The world’s second AI superpower: model releases, chip restrictions, app battles and policy shifts.
355 articles
Huawei reported first-half revenue of RMB467.82 billion, up 9.55% year over year, while net profit declined to RMB23.43 billion. R&D spending rose about 25% to RMB121.38 billion, representing 25.9% of revenue and signaling continued investment in advanced technology.
TechNode · 17d ago
MetaX Integrated Circuits and Iluvatar CoreX reportedly swung to profitability, while Biren Technology narrowed its losses in the first half. The results highlight a widening divide among Chinese AI chipmakers benefiting from Beijing’s push for technology self-reliance.
SCMP Technology · 18d ago
Two events in China demonstrated meaningful progress in humanoid robotics, but the industry has not yet produced a breakthrough comparable to ChatGPT. The article highlights the substantial gap between promising demonstrations and broadly capable, reliable robots.
Bloomberg Technology · 24d ago
CCSH Corporation, the parent company of China’s leading NAND flash maker YMTC, is preparing for a potential listing on Shanghai’s Star Market. The company plans to sell 1.98 billion to 2.43 billion shares, representing 10% to 12% of its enlarged share capital.
SCMP Technology · 25d ago
Shanghai has introduced a five-year plan to accelerate its digital economy and compete more effectively with Beijing and Shenzhen. The strategy emphasizes blockchain adoption across finance, shipping, logistics, and green industries, alongside stronger AI infrastructure.
SCMP Technology · 30d ago
Baidu’s second-quarter revenue fell 4% year over year to 31.3 billion yuan, missing analysts’ 31.6 billion yuan estimate. Growth in its artificial intelligence cloud business was insufficient to offset continued weakness in advertising.
SCMP Technology · 31d ago
The article argues that overseas investors are reassessing Chinese technology companies after breakthroughs such as DeepSeek and advances in hardware, new energy, and biotech. Despite China’s growing technology influence, foreign institutional allocations remain low, creating an opportunity for diversified China technology ETFs such as CNQQ and CQQQ.
虎嗅 · 31d ago
China’s AI office desktop market reached 30 million monthly active users in July 2026. Tencent’s WorkBuddy ranked first with 11.15 million MAU, while Baidu Dazi recorded the fastest growth at 1,063.79%.
Pandaily · 32d ago
CXMT has risen to become the most valuable company in China’s stock market. Its ascent may signal a shift from private-sector internet giants toward strategically aligned hardware companies.
Bloomberg Technology · 32d ago
The article examines why Tencent, which has moved cautiously in AI, appears more confident in AI office agents through WorkBuddy. It frames WorkBuddy as an example of Tencent finding a relatively familiar and advantageous position within the AI landscape.
虎嗅 · 36d ago
The article examines why ByteDance founder Zhang Yiming is reportedly dedicating 50% of his time to Seed, the company’s AI initiative. It notes that ByteDance has yet to launch an AI product capable of making competitors lose sleep.
钛媒体 · 44d ago
HanZhi has officially launched its GEO product, marking its entry into the competitive AI solution market. The move highlights the growing trend of enterprise software brands pivoting toward AI-native answers.
量子位 · 46d ago
Chery Automobile has agreed to a $75 million investment in South Korea's KG Mobility via convertible bonds. This strategic move aims to expand Chery's international footprint and deepen automotive partnerships.
TechNode · 46d ago
Bilibili has been designated as the official video platform for the World Artificial Intelligence Conference (WAIC). The platform reports that over 190 million monthly active users are consuming AI-related content.
量子位 · 62d ago
Chinese President Xi Jinping delivered his first keynote address at the World AI Conference in Shanghai. The event took place amidst rising geopolitical tensions following critical remarks from the US regarding election data security.
SCMP Technology · 63d ago
President Xi Jinping attended the opening ceremony of the 2026 World Artificial Intelligence Conference and the High-Level Meeting on AI Global Governance in Shanghai.
36氪 · 63d ago
The Chinese government is promoting automotive racing as a new consumption driver, but the industry faces significant structural gaps compared to global standards. Challenges include weak monetization, lack of deep-rooted car culture, and limited influence in international racing rules.
虎嗅 · 63d ago
China's rapid advancement in AI models is providing President Xi Jinping with significant geopolitical leverage. However, this progress simultaneously creates complex security dilemmas for both Washington and Beijing.
Bloomberg Technology · 63d ago
Baidu Inc. is planning a dual primary listing in both the US and Hong Kong.
Bloomberg Technology · 64d ago
The successful demonstration of reusable capability by the CASC Long March 10B sets a new industry benchmark. Private Chinese rocket startups must now pivot toward larger payloads and operational reusability to remain competitive.
Pandaily · 67d ago
BNP Paribas Asset Management identifies Chinese tech stocks as a strategic play in the global AI rotation. Portfolio manager Sophie Huynh suggests China is narrowing the gap with US frontier models.
Bloomberg Technology · 70d ago
The State Administration for Market Regulation is implementing 16 special actions to curb 'involutionary' (excessive/destructive) competition. The initiative focuses on strengthening enforcement and platform governance.
36氪 · 73d ago
Zhipu AI issued a formal statement clarifying that reports regarding the withdrawal of its A-share IPO filing are false. The company confirmed that its IPO plan was approved by shareholders in 2025 and the regulatory filing process is complete.
36氪 · 73d ago
Chinese tech giants like Huawei are increasingly prioritizing younger talent as AI integration reshapes workforce requirements. The traditional '35-year-old' layoff threshold is trending even younger due to the rapid evolution of artificial intelligence.
钛媒体 · 74d ago
The Beijing Science and Technology Innovation Fund has announced a 280 million RMB investment into six companies specializing in hard-tech sectors. This move aims to bolster the local ecosystem for advanced technological development.
钛媒体 · 75d ago
Fujian Province has released its '15th Five-Year' Digital Fujian Plan, aiming for an average annual growth of over 8% in core digital economy industries by 2030.
36氪 · 76d ago
The Chinese AI industry is undergoing a strategic shift, moving away from pure research and development toward monetization and commercial viability.
钛媒体 · 77d ago
China's software and information technology services sector showed steady growth, with revenue reaching 6.24 trillion yuan in the first five months of the year. Profits and exports also saw positive year-over-year increases.
36氪 · 78d ago
China has unveiled a five-year education blueprint aimed at addressing talent shortages and achieving technological self-reliance. The plan emphasizes strengthening vocational training and prioritizing science and engineering disciplines to counter global technological competition.
SCMP Technology · 80d ago
LandSpace has successfully conducted a static fire test for its Zhuque-3 reusable rocket. This milestone marks a significant advancement in China's commercial aerospace capabilities.
Pandaily · 80d ago