一 |
Editor's Note:
The outline of the 15th Five-Year Plan called for building a modern industrial system, consolidating the foundation of the real economy, and accelerating high-level technological self-reliance and self-strength to lead the development of new quality productive forces. These goals have provided clear direction for industrial transformation and upgrading across various sectors, while injecting strong momentum into high-quality development.
The Global Times has launched a new column titled "China Industry Close-up." Focusing on the creation of a new development pattern, the column will delve deeply into vivid examples of industrial transformation and upgrading across various sectors, aiming to showcase China's innovation-driven and high-quality development. This is the first half of the second installment of the series
Cao Jing, a truck driver based in Shenzhen, South China's Guangdong Province, carefully secured a humanoid robot at the research and development center of a local robotics company on Friday. With steady hands, he and other technical staff first folded the robot and placed it into a black box filled with cushioning pads, then moved the box into the back of his 4.2-meter-long truck, adjusting the straps and padding to keep it steady for the journey. Once everything was firmly in place, he climbed into the cab and set off along the Liuxian Road in Shenzhen's Nanshan district.
Half an hour later, he arrived at the Shenzhen Nursing Home, where the robot would soon begin its new role -serving as a cheerful companion for the elderly while continuously improving itself through daily real-scenario applications.
Cao, a driver for freight company Huolala's enterprise service, told the Global Times that since March and April, he can get four or five such delivery orders a day during peak times, mostly around Liuxian Road, a sharp increase from last year. "The robots I transport have also become much more diverse — from company R&D prototypes and household robots being delivered to customers' homes for testing, to robots designed for all kinds of competition, and even those fighting robots that compete in the octagon," Cao said as he waited at a traffic light on Liuxian Road.
The Liuxian Road is located within the 30-minute supporting circle in Shenzhen's "Robot Valley," an idea that Chinese official highlighted at the 2026 Summer Davos in June.
Just a decade ago, some of this area was little more than old industrial zones, construction sites and urban villages. Today, the Robot Valley — stretching about 10 kilometers along Liuxian Road and covering an area of approximately 28 square kilometers — has transformed into a thriving hub. The corridor is lined on both sides with robot makers, component suppliers, software algorithm firms, as well as universities and research institutions.
The area is now home to over 200 companies across the robotics industrial chain, including more than 25 humanoid robot complete-machine manufacturers, 32 specialized and sophisticated "little giant" enterprises, and 15 listed companies, according to local authorities.
Walking through parts of the valley now feels like stepping into a sci-fi film, where it is common to encounter a "blinking" humanoid robot waving hands around the corner, watch a lively parade of dancing robot dogs and sip a coffee made by humanoid robot, or enjoy a dish prepared by robotic arms.
The rise of this high-tech futuristic valley offers a glimpse into the prowess of China's embodied artificial intelligence (AI) industry, one of the industries of the future identified in China's 15th Five-Year Plan (2026-30) that has drawn intensive global limelight. The valley also epitomizes China's homegrown innovation capabilities, where milestone technological breakthroughs, coupled with rapid iteration, complete industrial chains, and real-world application scenarios converge to turn cutting-edge research into tangible products at remarkable "Chinese speed."
'Half-hour circle'
When Global Times reporters visited Shenzhen robotic firm EngineAI's intelligent manufacturing base in the Robot Valley, several humanoid robots were effortlessly demonstrating high-difficulty moves such as front flips. Some of the T800robots, just backed from the Ultimate Robot Knock-out Legend (URKL), or what organizers billed as the world's first free humanoid robot fighting competition in July, were "battered and bruised."
"In robot combat, we must always be prepared for high-intensity real-world testing," Li Hao, a motion control algorithm engineer at EngineAI, told the Global Times. "Real combat takes place in a continuous, highly uncertain environment full of interference. The real challenge is ensuring that humanoid robots can continuously maintain stability under complex conditions such as moving, turning, punching, absorbing force, and shifts in the center of gravity. In this context, the pace of research and development (R&D), testing, and adjustment is particularly fast — which is why the half-hour industrial circle matters so much to us."
Li gave a vivid example of how his daily routine fully leverages the valley's tight integration of R&D, testing, and manufacturing.
"In the morning, I finish modifying the algorithm at the R&D center. A 25-minute drive then takes me to the production line at the valley's Honghualing manufacturing base for real-machine testing. By the afternoon, I can rush back to the R&D center to upgrade and optimize the algorithm again," he explained.
Since March, Li has been taking Muay Thai lessons together with other core engineers. While he has grown into something of a "Muay Thai master," this proximity of the Robot Valley also allows him to "communicate with robots" every day, optimizing intelligent recognition algorithms and motion strategies based on their performance in real combat. "This is like teaching a baby, and we're training the robots to grow stronger while becoming smarter, day by day," he noted.
