B[The top five humanoid robots in the world are all Chinese companies, and Shenzhen’s robot exports surged by more than 1,200% in the first eight months] October 17th, recently, the international consulting organization Frost & Sullivan released the "2026 Global Humanoid Robot Market Research Report". In the first half of this year, global sales of humanoid robots reached 36,000 units, exceeding the 35,000 units in the whole of 2025; market revenue reached US$540 million. In terms of revenue, all the top five companies in the global humanoid robot market in the first half of this year were occupied by Chinese companies, of which Shenzhen companies occupied two seats. On the afternoon of the 16th, a high-level delegation from the United States arrived at the “Robot Valley” in Nanshan, Shenzhen to conduct an inspection. In the "Robot Valley" in Nanshan, Shenzhen, a complete industrial chain is highly concentrated here, from core components to complete machine manufacturing, from software algorithms to system integration. Liu Tuo, founder of Shenzhen Tuoji Technology, said that it takes two months to prototype in Silicon Valley because parts have to be purchased globally; but if you come to Shenzhen, maybe 90% of the parts can be found in the "Robot Valley". Shenzhen Robot Valley gathers more than 200 robot industry chain companies, forming a supply chain from algorithm software, perception systems, execution systems to core components. Shenzhen Customs data shows that in the first eight months of this year, Shenzhen’s total exports of various individually listed robots reached 11.13 billion yuan, a year-on-year increase of 12.2 times. The products have been sold to more than 120 countries and regions around the world. (CCTV Finance) B[Four departments will carry out regular supervision and law enforcement to comprehensively control cheating at gas pumps] October 16th, the reporter learned today that according to the guidance jointly issued by the State Administration for Market Regulation, the Ministry of Public Security, the Ministry of Commerce, and the State Administration of Taxation in July this year, relevant departments will carry out regular supervision and law enforcement against cheating at gas pumps. The State Administration for Market Regulation will strengthen supervision at the source of production, consolidate the main responsibilities of gas pump manufacturers and gas station operators, and urge them to strictly implement the type approval and anti-cheating requirements for measuring instruments. Cooperate with relevant departments to explore and establish a mechanism for upgrading the software and hardware of gas pumps, and promote the update and iteration of anti-cheating technical standards. Resolutely cut off the black and gray industrial chain that knowingly participates in cheating equipment modification and software cracking, and fortify the entire chain from production, sales to use, increase the cost of illegal activities and reduce the motivation for cheating. At the same time, cross-department data sharing application pilots will be carried out through big data, Internet of Things and other technical means, and data sharing with public security, taxation, commerce and other departments will be deepened.
In addition, it guides various localities to establish a normalized mechanism for reporting clues and assisting in investigation and cooperation of cross-regional cases, and at the same time establishing rules and regulations to solve the problem of "qualitative difficulty" in grassroots law enforcement. In view of the pain points faced by grass-roots law enforcement such as difficulty in obtaining evidence and characterization, we should speed up the promulgation of fuel pump cheating law enforcement guidelines and electronic data evidence collection standards, unify national law enforcement standards and discretionary standards, and allow grassroots to have "rules and regulations to follow" when handling such high-tech law enforcement cases.
The Ministry of Public Security will rely on the "Clean Network" special operation to continue to intensify its crackdown on illegal and criminal activities involving gas pump cheating. It will keep a close eye on key links such as motherboard production, technology development, agency sales, installation and commissioning, and illegal use. It will strengthen precise crackdowns and dig deep into the gangs behind the scenes to ensure a thorough investigation.
