China Daily: Humanoid Robots Enter Mass Production
> Consumer Models: Prices have plunged below historic thresholds. Unitree launched its R1 for 26,900 yuan (~$3,968), Booster Robotics introduced the K1 for 29,900 yuan (~$4,410), and Noetix Robotics broke the 10,000-yuan barrier with its Bumi robot at 9,998 yuan (~$1,475).> Industrial Models: Industrial robots are now entering the under-100,000-yuan range, highlighted by Astribot’s T1 starting at 89,900 yuan (~$13,260).> Rapid Cost Deflation: Unitree’s average selling price plummeted from roughly 593,000 yuan (~$87,460) in 2023 to 167,000 yuan (~$24,630) by late 2025. Similarly, Leju Robotics saw a nearly 26% year-on-year price drop for its Kuavo series in 2025 down to 308,100 yuan (~$45,440) per unit.> Scaling Production: Increased shipment volumes allow companies to dilute R&D and production-line depreciation costs. Industry data platform GGII notes China’s shipments hit 14,400 units in 2025 and are projected to reach between 100,000 and 200,000 units in 2026.> In-House & Domestic Manufacturing: Domestic suppliers have advanced in creating critical components like reducers and servo systems. Unitree, for example, develops over 90% of its core components in-house, cutting average production costs down from 73,200 yuan (~$10,800) in 2023 to 62,200 yuan (~$9,175) by late 2025.> EV Supply Chain Synergy: Over half of humanoid robot components overlap with the Electric Vehicle (EV) and consumer electronics supply chains. This eliminates the need for massive new infrastructure investments.> Automotive components manufacturers (like Shuanglin Group) are pivoting existing gear and motor technologies toward robotics (such as planetary roller screws). Concurrently, major automakers—including Tesla, Mercedes-Benz, Changan, SAIC, XPeng, and GAC—are actively entering the embodied intelligence sector through internal development, joint ventures, or incubation.v
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Mercedes-Benz may be shut out of U.S. market under bill aimed at Chinese automaker ownership - CNBC
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Revisiting Tesla
Tesla is facing increasingly strong competition in autonomous driving and intelligent robotics
Tesla is now encountering challenges from all aspects, which is the main reason for the recent decline in TSLA stock:
1. Autonomous driving.
A. NVDA, Mercedes-Benz, and other companies jointly launched autonomous driving chips and software
B. UBER and Lyft, along with other companies, have begun launching their own autonomous driving cars and software systems
C. The rapid development of autonomous driving in China. Especially Baidu's launch of autonomous driving in London, Western society.
2. Intelligent robotics
Google Deep-mind and the pioneer in robotics, Boston Dynamics, jointly launched AI-driven intelligent robots and performed demonstrations.
These new types of robots can not only do what humans can do but, more importantly, can also perform actions that humans cannot, such as 360-degree waist, leg, and head rotations, among other highly difficult movements.😇
Musk's response
1. Musk appears unfazed on the surface, claiming he won't lose sleep over it, and even generously wishes these competing companies success.😇👀😰
2. However, it is truly hoped that Musk and Tesla will seriously consider these strong competitors, significantly enhance their competitive capabilities, and achieve breakthrough progress in autonomous driving and intelligent robotics.
3. The promising prospects of autonomous driving and intelligent robotics are the main reasons for Tesla's astonishingly high stock price (Forward P/E as high as 200+). If Tesla loses its advantage in these areas, its stock could have significant downside potential.
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[Amazon orders more than 200 Mercedes-Benz electric heavy-duty trucks]
On January 14, local time, Daimler Trucks announced that Amazon has ordered more than 200 pure electric heavy-duty trucks Mercedes-Benz eActros 600. This is also the largest electric truck order in the history of the truck manufacturer. These electric trucks will be deployed on the high-mileage routes that make up Amazon's medium-range network, transporting boxes between Amazon's fulfillment centers, sorting centers and distribution stations.$Amazon(AMZN.US) $Mercedes-Benz Group AG(MBGYY.US)