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


News
Media
328

Government
Releases
16

City/State
Releases
17

Embassy
Releases
1
Foreign
Service
Advisories
0
Academic/
Think
Tank
10


Podcasts
0


Videos
0

Social
Media
0

Business
Releases
0

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

The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.

Risk Categories Reported on Today

Risk Category
Items Reported On
Accidents
7
Political Scandal or Corruption
3
Geopolitical Conflict and Disputes
11
Critical Infrastructure Failure
1
Extreme Weather Events
4
South China Sea
2
Regulation
9
IP Protection
2
Climate Change
2
Shifting Geopolitical Alliances
2
Crime
1
Corporate Corruption or Fraud
1

Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.

We categorize key intelligence into one of 30 different operations intelligence categories.

Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.

Operations Categories Reported on Today

Operations Category
Items Reported On
Bizdev-Partnering
9
Trade Issues and Numbers
2
Tech Development/Adoption
14
Inflation
7
Economic Growth
20
Energy Prices
5
Initiative
1
Operating Results
9
Real Estate
3
Asset Price Change
5
Taxes
2
Supply Chain Issues
1
Mergers & Acquisitions
2
Employment
1
Demographics
1
Political Policy Resistance
1
Politics and Elections
1
Investor Sentiment
3

极端天气四问

Four Questions About Extreme Weather

Xinhua | Local Language | News | Dec. 12, 2025 | Extreme Weather Events

From the night of December 10th to the 13th, China will experience the largest-area cold wave this winter, affecting the country from west to east with strong winds, significant cooling, and rain-and-snow weather. The China Meteorological Administration has issued a level-four emergency response for major meteorological disasters, including cold waves, strong winds, and heavy snow. So far this winter, there have been three cold waves with warnings, characterized by widespread strong winds and temperature drops, intense precipitation, and low-temperature freezing that impact energy supply, agriculture, transportation, and human health.

Extreme weather events in China have increased notably in frequency and intensity, particularly high temperatures, droughts, heavy rain and floods, and typhoon impacts. Typhoon landfalls in China have become more frequent and shifted northward, with recent examples including super typhoon Doksuri in 2023 causing severe floods and super typhoon Mojie in 2024 being the strongest autumn typhoon to hit mainland China. The summer of 2024 saw a prolonged heatwave lasting 74 days with numerous temperature records broken, signaling a trend of more frequent, intense, and prolonged extreme weather phenomena.

New characteristics of extreme weather in China include an increase in compound events where multiple weather hazards occur simultaneously or in succession, such as combined high temperatures, drought, heavy rain, floods, storm surges, and astronomical high tides. These compound disasters heighten risk complexity and make forecasting and mitigation more challenging. The geographic scope of extreme heavy rainfall and floods has expanded beyond southern China to northern and western areas, with increased typhoon risk in northern regions demonstrated by multiple typhoon impacts in the Northeast in 2020.

To build a strong defense against meteorological disasters, China is shifting from simple forecasting to risk-based disaster warning systems. Measures include improving institutional mechanisms, establishing dense observation networks, enhancing integrated early warning systems, and elevating disaster resistance of infrastructure. Scientific research and public communication on climate risk and disaster mitigation are being prioritized to improve society’s overall preparedness and responsiveness to the escalating challenges posed by climate change and extreme weather.

Study identifies sharp swings in daily temperatures as new climate threat

Xinhua | English | News | Dec. 12, 2025 | Climate Change

A new study published in Nature Climate Change by scientists from Nanjing University and the Chinese Academy of Sciences has found that abrupt and significant daily temperature fluctuations are increasing in frequency and severity due to climate change. These sharp temperature swings are becoming more extreme across low to mid-latitude regions, driven primarily by human-induced greenhouse gas emissions, as confirmed through optimal fingerprinting techniques.

Climate projections indicate that under a high-emissions scenario, the frequency of these sudden temperature changes could rise by approximately 17 percent and their intensity by 20 percent by 2100, impacting regions that house over 80 percent of the global population. The physical cause involves global warming worsening soil drought, increasing variability in sea-level pressure and soil moisture, which reduces land thermal capacity and intensifies fluctuations in cloud cover and solar radiation.

The study also highlights significant health risks linked to these abrupt temperature variations, including increased mortality from cardiovascular and respiratory diseases, based on data from Jiangsu Province in China and the United States. The researchers call for global scientific recognition of extreme day-to-day temperature variability as a distinct type of extreme weather event, given its implications for public health and ecosystem stability.

China seen as reliable growth engine for world

China Daily | English | News | Dec. 12, 2025 | UndeterminedEconomic Growth

Global economic growth is expected to slow to 2.6 percent in 2025, down from 2.9 percent in 2024, amid a challenging external environment. However, China is projected to remain a reliable growth engine and a pillar of stability for the world, supported by rapid export market diversification, proactive fiscal policies, infrastructure investments, and an accommodative monetary stance.

A notable "dynamic stability" between China and the United States established in late October reflects a mutual willingness to engage in dialogue and create new trade rules and certainties, providing a positive signal for the global economy. Despite this, global growth is expected to stay subdued in 2026 at 2.6 percent, with some risks from the slowdown after front-loaded imports, though new technologies like artificial intelligence offer potential benefits.

China's GDP growth forecast for 2025 was raised by the IMF to 5 percent and by the Asian Development Bank to 4.8 percent. China recorded a 5.2 percent year-on-year GDP growth in the first three quarters of 2025. Its foreign trade showed resilience with total goods imports and exports reaching 41.21 trillion yuan ($5.82 trillion) in the first 11 months of the year, an increase of 3.6 percent year-on-year.

China’s export competitiveness is increasingly driven by innovation, supply chain resilience, and a strategic shift towards higher value-added sectors, beyond just pricing advantages. The country is actively opening its domestic market and promoting high-quality imports to balance trade growth. Additionally, China continues to foster inclusive development by leveraging its large market to support growth opportunities in the Global South.

Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.

Have a service or subscription question? We'd be happy to hear from you.

How can we help?
Full Name:
Email Address:
Type of Inquiry:
Country of Interest:

Contact us for a free trial of the Daily Briefing for your country of choice.


We currently cover:
South Korea
Japan
China
Taiwan
Vietnam
India

info@eruditerisk.com

The Daily Briefing is delivered Monday through Thursday via email.

Each day's reports include a combination of:

Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.

Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.

Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.

Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.

Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.

Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.

The Daily Briefing is comprehensive!

The Daily Briefing can run 50-100 pages each day!

Luckily, Erudite Risk tailors every report specifically to you.

Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.

To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.

Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.