US media article: China is leading the world's transition to the AI robotics era
An article in the US bimonthly Foreign Affairs notes that China is listing embodied intelligence as a "future industry" and incorporating it into the 15th Five-Year Plan, promoting the integration of AI with robotics software and hardware. China already controls about 80% of global lidar production capacity; Unitree Robotics listed on the Shanghai Stock Exchange in August this year, raising nearly $1 billion in its IPO, and more than two-thirds of its quadruped robot sales go to consumer and industrial scenarios. The article argues that if embodied intelligence becomes a general-purpose technology, China's robotics supply chain will gain influence similar to that of critical minerals.