Morgan Stanley said in a research note the humanoid-robot industry is likely to shift toward commercialization. It observed rapid H1 development, with early use cases expanding to production lines, sortation lines and commercial services. Recent examples cited include continuous livestreams of humanoid robots operating in factories and logistics, and growing deployment in unmanned retail and interactive commercial services. Morgan Stanley added that as commercial validation advances, pilots laun

Qatari PM Sheikh Mohammed said a US-Iran hotline set up during talks in Switzerland is essential to prevent “spoilers” from blocking a reopening of the Strait of Hormuz by countering misinformation and coordinating communications during sea-mine clearance. He warned actors have been sending spoofed shipping messages threatening vessels with claims such as being from the Islamic Revolutionary Guard Corps, and said the hotline will let ships verify threats with Iranian authorities to transit safely. Qatar has begun preparing tankers and expects to restore normal LNG production within weeks after the parties signed a memorandum of understanding last week.

At an analyst meeting Deguan New Materials said it has developed mass-production capability for graphene transfer films and has begun delivering lithium battery insulation films. The company will accelerate development and certification of lithium battery film materials. It cautioned these are upstream basic materials with a long downstream chain and final applications will require further technical validation; the segment currently contributes under 1% of revenue.