In the next step, the State Administration of Taxation will rely on the multi-department normalized data sharing mechanism to obtain data on hazardous chemicals road transportation in batches, continue to improve and improve the risk indicator model based on taxation big data, and conduct regular scanning "physical examinations" at gas stations to accurately identify and respond to risks in a timely manner, so that criminals and violations of laws and regulations "have no way to hide." (CCTV News) B[Ant Lingbo Technology increases capital to 200 million yuan, an increase of approximately 67%] On October 16, Tianyancha showed that on October 12, Shanghai Ant Lingbo Technology Co., Ltd. underwent industrial and commercial changes, and the registered capital increased from 120 million yuan to 200 million yuan, an increase of approximately 67%. The company was established in December 2024. Its legal representative is Zhu Xing. Its business scope includes software development, Internet data services, artificial intelligence basic software development, artificial intelligence application software development, etc. It is jointly held by Ant Intelligence (Hangzhou) Technology Co., Ltd., Shanghai Lingyi Co-creation Enterprise Management Partnership (limited partnership), and Shanghai Lingqi Co-creation Enterprise Management Partnership (limited partnership). B[The concept of AI comic dramas has repeatedly strengthened, and Nanwei Software has hit its daily limit] On October 16, the concept of AI comic dramas has repeatedly strengthened, with Nanwei Software hitting its daily limit, Ciwen Media hitting its daily limit, and Longban Media, Huazhi Digital Media, and Hengdian Film and Television following the rise. On the news, on October 15, Nanwei Software stated on the interactive platform that the company's AI short drama production capacity has reached its initial volume, and can currently produce more than 5 high-quality AI live-action dramas of 2 hours each month; it is expected that the monthly production capacity will increase to more than 10 by the end of the year; the self-developed overseas short drama APP distribution platform is expected to be launched in November. B[The U.S. ITC issued a final ruling on Part 337 of systems, equipment, software, compositions, chemicals, and laboratory supplies used to study proteins] October 14th, according to the China Trade Remedy Information Network, on October 13, 2026, the U.S. International Trade Commission (ITC) issued an announcement stating that certain systems, devices, software, compositions, chemicals, and laboratory supplies for studying proteins (Certain Systems, Devices, Software, Compositions, Chemicals, and Laboratory Supplies for Studying Proteins, investigation number: 337-TA-1508) made a final ruling in Part 337: The preliminary ruling (No. 7) made by the administrative judge in this case on September 16, 2026 will not be reviewed, that is, the only named defendant is Zhejiang Nanomics Biotechnology Co., Ltd., of Hangzhou, China. China Luomi Life Technology is an absentee defendant, and the recommended relief measures are general exclusion orders and injunctions; both parties to the case, relevant government agencies and individuals can submit opinions on the proposed relief measures, public interests and deposits, etc., mainly considering public health and welfare, competitive conditions in the U.S. economy, U.S.-produced products that are similar or directly competitive with the products under investigation, and U.S. consumers. Written materials should be no more than 15 pages and submitted no later than October 30, 2026. B[Raytheon Company wins contract from the U.S. Office of Naval Research (ONR) to improve shipborne radar target detection capabilities] On October 12, Raytheon Company, a subsidiary of RTX, won a contract from the U.S. Office of Naval Research (ONR) to develop advanced target detection capabilities for naval radar systems. Under the contract, Raytheon's advanced technology team will develop and evaluate signal and data processing algorithms and integrate software upgrades to extend the radar's detection range, improve sensitivity and operational efficiency. Relevant upgrades will undergo laboratory and field testing, and are planned to be applied to Raytheon SPY-6 series radars and other new naval radars in the future. Work will be carried out in Portsmouth, Rhode Island, and Andover, Massachusetts, until 2031. B[Shanghai Industrial Map and the list of Shanghai’s 30 100-billion-level industrial clusters released] "Science and Technology Innovation Board Daily" reported on the 12th that the Shanghai Industrial Map 2026 version was officially released at the 26th Industry Expo today, and announced the list of 30 "urban collaboration" 100-billion-level industrial clusters. The 30 100-billion-level characteristic clusters include Pudong integrated circuit industry chain, Pudong biomedicine industry chain, Pudong intelligent connected new energy vehicle industry chain, Pudong software and information technology services, Qingpu modern logistics, Yangpu online new economy, etc. In the next step, relying on Shanghai's industrial map, we will do a good job in "spatial navigation", promote the aggregation of resources into leading industries, strengthen targeted recruitment in key areas, and accelerate the characteristic and clustered development of regional industries. At the same time, we will deepen district cooperation, give play to the comparative advantages of each district, and promote the formation of a number of practical cases of district cooperation. (Kechuangban Daily reporter Huang Xinyi) B[More than 80 listed companies have received institutional investigation since October] On October 12, Wind data showed that as of press time on October 11, 82 A-share listed companies had received institutional investigation since October. Judging from the survey content, investors are more concerned about the research and development progress of core products, the impact of raw material price changes on gross profit margins, and business exports. Judging from the number of surveys received by institutions, companies such as Ellis, Aerospace Nanhu, Feilihua, Taihong Wanli, and China National Heavy Duty Truck ranked top. From an industry perspective, listed companies in electrical equipment, auto parts, application software, chemicals, electronic components and other industries have received high attention from institutions. (China Securities Journal) B[During his investigation in Jilin, Zhang Guoqing stressed that he will continue to expand and strengthen the advanced manufacturing industry and improve the level of independent control of the industrial chain] October 10th, Zhang Guoqing, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, visited Jilin Province from the 8th to the 10th to investigate the development of advanced manufacturing and independent innovation of high-end scientific research instruments. He emphasized that it is necessary to thoroughly implement the spirit of General Secretary Xi Jinping’s important instructions and instructions, implement the decisions and arrangements of the Party Central Committee and the State Council, adhere to the direction of intelligence, greenness, and integration, continue to expand and strengthen advanced manufacturing, continuously improve the level of independent control of the industrial chain, and accelerate the construction of a modern industrial system with advanced manufacturing as the backbone.
