AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Mosentech is experiencing a downward trend in revenue and profit leading up to its IPO. A significant portion of its revenue is tied to Chery, raising concerns about business sustainability.
钛媒体 · 70d ago
Ericsson reported second-quarter earnings that met analyst expectations despite significant pressure from rising component costs. The Swedish telecommunications giant continues to navigate a challenging supply chain environment.
Bloomberg Technology · 70d ago
Taiji Semiconductor (Suzhou) has increased its registered capital to 1.02 billion RMB, a 42% increase. The company specializes in semiconductor packaging and testing services.
36氪 · 70d ago
Fast-fashion e-commerce giant Shein is reportedly preparing for an IPO in Hong Kong as early as August. The company aims to raise between $2 billion and $3 billion, pending final valuation and market feedback.
cnBeta (Full RSS) · 70d ago
OnePlus is reportedly exiting the US and European markets due to intense competition and the ongoing DRAM memory crisis. This marks a significant shift in the company's global operational footprint.
cnBeta (Full RSS) · 70d ago
Chinese firms are dismantling production lines in Indonesia in response to restrictive quotas and high entry barriers, signaling a shift in global supply chain strategies.
虎嗅 · 71d ago
TCL Zhonghuan expects a net loss of 3.0-3.3 billion RMB for the first half of 2026. This represents a reduction in losses compared to the 4.24 billion RMB loss in the same period last year.
36氪 · 71d ago
Shengyi Electronics released its H1 2026 earnings forecast, projecting a net profit between 1.082 billion and 1.137 billion RMB. This represents a significant year-over-year growth of 104% to 114%.
36氪 · 71d ago
Huaqin Technology expects its H1 2026 net profit to reach 2.9 billion to 3.05 billion RMB. This represents a year-over-year growth of 53.5% to 61.5%.
36氪 · 71d ago
Shein is scheduled to attend a listing hearing at the Hong Kong stock exchange this Thursday. This marks the final procedural step before the company can proceed with pricing its public offering.
The Next Web (TNW) · 71d ago
Desay Battery announced a positive earnings forecast for the first half of 2026, projecting a net profit increase of 101.96% to 125.54% compared to the previous year.
36氪 · 71d ago
Severe flooding in Hengzhou, the world's largest jasmine production hub, has submerged thousands of acres of flower fields and disrupted the local supply chain. While the impact on the tea market remains controlled for now, local farmers and processing facilities are facing significant operational challenges.
虎嗅 · 72d ago
Traditional snack distributors are struggling against the rise of low-price discount retail chains. The shift in consumer behavior toward low-cost, high-frequency snack shops is forcing traditional distributors to rethink their business models.
虎嗅 · 72d ago
Luxshare Precision, a major Apple supply chain partner, saw its stock price drop below the issue price on its Hong Kong IPO debut. Despite strong backing from cornerstone investors, the stock closed down 1.55%.
钛媒体 · 72d ago
Severe flooding in the jasmine production hub of Hengzhou has disrupted supply, but major tea chains like Ruixing and Bawang Chaji are mitigating the impact through inventory reserves and long-term supply contracts.
虎嗅 · 73d ago
The El Niño climate phenomenon is causing significant water temperature shifts in the Pacific, leading to mixed outcomes for the fishing industry. Some regions face severe losses while others experience unexpected gains.
Wired · 73d ago
The domestic market for lithium hexafluorophosphate has recovered from losses, driven by strong demand. Leading companies like Tinci Materials and DFD report improved profitability despite price fluctuations.
36氪 · 73d ago
SHEIN faces declining profitability and regulatory pressure as it attempts to transition from a 'disruptor' to a public company, struggling to maintain its supply chain advantage against competitors like Temu.
虎嗅 · 73d ago
An authorized IM Motors dealership in Kunming has ceased operations, leaving customers unable to receive vehicles or obtain necessary documentation. The manufacturer has intervened, promising to cover costs and resolve vehicle registration issues for affected owners.
虎嗅 · 74d ago
An analysis of China's manufacturing dominance, highlighting its comprehensive industrial base and the transition from low-end production to high-tech self-sufficiency amidst global competition.
虎嗅 · 74d ago
The Asian Development Bank reports that APAC growth remains subdued despite slight improvements. Ongoing Middle East conflicts continue to disrupt supply chains and inflate production costs.
Bloomberg Technology · 75d ago
A former Bank of Japan official suggests that the central bank may accelerate rate hikes to combat inflation, potentially pushing the benchmark rate above 2%.
36氪 · 75d ago
Xiaomi's Redmi Note 17 series is scheduled for release on July 14, focusing on battery life and durability. Lu Weibing noted that rising costs are significantly impacting the entry-level smartphone market.
IT之家 · 76d ago
The Hyundai Motor union has scheduled a partial strike from July 13-15 following the breakdown of wage and collective agreement negotiations. The dispute highlights tensions between record-breaking corporate performance and labor compensation demands.
IT之家 · 76d ago
The article analyzes the structural challenges in China's agricultural supply chain, where farmers face extreme price volatility despite high production capacity. It argues that moving from a 'production system' to an 'income system' requires better organizational and market-access capabilities.
虎嗅 · 76d ago
Kingsemi's controlling shareholder, Fengfan Holding, plans to reduce its stake by up to 0.95% (2.8 million shares) between July and October 2026 due to personal capital needs.
36氪 · 76d ago
Keming Food's subsidiary, Xingjiang Mugua, reported a decline in pig sales volume and revenue for June 2026. Sales volume dropped 18.02% month-over-month, while revenue fell 11.84%.
36氪 · 76d ago
ZTO Supply Chain Management has acquired 100% of Zhejiang Wanxing Chenyu Technology. The acquired company specializes in telecommunications, internet information services, and technical consulting.
36氪 · 76d ago
Rising memory chip prices are significantly impacting the cost structure of sub-$400 smartphones, with storage components accounting for nearly 60% of total BOM costs. This trend is forcing manufacturers to reduce product launch frequencies for budget models.
cnBeta (Full RSS) · 76d ago
The US Department of Commerce reported that May imports increased to $395.3 billion, while exports declined to $317.7 billion. This shift highlights changing trade dynamics.
36氪 · 77d ago