Tech Brief (Nov. 28): China Warns of Overcrowding as Humanoid Robot Makers Top 150

Published: Nov. 28, 2025 4:30 p.m. GMT+8

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China Warns of Overcrowding in Humanoid Robot Sector

China now has more than 150 humanoid robot companies, but authorities are cautioning against the risk of repetitive, low-quality products flooding the market. The National Development and Reform Commission (NDRC) noted that more than half of these players are startups or cross-sector entrants. The top economic planner intends to improve industry standards and entry and exit mechanisms while supporting technological breakthroughs in “brain” models and cloud-edge computing coordination, spokesperson Li Chao said Thursday.

Changan-Backed New-Energy Vehicle Maker Avatr Files for Hong Kong IPO

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This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail.

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China warns of overcrowding in its humanoid robot sector, with over 150 companies, mostly startups, urging higher standards.
Avatr filed for a Hong Kong IPO after H1 2025 revenue of 12.2 billion yuan ($1.7B) and 56,729 vehicle deliveries; Alibaba’s Quark launches AI glasses.
Infinigence AI raised 500M yuan; 178 domestic games approved in November; China now has 7,000+ smart factories and a 4.5 trillion yuan intelligent manufacturing market.

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Who’s Who

Avatr Technology Co.Ltd.: Avatr Technology Co.Ltd. is a premium new-energy vehicle (NEV) maker. Backed by Chongqing Changan Automobile Co. Ltd., it has filed for a Hong Kong listing. In the first half of 2025, Avatr reported ¥12.2 billion ($1.7 billion) in revenue, nearly doubling from the previous year, with a net loss of ¥15.9 million. They delivered 56,729 vehicles during this period.

Chongqing Changan Automobile Co. Ltd.: Chongqing Changan Automobile Co. Ltd. is a backer of Avatr Technology Co. Ltd., a premium new-energy vehicle (NEV) maker. Avatr has filed for a Hong Kong listing, reporting significant revenue growth but also an increased net loss in the first half of 2025.

Alibaba Group Holding Ltd.: Alibaba Group Holding Ltd.'s intelligent search app, Quark, launched its first AI glasses. These glasses integrate Alibaba's Tongyi Qianwen large language model. The lineup includes an audio-focused G1 series and an S1 series featuring binocular displays.

Quark: Quark, Alibaba Group Holding Ltd.'s intelligent search app, has launched its first AI glasses. These glasses are powered by Alibaba's Tongyi Qianwen large language model. The product line includes an audio-focused G1 series and an S1 series featuring binocular displays, priced at 1,899 yuan and 3,799 yuan respectively.

Meta: Meta's products, similar to Alibaba's Quark G1 series AI glasses, are mentioned in the article in the context of competition in the audio-focused AI glasses market.

Xiaomi: Xiaomi manufactures AI glasses that compete with Alibaba's Quark G1 series. The article highlights that Quark's audio-focused AI glasses are priced from 1,899 yuan and compete with similar products from Meta and Xiaomi.

DeepSeek: DeepSeek has open-sourced its new math reasoning model, DeepSeekMath-V2, on Hugging Face and GitHub. This model utilizes a self-verifying training framework, enabling it to check and correct its own mathematical proofs. DeepSeek states that DeepSeekMath-V2 achieved "gold-medal-level performance" in the 2025 International Mathematical Olympiad.

Infinigence AI: Infinigence AI (无穹芯) is an AI infrastructure company that recently secured nearly 500 million yuan in Series A+ funding. This funding, led by investors like Zhuhai Technology Industry Group Co. Ltd. and Fortera Capital, will be used to advance chip technologies, scale AI cloud products, and build agent infrastructure.

Zhuhai Technology Industry Group Co. Ltd.: Zhuhai Technology Industry Group Co. Ltd. (珠海市科技产业集团) is a state-backed investment group. They co-led a Series A+ financing round for Infinigence AI, contributing to nearly 500 million yuan in funding. This investment aims to advance chip technologies, scale AI cloud products, and build agent infrastructure.

Fortera Capital: Fortera Capital is an investor that recently participated in the Series A+ financing round for Infinigence AI. This funding round, which also included state-backed Zhuhai Technology Industry Group Co. Ltd., raised nearly 500 million yuan for Infinigence AI. The capital will be used to advance chip technologies, expand AI cloud products, and build agent infrastructure.

Zhejiang Leapmotor Technology Co. Ltd.: Zhejiang Leapmotor Technology Co. Ltd. (Leapmotor), a Chinese new-energy vehicle manufacturer, recently launched its Lafa5 sport coupe. This new model is priced between 97,800 yuan and 121,800 yuan, offers driving ranges of 515 km and 605 km, and is equipped with lidar sensors.

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