Throughout the robot manufacturing, another critical step — robot prototyping — further highlights the unique strength of China's robotics industry.
Pang Jianxin, vice president of UBTECH, a Hong Kong-listed humanoid robot company also headquartered at the Robot Valley, told the Global Times that the valley holds a clear advantage in rapid prototyping and fast product iteration — an edge that "leads the world."
"During prototyping, the volume for production is usually very small, and many companies are reluctant to take on such orders. However, in Shenzhen and the broader Pearl River Delta, there are a large number of supply chain enterprises that are willing to accompany start-ups on new tracks and new products. Based on the design, they can leverage their experience to select suitable materials or processes, quickly complete sample manufacturing, and then rapidly verify the results. This is crucial for hardware R&D, especially for innovative hardware and intelligent robots," Pang explained.
In overseas markets such as the US, the typical process from turning an idea into a physical product, to producing samples and entering the small-scale market, and finally reaching mass production and making debut, could take five-to-ten times longer than the Chinese counterparts, Liu Shaoshan, director of the Embodied AI at the Shenzhen Institute of Artificial Intelligence and Robotics for Society, told the Global Times. Liu has worked in the US for a bunch of years before returning to Shenzhen two years ago.
"Robotics is an industry where speed almost decides everything - as half of it is manufacturing, and the other half is about R&D," Liu told the Global Times.
According to Liu, in the US, it can take a week just for industrial chain communication to implement a hardware change or upgrade, and most of their suppliers are located outside the country, which further delays the process. By contrast, the complete supply chain of Shenzhen's Robot Valley enables highly efficient communication — "in some cases, suppliers can even arrive on site within half an hour."
The Global Times also noticed a telling scene during its week-long visit to Shenzhen's Robot Valley: the company visited on the first day turned out to be the exact supplier of the company visited on the second day, while the third-day institute was itself a key testing partner of the second-day company — further underscoring the tightly integrated industrial ecosystem that makes rapid iteration possible.
For embodied intelligence manufactures, the Robot Valley is home to a full range of upstream suppliers — from perception systems such as tactile sensors and LiDAR, to actuation systems including servo motors and joint modules, and core components like robotic arms and dexterous hands. Meanwhile, downstream, large-scale manufacturers in the auto, new energy and electronic industries stand ready to put these robots into broader real-world applications, industry insiders noted.
"Many of the embodied robotics companies in the valley are our customers. Some of them — such as UBTECH, X Square and PUDU — are within a 20-minute drive of our headquarters. It is not an exaggeration to say that if you want to build a robot in Shenzhen's Robot Valley, you can easily find the suppliers you need nearby," Zhao Qiyu, marketing director of publicly listed robotics and AI vision company Orbbec, told the Global Times.
Meanwhile, as China's robotics industry continues to expand, downstream customers are developing increasingly specialized and specific requirements, encouraging companies like Orbbec to launch new products that address these evolving needs, Zhao said.
She cited one of the company's newly launched products, EGO, a head-mounted data collection device designed to capture first-person perspectives and real-world task flows. By collecting multimodal data related to environmental semantics, spatial scale and long-horizon task chains, the device helps generate high-quality training data for downstream embodied AI model companies.
'DeepSeek' moment in robotics industry
Pang from UBTECH recalled firsthand how he has witnessed the drastic change in Shenzhen's Robot Valley and the broader picture of the Chinese robotic industry during the past 10 years.
"When we started the company a decade ago, what we saw from the window was just old industrial base, some construction sites and villages. We were like marching through a dark desert, where even the positions of the stars and the moon could not be seen clearly," Pang said.
He noted that at that time, the most well-known robotics companies on the international stage were the US-based Boston Dynamics, which wooed the world with its signature backflips and parkour moves, and Honda from Japan, whose humanoid robot ASIMO became a global icon. In the Chinese market, domestic companies specialized in humanoid robots "were extremely scarce."
However, a decade later, China's robotics industry has undergone what industry insiders described as "transformative changes," shifting from a follower to a frontrunner. The once "valley of entrepreneurship" has also transformed into a world-class "highland of innovation," Liu Zhufu, deputy general manager of Dobot Robotics, which was founded in 2015, told the Global Times.
Today, China has firmly established itself in the world's first tier of the robotics industry, with Chinese robotics companies having increasingly become a must-visit destination for foreign heads of state during their trips to China - as vividly exemplified by Slovak President Peter Pellegrini's tour of a robotics mall in Beijing's Yizhuang in July and President of Myanmar Min Aung Hlaing' visit to the Unitree Robotics in June.
