Chinese humanoid robots are seizing a global $5 trillion "big track"!

Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.

wallstreetcnApr 29 08:19 ET

In the first quarter, China imported less than 0.1 million Autos, a year-on-year decrease of nearly 40%! Imports of Autos from the USA were less than 0.01 million.

① In China, the import of Autos from January to March was 0.095 million units, a year-on-year decrease of 39%, marking a significant decline in this period that is rarely seen. ② The import of vehicles from the USA fell to 8,870 units from January to March; representing a 66% year-on-year decrease, and this decline continued in March.

cls.cnApr 26 23:52 ET

When Autos "roll" towards the sky: Xpeng Huitian, Fengfei, GAC and others showcase eVTOL for the first time at the Shanghai Auto Show | New Forces in the Auto Show.

① The 2-ton level eVTOL from Fengfei Aviation, Xiaopeng Huitian's "land aircraft carrier", and GAC high domain's GOVY-Aircar all made their appearance at the Shanghai Auto Show; ② Reports indicate that these manufacturers' eVTOLs/flying cars are making their debut at the Shanghai Auto Show.

cls.cnApr 26 05:01 ET

The Shanghai Auto Show witnesses the "mutual rush" of Chinese and foreign enterprises: multinational car companies are deeply cultivating the Chinese market while domestic supply chain enterprises are accelerating their move towards Global.

① The 2025 Shanghai Auto Show focuses on smart electric vehicles, with foreign car companies accelerating their integration into the China supply chain, and local innovative forces rising; ② Under the pressure of transformation, Toyota deepens its local layout by establishing a wholly-owned factory in Shanghai, betting on localization and supply chain synergy; ③ Joint venture brands strengthen collaboration in local innovation chains, as China supply chain companies accelerate their dominance in the Global smart electric vehicle industry.

cls.cnApr 26 02:33 ET

Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.

In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.

cls.cnApr 24 20:20 ET

Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.

① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'

cls.cnApr 24 09:16 ET