Rain wawa

China EVs ⚡️ | AI

Following China's EVs & global expansion.

Tech • AI • Future Mobility

[Rain wawa @Rainbdv5]

@cb_doge Jensen highlighting the advantage of real fleet data + long-term work on AV and humanoids.
For Chinese EV makers pushing into robotics, the key question is whether they can match that data flywheel and real-world iteration speed.

[Rain wawa @Rainbdv5]

@MrRobertCorbin Chinese automakers are clearly following the “robots as next profit machine” path.
Scale and supply chain give them an edge. Real-world reliability beyond demos is still the open question.

[Rain wawa @Rainbdv5]

@dailytechonx EV margins are under pressure, so many Chinese automakers are pivoting hard into physical AI and humanoids.
It makes sense for the capital story. The harder part is turning demos into reliable commercial use cases.

[Rain wawa @Rainbdv5]

Manufacturing scale is clear.
The real gap is between what these humanoids can do in demos and what they can reliably do in unstructured environments. That gap will decide the next phase.@reuters

[Reuters @Reuters]

A Reuters examination of China’s humanoid reveals a widening gap between Beijing’s ambitions and robot capabilities – resulting in a market where manufacturing capacity outpaces commercial demand, key players rely on subsidies and prices are falling https://t.co/xKULlhzU0M

[Rain wawa @Rainbdv5]

@Reuters Capacity and funding are racing ahead of real capability.
Impressive hardware and demos, but moving beyond choreographed shows into reliable daily work is still the harder problem.🤔

[Rain wawa @Rainbdv5]

@rohanpaul_ai 86% of global humanoid shipments already come from Chinese makers.
Scale advantage is clear. The next test is whether that scale can translate into real commercial utility, not just volume.

[Rain wawa @Rainbdv5]

@Reuters Funding and manufacturing capacity are racing ahead of actual capability.

Impressive hardware, but moving beyond choreographed demos into reliable daily work remains the harder challenge.

[Rain wawa @Rainbdv5]

@pepse02 Many Chinese EV makers are now pushing hard into robotics and physical AI.
It helps the capital story, but the key test remains whether these robots can move from staged demos to reliable real-world work.

[Rain wawa @Rainbdv5]

XPeng putting serious capital into humanoid robotics makes sense as EV margins tighten.
Narrative is strong, but real commercial use cases beyond demos will decide if the valuation holds. Execution > story.
#XPeng #Robotics

[Techniahqrobot | humanoid robots @techniahqrobot]

XPENG is putting serious money behind humanoid robotics.

Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion.

The round was led by IDG Capital, with Tencent, Alibaba and Gaorong Ventures participating.

XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally.

The capital will support the development of IRON XPENG’s human-sized humanoid along with robot hardware Physical AI models and training infrastructure.

China’s humanoid race is getting much more expensive.

[Rain wawa @Rainbdv5]

@Reuters Hardware is ahead, intelligence is the real bottleneck.
Chinese humanoids look strong in demos, but general-purpose capability still lags. The gap between show and usable daily work is where the next competition will be.
#HumanoidRobot #ChinaTech

[Rain wawa @Rainbdv5]

China’s EV price war is no longer just a consumer story.

It’s becoming a survival game.

1.5% industry margins.

New models every few weeks.

Suppliers squeezed.

Dealers squeezed.

Who still makes money?

[Rain wawa @Rainbdv5]

Will China’s EV industry collapse like real estate?

I don’t think so.

But the pain could be brutal.

Auto margins have fallen to around 1.5%, while price wars continue.

This looks less like a collapse — and more like a massive industry shakeout.

#ChinaAuto #EV

[Rain wawa @Rainbdv5]

BYD的数据，其实更值得警惕

BYD’s H1 profit fell 20.5%.

Q2 profit recovered 30% — but exports did the heavy lifting.

Domestic competition remains brutal.

For China EV makers, global expansion is becoming a necessity, not just an opportunity.

https://t.co/hlmNvP7sBL

[Rain wawa @Rainbdv5]

AI × Auto｜一个容易被忽略的变化

China’s CXMT will supply LPDDR6 memory for Xiaomi’s next flagship phone.

Its chips are also being sampled for smart cars.

This is bigger than smartphones.

China’s auto-tech stack is becoming increasingly local.

https://t.co/CdxJRsYhkA

[Rain wawa @Rainbdv5]

最近 XPeng、BYD、Chery、Changan、GAC、Li Auto、SAIC 等多家中国汽车企业都在推进人形机器人业务，汽车企业进入 Physical AI 已经开始形成明显趋势。

Chinese automakers are following Tesla’s bet that robots are the next big profit machine https://t.co/QABCdUHCZE 来自 @techcrunch

[Rain wawa @Rainbdv5]

BYD just posted its first quarterly profit increase in over a year.
The twist: exports are doing the heavy lifting.
China’s EV story is no longer just about domestic competition.
The next battlefield is global.
#ChinaAuto #EV

https://t.co/DXKxbH4kU4

[Rain wawa @Rainbdv5]

过去海外闭源模型垄断算力大脑；现在国内一批第一梯队开源模型陆续释放。
中国硬件（车、机器人）+国产大模型，软硬一体，会成为出海新组合拳。
真正的胜负手，不在纸面参数，而在真实场景的工程化落地。

[Rain wawa @Rainbdv5]

腾讯混元Hy4 Preview开源！770B大参数，国产开源大模型再上一个台阶

国产开源大模型竞争已经白热化。更大参数、超长上下文、低成本推理，会直接加速AI机器人、车载智能座舱的落地迭代。

你觉得Hy4会给车载AI、人形机器人带来哪些实际变化？👇

#AIModel #Hunyuan

https://t.co/Q0g9sCvMR7

[Rain wawa @Rainbdv5]

Li Auto vehicle margin halved while BYD’s H1 gross margin first exceeded 20%. When volume is soft, cost control and product mix decide who survives the cycle better. https://t.co/h7sZ0R893w

[Rain wawa @Rainbdv5]

Li Auto Q2: revenue RMB25.7B, vehicle margin halved

Li Auto Q2 revenue RMB25.7B (-15% YoY), deliveries 98.3k. Vehicle gross margin fell from 19.4% to 9.4%. Q3 guidance 95-100k units. Next-gen MEGA on Sep 2.
#ChinaAuto #LiAuto

https://t.co/F4XjemoK1Y