At the World Robot Conference, Beijing mayor Yin Yong said the city is prioritizing robotics, establishing an embodied-intelligence robot innovation center and five new R&D institutes. Beijing has completed a full layout of 14 key humanoid-robot components, built an OEM assembly line with 20,000 units/year capacity, and reported 1H industrial robot output up 76% and service robot output up 2.3-fold.

A股人形机器人板块持续走低，秦安股份触及跌停，绿的谐波、丰光精密、昊志机电、上纬新材跌超10%，中大力德、巨轮智能、长盛轴承、晋拓股份、斯菱智驱跟跌。

Vietnam plans to upgrade its two largest FDI destinations, Bac Ninh and Quang Ninh, to centrally governed cities to accelerate development of Samsung’s manufacturing cluster and the Ha Long Bay area. The National Assembly is scheduled to vote on the proposal at the end of the month and the measure is widely expected to pass. Bac Ninh has been a key Samsung manufacturing base since the company opened its first phone plant there in 2008; Foxconn, GoerTek and Luxshare have also established factories in the province. Matthew Powell of CBRE says the change is intended to push Bac Ninh and Quang Ninh toward higher‑tech, higher value‑added industries and to unlock the next phase of capital growth potential.