In Changchun City and Jilin City, Zhang Guoqing visited FAW Group, Jilin Petrochemical, Jilin Chemical Fiber and other enterprises to learn more about production operations, R&D innovation, industry development, etc. He emphasized that greater efforts should be made to promote the deep integration of technological innovation and industrial innovation and vigorously develop advanced manufacturing. It is necessary to strengthen the main position of enterprises in innovation, encourage enterprises, especially large enterprises, to strengthen basic research, strengthen collaborative research between industry, academia and research, implement high-quality development actions for key manufacturing industrial chains, accelerate breakthroughs in a number of key core technologies and key common technologies, and consolidate the technological base. We must focus on developing a new generation of intelligent manufacturing, use artificial intelligence to empower the entire process of manufacturing R&D, production, and management, accelerate the creation of high-quality data sets, actively cultivate industry vertical models and agents, and cultivate large-scale industrial application scenarios. We should pay attention to making good use of technological transformation, process upgrading and other starting points, give full play to the guiding role of policies such as equipment updating, accelerate the widespread application of digital intelligence technology and green technology, and promote the renewal and upgrading of traditional industries.
It is necessary to guide state-owned enterprises to focus on their main responsibilities and main businesses to strengthen their layout in the advanced manufacturing field, promote integration innovation, application integration and factor aggregation, drive upstream and downstream collaboration and linkage, and continue to enhance the resilience and competitiveness of the industrial chain and supply chain.
Zhang Guoqing also visited high-end scientific research instrument research institutions for research. He emphasized that it is necessary to strengthen basic theoretical research on scientific research instruments, give full play to the role of national strategic scientific and technological forces such as national laboratories, national scientific research institutions, high-level research universities, and leading scientific and technological enterprises, deepen scientific principles, accumulate technological foundation, and promote source and underlying breakthroughs through systematic research. It is necessary to adhere to the coordinated advancement of hardware, software, standards and patent layout, and integrate the research and development of scientific research instruments, key components, special software, reagents and other standard patents to improve product consistency and performance stability. It is necessary to accelerate the improvement of common support capabilities such as scientific research instrument system integration, standard measurement, pilot verification, inspection and testing, promote the promotion and application of independently developed technology products, and form a virtuous cycle of promoting research through use and iterative upgrades. (Xinhua News Agency) B[Strengthening management of automotive product innovation and design, four departments soliciting opinions] October 10th, today (10th), four departments including the Ministry of Industry and Information Technology jointly issued a notice (draft for comments) on further strengthening the management of innovative design and R&D testing and verification of automotive products. This will further improve product safety performance and promote high-quality development of the automotive industry. The reporter learned from the Ministry of Industry and Information Technology that the draft for comments put forward various requirements in response to problems such as the launch of new products by some manufacturing companies following the trend and insufficient testing and verification.
In terms of innovative design access management, the notice clarifies that starting from January 1, 2027, new applied products involving innovative designs should fill in additional innovative design technical parameters, and strengthen safety and environmental protection assessments in accordance with the "Technical Guidelines for Automotive Product Innovative Design"; if the requirements are not tested and verified, the test verification is insufficient, or false materials are provided, the announcement will not be made. For products that have been notified, relevant technical parameters and verification materials should be submitted before July 1, 2027. If there are safety hazards beyond the deadline, production should be stopped and a recall implemented. The notice also clearly states that fully hidden door handles are prohibited, and folding displays and flexible displays are not allowed. Relevant innovative designs must be fully tested and verified to ensure safety and reliability.
