CITIC Securities says Tesla and other leading humanoid-robot makers extensively use bearings and universal joints in robot joints and dexterous hands; high per-unit fitment implies a sizable addressable market. Robot bearing operating conditions differ materially from traditional applications; Chinese manufacturers, leveraging faster customization and response, are gaining share and may overtake overseas leaders in this niche. The robot industry should drive significant incremental demand for th

At a July 6 foreign ministry briefing, spokesperson Mao Ning responded to recent remarks by EU Commission President Von der Leyen urging continued dialogue with China on trade imbalances and alleging large inflows of Chinese surplus goods. Mao said recent European heat waves have driven strong demand for Chinese-made air conditioners, fans and multi‑purpose sun umbrellas, with reports of shortages and products selling out. She said whether goods constitute a surplus or a shortage is for consumers to judge, and that China‑EU trade is market‑driven and based on complementary advantages, delivering consumer savings and supplier profits. Mao urged EU interlocutors to view bilateral economic relations objectively rather than through a zero‑sum lens.

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