Currently, profound global changes unseen in a century are accelerating, and great power competition is deeply extending into industry and technology. Manufacturing, especially advanced manufacturing, has become the main battlefield for international competition. As a strategic technology leading a new round of scientific and technological revolution and industrial transformation, AI (Artificial Intelligence) is profoundly changing the production models and economic forms of the manufacturing in
October 14, 2026
2026 CIIF Edge Computing and Storage Application Forum in Shanghai gathered AMD, Alibaba, Rockchip, Advantech and others. It released an industry report and discussed AI agents, edge intelligence, RISC-V, computing-control integration, MRAM, dual-mode SSDs and Chiplet packaging.
October 14, 2026
The security of critical information infrastructure relies heavily on the stable support of industrial control systems. In 2010, the Stuxnet virus attack on the centrifuges at Iran's nuclear facilities made the entire industrial community realize: once control devices such as PLCs and SCADA systems are compromised, attacks can be directly transmitted from cyberspace to production lines, power grids, and water conservancy hubs, causing real physical damage. Since then, the autonomous and controll
October 14, 2026
In 2026, a thought-provoking contrast has emerged in China's eVTOL (electric vertical takeoff and landing) industry: domestic policy density has peaked—the low-altitude economy has been written into the Government Work Report three times and included in the "15th Five-Year Plan," with six pilot cities delegating airspace management rights below 600 meters; yet leading companies are collectively going global, accumulating nearly a thousand overseas indicative orders within two years. The two seem
October 14, 2026
Recently, the China Government Procurement Network released a bid-winning announcement. The Low-Altitude Inspection Service Project for the Entire Forestry and Grassland Area of Uxin Qi by the Forestry and Grassland Bureau of Uxin Qi (Project No.: ESZCWSS-G-F-260155) was won by the consortium led by Ordos City Low-Altitude Economy Development Co., Ltd. with a comprehensive score of 89.25. The winning bid amount is CNY 10.9 million. The winning consortium includes: Uxin Qi Guoyi Low-Altitude Econ
October 13, 2026
In 2026, if you ask an eVTOL OEM what its strategic priority is, 'going global' will most likely rank first. The data is indeed bustling: In July 2025, a tiltrotor company in Shanghai secured a USD 1 billion letter of intent from a UAE operator for 350 five-seat eVTOLs—the official term is 'letter of intent,' marking the largest single eVTOL letter of intent in China to date. In the same month, a passenger eVTOL company signed a USD 1.75 billion framework agreement for 500 aircraft with a Thai p
October 13, 2026
On October 9, the CPC Central Committee and the State Council issued the "Opinions on Developing New Quality Productive Forces", explicitly proposing to "promote the healthy and orderly development of the low-altitude economy and commercial aerospace under the premise of ensuring safety". This statement not only affirms the strategic position of the low-altitude economy as a typical representative of new quality productive forces, but also sets a clear direction for industrial development by tak
October 12, 2026
According to Zhengxiang Zhiku, Starair Aircraft Industry Co., Ltd., manufacturer of the "Aoruola" SA60L light‑sport aircraft, has disclosed that one of its clients — Jiangsu Yahua General Aviation Co., Ltd., with its operational base at Dalu Airport in Zhenjiang, Jiangsu Province — circulated a PPT document titled Flight Check Appointment and Registration Guide in an internal work group this morning. The document explicitly states: “The company has received notice from higher‑level authorities t
October 12, 2026
By Lu Yao, Edited by Liu Wei "Following the implementation of new FCC regulations and the failure to secure top-tier customers, the 3D vision leader's first foray into complete machine ODM ended hastily with shipments of only a few thousand units. " Leiphone has exclusively learned that Orbbec, a 3D vision and perception company, made an internal decision in mid-September to cut its robotic mower ODM business. However, the vision module product line remains unaffected, and the perception modules
October 12, 2026
Spain's largest machine tool manufacturer has acquired land in Shanghai. At first glance, this fits the standard narrative of "foreign investors voting with their feet to show optimism about China," sounding like something that should be featured on the CCTV News Broadcast. Danobat has just acquired a plot of land in the Xinzhuang Industrial Park in Minhang district. Its Asia-Pacific headquarters has obtained a construction permit, with a total investment of approximately CNY 100 million and an
October 11, 2026
Author: Cai Lu Servo systems and inverters hold a pivotal position in the wave of domestic substitution in industrial automation. They connect the performance breakthroughs of upstream semiconductor components with the intelligent upgrades of downstream manufacturing scenarios. They serve not only as the core execution terminals for achieving high-precision control and flexible speed regulation of equipment, but also as the core engine driving the entire industrial control supply chain to break
October 10, 2026
According to data from MIR, the scale of China's stepper motor market exceeded CNY 3.2 billion in 2025, of which the industrial stepper system market reached approximately CNY 2 billion, a year-on-year growth of 5%. As policies related to the "15th Five-Year Plan" are gradually implemented, manufacturing investments and equipment upgrades are expected to continue bringing new demand space to the stepper motor market. Market Size and Growth Trend of China's Stepper Motor Market from 2021 to 2028
October 10, 2026
Rongtong Special Logistics Co., Ltd., a wholly-owned subsidiary of China Rongtong Group, recently published on the China Rongtong E-commerce Platform the list of some candidates and partial winning bid results for the qualified supplier selection project for UAV services (the third attempt, as the previous two failed to attract bids). The results include the winning bids for unmanned helicopters and the candidate winning bids for three categories: fixed-wing, compound-wing, and multi-rotor UAVs.
