Tech Briefing: DJI Clears Up Pocket 4 Supply Hype; BYD Bets on Humanoid Robots

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DJI Shoots Down Rumors of Artificial Scarcity for the Pocket 4

If you’ve been hearing whispers about DJI playing hardball with stock shortages, let’s set the record straight. At their June 2nd event celebrating a decade of handheld imaging innovation, DJI’s spokesperson Zhang Xiaonan made it crystal clear: there’s zero intentionality behind any scarcity games.

She broke down exactly what’s happening behind the scenes. As soon as units hit the warehouses, they’ll flood every sales channel immediately. They’ve been steadily cranking up production for the Pocket 3 since day one, doubling monthly capacity month after month. Now that the Pocket 4 is selling like hotcakes, factories are running double shifts. The bottleneck? Purely because customer demand is completely blowing past their initial forecasts.

Zhang also dropped a pretty impressive stat during the keynote: as of 2025, the Pocket series has officially smashed through the 10 million unit sales mark globally.

BYD Officially Rolls Into the Humanoid Robot Space

BYD isn’t just focusing on EVs anymore—they’re stepping into the ring for humanoid robots. During a recent sit-down interview, Group Executive VP Li Ke laid out their strategy plainly: “We’re absolutely developing humanoid robots.” She pointed out that the real edge here comes down to elite manufacturing, software smarts, and hardware chops. Since automotive AI shares the exact same foundational DNA as robotics, she noted that if the team ever decides these bots are ready for family homes, BYD could easily start selling them through their massive existing dealership network.

Li also emphasized that BYD is keeping its doors wide open. Whether the company builds them in-house or teams up with outside tech partners, they’re leaning heavily toward creating a fully open ecosystem.

Backed by insider chatter, First Financial Daily confirmed on June 3rd that BYD is indeed already deep into R&D on this exact front.

Foxconn Industrial Internet Hits 1.61 Trillion Yuan, Flipping Kweichow Moutai for #8 on A-Shares

The market’s clearly shifting its bets, and June 3rd proved it loud and clear. Shares of Foxconn Industrial Internet (601138.SH) kept climbing, briefly pushing past 1.66 trillion yuan and officially handing the top ranking to Kweichow Moutai (600519.SH), which has long sat comfortably near the crown jewel of the A-share board.

Right off the open bell, FIH surged over 5%, touching a high of 84.26 yuan per share and clocking in at a staggering 1.66 trillion yuan valuation. The afternoon session didn’t slow down either—trading volume pushed the total market cap even higher, breaking 1.68 trillion yuan. Meanwhile, Moutai dipped nearly 2%, sliding to a low of 1280.90 yuan per share, hovering around a 1.6 trillion yuan mark.

When the closing gong rang, Foxconn Industrial Internet settled at 81.05 yuan (+1.3%), firmly parked at a 1.61 trillion yuan valuation. Moutai closed at 1281.91 yuan (-1.94%), also valued at roughly 1.6 trillion yuan.

Alibaba VP Zhang Kaifu Quits to Chase His Own AI Startup Dream

On June 3rd, coverage from the STAR Market confirmed that Zhang Kaifu, former Group VP and President of Alibaba’s Search & Recommendation Intelligent Product Division, has officially traded the corporate ladder for startup life. His new mission? Building a market-driven “AI Digital Economist”—think of it as a real-time economic intelligence engine built specifically for overseas AI agents, feeding them actionable business and financial context on demand.

From his recent social media update: predicting mass human behavior, especially how financial markets react, is still one of AI’s toughest boss battles. He believes the timing is perfect to start moving, and he’s actively scouting talent who want to tackle that challenge head-on.

Zhihu Posts Narrower Q1 Losses, Adjusted Profit Jumps Over 147%

Reporting to the HKEX on June 3rd, Zhihu’s latest earnings paint a picture of a platform really finding its footing. For Q1 2026, total revenue landed at 651.6 million yuan, down slightly from 729.7 million a year ago. Gross margins held steady at 59.6% versus 61.8% last year. But here’s where things get interesting: net losses shrank sharply to just 8.5 million yuan—a solid 15.6% year-over-year improvement. On an adjusted basis, the company actually flipped to a profit of 17.2 million yuan, up a whopping 147.2% from 2025.

Subscriber engagement remains the real anchor here, with average monthly paid users hitting 13.1 million in Q1 alone.

Kioxia’s Market Value Briefly Overtakes Toyota, Snagging Japan’s #2 Spot

The relentless AI boom is completely rewriting the corporate hierarchy in Japan. As of June 3rd, semiconductor memory giant Kioxia Holdings saw its market cap briefly eclipse Toyota Motor Corp., shooting up to claim the title of Japan’s second-largest company by valuation.

Investors piled on quickly, sending Kioxia’s stock rallying 7.2% intraday and pushing its valuation past 45 trillion yen (roughly $281 billion).

Dreame-Spinoff NAVO Lands Fresh Cash for Its AI Vision Robots

Latest updates from June 3rd show NAVO (Shenzhen Lingzhi Wuji Technology Co., Ltd.), the AI-powered visual robot brand spun out of Dreame Technology, has successfully closed another Pre-A+ funding round. topping off last year’s multi-million yuan seed injection, this latest wave of capital was backed by existing investor Sky Factory Venture Capital Fund.

Momentum is already building. Their debut product launched back in November, and they’ve already locked in orders and shipped units across seven major regions including North America, Europe, Japan/Korea/Australia, Russian-speaking markets, and Southeast Asia. With operations now active in 30 countries and regions, NAVO is primed to finally break into the domestic Chinese market later this year.

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