Industry Mobility & EV Robotics & Automation24 SEP 2026

Fourteen Chinese automakers commit to humanoid robotics as a second revenue line

China's major car manufacturers are moving into humanoid robots as domestic auto profits collapse. Industry profits fell 20.4% year-on-year in the first seven months of 2026, while XPeng's robotics arm closed a Series A exceeding $900 million USD at a $6.

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Industry Advanced Manufacturing24 September 2026

China's Beidou satellite navigation industry targets 1 trillion yuan by 2030

China's Beidou industry reached 629 billion yuan in output value by 2025, with more than 30,000 enterprises and 2 million workers now dependent on the system. The NDRC has set a target to more than double that scale within five years.

Industry Mobility & EV23 September 2026

Chinese automakers move from battery users to battery definers, reshaping supplier power

*Multiple Chinese EV brands have launched proprietary battery platforms in 2026, reframing a supplier relationship that allowed battery firms to earn 508 billion RMB in combined profit in H1 2026 — roughly twice the combined profit of 23 listed automakers in the same period.

Industry Robotics & Automation AI & Digital23 September 2026

China's embodied AI sector cannot retain its senior leaders

At least a dozen senior executives and chief scientists departed China's humanoid robot companies in the six months to September 2026. The exits span founders, CTOs, and algorithm heads — and they are happening at companies that just closed billion-yuan funding rounds.