Most people look at a stock dropping 47% in 9 days and see a collapse. I look at it and see the market finally waking up. On August 19, Unitree Robotics (688836.SH) went public on the Shanghai Stock Exchange’s STAR Market. The IPO price was 150.80 CNY.Opening price? 1,100 CNY. That is a +629% spike…
Month: August 2026
4.27 million vehicles. Recalled in a single day. Why?
A mechanical door handle painted the wrong color. On August 21, China’s Market Regulator issued one of the largest simultaneous recalls in EV history. Tesla, Xiaomi, Xpeng, Zeekr, and 5 others had to call back millions of cars. The core issue: In a crash, low-voltage power fails.Electronic doors lock up. The backup mechanical latch?Blended so…
Are automakers paying enough attention to long-term hardware reliability, or is speed-to-market still eating quality for breakfast?
Out-of-the-factory quality is a vanity metric. Full-lifecycle consistency is the real competitive advantage. Recently in China, a massive batch of 177Ah LFP battery cells in high-use EV fleets began failing between 150,000 and 300,000 km. The symptoms:↳ Severe cell-to-cell voltage imbalance↳ Sudden, unexpected range drops↳ High-voltage insulation faults↳ Complete vehicle shutdowns These cells passed initial…