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Headlines · 3
- Trump opens Section 232 talks on robot and machinery imports
US President Donald Trump signed a proclamation on 28 October 2026 declaring foreign-made robots and industrial machinery a national security threat and ordering trade talks under Section 232 of the Trade Expansion Act of 1962. Commerce Secretary Howard Lutnick and the US Trade Representative must negotiate with selected trading partners and update Trump within 180 days; no country or immediate tariff was named. The proclamation cites concerns about domestic capacity and cybersecurity risks while leaving tariffs, duties, quotas, fees and investment incentives as possible later measures.
The Next Web · 🔥 6 - Physical AI meets the factory floor’s hard requirements
虎嗅 AI’s analysis of the China International Industry Expo says physical AI is entering factory pilots for tasks such as variable-material sorting, machine loading, process work and quality inspection. ABB Robotics China president Han Chen said small-batch, multi-variety production with frequent changeovers is particularly suitable, while the report says deployments must still meet strict requirements for safety, efficiency, cost and operational stability. The report highlights Siemens’ pilot scenarios and ABB’s AI Robot Trainer integration as approaches to testing and reusing capabilities, as well as a Hitachi-Fanuc collaboration. It argues that adoption depends on stable performance and fitting into existing equipment, software and management systems without transferring excessive adaptation work to vendors.
虎嗅 AI · 🔥 0 - Midea's robotics arm grows revenue but not profit as second-curve test looms
A commentary by 陆玖商业评论, republished with authorization by TMTPost, says Midea's robotics and automation segment posted H1 2026 revenue of RMB 16.621 billion, up 10.27%, while gross margin fell 1.86 points to 20.9% and the segment accounted for just 6.39% of group revenue — a case of revenue growing without matching profit. Midea group revenue rose 3.55% to RMB 261.052 billion, but non-recurring net profit fell 25.31% and air-conditioner retail sales dropped 15.9%, the article says. It adds that KUKA shipped more than 18,000 industrial robots in China in H1 for a 9.7% share and second place, and held over 50% of the 300kg-plus heavy-payload segment, while the 美罗U and 美拉X2 humanoid robots have demonstrated factory and home tasks but not large-scale external sales.
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