Weekly Investment Overview
Largest Acquisition in Robotics
Largest Financing in Yunsheng Technology
Renewable Energy Record Financing
This week, China's investment market showed strong activity, particularly in hard technology areas such as artificial intelligence, robotics, semiconductors, and new energy vehicles, demonstrating robust vitality and tremendous development potential.
Investment Highlights
The robotics and AI sectors dominated this week's investment landscape with multiple landmark events. Zhiyuan Robotics' acquisition of a STAR Market-listed company for 2.1 billion yuan marks a new path for robotics companies entering the capital market. Meanwhile, Yunsheng Technology secured nearly 500 million yuan in new financing to solidify its leading position in quadruped robots and accelerate the commercialization of humanoid robots.
In the semiconductor field, Beijing Yitang Semiconductor's successful listing on the STAR Market represents the acceleration of domestic semiconductor IPOs. Runjing Technology completed 350 million yuan in new financing, focusing on providing high-purity wet electronic chemicals for high-end manufacturing industries, demonstrating China's efforts in semiconductor material localization.
The new energy sector also saw significant progress with Yongxiang Co. securing a record 4.92 billion yuan financing from 11 strategic investors. Additionally, Suzhou City launched two 10-billion-level funds to support major industrial development and attract leading talents, showing the government's continued commitment to industrial upgrading and innovation.
Key Deals
| Company | Sector | Amount | Deal Type |
|---|---|---|---|
| Zhiyuan Robotics | Robotics | 2.1 billion yuan | Acquisition |
| Yunsheng Technology | Robotics | 500 million yuan | Strategic Financing |
| Yongxiang Co. | Renewable Energy | 4.92 billion yuan | Strategic Investment |
| Runjing Technology | Semiconductor Materials | 350 million yuan | New Round Financing |
| Kunlun Chip | AI Chips | Over 100 million yuan | Equity Financing |
| Shijia Technology | Smart Vehicles | Several hundred million yuan | Series A Financing |
China Market & Policy Weekly Update
Medical Device Procurement Threshold
Special Bond Issuance Target
High-Speed Rail Target
This week's policy and market developments in China focused on industrial policy adjustments, macroeconomic stabilization measures, technological innovation support, and international cooperation frameworks, showing the government's continued efforts to balance growth, stability, and opening-up.
Policy Analysis
The medical device procurement restrictions mark a significant shift in China's government procurement policy. By excluding EU companies from large medical device projects over 45 million yuan, China is likely responding to similar restrictions from the EU while protecting its domestic medical device industry. This creates substantial market access barriers for EU medical device companies and their Chinese branches, while offering significant opportunities for domestic manufacturers to gain market share.
The continued emphasis on special bond issuance demonstrates China's commitment to using fiscal tools to stabilize investment and prevent risks. With projected 2025 special bond issuance reaching 4.4 trillion yuan, a 48-fold increase from 2015, the government is focused on infrastructure and debt optimization. The first half of 2025 has already seen nearly 2.2 trillion yuan issued, with 69.6% directed to project construction, indicating strong governmental support for infrastructure development.
The integration of AI with manufacturing represents another key policy direction, with MIIT's work plan for information and industrial integration emphasizing digital transformation, intelligent manufacturing, and AI application. By encouraging enterprises to adopt large models and intelligent agents in manufacturing, China aims to enhance the competitiveness of its manufacturing sector through technological upgrading.
Tech Market Overview
This week, China's technology market demonstrated multi-dimensional development, with particular highlights in artificial intelligence, new energy vehicles, and the digital economy, reflecting the country's continued push for technological innovation and industrial upgrading.
Meituan Instant Retail Order Peak
First Green Hydrogen EPC Project
LNG Cold Energy Power Generation
Tech Frontiers
In the artificial intelligence sector, China continues to make significant strides. The Ministry of Industry and Information Technology announced plans to release the "International AI Open Source Cooperation Initiative" at the 2025 World Artificial Intelligence Conference, aiming to promote global open-source ecosystem development and deepen cooperation with BRICS countries. Meanwhile, Baidu has launched its 2026 campus recruitment with over 90% of positions related to AI, focusing on cutting-edge areas like multi-modal and cross-modal AI.
