China

Intelligence for Better Decision Making

Shanghai Robotics Summit Showcases Breakthroughs in Humanoid Automation and Industry Investment
Dec. 11, 2025 | Technology & Innovation

The 2025 Global Developers Pioneers Summit and International Embodied Intelligence Skills Competition will gather industry leaders in Shanghai from December 12 to 14 to showcase and evaluate cutting-edge robotics in simulated real-world scenarios.

**The summit features six major tracks and 17 distinct events centered on embodied intelligence, with challenges spanning industrial production and life skills.**
Industrial tasks include moving goods and tightening screws, while life skill scenarios require robots to arrange flowers, fold clothes, and make coffee. These activities unfold in homes, hospitals, and disaster-relief environments, with judges assessing both technical performance and humanistic care.

**Aoyi Technology will supply 30 high-performance dexterous robot hands—critical for humanoid robots operating in complex urban and industrial settings.**
Aoyi’s technical team will provide on-site support as the hands undergo intensive testing, feeding operational lessons directly into future product iterations.

**Humanoid Robot (Shanghai) Co., Ltd. will enter its full-size general-purpose humanoid robot, Qinglong, in the home service track.**
Built on open-source hardware and software platforms, Qinglong will tackle tasks such as folding clothes and tidying tableware to reveal challenges in model generalization and robustness across varied domestic environments.

Shanghai Zhuoyide Robot Co., Ltd. will challenge its precision motion-control systems in the flower-arranging event, using performance data from the competition to advance research and development in high-precision robotic manipulation.

**In the industrial sector, Shanghai Kepler Robot Co., Ltd. will deploy its “blue-collar humanoid robot” team to demonstrate autonomous, flexible logistics handling.**
Key capabilities include dynamic environment adaptation, heavy-load management, dual-arm coordination, and extended operation hours supported by proprietary components and algorithms. Kepler views the competition as a stress test for its technology’s commercial viability.

**Qinglang Intelligent will present its XMAN-R1 service robot, backed by extensive deployment experience.**
In 2024, Qinglang holds a 22.7% share of the global commercial service-robot market, with over 100,000 units operating in more than 600 cities. The firm will use the competition to validate its robots’ reliability and practicality in complex, realistic scenarios.

**Rongtai Electric Material announced a USD 77 million investment to build a factory in Thailand producing insulation components for new energy vehicles and robotic parts by end of 2026.**
The facility will manufacture 14,000 tons of mica paper, 4,500 tons of mica products, and seven million sets of robotic components annually. After the announcement, Rongtai’s shares rose over 7% in early trading before closing up 1.1%, outperforming the Shanghai Composite Index. Rongtai already supplies mica insulation to Tesla, Volkswagen, BMW, and Mercedes-Benz, and in June acquired a 51% stake in Shanghai-based Dizi Precision Machinery—specialists in planetary roller screw products used in humanoid robots—positioning itself to enter the precision transmission component market for robotics.
China’s Chip Export Surge Drives Foreign Trade Rebound amid US Tariffs
Dec. 11, 2025 | Technology & Innovation

China’s chip industry is fueling export growth as broader foreign trade rebounds amid tensions with the United States.

**In November 2025, China recorded a 5.9 percent year-on-year increase in exports to USD 330.3 billion, reversing October’s 1.1 percent decline.**
Strong shipments of integrated circuits and automobiles, alongside a lower comparative base from the previous year, drove this export rebound. Imports rose 1.9 percent to USD 218.7 billion, bringing total foreign trade to USD 549 billion, a 4.3 percent year-on-year gain.

**Integrated circuits led sectoral growth with a 34 percent jump in export value, while car exports surged 53 percent compared with November 2024.**
Analysts attribute these gains to China’s ongoing manufacturing transformation and a global upswing in investment linked to artificial intelligence technologies.

**Exports to the United States plunged 28.6 percent to USD 33.8 billion, widening from October’s 25.2 percent drop, as US tariffs averaging 31 percent continued to curb shipments.**
By contrast, China expanded exports to other major markets: the European Union bought 14.8 percent more, Japan 4.3 percent more, and South Korea 1.9 percent more.

**Exports to ASEAN countries rose 8.2 percent to USD 58.1 billion, though growth slowed from October’s 11 percent increase.**
Observers link this deceleration to reduced re-exports following US tariff hikes on certain ASEAN member exports.

**In the first eleven months of 2025, China’s total foreign trade grew 2.9 percent to USD 5.7 trillion.**
Over the same period, exports climbed 5.4 percent to USD 3.4 trillion, while imports edged down 0.6 percent to USD 2.3 trillion.

