Is the era of mass production of "AI robots" upon us? UBTECH unveils humanoid robot, priced from 119,800 to 990,000 yuan; Hong Kong stock price surges 7.48%.
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Xu Xiaolan, President of the Chinese Institute of Electronics: my country's humanoid robot exports increased by 210%, accelerating their entry into industrial production lines.
According to Mars Finance, at a press conference for the 2026 World Robot Conference today, Xu Xiaolan, a member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Vice Chairman of the Central Committee of the China Zhi Gong Party, and Chairman of the Chinese Institute of Electronics, introduced that my country has been the world's largest industrial robot market for 13 consecutive years, with domestically branded industrial robots accounting for over 50% of the domestic market share. my country possesses a complete industrial chain supporting humanoid robots, encompassing materials, core components, system integration, scenario operation, and data services. In 2025, with 90% of global shipments and over 330 product models, China firmly holds a leading position in the global humanoid robot industry. Data from the first quarter of 2026 shows that my country's exports of humanoid robots increased by 210% year-on-year, becoming a new calling card for China's high-end manufacturing exports. The application scenarios for humanoid robots are rapidly expanding from entertainment, marketing, and education to industrial scenarios such as 3C quality inspection, logistics sorting, and automobile manufacturing. Humanoid robots have initially acquired the capability to be integrated into industrial production lines. (Reporter Li Mingming, Science and Technology Innovation Board Daily)
Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
The positive earnings forecast in the interim report signals a profit inflection point, and the humanoid robot sector is ushering in a new era of industry synergy.
On July 7th, the A-share humanoid robot sector experienced a correction after a rapid rise, with the Wind Humanoid Robot Concept Index falling 2.93% that day. Currently, the industry fundamentals are undergoing profound changes: multiple companies in the industrial chain have released preliminary earnings announcements for the first half of the year, showing improved profitability trends from core components to complete machine integration; simultaneously, leading global companies are accelerating mass production, with capacity construction and order verification entering a critical window period. Analysts believe that the humanoid robot industry is gradually shifting from the initial concept-driven phase to a new stage of capacity implementation and performance realization. Coupled with multiple factors such as the IPOs of leading companies and the accelerated commercialization of leading domestic and international manufacturers, the medium- to long-term investment logic of the sector is receiving strong support from fundamentals. The short-term correction may be a normal digestion of the previous gains by the market. With the profit inflection point approaching in each link of the industrial chain, the humanoid robot sector is expected to usher in a new development stage of resonance both domestically and internationally. (China Securities Journal)
Kuailin Optoelectronics completes a multi-million RMB angel round of financing, driving the mass production of ultra-high-speed optical detection chips.
Mars Finance reported on July 7th that Kuailin Optoelectronics completed a multi-million RMB angel round of financing in June. This round was led by Xiaomiao Langcheng, with Yicun Capital participating. The funds raised will be used for the company's R&D iteration of ultra-high-speed optical detection chips, promoting the mass production of domestically produced single-wavelength 200G/400G PD chips, and attracting high-end talent. (Jiemian)
O-Film's machine vision business operates independently and has entered the supply chains of robotics companies such as UBTECH and CloudMinds.
Mars Finance reported on July 8th that O-Film recently announced the establishment of O-Film Machine Vision Technology (Jiangxi) Co., Ltd. in Nanchang. Previously, this business belonged to the machine vision line under O-Film's Microelectronics Business Unit, primarily engaged in 3D visual perception, industrial intelligent inspection, and related businesses. With the expansion of business scale, O-Film has established an independent company to operate this line. It is understood that O-Film Machine Vision has already cooperated with several leading domestic intelligent equipment companies, including UBTECH, CloudMinds, and IndependentVariable. In addition, the company is also a core supplier for intelligent cleaning equipment companies such as Ecovacs, Roborock, and Kuma. (Jiemian)
Hao Lishun, Ministry of Industry and Information Technology: Revenue of large-scale robot companies exceeded 90 billion yuan in the first five months of this year, with an average annual growth rate of over 20% in the past five years.
According to Mars Finance, at a press conference for the 2026 World Robot Conference, Hao Lishun, Deputy Director of the Equipment Industry Department of the Ministry of Industry and Information Technology, stated that from January to May this year, the operating revenue of my country's large-scale robot enterprises exceeded 90 billion yuan, a year-on-year increase of 26.9%, with an average annual growth rate of over 20% in the past five years. The supporting capabilities for key components have significantly improved, the intelligence level of complete robot products has continued to rise, and the layout in cutting-edge areas such as humanoid robots is accelerating. The technological foundation, including operating systems and simulation platforms, is being built at a faster pace. High-value application scenarios are constantly being enriched, cultivating more new human-machine collaborative positions. The industry's development is gradually shifting from competition based on single-product technology and market size to the integration of supply chain collaboration and development ecosystem. (Reporter Li Mingming, Science and Technology Innovation Board Daily)