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China Insights Weekly, Shanghai (2025)

25/05/2025

Growth in China’s auto market continues to accelerate, with both production and exports rising at the same time.

↳ 10.2 million vehicles produced
↳ NEV exports up 53% to 642,000 units
↳ Domestic brands reached 68.7% market share

Factories in Hefei, Shanghai, and Chongqing are operating at high capacity.

Battery makers, chip suppliers, and assembly plants are closely integrated, often within the same industrial zones.

Vehicles are being exported in large numbers to Europe, Southeast Asia, and South America, expanding the global reach of Chinese automakers.

These developments are moving faster than many industry observers outside China are used to seeing.

We break down these numbers and other Chinese tech innovations and developments in the China Insights newsletter.

Image: The Xiaomi SU7 Ultra goes from 0 to 100 km/h in under 2 seconds, built to show just how far Chinese EV engineering has come. The car represents the new pace and ambition behind China’s auto industry. Personally, it's one of my favorite designs coming out of China.

𝐈𝐟 𝐲𝐨𝐮 𝐰𝐞𝐫𝐞 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐚 𝐧𝐞𝐰 𝐜𝐚𝐫 𝐭𝐨𝐝𝐚𝐲, 𝐰𝐡𝐢𝐜𝐡 𝐂𝐡𝐢𝐧𝐞𝐬𝐞 𝐛𝐫𝐚𝐧𝐝 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐜𝐡𝐨𝐨𝐬𝐞? 🇨🇳🚗

25/05/2025

Luckin Coffee is coming to NYC! China’s biggest coffee chain is opening its first US store in the East Village.

But this isn’t your usual latte stop.

No register. No barista taking your order. No cash accepted.

In China, every purchase is made via their official app or WeChat Mini Program. Luckin is mobile-native, built on a startup-like tech stack. 𝐀𝐧𝐝 𝐨𝐧 𝐬𝐞𝐞𝐦𝐢𝐧𝐠𝐥𝐲 𝐥𝐢𝐦𝐢𝐭𝐥𝐞𝐬𝐬 𝐝𝐢𝐬𝐜𝐨𝐮𝐧𝐭 𝐜𝐨𝐮𝐩𝐨𝐧𝐬! And now it’s bringing that model to Starbucks’ backyard.

👇 About Luckin:

🇨🇳 Overtook Starbucks in China in 2023
📍 22,340 stores worldwide as of Q4 2024
📈 6,092 net new stores opened last year
📲 100% digital orders. No cashier, no counter
👥 77.8M monthly active transacting users
💰 RMB 9.6B ($1.3B) in Q4 revenue, +36% YoY
📊 10.4% GAAP operating margin in Q4, up 740 bps
🧃 72% of all revenue comes from freshly brewed drinks

𝘕𝘰𝘸 𝘪𝘵’𝘴 𝘵𝘦𝘴𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘢𝘧𝘧𝘦𝘪𝘯𝘢𝘵𝘦𝘥 𝘸𝘢𝘵𝘦𝘳𝘴 𝘪𝘯 𝘈𝘮𝘦𝘳𝘪𝘤𝘢.

📍 Luckin Coffee, 755 Broadway, NYC

Whether they can take on US coffee culture is another question, but if boba shops, Chinese fast fashion, and BYD cars are any indicator, 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦 𝘵𝘩𝘦𝘮 𝘢𝘵 𝘺𝘰𝘶𝘳 𝘰𝘸𝘯 𝘱𝘦𝘳𝘪𝘭.

Can Luckin Coffee conquer the US?

06/02/2025

🌞 China’s ‘Artificial Sun’ Breaks World Record!

For 1,066 seconds, China sustained plasma in its fusion reactor, a historic leap forward in the global race for nuclear fusion energy. This shattered the previous record of 403 seconds and brought us closer to limitless, clean power.

💡 Why does this matter?
Nuclear fusion mimics the sun’s energy process. If perfected, it could replace fossil fuels entirely, offering an energy source that’s sustainable and free of greenhouse gases or long-lived radioactive waste.

