AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
United Launch Alliance (ULA) has confirmed that its final six Atlas V rockets are exclusively reserved for Boeing's Starliner missions. This limits the launch vehicle's availability for other commercial or satellite deployment projects.
Ars Technica · 77d ago
Traditional automotive suppliers like Bosch are losing market share as the industry undergoes a major structural shift. This signals a broader reconfiguration of the global automotive supply chain.
钛媒体 · 77d ago
Counterpoint Research reports a 13% year-on-year decline in Chinese smartphone sales during the 618 shopping festival. The drop is attributed to price hikes driven by rising memory costs and less aggressive promotional strategies.
TechNode · 77d ago
The Greater Bay Area has become a critical hub for the World Cup supply chain, showcasing the region's manufacturing dominance. The integration of local industries has created a 'full-Chinese' sports supply chain ecosystem.
钛媒体 · 77d ago
China faces a 95% import dependency for high-carbon alpha-olefins, a critical raw material for PV films and high-end lubricants. Three domestic technical routes are reaching a critical milestone in July 2026.
钛媒体 · 77d ago
LG Energy Solution reported a significant 77% decline in Q2 operating profit, falling short of analyst expectations. The downturn is attributed to the ongoing weakness in global electric vehicle demand affecting battery sales.
36氪 · 78d ago
CITIC Securities reports that the aluminum industry's pessimistic outlook is over-priced. They expect price support through 2027 and suggest continued investment value in Chinese aluminum firms.
36氪 · 78d ago
A major display panel manufacturer plans to acquire a 33.42% stake in Hongyang Display for 1.916 billion RMB. Simultaneously, a loss-making packaging and testing firm is seeking loans to acquire Chengdu Xinyi.
钛媒体 · 78d ago
Xiangfenghua announced that its application for issuing shares to specific targets has been officially accepted by the Shenzhen Stock Exchange (SZSE). This move is part of the company's capital expansion strategy.
36氪 · 78d ago
A deep dive into the 'fresh snack' retail sector reveals a standardized model focusing on high-traffic locations and short-shelf-life products. However, supply chain limitations and regional口味 (taste) differences pose significant scaling risks.
虎嗅 · 78d ago
Rainbow Display plans to acquire a 33.42% stake in its subsidiary, Hongyang Display, for 1.916 billion RMB. This move increases its total ownership in the subsidiary to 95.82%.
36氪 · 78d ago
Small-scale industrial clusters in a Chinese county are successfully competing with Japanese machine tool manufacturers. This trend highlights the power of localized industrial innovation and cost-efficient manufacturing.
钛媒体 · 78d ago
Zhangyuan Tungsten has announced a significant price reduction for its tungsten concentrate and ammonium paratungstate products for the first half of July 2026. The price adjustments reflect a downward trend compared to the second half of June.
36氪 · 78d ago
Solstice Advanced Materials is currently in negotiations with Element Solutions regarding a potential merger. While discussions for a peer-to-peer merger are ongoing, no formal agreement has been reached yet.
36氪 · 78d ago
Chery Automobile and Wuhu Puri Auto Investment have jointly established Anqing Zhongda Auto Parts Co., Ltd. The company will focus on the R&D, manufacturing, and sales of automotive components, including those for new energy vehicles.
36氪 · 78d ago
Chery has acquired a Nissan factory in South Africa, marking a significant step in its global manufacturing strategy. The project faces complex challenges including production line upgrades, localization targets, and local compliance.
钛媒体 · 79d ago
Mixue Bingcheng is struggling with its international expansion due to high operational costs and supply chain overheads. The company is pivoting from rapid growth to a more cautious strategy after closing 428 overseas locations in 2025.
钛媒体 · 79d ago
Shijia Photons announced that its major shareholder, Hebi Investment Group, plans to reduce its stake by up to 1% within the next three months. The reduction is based on the shareholder's own operational needs.
36氪 · 79d ago
In response to domestic resource shortages, Japan has launched a program to extract rare earth materials from discarded household air conditioners. This initiative highlights the growing global focus on circular economy and material sustainability.
cnBeta (Full RSS) · 79d ago
Foxconn reported June 2026 consolidated revenue of 15.055 billion TWD, an increase of 10.66% compared to the same period last year. However, cumulative revenue for the first half of 2026 remains down 21.90% year-over-year.
36氪 · 79d ago
The Huaqiangbei electronics market is seeing a price rebound for SSDs and RAM modules. Major brands like Samsung, Kingston, and SanDisk have all experienced upward price adjustments.
36氪 · 80d ago
China's logistics industry index reached 50.6% in June, showing steady growth across regions. Demand in manufacturing sectors like communication and electronic equipment remains strong.
36氪 · 80d ago
As of June 30, China's express delivery volume surpassed 100 billion units, reaching this milestone 9 days earlier than in 2025. This growth reflects the resilience of the logistics sector and steady expansion in the domestic consumer market.
36氪 · 80d ago