China's robotics industry is shifting from concept-driven hype to an order- and earnings-realization phase, with listed firms issuing widespread positive 1H guidance. The Ministry of Industry and Information Technology says revenue at enterprises above designated size in the robotics sector exceeded CNY90 bln in Jan-May, up 26.9% YoY and with a five‑year CAGR above 20%. Demand spans core components to full-system integration and AI compute hardware. One company reported receiving more than 10,00

Shanghai government issued a 2026–2030 implementation plan to develop a Yangtze River Delta pilot zone for high-quality inland waterway shipping and connectivity. The plan calls for boosting port infrastructure around Xiaoyangshan and the Yangtze estuary, accelerating construction of the Xiaoyangshan North container terminal and supporting works at the Yangshan deep-water port, and completing Luojing port container retrofit Phase II. It also mandates upgrades to port intermodal capacity and sea-rail services, including a new Waigaoqiao branch as part of Hutuong Railway Phase II, to raise port collection and distribution efficiency.

PBOC conducted 206.5 bln yuan of 7-day reverse repos and 600 bln yuan of overnight reverse repos today; 76 bln yuan of 7-day reverse repos matured, leaving a net liquidity injection of 730.5 bln yuan.