China is pushing hard on large-scale humanoid deployment. China just dropped a major policy push: MIIT SASAC launched the 2026 Humanoid Robot & Embodied AI Real-Scene Training Initiative. Goal by end of 2026:100 high-value scenarios, real-world validation & routine deployment in industry, logistics, healthcare & more.building 10,000-unit scale deployment capability. Real scenes, real data, real iteration,real-world flywheel is starting… work model->world model-> more robots at work

According to the DOD, the basis for the designation was that WuXi AppTec is “indirectly owned” by the State-owned Assets Supervision and Administration Commission (SASAC), the Chinese government body responsible for overseeing state-owned enterprises,

【中国ヒューマノイドロボット 今ここ】 ・国家目標：2026年末までに1万台商用導入 ・主導：MIIT（工業情報化部）＋SASAC（国資委） ・ユースケース：製造・物流・医療・小売・緊急対応 ・ビジネスモデル：RaaS（サービスとして提供） ・2強：AGIBOT（累計1万台）/ Unitree（IPO承認） "売れるか"が2026年の最大の問い。 #中国 #ロボティクス #物理AI → pandaily.com/miit-sasac-huma…

In particularly, I suspect that the PBC doesn't tightly track the use of FX by Chinese corporations outside of Mainland China. Other agencies like SASAC and NDRC may, but if you ask the PBC certain questions the answer may be "we don't know, please ask SASAC".

Pero en lo cualitativo el agente que permite este entorno privado altamente competitivo es el Estado. No solo con leyes, con un sistema bancario estatal y una moneda enfocadas en el desarrollo económico de todo el país. Con una gestora de activos públicos, SASAC, que gestiona

JKIA is critical infrastructure, not just concrete. Bloomberg says Kenya has picked CCCC for the $2.9B upgrade. The ownership chain matters. At the top sits China state-assets regulator: SASAC = State-owned Assets Supervision and Administration Commission of China’s State Council CCCG = China Communications Construction Group CCCC = China Communications Construction Company CRBC = China Road and Bridge Corporation China State / SASAC → CCCG → CCCC → CRBC CCCG controls CCCC. CRBC sits inside the CCCC family. CRBC / CCCC is central to the SGR, LAPSSET, Expressway, Talanta. Now CCCC is being linked to JKIA. So after Adani collapsed, Kenya appears to be moving from Indian private infrastructure capital back into Chinese state-linked infrastructure influence. Not automatically bad. But now let’s take a trip down memory lane. The African Union HQ in Addis Ababa was also Chinese-built. In 2018, Le Monde reported allegations that AU data had been transferred nightly to servers in Shanghai for years. China denied it. The AU downplayed it. For JKIA, the questions are bigger than cost: Who controls the systems? Who holds the data? Who secures the infrastructure? Who has leverage after completion?

Notice from SASAC and MIIT on jointly launching the 2026 Special Action Plan for Real-Scene Training of Humanoid Robots and Embodied Intelligence Goal: Create over 100 use cases and deploy 10,000 robots by year-end. miit.gov.cn/zwgk/zcwj/wjfb/t…?

China treats the humanoid gap as a qualification & integration gap and is trying to close it by mandate. MIIT SASAC just made humanoid deployment a quota: 10 provinces × 20 real factory scenarios, SOEs 10 each, plans due June 30, results Nov 30. Goal: 100 validated scenarios, 10k-unit scale, high-fidelity real-machine data. Expect a flood of named deployments by Q4.

From a briefing on robotics: Beijing ordered SOEs to deploy 10,000 humanoids commercially by year-end — MIIT and SASAC issued the directive together. From a briefing on AI: Berkeley's Agents' Last Exam put frontier agents on 1,500 real tasks. Best score: 2.6%.

Chinese companies shipped 87% of the 13,317 humanoid robots sold globally in 2025, Unitree alone did 5,500 units. AGIBOT did 5,168, Tesla, Figure AI, and Agility Robotics combined moved about 450. Now, China Ministry of Industry and Information Technology (MIIT) and the State-owned Assets Supervision and Administration Commission (SASAC) jointly launched a nationwide 2026 - real-scenario training program for humanoid robots, targeting the deployment of 10,000 units by the end of 2026 Mandating SOEs and local governments to find applications in manufacturing, logistics, and healthcare, This is what happened with EVs. State demand, volume production, cost collapse through scale, then export Average humanoid robot prices dropped from $85,000 in 2023 to $25,000 in 2025. Unitree G1 is listed on Amazon for $17,990. Gross margins improved while prices fell 70%. China can do this because humanoid subsystems, motors, harmonic drives, batteries, sensors, all sit inside its existing EV supply chain. It holds 90% of global permanent magnet processing and 40% of precision bearings. US still treats these robots as a research problem, China treats them as a manufacturing product. Cost curves do not care about intention. China is not waiting for humanoid robots to work perfectly before deploying them. Chinese MIIT directive requires SOEs to submit implementation plans by end of June and progress reports by November. Regulators are also pushing a Robot as a Service model where companies pay per task or lease rather than buy. This is how China builds industries. Force deployment at scale, accept the early failures, use real world data to improve the product, and compress ten years of iteration into three. Perfection is not the starting point. Volume is. As an Investor, I will suggest search Robotics if yu want to explore ETF in china but yu have to do some research :) stockanalysis.com/etf/screen… caixinglobal.com/2026-06-10/…

Pentagon Adds BYD to Chinese Military Company List The US Department of Defense has added EV giant BYD to its updated Section 1260H list, labeling it a “Chinese military company”. BYD joins other big names like Alibaba, Baidu, and Nio. The US says the move is linked to concerns over China’s “military-civil fusion” strategy, and the growing risk that civilian tech could support military development. This listing is mainly a warning and does not automatically impose sanctions, but it can still have consequences. Firms on the list may be blocked from US defense-contract work later this month, and could face tighter export or investment controls later on. BYD says the decision has no basis and insists it is a normal commercial company. In Australia, the story matters because BYD is a fast-growing EV brand, with strong recent sales and ongoing debate about connected-car security. #BYD #DoD #Section1260H #MilitaryCivilFusion #SASAC #MIIT #ElectricVehicles