China Expertise,
Embedded in Your Firm

China manufactures approximately 97% of the world's robotics components... actuators, harmonic reducers, sensors, and motor controllers. The humanoid and industrial robotics wave is not coming, it is already underway. The companies building the physical infrastructure of the next industrial revolution are listed on Chinese exchanges, largely ignored by Western capital.

China's "National Team" — state-backed sovereign funds including Central Huijin, backed by the PBOC, actively purchased nearly $24 billion in domestic equity ETFs in a single week during 2026. This is a government with both the intent and the balance sheet to engineer a sustained market recovery. Most Western investors have never seen a sovereign buyer operate at this scale.

Beijing has committed $295 billion over five years to build state-directed AI data center infrastructure, operated by domestic telecoms carriers and supplied by Chinese chipmakers. This is not venture capital, it is national industrial policy at scale, designed to make China self-sufficient in AI compute while creating a generation of dominant domestic companies.

Western export controls were designed to slow China's chip industry. Instead they accelerated domestic investment. China's share of global mature-node semiconductor manufacturing capacity rose from 19% in 2015 to 33% today, with SMIC achieving 7nm production without EUV access. The companies solving this bottleneck are listed, and largely unowned by Western portfolios.