⚡ But there’s a catch.
To sustain fusion, scientists need to create temperatures hotter than the core of the sun – over 100 million °C. It’s a process that requires enormous precision, and some experts warn that mishandling this technology could pose risks to humanity.

🌍 The stakes are high.
Fusion could solve our energy crisis, combat climate change, and revolutionize the global economy. But critics argue that we’re years (or decades) away from making it practical and safe for everyday use.

💬 What’s your take?
Is nuclear fusion the future of energy, or are we playing – quite literally – with fire? Share your thoughts in the comments below!

👉 Follow us for weekly insights into China’s tech and energy breakthroughs!

20/01/2025

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗥𝗲𝗱𝗡𝗼𝘁𝗲 𝗚𝗮𝗶𝗻𝘀 𝟯𝗠 𝗧𝗶𝗸𝗧𝗼𝗸 𝗨𝘀𝗲𝗿𝘀 🟥 𝗦𝗵𝗮𝗻𝗴𝗵𝗮𝗶 𝗖𝗼𝘂𝗿𝘁𝘀 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘄𝗶𝗳𝘁 🎤 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝗿 𝗗𝗲𝗰𝗼𝗱𝗲𝘀 𝗕𝗿𝗮𝗶𝗻 🧠

As TikTok faces uncertainty in the US, RedNote (Xiaohongshu) capitalized on the moment with a dramatic influx of 3 million users in a single day – mostly from the US.

Meanwhile, Shanghai is making headlines as it positions itself to court Taylor Swift for another concert.

On the innovation front, brain-computer interfaces are turning science fiction into reality, decoding thoughts into speech.

And, in energy storage, China has brought the world’s largest compressed air energy storage facility online, showcasing its commitment to renewable energy integration.

Here are a few more highlights from this week:

📱 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗺𝗼𝗯𝗶𝗹𝗲 𝗺𝗮𝗸𝗲𝗿𝘀 𝗲𝘅𝗽𝗮𝗻𝗱 𝘁𝗼 𝗿𝗲𝗰𝗼𝗿𝗱 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲. 56% of smartphones shipped worldwide in Q4 were from Chinese brands.
⚡ 𝗪𝗼𝗿𝗹𝗱’𝘀 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗲𝗱 𝗮𝗶𝗿 𝗲𝗻𝗲𝗿𝗴𝘆 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗯𝗲𝗴𝗶𝗻𝘀 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻. A 300 MW facility in Hubei marks a milestone in renewable energy tech.
🐶 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗿𝗼𝗯𝗼𝘁 𝗱𝗼𝗴 𝗯𝗿𝗲𝗮𝗸𝘀 𝘁𝗵𝗲 𝟭𝟬𝟬-𝗺𝗲𝘁𝗲𝗿 𝘄𝗼𝗿𝗹𝗱 𝗿𝗲𝗰𝗼𝗿𝗱. The Black Panther 2.0 can run 100 meters in under 10 seconds.

💬 What do you think?

🐦 𝗪𝗵𝗼’𝘀 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝘀𝗲𝗲 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘄𝗶𝗳𝘁 𝗶𝗻 𝗦𝗵𝗮𝗻𝗴𝗵𝗮𝗶?
🧠 𝗜𝘀 𝘁𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗻𝗴 𝗯𝗿𝗮𝗶𝗻𝘄𝗮𝘃𝗲𝘀 𝗶𝗻𝘁𝗼 𝘀𝗽𝗲𝗲𝗰𝗵 𝘀𝗰𝗮𝗿𝘆 𝗼𝗿 𝗶𝗻𝗰𝗿𝗲𝗱𝗶𝗯𝗹𝘆 𝗲𝘅𝗰𝗶𝘁𝗶𝗻𝗴?
📱 𝗪𝗶𝗹𝗹 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗺𝗼𝗯𝗶𝗹𝗲 𝗯𝗿𝗮𝗻𝗱𝘀 𝗱𝗼𝗺𝗶𝗻𝗮𝘁𝗲 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁 𝗳𝗼𝗿 𝗴𝗼𝗼𝗱?

Follow us and subscribe to the newsletter for more in-depth stories every week!

