
Morgan Stanley Doubles China Humanoid Robot Shipment Forecast — 50,000 Units Now Expected in 2026
Morgan Stanley sharply raised its outlook for China's humanoid robotics market, citing accelerated early commercial deployment in real-world scenarios.

Morgan Stanley sharply raised its outlook for China's humanoid robotics market, citing accelerated early commercial deployment in real-world scenarios.

Domestic electric vehicle sales in China are projected to exceed 15 million units in 2026, cementing the country's position as the world's largest EV market.

CATL launched Tener Sodium, the world's first field-validated sodium-ion battery energy storage system, marking a decisive commercial breakthrough for a technology that promises to ease lithium supply pressures.

Chinese exports of unassembled photovoltaic cells to the US surged 346% year-on-year to $39.96 million in May, driven by surging demand from America’s AI sector and energy-security fears linked to the Iran war.

Cross-border biotech deals between China and the United States are becoming more complicated and may face a modest slowdown due to stepped-up US efforts to restrict investment and technology transfers, according to ING Research.

The Trump administration has formally raised concerns with Dutch semiconductor equipment maker ASML that one of its most advanced chip-making machines may have reached China in violation of US-led export restrictions.

A battery testing facility the size of 14 football pitches has opened in Xiamen, built by CATL at a cost of 3 billion yuan to push Chinese energy-storage systems to their limits and accelerate global grid deployment.

Chinese memory brands Gloway and KingBank have switched to domestically produced DDR5 chips from CXMT and YMTC, with global giants Dell, HP, and Corsair now adopting the same silicon.