October 10, 2026
This article is written based on public information and is intended solely for information exchange, not constituting any investment advice. Over the past year or so, there have been few sectors in the A-share market that can rival the memory sector, and shipbuilding is undoubtedly one of them. In 2025, after Hengli Zhonggong completed a backdoor listing through Songfa Gufen, this shipbuilding enterprise with the most growth attributes globally embarked on a strong rally in the secondary market,
October 9, 2026
Starting its business with frequency converters, Veichi Electric (688698) has steadily advanced to the forefront of domestic low-voltage frequency converter brands. However, if you visit the company's exhibition hall today, the most eye-catching exhibits might not be those familiar industrial control devices, but rather rows of coreless motors and frameless torque motors repeatedly running on precision test benches—these are precisely the core components in the joints of humanoid robots. With th
October 9, 2026
Author: Peng Cheng Data shows that global edge computing spending is expected to increase from USD 261 billion in 2025 to USD 380 billion in 2028. During the same period, China's edge computing hardware market will grow from USD 7.4 billion to USD 13.2 billion. The industrial-grade embedded market can be described as another trillion-dollar-scale market, comparable to server computing. For a long time, the Industrial Personal Computer (IPC) market has been primarily controlled by foreign chip co
October 9, 2026
Since the launch of the SSE STAR Market, there have been over 600 listed companies, but true machine tool manufacturers are few and far between. Today's focus is on Guosheng Intelligence Technology (688558), the first company in China's metal cutting machine tool industry to be listed on the SSE STAR Market. Machine tools are known as "machines that make machines" and serve as the foundation of the manufacturing industry. Without them, aircraft wings, automobile engines, and semiconductor equipm
October 9, 2026
As NVIDIA pushes its next-generation AI infrastructure toward full liquid cooling, the first to feel the shift in data centers may be the companies behind the racks manufacturing cold plates, quick disconnects, CDUs, and pumps and valves. The expansion of AI computing power is reshaping the position of the thermal management industry. The power consumption of high-end GPU clusters continues to rise. TrendForce estimates that the thermal design power (TDP) per rack for systems such as the GB200 a
October 8, 2026
zhangtongshe.com Minhang Reaching for the Sky: The Aerospace Ambition of a "Rocket Star City". On September 16, the Gravity-1 (Y3) · Qianfan Quanshun launch vehicle developed by Space Pioneer ignited and lifted off from the waters of China's East Sea, sending 8 networking satellites of the Qianfan constellation into orbit. This marked the first time the entire chain of "manufactured in Shanghai, launched in Shanghai waters" was successfully completed. This commercial space enterprise has recentl
October 6, 2026
Previously, a few green slogans, an "Eco" label, or the purchase of a few carbon credits were enough to package ordinary goods as eco-friendly products and sell them in Europe. Starting today, this "greenwashing" shortcut has been blocked. On September 27, the EU Empowering Consumers for the Green Transition Directive (hereinafter referred to as the "Directive") officially came into effect. Rather than simply adding a new entry permit at customs or requiring companies to obtain a new certificati
September 29, 2026