Tech Morning Briefing | Unitree Robotics Opens Subscription Today, One Lot Could Net 200K Yuan; Apple Testing CXMT Memory Chips

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Unitree Robotics Opens Subscription Today, One Lot Could Net 200K Yuan

On August 10, Unitree Robotics, dubbed the “first humanoid robot stock” on A-shares, officially kicks off its subscription on the STAR Market. According to 21财经, given the relatively small float in this issuance and the halo effect of its “first-of-its-kind” theme, multiple brokerages estimate the winning odds to be between 0.02% and 0.03% — far lower than CXMT’s 0.47% subscription rate.

Data shows that in 2026, the average first-day gain for new A-share listings has hit a whopping 276.04%. Based on that figure, one lot of Unitree Robotics could bring in paper profits exceeding 200,000 yuan. If we benchmark against the STAR Market’s average first-day surge of 466.61% this year, a single lot could yield as much as 351,800 yuan.

Apple Testing CXMT Memory Chips for iPhone and MacBook

On August 9, citing The Wall Street Journal, 中新经纬 reported that Apple is testing memory chips from ChangXin Memory Technologies (CXMT) across its iPhone and MacBook product lines, aiming to ease the memory crunch fueled by the AI boom. Sources say Apple has held initial talks with CXMT, China’s largest chipmaker, about component supply, with plans to use these chips in some devices sold in the Chinese market. Reuters previously reported that CXMT is considering building a second memory fab in Beijing to boost capacity. Meanwhile, laptop makers HP and Acer have already started using CXMT chips in devices sold outside the U.S. market to mitigate supply shortages.

Former ByteDance Robotics Lead Joins Xiaomi to Head Foundation Model R&D

On August 9, 21财经 confirmed through multiple independent sources that Kong Tao, the former head of ByteDance’s robotics team, has joined Xiaomi and now leads the company’s robotics foundation model team. Several insiders reveal that Kong Tao actually came aboard in the summer of 2025, bringing along a number of former ByteDance colleagues. After joining Xiaomi Robotics, Kong Tao conducted extensive one-on-one sessions with team members to gauge where the division stands within the industry. Currently, Xiaomi’s robotics business unit has around 200 people. The unit researches everything from the robot’s body, cerebellum, and brain to its operating system, with different sub-teams even exploring overlapping directions like world models.

“Xiaomi’s robotics foundation model team is quite mysterious. Kong Tao’s team operates out of a separate office space. Even during company-wide Feishu meetings, Kong Tao doesn’t need to show his face,” shared one insider close to Xiaomi Robotics. The entire robotics division operates under strict confidentiality.

Apple China Removes Apple Intelligence + Qwen Integration Guide from Website

Recently, a support document titled “Using Qwen with Apple Intelligence on Mac” appeared in the Simplified Chinese user manual on Apple’s official website, explicitly stating that Apple Intelligence could work with Alibaba’s Qwen model. However, on August 9, this manual was pulled from Apple’s site, and the page has reverted to the previous “Using ChatGPT with Apple Intelligence” version.

According to 每日经济新闻, an Apple customer service representative said on the morning of August 9: “When we have a feature launch or a new project rollout, Apple gives us a heads-up in advance. But so far, we haven’t been notified about this, which means the feature isn’t live yet — so it’ll still take some time before it lands.”

O-Film: No Benefits Transfer to Xin Feiguang or Xin Sikao

On August 9, O-Film issued a clarification on the Shenzhen Stock Exchange in response to media reports from around August 6 titled “O-Film Under Fire! Controlling Shareholder Cai Rongjun Accused of Setting Up Shell Companies to Drain Assets.” The company stated: There is no benefits transfer to Xin Feiguang or Xin Sikao. The three entities operate independently in R&D investment and management processes, with no personnel overlap or opaque cost-sharing issues. O-Film has not manufactured or OEM’d the optical module components, glass bridges, precision structural parts, or other products mentioned in the report, and has not artificially suppressed component prices to shift profits to Xin Feiguang. Over the past three years, the only related transaction with Xin Feiguang was a factory lease in 2023, which was minimal in value, with no other related-party dealings. Transactions with Xin Sikao were normal operational needs — primarily motor component procurement at fair pricing — with no benefits transfer, free technology transfer, cost shifting, or capital occupation. In response to these false reports, the company has filed a police report and is taking necessary legal action.

Moore Threads Plans H-Share Listing on Hong Kong Stock Exchange Main Board

Moore Threads announced on August 9 that it plans to issue overseas-listed foreign shares (H-shares) and apply for listing on the Main Board of The Stock Exchange of Hong Kong Limited.

The same day, Moore Threads released its 2026 semi-annual report. In H1 2026, the company generated revenue of 1.736 billion yuan, a massive 147.42% year-over-year increase — already surpassing its full-year 2025 revenue. Gross profit reached 989 million yuan, up 103.78% year-over-year. Profitability improved significantly, with net losses attributable to shareholders and recurring net losses narrowing by 95.73% and 52.37% respectively compared to the same period last year. The company also maintained heavy R&D investment, spending 769 million yuan in H1 2026, up 38.16% year-over-year, bringing cumulative R&D spending since 2022 to nearly 5.9 billion yuan.

Nvidia to Invest Up to $3 Billion in Lancium

On August 8, reports emerged that Nvidia has agreed to invest $2 billion in power infrastructure developer Lancium, with a commitment to add another $1 billion once the company secures additional planned power resources. The deal values Lancium — including its land and power connection assets — at an enterprise value of roughly $10 billion, encompassing both the investment and debt. Lancium, backed by Blackstone, develops power infrastructure projects in Texas that serve OpenAI and Oracle AI campuses.

WeChat Officially Rolls Out Update: You Can Now Delete Message Recall Prompts

On August 7, WeChat announced a feature update: long-pressing the “You recalled a message” prompt in a chat window now allows you to delete it from your own view. WeChat notes that this only removes the prompt on your side — the other person’s prompt remains visible. The feature is currently rolling out gradually to iOS and Android users.

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