The new energy and environmental technologies showed remarkable progress this week. The successful first hydrogen production at the Tashkent Green Hydrogen Project marks China's growing leadership in green energy international cooperation. Additionally, China's first domestically produced LNG cold energy power generation device achieved a cumulative power generation of 11 million kWh, equivalent to reducing CO₂ emissions by about 6,160 tons, signifying a milestone achievement in the domestic LNG cold energy power generation field.
In the digital economy sphere, Meituan reported a new record for instant retail orders, approaching 40 million orders in real-time, with gift orders exceeding 10 million. WeChat introduced the ability to send live photos in iOS versions and released the Tenpay Global checkout feature, supporting cross-border payments in locations like Singapore. These developments reflect Chinese digital platforms' efforts to enhance user experience, protect workers' rights, and expand into international markets.
Trending Tech Keywords
Selected News
Chinese Academy of Sciences Reveals Secrets of Lunar Magnetic Fields
Chinese Academy of Sciences Geology and Geophysics Research Institute team's work on Chang'e 6 lunar soil samples has revealed the mystery behind weak magnetic fields in the lunar crust and strong soil magnetism, discovering two types of magnetic carriers of different origins and three types of "secondary-modified" metal iron particles, providing important insights for explaining lunar magnetic characteristics and future celestial body research.
Market Regulation Authority Combats "Involution-style" Competition
The State Administration for Market Regulation has deployed comprehensive measures to combat "involution-style" competition to maintain fair competition market order, identifying seven types of typical illegal behavior, and has already investigated 1,514 cases of unfair online competition and over 14,000 cases of illegal advertising to purify the market environment.
MIIT to Release International AI Open Source Cooperation Initiative
The Ministry of Industry and Information Technology announced it will release the "International AI Open Source Cooperation Initiative" at the upcoming 2025 World Artificial Intelligence Conference, aiming to promote global open-source ecosystem construction and deepen AI cooperation with BRICS countries.
World's First Cotton Laser Topping Robot Debuts in Xinjiang
The world's first cotton laser topping robot officially debuted in Yushuigu Town, Changji City, Xinjiang, jointly developed by Xinjiang University and Xinjiang Jimu Robot Technology Co., Ltd. The robot achieves 98.9% accuracy in cotton bud identification, with efficiency more than 10 times higher than manual operations.
USTC Develops Low-cost Deuterated Chemical Preparation Technology
University of Science and Technology of China research team innovatively utilized bipolar membranes to achieve efficient heavy water dissociation, developing new low-cost technology for preparing deuterated acid and alkali, reducing production costs to one-fifth of traditional processes, with successful 3-ton/year pilot scale-up.
Ministry of Finance Restricts EU Medical Device Procurement
The Ministry of Finance issued the "Notice on Measures for Imported Medical Devices from the EU in Government Procurement Activities," effective from July 6, 2025. According to the notice, government procurement projects for medical devices exceeding 45 million yuan must exclude EU companies regardless of product origin; non-EU companies providing EU-imported medical devices must limit imports to 50% of the total contract value.
China's High-Speed Rail to Achieve 400 km/h Commercial Operations
China will achieve commercial operation of high-speed rail at 400 km/h, with the high-speed railway network reaching 48,000 kilometers in operation, accounting for over 70% of the world's total mileage. Plans call for high-speed rail operational mileage to exceed 50,000 kilometers by the end of 2025, with Chinese high-speed rail having established cooperation with more than 40 countries and regions, promoting "Belt and Road" construction.
Special Bond Issuance Scale Continues to Grow
Special bond issuance scale continues to grow, expected to reach 4.4 trillion yuan in 2025, a 48-fold increase from 2015. In the first half of this year, new special bond issuance accelerated, with nearly 2.2 trillion yuan issued, of which project construction accounted for 69.6%.
MIIT Releases Information and Industrial Integration Work Plan
The Ministry of Industry and Information Technology released the 2025 work points for information and industrial integration, emphasizing digital transformation and improving intelligence levels, proposing the implementation of "AI+Manufacturing" action, supporting enterprises in applying general large models, industry large models, and intelligent agents in key scenarios.
NDRC, MIIT and NEA Jointly Issue Notice on Zero-Carbon Industrial Parks
The National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration jointly issued a notice on zero-carbon industrial park construction, encouraging parks to develop green power direct connection and new energy integration into incremental distribution networks according to local conditions, promoting renewable energy development and utilization.