Fred observes that supplier factories in China are almost fully automated with robots. Geromel adds that China has more industrial robots than the rest of the world combined and has begun buying the companies that make these robots, dominating the entire chain. In humanoid robots, China is by far the global leader; the two largest companies are Unitree and AgiBot. Current humanoid use is limited to universities and events, but Geromel frames it like Bill Gates's early PC vision and says China sees robots as the answer to its demographic decline.
Ricardo Geromel has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: ROBO, CHINESE ARTIFICIAL INTELLIGENCE, BGI GENOMICS.
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tracked since Aug 2026
Ricardo Geromel@ricardo-geromel
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