In terms of R&D testing and verification, the notice requires that newly applied products should complete testing and verification of comprehensive reliability and durability, structural reliability, software function reliability, environmental adaptability, heating and cooling, protective performance and sealing in accordance with the "Technical Specifications for Automotive Product R&D Testing and Verification". Among them, the environmental adaptability verification period is no less than one year, and the reliability verification test is no less than 30,000 kilometers. (CCTV News) B[Jingjiawei: The CH37 series is advancing customer introduction and small batch production] On October 9, Jingjiawei stated on the interactive platform that the CH37 series is aimed at general markets such as embodied intelligence and edge computing. It has core advantages such as abundant AI computing power, flexible computing accuracy, and multi-modal perception fusion, and is suitable for scenarios with high multi-modal perception and low-latency requirements such as robots, industrial drones, and embodied intelligence. Currently, CH37 series products are continuing to promote customer introduction, small batch mass production, improvement of supporting software development and optimization, and sales promotion activities. A【October 8th Evening News Selection】
1. The spokesperson of the Ministry of Foreign Affairs announced that French President Diplomatic Advisor Bonne will come to China from October 9 to 13 to hold a new round of China-France strategic dialogue with Wang Yi, member of the Political Bureau of the CPC Central Committee and director of the Foreign Affairs Office of the CPC Central Committee.
2. The People's Bank of China issued an article stating that China's trade development is rooted in the improvement of the international competitiveness of its industries. China has no need or intention to gain trade competitiveness through exchange rate depreciation and has never engaged in competitive currency depreciation.
3. According to the Ministry of Industry and Information Technology, in the first eight months of this year, China’s software business revenue exceeded 10 trillion yuan, a year-on-year increase of 8.8%, and the total software industry profit increased by 1.3% year-on-year; software business exports were US$45.99 billion, a year-on-year increase of 12.5%.
4. The Ministry of Human Resources and Social Security issued the "Measures for the Protection of Workers' Rights and Interests in New Employment Forms (Draft for Comment)", which stipulates basic labor rights and interests such as equal employment and free choice of employment, labor remuneration, rewards and punishments, working hours and labor intensity, rest, labor safety and health, protection from severe weather, vocational training, social insurance, personal information protection, collective consultation, etc., and sets the bottom line for labor conditions for workers in new employment forms.
5. Zunjie Auto released a statement stating that the Zunjie braking system has completed the entire process development and verification in accordance with requirements that are higher than national standards (GB 21670-2025 / GB 7258-2026) and higher than industry standards (QC/T 788-2018). In actual usage scenarios, the brake pedal bracket base did not break. The design of this component will be further optimized and free upgrades will be provided to users.
Iranian Foreign Minister Araghchi said that negotiations between Iran and the United States are still continuing. Iran is still evaluating the US response to the proposal to "reopen the Strait of Hormuz within seven days" and will respond within a few days.
6. Company news: ① Dongshan Precision responded to rumors related to optical chip procurement restrictions: some of the optical chips used in the optical module business are self-developed and self-produced, and the overall compliance space is sufficient; ② Xingyun Technology: Q3 net profit is expected to increase by 569%-716% month-on-month. The computing power business, especially the server sales business, has achieved explosive growth; ③ Wavelength Optoelectronics: The company and its chairman were prosecuted for smuggling goods prohibited from import and export by the country; ④ Xiongsu Technology: plans to acquire no more than 80% of the equity of Xinyuan New Materials; ⑤ Jingchen shares: third quarter net profit is expected to increase by 223%-248% year-on-year Preliminary estimates are that this year's revenue is expected to exceed 10 billion yuan; ⑥ Benchuan Intelligent: Net profit in the first three quarters is expected to increase by 190%-335% year-on-year. The revenue share of high-end high value-added PCB products such as high-end multilayer boards and high-end HDI has increased; ⑦ Dongyue Silicon Materials: Net profit in the first three quarters is expected to increase by 19050%-19750% year-on-year. Prices of major products have increased; ⑧ Dieffenbachia: It was clarified that Chairman Ou Xiantao was not involved in the rumors of the China Eastern Airlines flight conflict and has been reported to the police. B[China's software business revenue exceeded 10 trillion yuan from January to August, a year-on-year increase of 8.8%] On October 8, it was learned from the Ministry of Industry and Information Technology that in the first eight months of this year, China's software business revenue exceeded 10 trillion yuan, a year-on-year increase of 8.8%, and the total software industry profit increased by 1.3% year-on-year; software business exports were US$45.99 billion, a year-on-year increase of 12.5%. The operation performance by field shows that the revenue of software products has grown steadily. In the first eight months, software product revenue increased by 6% year-on-year, accounting for 21.5% of the industry's revenue. Information technology service revenue continued to grow in the first eight months, accounting for 68.7% of the industry's revenue. Among them, cloud computing and big data services achieved a total revenue growth of 11.1% year-on-year, accounting for 17.3% of information technology service revenue.
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