According to data released by Beijing CCID Publishing & Media Co, China accounted for 84.7 percent of global humanoid robot shipments in 2025, meaning that for every 10 humanoid robots sold worldwide, more than 8 carried the "Made in China" label.
The institute Liu Shaoshan works for has also received a number of officials from Europe, including former UK Foreign Secretary Yvette Cooper, as well as corporate delegates from Europe, Japan and South Korea in recent months.
"Many foreign visitors, during their inspections in Shenzhen, would ask me similar questions — why have cutting-edge technologies such as AI and embodied intelligence developed particularly rapidly in China? What can they learn, and what role should their governments play in accelerating this development?"
The answers, according to Liu, lie not in a single technological breakthrough, but in a combination of long-term strategic planning, industrial cultivation, and ecosystem building. "It is precisely thanks to the forward-looking layout and top-level design that China has gradually formed a complete chain spanning basic research, core technology breakthroughs, and industrial applications, while gaining a first-mover advantage in the real-world deployment of robots," Liu stressed.
"China has been promoting the development of the humanoid robotics industry with unprecedented strategic resolve. And the inclusion of intelligent AI into the 15th Five-Year plan (2026-30) carries a lot of significance: it is not only a policy dividend but also offers long-term strategic guidance. It will guide more resources toward core technology breakthroughs and industrial ecosystem building, accelerating the process of humanoid robots moving from the laboratory to factories and into households," Pang said.
When it comes to the local practice echoing this top-level design, the authorities in Shenzhen's Nanshan District have so far opened a total of 68 public scenarios for robot applications, aiming to open up the full chain of "technology R&D - scenario verification - commercial promotion," the Global Times learned.
Encouraged by these developments, industry insiders in the Robot Valley are increasingly optimistic that a "DeepSeek moment" for China's homegrown robotics industry may arrive sooner rather than later.
This moment may not come in a single instant, but a process accumulated from countless "world's firsts" - fueled by continuous homegrown technological breakthroughs and the constant expansion of application scenarios across China.
"Maybe one day, robots will be able to produce robots right here in our manufacturing base—that could be a defining 'DeepSeek moment'," Yao Qiyuan, co-founder of EngineAI, told the Global Times.