10/01/2025

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗣𝗼𝘄𝗲𝗿 𝗳𝗼𝗿 𝟲𝗠 𝗛𝗼𝗺𝗲𝘀 ⚛️ 𝗖𝗵𝗶𝗻𝗮 𝗝𝗲𝘁 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗕𝗼𝗲𝗶𝗻𝗴 ✈️ 𝗠𝗮𝘀𝘀𝗶𝘃𝗲 𝗔𝗶𝗿𝗽𝗼𝗿𝘁 𝗜𝘀𝗹𝗮𝗻𝗱 🌊

China kicks off 2025 with groundbreaking projects and global ambitions. This week, a domestically built nuclear reactor powers millions, a homegrown jetliner challenges the dominance of Boeing and Airbus, and a massive artificial island airport takes shape.

Here are a few of the 10 stories we’ve featured this week:

⚛️ 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: China’s Hualong One reactor powers 6 million homes while cutting emissions.
✈️ 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗖𝟵𝟭𝟵: The jetliner takes on Boeing, flying 1 million passengers in just over six months.
🌍 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝘀𝗹𝗮𝗻𝗱 𝗔𝗶𝗿𝗽𝗼𝗿𝘁: In the northeast of China Dalian’s massive island airport sets new records for innovation and scale.

📩 Want the full breakdown? Check the link in the comments!

1️⃣ 𝗖𝗮𝗻 𝗖𝗵𝗶𝗻𝗮 𝗯𝗿𝗲𝗮𝗸 𝗕𝗼𝗲𝗶𝗻𝗴’𝘀 𝗮𝗻𝗱 𝗔𝗶𝗿𝗯𝘂𝘀’ 𝗴𝗿𝗶𝗽 𝗼𝗻 𝗴𝗹𝗼𝗯𝗮𝗹 𝗮𝘃𝗶𝗮𝘁𝗶𝗼𝗻? ✈️
2️⃣ 𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗳 𝗮 𝘂𝗻𝗶𝗾𝘂𝗲 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗿𝗲𝗮𝗰𝘁𝗼𝗿 𝗼𝗻 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗲𝗻𝗲𝗿𝗴𝘆 𝗳𝘂𝘁𝘂𝗿𝗲? ⚛️

💬 Let’s hear your thoughts below!

02/01/2025

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗖𝗵𝗶𝗻𝗮 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗲𝘀 𝗜𝗿𝗼𝗻𝗺𝗮𝗸𝗶𝗻𝗴 ⚙️ 𝗔𝗹𝗶𝗯𝗮𝗯𝗮’𝘀 $𝟰𝗕 𝗞𝗼𝗿𝗲𝗮𝗻 𝗝𝗩 🛍️ 𝗶𝗦𝗼𝗳𝘁𝗦𝘁𝗼𝗻𝗲 𝗕𝗲𝗮𝘁𝘀 𝗛𝗣 𝗶𝗻 𝗣𝗖𝘀 💻

This week China's latest bullet train hits 450km/h, revolutionary ironmaking technology cuts CO₂ emissions while boosting production 3,600 times, Alibaba partners with South Korea’s Emart for a $4B e-commerce joint venture, and iSoftStone emerges as a leading PC vendor, outpacing Huawei, HP, and Apple.

Here are a few of the other headlines this week:

⚡ 𝗧𝗲𝘀𝗹𝗮’𝘀 𝗦𝗵𝗮𝗻𝗴𝗵𝗮𝗶 𝗠𝗲𝗴𝗮𝗽𝗮𝗰𝗸 𝗙𝗮𝗰𝘁𝗼𝗿𝘆: Ready to add 40 GWh of grid-scale energy storage capacity annually.
🛍️ 𝗣𝗼𝗽 𝗠𝗮𝗿𝘁 𝗦𝗼𝗮𝗿𝘀 𝟯𝟳𝟬%: China’s collectible toy giant becomes the year’s hottest MSCI China Index stock.
🚆 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗖𝗥𝟰𝟱𝟬 𝗧𝗿𝗮𝗶𝗻: Set to be the world’s fastest commercial high-speed train at operating speeds of 400km/h.

