PTFE Breaks into NVIDIA’s Supply Chain: A Misread “Materials Revolution” and the Real Investment Logic
In August 2026, supply-chain news within the industry stated that NVIDIA plans to introduce PTFE material into its NVSwitch boards, and to make it the primary material choice for the AI-accelerator-tray orthogonal backplane of its new-generation server platform Rubin Ultra…
WRC 2026 Observations: The Robots’ “Coming-of-Age Ceremony,” from Showing Off Skills to Getting Real Work Done
August 2026, Yizhuang, Beijing. If you still think the World Robot Conference is a “tech temple fair” where robots put on a big show of backflips and synchronized dancing to flaunt their skills, this year’s WRC will completely overturn your…
Observations on Chinese Automakers’ Overseas Sales Strategies
As Chinese automakers continue to expand their overseas footprint, their sales channels are also rapidly expanding. Looking at the overall picture, the overseas sales networks of China’s major automotive groups have entered the stage of a thousand-plus-outlet scale, and cover…
Sharp Price Hikes, Harness Breaks 50,000 Stars Overnight: DeepSeek Sheaths the Butcher’s Knife and Picks Up the Abacus
In the week of mid-August, DeepSeek made three consecutive moves. On the evening of August 12, the official version of its flagship model, DeepSeek-V4-Pro (DeepSeek-V4-Pro-0813), quietly went online, with the official WeChat account making a formal announcement the next day,…
Rediscovery: The New Logic of Building-Block Toys Behind BLOKEES’ Half-Year
In June 2026, BLOKEES’ (HK:00325) share price fell to a 52-week low of HKD 39.2 (approx. USD 5.03); a little over a month later, its share price had rebounded to nearly HKD 80 (approx. USD 10.26), a rebound of more…
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A RMB 61 Billion (≈USD 9 billion) IPO Revelry: Humanoid Robot Star Unitree Goes Public
9.78 million retail investors scrambling for shares, an online allotment rate as low as 0.0181% — setting a new record low in STAR Market history — and the “first humanoid robot stock on the A-share market,” Unitree Technology, had already…
WuXi AppTec Beats Expectations, and the CXO Turning Point Has Arrived
After nearly three years of a downturn in global biopharmaceutical investment and financing, WuXi AppTec’s 2026 interim report delivered the industry’s strongest rebound signal — first-half revenue grew 29.43% year-on-year, net profit grew 33.7%, and the company also raised its…
The Golden Age of CXO: A Trillion-Yuan Sector Ushers in an Epic Turning Point
In August 2026, the semi-annual financial report released by WuXi AppTec detonated the market: operating revenue of RMB 28.897 billion (approx. USD 4.26 billion), up 38.93% year-on-year; net profit attributable to the parent of RMB 11.08 billion (approx. USD 1.63…
The “Data Drought” of Embodied Intelligence: China’s Data-Collection Industry Moves from Human-Wave Factories to Data Engines
Large models can “read the entire internet,” but robots must practice repeatedly in the physical world. Picking up a cup, folding clothes, inserting and connecting parts — these actions, which seem second nature to humans, require a robot not only…
From Principle-Based Regulation to Engineering Governance: A New Stage in the EU’s AI Safety Policy
In July 2026, the EU successively released an Artificial Intelligence and Cybersecurity Action Plan and Guidelines on AI Transparency Obligations, and refined the supporting mechanisms for general-purpose artificial intelligence model regulation as it enters the formal enforcement phase. Together, these…