AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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 · 78d 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
Alibaba's Hema SuperheSuan NB has expanded into Beijing with 6 new stores, coinciding with Meituan's Happy Monkey opening 7 stores. This signals a fierce competition in China's hard discount retail sector.
Pandaily · 81d ago
Tinci Materials is terminating its 243,000-ton lithium battery and fluorine material project due to overcapacity and declining market prices in the electrolyte industry.
36氪 · 81d ago
Dyness, an energy storage company founded by former BYD employees, is moving toward an IPO on the Hong Kong Stock Exchange. The company was established 9 years ago by Liu Yang, who spent 18 years at BYD.
钛媒体 · 81d ago
CECport released its 2026 semi-annual earnings forecast, projecting a net profit between 500 million and 530 million RMB. This represents a significant year-over-year growth of 176.43% to 193.01%.
36氪 · 81d ago
A new company, Ningbo Meishan Sese Operation Management, was established with a 500 million RMB capital. It is a joint venture between Ningbo Financial Development Investment, China Storage & Transportation Development, and Ningbo Port.
36氪 · 81d ago
Kingfa Technology has established a new subsidiary in Zhengzhou with a registered capital of 100 million RMB. The company focuses on R&D of bio-based materials, plastic manufacturing, and new material technology.
36氪 · 81d ago
Chinese manufacturing hubs are playing a critical role in the supply chain for the 2026 World Cup. The article explores why global events increasingly rely on specialized Chinese industrial clusters.
钛媒体 · 82d ago
The global nickel pricing mechanism is undergoing a fundamental shift driven by geopolitical competition. This article analyzes how China, Indonesia, and the US are maneuvering to control the supply chain.
钛媒体 · 82d ago