Monitored Intelligence for China - Dec. 12, 2025


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Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.

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CCUS seen as smoother path to CO2 goals

China Daily | English | News | Dec. 12, 2025 | Climate Change

China is advancing its carbon capture, utilization and storage (CCUS) technology to reconcile sustained economic growth with its goal of carbon neutrality by 2060. Facing an energy system heavily reliant on coal and heavy industry, the government and state-owned energy companies are shifting from pilot projects to large-scale industrial CCUS clusters. Beijing has incorporated CCUS into its national 14th Five-Year Plan (2021-25) and updated its technology roadmap, stressing CCUS as essential for the low-carbon use of fossil fuels and overall carbon neutrality efforts.

The National Energy Administration (NEA) has promoted CCUS to transition from experimental stages to industrial demonstration and scaled production through enhanced policy support and technological innovation. The oil and gas sector is operating over 90 CCUS projects, including more than 10 enhanced oil recovery (EOR) initiatives, with annual CO2 injection reaching 4 million tons. As of the end of 2024, China had 126 planned or operational CCUS projects, capable of capturing 6 million tons of CO2 annually, led by energy conglomerates.

Sinopec operates the first million-ton scale CCUS project at its Qilu petrochemical plant, capturing 1 million tons of CO2 per year and injecting it for EOR at the Shengli oilfield. This project provides key engineering experience to support nationwide CCUS expansion. Sinopec views CCUS as critical to upgrading traditional industries and fostering new productive forces, and it aims to collaborate internationally on technology breakthroughs and cluster development. Meanwhile, China National Petroleum Corporation is developing major CCUS hubs in Heilongjiang, Gansu, and Tianjin, integrating emissions from nearby industrial sources.

Globally, CCUS is gaining momentum as an important tool in the energy transition. Although much captured CO2 is currently used for EOR, Chinese state firms are increasingly exploring geological storage in deep saline aquifers, especially near coastal regions, to secure long-term carbon sequestration.

海关总署原副署长孙玉宁被判13年

Former Deputy Director of the General Administration of Customs Sun Yuning Sentenced to 13 Years

Beijing News | Local Language | News | Dec. 12, 2025 | Political Scandal or Corruption

On December 10, 2025, the Hefei Intermediate People’s Court sentenced former Deputy Director of the General Administration of Customs Sun Yuning to 13 years in prison and fined him RMB 4 million for bribery. Additionally, the bribery proceeds and accrued interest seized during the case, totaling over RMB 50.72 million, were ordered turned over to the state treasury, with any remaining amount to be recovered.

Between 2005 and 2024, Sun Yuning abused his multiple leadership roles within the customs system to assist organizations and individuals in business operations, project contracting, job promotions, and placements after transfer. He accepted substantial bribes directly or through others in exchange for these favors. Despite the severity of the crime, the court considered mitigating factors such as his confession, remorse, cooperation, and the recovery of most illicit gains when determining his sentence.

Sun Yuning was publicly tried on September 19, 2025, with evidence presented by the prosecution and cross-examined by the defense. He admitted guilt and expressed remorse in court. His investigation began on September 24, 2024, and he was expelled from the Communist Party and removed from office on March 14, 2025, following findings of serious misconduct including violation of Party regulations, abuse of power for personal gain, improper acceptance of gifts and travel, and unethical behavior combining money and sex.

Throughout his career, Sun held various key customs positions, culminating in his 2020 appointment as Deputy Director of the General Administration of Customs. The disciplinary actions against him were decided by the CPC Central Committee and the National Supervisory Commission, reflecting the gravity of his violations and their adverse impact.

DPP authorities slammed for hollowing out Taiwan's industrial strengths

Peoples Daily | English | News | Dec. 12, 2025 | Geopolitical Conflict and Disputes

A spokesperson from the Taiwan Affairs Office of the State Council criticized recent statements by Taiwan leader Lai Ching-te and deputy Hsiao Bi-khim about relocating Taiwan Semiconductor Manufacturing Company (TSMC) production capacity overseas. The comments highlighted the Democratic Progressive Party (DPP) authorities’ role in undermining Taiwan's industrial base.

Chen Binhua argued that what Lai described as efforts to support TSMC's global presence in the United States, Japan, and Europe, ostensibly to promote "global prosperity and progress," actually represents the loss of Taiwan’s key industrial assets. The move was characterized as damaging to Taiwan's industries, companies, and the livelihoods of ordinary Taiwanese people.

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