📩 Want the full breakdown? Check the comments for the link!

1️⃣ 𝗛𝗼𝘄 𝗰𝗮𝗻 𝗶𝗿𝗼𝗻𝗺𝗮𝗸𝗶𝗻𝗴 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻𝘀 𝗿𝗲𝘀𝗵𝗮𝗽𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆? ⚙️
2️⃣ 𝗪𝗶𝗹𝗹 𝗔𝗹𝗶𝗯𝗮𝗯𝗮’𝘀 $𝟰𝗕 𝗷𝗼𝗶𝗻𝘁 𝘃𝗲𝗻𝘁𝘂𝗿𝗲 𝘄𝗶𝘁𝗵 𝗘𝗺𝗮𝗿𝘁 𝗿𝗲𝗱𝗲𝗳𝗶𝗻𝗲 𝗲-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗶𝗻 𝗞𝗼𝗿𝗲𝗮? 🛍️
3️⃣ 𝗜𝘀 𝗶𝗦𝗼𝗳𝘁𝗦𝘁𝗼𝗻𝗲 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗹𝗼𝗯𝗮𝗹 𝗽𝗹𝗮𝘆𝗲𝗿 𝗶𝗻 𝗣𝗖𝘀? 💻

💬 Let’s hear your thoughts below!

27/12/2024

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗦𝘁𝗮𝗿 𝗙𝗹𝗮𝘀𝗵 𝗧𝗮𝗸𝗲𝘀 𝗼𝗻 𝗕𝗹𝘂𝗲𝘁𝗼𝗼𝘁𝗵 📶 𝗧𝗲𝗺𝘂 𝗧𝗼𝗽𝘀 𝗨𝗦 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱𝘀 📱 𝗧𝗶𝗯𝗲𝘁 𝗦𝗼𝗹𝗮𝗿 𝗣𝗹𝗮𝗻𝘁 𝗦𝗲𝘁𝘀 𝗥𝗲𝗰𝗼𝗿𝗱 ☀️

This week, China continues to shake up the tech, healthcare, and energy sectors. A wireless standard threatens to upend Bluetooth’s global dominance, a homegrown app already dominates the US market, and renewable energy innovation reaches new heights, quite literally, in the Himalayas. It’s all part of the fast-paced transformation redefining the global landscape.

Here are this week's highlights:

📈 𝗦𝗵𝗲𝗻𝘇𝗵𝗲𝗻’𝘀 𝗧𝗿𝗮𝗱𝗲 𝗧𝗿𝗶𝘂𝗺𝗽𝗵: Hits a record CNY 4 trillion, reclaiming its spot as China’s top trading city.
🏥 𝗧𝗶𝗮𝗻𝗷𝗶𝗻’𝘀 𝗙𝗼𝗿𝗲𝗶𝗴𝗻-𝗢𝘄𝗻𝗲𝗱 𝗛𝗼𝘀𝗽𝗶𝘁𝗮𝗹: A milestone for healthcare collaboration and international medical services.
🌱 𝗩𝗶𝘀𝗮-𝗙𝗿𝗲𝗲 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: China extends transit stays to 240 hours across 60 entry ports, boosting tourism.

🤔 𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝘀𝗲𝗲 𝗦𝘁𝗮𝗿 𝗙𝗹𝗮𝘀𝗵 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴 𝗕𝗹𝘂𝗲𝘁𝗼𝗼𝘁𝗵?

🔗 Dive deeper into these stories and more in this week’s newsletter, linked in the comments! 👇

11/12/2024

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝟭.𝟮𝗠 𝗡𝗘𝗩𝘀 𝗦𝗼𝗹𝗱 𝗶𝗻 𝗡𝗼𝘃 🚗 𝗙𝗼𝗿𝗲𝗶𝗴𝗻 𝗛𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝘀 𝗘𝗻𝘁𝗲𝗿 𝗖𝗵𝗶𝗻𝗮 🏥 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝟲𝟱% 𝗼𝗳 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗵𝗶𝗽𝘀 🚢

This week, we unpack China’s the latest insights across industries, from record NEV sales in November to commanding 65% of global shipbuilding orders. We also cover China’s move to allow wholly foreign-owned hospitals which marks a major shift in healthcare policy.

