 40-year relay: state labs built the roots, startups sprinted to market, and Unitree's RMB 60.99B IPO set the valuation anchor. Five drivers, three leaders, one system.

industry tech

2026-08-18

Deep Dive

WRC 2026 Preview: Highlights & Full Schedule of 71 Side Events

WRC 2026 (Aug 19-23, Beijing): 300+ exhibitors, 150+ debuts, 71 side events, 6,000+ teams. Complete schedule and five storylines worth watching.

industry

2026-08-17

Deep Dive

China's Embodied AI Companies Haven't Learned How to Spend Money

China's embodied AI raised RMB 96B in a year. Now the test is spending: Unitree profits on tiny R&D while UBTECH lost RMB 4.2B. Who spends well?

funding industry

2026-08-16