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初代网红温婉换号复活
切片号近百个，制作售卖高仿大牌服装蓝鲸记者统计发现，在各大平台，以“温婉”命名的相关账号将近100个。其中，大号“温婉 Wenwan_”粉丝564.6万，目前已被禁止关注；另一个粉丝量约30万的小号已被平台封禁。经蓝V认证的 "温婉官方旗舰店" 粉丝2.8万，是其带货的主要店铺账号，目前仍处于正常更新状态。因大号被封，温婉时常活跃在其余带货切片号上，包括“温婉 wenwan (穿搭风潮)、温婉 wenwan (原创穿搭)、温婉 Wenwan - 直播返场、温婉 wenwan (时尚穿搭)”等，粉丝量在3000至1万之间。这些切片号头像大多使用温婉本人照片，名称高度相似，发布内容也几乎一致，均为温婉试穿各类服装的片段，视频下方挂着“温婉官方旗舰店”的商品链接。其中，“温婉 wenwan (穿搭风潮)”账号发布了大量高仿大牌服装内容，仿制对象包括 YSL、Miu Miu、巴黎世家、ALO、Prada等品牌。蓝鲸记者查看发现，温婉在介绍多款服装时，均明确提及国际奢侈品牌名称，并承认以正品为模板进行复制。
“除了没有LOGO外其他一模一样，买到立省5000元”
高仿大牌卖出上千单，销售超百万元8月19日发布的一条带货视频中，温婉推销一套“打版”ALO 的黑色上衣短裙套装。视频开头，温婉先展示ALO正品，随后带出自家仿制款，视频显示，除了没有LOGO外其余完全一致。主播在视频中称：“我们这个产品是 ALO 他们家非常火的套装，买不到。
二 | ”该商品链接显示售价549元，已售300余件。
三 |
其商品定价大多在200至600元之间，而对应正品原价多在数千甚至上万元。温婉在带货视频中时常以“买到立省5000元”等话术刺激下单。
四 |
服装质量问题频发
年初被曝卖飞丝羽绒服然而，花几百元买到的 “大牌同款"，质量究竟如何？有消费者告诉蓝鲸记者，温婉直播间里的衣服看起来质感很好，到手却完全不是一回事，“做工差、线头多，面料很廉价，基本到手就退了，不会再买”。在黑猫投诉平台上，涉及温婉店铺服装的投诉不在少数，问题集中在做工粗糙等方面。
值得注意的是，这并非温婉首次因服装质量问题陷入争议。今年1月，有测评博主曝光温婉直播间售卖的羽绒服填充物为“飞丝”。
五 | 其送检的5件羽绒服中，3件不合格。多名消费者反馈购买的同款羽绒服存在同样问题，维权时遭商家拉黑。事件曝光后，温婉关联的7家线上店铺清空全部商品。
六 |
幕后控股公司、幕前操盘直播
温婉IP深度绑定店铺蓝鲸记者注意到，“温婉官方旗舰店”页面显示，店铺已持续营业121天，总销量7.9万件，评分4.7分。
“温婉官方旗舰店”的运营主体为厦门婉得福服饰有限公司，天眼查显示，该公司成立于2025年12月16日，注册资本100万元。
股权穿透信息显示，厦门婉得福由两家公司共同持股：杭州微微婉网络有限公司持股 55%，广州婉得财服饰有限公司持股 45%。其中，杭州微微婉由许静婉（温婉）持股51%、许瑞持股49%；广州婉得财由庄勤财持股70%、庄勤达持股30%。
从股权结构来看，温婉是公司背后的核心股东。
七 | 不仅如此，这家服装店几乎与温婉个人IP完全绑定， 商品模特是她本人，短视频和直播间的主角是她，连店铺名称都冠以“温婉”二字。据多位消费者向蓝鲸记者透露，今年偷税漏税被公开通报后，温婉为避风头很少出现在直播间，直播任务主要交给旗下主播，但其本人常在镜头外协助，偶尔也会以戴墨镜的形象短暂露脸。
初代网红温婉发家史：
车库跳舞一夜爆红，卖衣服偷税被罚超600万温婉真名许静婉，作为短视频平台的初代网红，温婉在2018年因一段地下车库跳舞视频走红网络，粉丝超过1200万，但一度因为炫富等原因被封。
此后温婉又在短视频平台复出，开启直播带货生意，主营服装，高峰时期粉丝一度超过600万。然而今年7月，温婉因偷税漏税被税务部门通报。据国家税务总局官网消息，国家税务总局杭州市税务局第三稽查局根据大数据分析发现，网络主播许静婉在多个网络平台开展直播带货，其账号粉丝关注量合计超过600万，直播间热度较高，其名下账号橱窗中展示商品单价数百元，单件商品销量数百件，但其申报缴纳的个人所得税却极少，与带货流量水平极不匹配。
经查，2021年至2023年，许静婉在网络平台从事直播带货经营活动，通过私人账户收款隐匿收入、转换收入性质等方式，少缴个人所得税、增值税等税费共计313.45万元。2025年12月，国家税务总局杭州市税务局第三稽查局依法对其作出追缴税费款、加收滞纳金并处罚款共计631.96万元的处理处罚决定。
目前，温婉大号在多个平台均已被禁止关注，粉丝数持续下滑。
八 |
律师：商品去logo≠宣传去logo，涉嫌构成不正当竞争今年7月，央视《法治在线》栏目曾报道山东警方破获的一起直播间售假案，涉案主播在直播中详细展示假冒冲锋衣、羽绒服的用料和刺绣细节，却“不提品牌名字”，最终因销售假冒注册商标的商品罪被查处。央视在报道中明确指出：不提名字就没事？直播间隐晦售假仍属侵权。
九 | "
与此前警方查处的直播间售假案不同，温婉所售服装本身并不带有品牌 LOGO，而是在宣传环节直接引用正品大牌名称、展示正品实物为自家仿品引流。这种“去 logo 化”的仿制销售模式，是否构成违法违规？蓝鲸记者就此咨询了相关律师，北京云亭律师事务所王琼律师表示，温婉在宣传视频中直接展示YSL、Miu Miu等正品并承认打版复制，虽商品本身未缝制品牌logo，但已涉嫌多重违法。刑事层面，根据《刑法》第214条，销售假冒注册商标的商品罪入罪标准为销售金额五万元以上，温婉仅核实商品销售额已超百万元，远超“数额巨大”标。温婉在引流环节直接使用品牌名称、展示正品实物，属于商标性使用，“商品去logo≠宣传去logo”。民事层面，其行为同时构成商标侵权及不正当竞争，品牌方可主张停止侵权、赔偿损失，法定赔偿上限500万元，情节严重可适用惩罚性赔偿。行政层面，市场监管部门可责令停止侵权、没收商品并处违法经营额五倍以下罚款。温婉此前已有偷税、售假被处罚记录，属从重处罚情形。王琼认为，“去logo化”不是法律上的免罪金牌，“打版”话术更不是时尚行业的通行规则。在百万级销售额面前，民事赔偿、行政处罚、刑事追责三重风险叠加，继续经营只会扩大责任基数。
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