Also, don’t miss our updates on groundbreaking hypergravity research, solar growth milestones, and much more.

Here’s a sneak peek at just a few of the 10 stories in this week’s newsletter:

💊 𝗪𝗲𝘀𝘁𝗲𝗿𝗻 𝗣𝗵𝗮𝗿𝗺𝗮’𝘀 $𝟯.𝟭𝟱𝗕 𝗗𝗲𝗮𝗹𝘀: US and European companies invest in China’s cutting-edge cancer drug discoveries.
☀️ 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗦𝗼𝗹𝗮𝗿 𝗥𝗲𝗰𝗼𝗿𝗱𝘀: China is on track to install 230–260 GW of solar capacity in 2024, smashing last year’s record.
🎿 𝗦𝗸𝗶 𝗕𝗼𝗼𝗺: With 700+ ski resorts, China is now the world leader in total resorts and skier visits.

📩 The full story and link to this week’s newsletter, which also includes the China Expo Calendar, are in the comments!

🚗 𝗖𝗮𝗻 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗡𝗘𝗩 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗮𝘃𝗲 𝘁𝗵𝗲 𝗿𝗼𝗮𝗱 𝗳𝗼𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗮𝘂𝘁𝗼 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻?
🏥 𝗪𝗶𝗹𝗹 𝗳𝗼𝗿𝗲𝗶𝗴𝗻-𝗼𝘄𝗻𝗲𝗱 𝗵𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲?
☀️ 𝗔𝗿𝗲 𝘄𝗲 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗴𝗿𝗲𝗲𝗻 𝗽𝗼𝘄𝗲𝗿 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲𝘀? And what does this mean for the global renewable energy transition?

💬 Let’s discuss in the comments!

20/11/2024

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗢𝗽𝗲𝗻-𝗦𝗲𝗮 𝗙𝗹𝗼𝗮𝘁𝗶𝗻𝗴 𝗦𝗼𝗹𝗮𝗿 ☀️ 𝗖𝗵𝗶𝗻𝗮 𝗧𝗼 𝗛𝗶𝘁 $𝟭𝗧 𝗧𝗿𝗮𝗱𝗲 𝗦𝘂𝗿𝗽𝗹𝘂𝘀 📦 𝗣𝗲𝗿𝘂 𝗢𝗽𝗲𝗻𝘀 𝗠𝗲𝗴𝗮 𝗣𝗼𝗿𝘁 🚢

This week, we spotlight another record-breaking trade surplus, China's groundbreaking open-sea solar project, and its key role in reshaping South American trade through the Chancay Mega Port in Peru.

We're also listing some of China's top upcoming expos, including the China International Travel Mart 2024, hosted in Shanghai, that's just around the corner this week.

Here are a few of the 10 stories featured in this week’s newsletter:

💊 𝗕𝗶𝗼𝗡𝗧𝗲𝗰𝗵’𝘀 $𝟴𝟬𝟬𝗠 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁: The oncology R&D push accelerates with the Biotheus acquisition.
✈️ 𝗙𝗹𝘆𝗶𝗻𝗴 𝗖𝗮𝗿𝘀 𝗶𝗻 𝗧𝗵𝗮𝗶𝗹𝗮𝗻𝗱 𝗯𝘆 𝟮𝟬𝟮𝟱? EHang’s solid-state battery success brings commercial air mobility closer.
🔬 𝗔𝗜-𝗗𝗿𝗶𝘃𝗲𝗻 𝗩𝗶𝗱𝗲𝗼 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗼𝗿: Shengshu’s Vidu takes on OpenAI with cutting-edge text-to-video tools.

📩 Curious about the full picture? Check the comments for the complete newsletter and a rundown of the top expos this season.

1️⃣ 𝗛𝗼𝘄 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗶𝘀 𝗯𝗶𝗼𝘁𝗲𝗰𝗵 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗳𝘂𝘁𝘂𝗿𝗲? 💊
BioNTech’s investment could redefine China’s oncology landscape.

2️⃣ 𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝘁𