China

China’s Unitree reveals next-generation humanoid ahead of major IPO

Unitree Robotics has unveiled its most lifelike humanoid robot to date, marking a bold step forward in the country’s rapidly advancing robotics industry.

The new H2 humanoid model, showcased in a short social media video, demonstrated remarkable agility and expressiveness, performing intricate dance moves with striking humanlike grace.

The 180cm-tall, 70kg robot features a silver face with defined eyes, lips and nose, alongside the tagline ‘Destiny Awakening – born to serve everyone safely and friendly’.

A model that represents the company’s growing ambition as it prepares for a mainland listing valued at around US$7 billion.

Unitree’s progress underscores the growing strength of China in humanoid robotics, a field increasingly dominated by domestic innovation and manufacturing capabilities.

As global competition intensifies, the company aims to position itself at the forefront of human-robot interaction and industrial automation.

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SenseTime and Cambricon strengthen cooperation for China’s AI future

SenseTime and Cambricon Technologies have entered a strategic cooperation agreement to jointly develop an open and mutually beneficial AI ecosystem in China. The partnership will focus on software-hardware integration, vertical industry innovation, and the globalisation of AI technologies.

By combining SenseTime’s strengths in large model R&D, AI infrastructure, and industrial applications with Cambricon’s expertise in intelligent computing chips and high-performance hardware, the collaboration supports the national ‘AI+’ strategy of China.

Both companies aim to foster a new AI development model defined by synergy between software and hardware, enhancing domestic innovation and global competitiveness in the AI sector.

The agreement also includes co-development of adaptive chip solutions and integrated AI systems for enterprise and industrial use. By focusing on compatibility between the latest AI models and hardware architectures, the two firms plan to offer scalable, high-efficiency computing solutions.

A partnership that seeks to drive intelligent transformation across industries and promote the growth of emerging AI enterprises through joint innovation and ecosystem building.

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Beijing tightens grip on rare earth exports

China has announced new restrictions on rare earth and permanent magnet exports, significantly escalating its control over critical materials essential for advanced technologies and defence production. The move, revealed ahead of President Donald Trump’s expected meeting with President Xi Jinping, introduces the most rigid export controls yet.

For the first time, Beijing will require foreign companies to obtain approval to export magnets that contain even minimal Chinese-sourced materials or were made with Chinese technology, effectively extending its influence across the global supply chain.

The restrictions could have profound implications for the US defence and semiconductor industries. Rare earth elements are indispensable for producing fighter jets, submarines, missiles, and other advanced systems.

Beginning 1 December 2025, any company tied to foreign militaries, particularly the US, will likely be denied export licenses, while applications for high-tech uses, such as next-generation semiconductors, will face case-by-case reviews. These measures grant Chinese authorities broad discretion to delay or deny exports, tightening their strategic control at a time when Washington already struggles to boost domestic production.

Beijing’s announcement also limits Chinese nationals from participating in overseas rare earth projects without government authorisation, aiming to block the transfer of technical know-how abroad. Analysts suggest the move serves both as a negotiation tactic ahead of renewed trade talks and as a continuation of China’s long-term strategy to weaponise its dominance in the rare earth sector, which supplies over 90% of the world’s magnet manufacturing.

Meanwhile, the US is racing to build resilience. Noveon Magnetics and Lynas Rare Earths are partnering to establish a domestic magnet supply chain, while the Department of War has invested heavily in MP Materials to expand rare earth mining and processing capacity.

Yet experts warn that developing these capabilities will take years, leaving China with significant leverage over global supply chains critical to US national security.

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Alibaba’s Qwen lab launches robotics unit to drive embodied AI

Alibaba Group has established a robotics AI team within its Qwen lab, marking a significant step in its strategy to expand into AI-powered hardware.

However, this move reflects China’s broader push to lead in robotics and embodied intelligence, increasingly driven by generative AI and multimodal foundation models.

Qwen researcher Lin Junyang revealed the creation of the robotics unit on social media, describing it as part of Alibaba’s efforts to move AI from the virtual to the physical world.

The lab’s Qwen series has already achieved global prominence, with seven models ranking among the world’s top ten on Hugging Face, including the multimodal Qwen3-Omni in first place.

Group chairman Joe Tsai recently stressed that success in AI depends less on model scale and more on how rapidly technologies are adopted. He argued that China is focused on cost-effective, open-source AI models that can enable faster integration than the high-cost approach pursued in the US.

Alibaba CEO Eddie Wu Yongming confirmed plans to raise AI infrastructure investment to 380 billion yuan over three years to become a full-stack AI provider.

The company also invests in robotics ventures such as Unitree Robotics and X Square Robot, aligning its expansion with national industrial strategies and the country’s accelerating robotics leadership.

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Study shows how AI can uncover hidden biological mechanisms

Researchers in China have used AI to reveal how different species independently develop similar traits when adapting to shared environments. The study focuses on echolocation in bats and toothed whales, two distant groups that created this ability separately despite their evolutionary differences.

The Institute of Zoology, Chinese Academy of Sciences team found that high-order protein features are crucial to adaptive convergence. Convergent evolution is the independent emergence of similar traits across species, often under similar ecological pressures.

Led by Zou Zhengting, the researchers developed a framework called ACEP, which utilises a pre-trained protein language model to analyse amino acid sequences. This method reveals hidden structural and functional information in proteins, shedding light on how traits are formed at the molecular level.

The findings, published in the Proceedings of the National Academy of Sciences, reveal how AI can detect deep biological patterns behind convergent evolution. The study demonstrates how combining AI with protein analysis provides powerful tools for understanding complex evolutionary mechanisms.

Zou said the work deepens the understanding of life’s evolutionary laws and highlights the growing role of AI in biology. The team in China hopes this approach can be applied to other evolutionary questions, broadening the use of AI in decoding life’s hidden patterns.

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New cyber rules tighten grip on China’s critical infrastructure

China has introduced one of the world’s strictest cybersecurity reporting laws, requiring major infrastructure providers to report serious cyber incidents within just one hour. The regulation, issued by the Cyberspace Administration of China, applies to all network operators working in the country and its territories.

Incidents must be graded by severity, with ‘key infrastructure’ breaches reported within 60 minutes, and ‘particularly serious’ cases, such as those threatening national security or social stability, within 30 minutes. Operators who delay or conceal information face harsh penalties under the new rules.

The directive defines major cyber incidents as those that cause large-scale paralysis, severe data loss, or the compromise of massive amounts of personal information. Even social organisations and individuals are encouraged to report significant security breaches.

Notably, attacks targeting online media or information sites that remain visible for over six hours or reach more than a million views will also be classified as widespread cyberattacks, reflecting Beijing’s tight grip on online information control.

These requirements go far beyond standards in the United States and the European Union. In the US, companies have 72 hours to report major incidents under the Cyber Incident Reporting for Critical Infrastructure Act, while the EU’s NIS2 Directive allows up to 72 hours for full notification and one month for a final report.

The move underscores China’s dual stance in cyberspace, reinforcing domestic defences while being accused of conducting aggressive cyber operations abroad. Western security agencies recently linked Chinese-backed hackers, such as the group Salt Typhoon, to breaches of US telecoms, the Treasury Department, and other key sectors.

A 2025 CrowdStrike report found China-related hacking activity surged by 150% last year, marking what analysts called an ‘inflexion point’ in Beijing’s global cyber ambitions.

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Alibaba shares climb to highest since 2021

Alibaba’s $250 billion rebound has turned it into China’s hottest AI stock, with analysts saying the rally may still have room to run.

The group’s US-listed shares have more than doubled this year as Beijing pushes for greater technological self-reliance. Despite the surge, the stock remains 65% below its 2020 peak, keeping valuations attractive compared with US giants like Microsoft and Amazon.

Fund managers say global investors still hold relatively minor positions in Alibaba, creating scope for further gains. Some caution remains, however, with Chinese short bets rising last month and price wars in food delivery threatening to dent margins.

Alibaba trades roughly 22 times the estimated forward earnings in Hong Kong, which is in line with the Hang Seng Tech Index but below its historic peak and US peers. Investors say its valuation looks reasonable given its AI push and improving sentiment.

Shares touched their highest level since August 2021 on Friday, standing out against declines in the broader Hong Kong market. The key test will be whether Alibaba can convert its AI ambitions into mainstream revenues.

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China’s new K visa sparks public backlash

China’s new K visa, aimed at foreign professionals in science and technology, has sparked heated debate and online backlash. The scheme, announced in August and launched this week, has been compared by Indian media to the US H-1B visa.

Tens of thousands of social media users in China have voiced fears that the programme will worsen job competition in an already difficult market. Comments also included xenophobic remarks, particularly directed at Indian nationals.

State media outlets have stepped in, defending the policy as a sign of China’s openness while stressing that it is not a simple work permit or immigration pathway. Officials say the visa is designed to attract graduates and researchers from top institutions in STEM fields.

The government has yet to clarify whether the visa allows foreign professionals to work, adding to uncertainty. Analysts note that language barriers, cultural differences, and China’s political environment may pose challenges for newcomers despite Beijing’s drive to attract global talent.

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Trump signs order to advance TikTok spin-off tied to his allies

President Donald Trump has signed an executive order that paves the way for TikTok to remain in the US, despite a law requiring its Chinese owner, ByteDance, to divest the app or face a ban. The order grants negotiators 120 more days to finalise a deal, marking the fifth time Trump has delayed enforcement of the law passed by Congress and upheld by the Supreme Court.

The deal would transfer most of TikTok’s US operations to a new company controlled by American investors. Among them are Oracle co-founder Larry Ellison, private equity firm Silver Lake, and Susquehanna International’s Jeff Yass, a prominent Republican donor. An Emirati consortium known as MGX would also participate, reflecting the Gulf’s growing role in global tech investments. ByteDance would keep a minority stake and retain control of the app’s recommendation algorithm, a sticking point for lawmakers initially pushing for the sale.

Speaking from the Oval Office, Trump described the incoming management as ‘very smart Americans’ and said Chinese President Xi Jinping had approved the arrangement. Asked whether TikTok would favour pro-Trump content, the president joked that he would prefer a ‘100 percent MAGA’ feed but insisted the app would remain open to all perspectives.

Critics argue the arrangement undermines the very law that forced ByteDance to sell. By preserving a Chinese stake and leaving ByteDance in charge of the algorithm, the deal raises questions about whether the national security concerns that motivated Congress have truly been addressed. Some legal scholars say the White House’s role in handpicking buyers aligned with Trump’s political allies only adds to fears of political influence over a platform used by 170 million Americans.

The negotiations also highlight TikTok’s enormous influence and profit potential. Investors worldwide, including Rupert Murdoch’s Fox Corp., expressed interest in a slice of the app. TikTok’s algorithm, which will still be trained in China but adapted with US data, will remain central to the platform’s success. Oracle will continue to oversee American user data and review the algorithm for security risks.

The unusual process has fueled debate about political power and digital influence. Critics like California Governor Gavin Newsom warned that placing TikTok in the hands of Trump-friendly investors could create new risks of propaganda. Others note that the deal reflects less of a clear national security strategy and more of a high-stakes convergence of money, politics, and global tech rivalry.

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China cracks down on Kuaishou and Weibo over alleged online content violations

China’s internet watchdog, the Cyberspace Administration of China (CAC), has warned online platforms Kuaishou Technology and Weibo for failing to curb celebrity gossip and harmful content on their platforms.

The CAC issued formal warnings, citing damage to the ‘online ecosystem’ and demanding corrective action. Both firms pledged compliance, with Kuaishou forming a task force and Weibo promising self-reflection.

The move follows similar disciplinary action against lifestyle app RedNote and is part of a broader two-month campaign targeting content that ‘viciously stimulates negative emotions.’

Separately, Kuaishou is under investigation by the State Administration for Market Regulation for alleged malpractice in live-streaming e-commerce.

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