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Story summary
- China’s corporate sector is shifting from solar equipment to AI-enabled industrial technology, Goldman Sachs analyst Jacqueline Du notes.
- Shift marks a “Go Global 3.0” era and moves China beyond EVs, batteries and solar PV.
- The report cites demand from supply shortages and tech cycles that need AI-enabled data-centre and industrial systems.
- Unitree Robotics shipped 5,500 units last year, versus 150 each by U.S. rivals Tesla, Figure AI and Agility Robotics.
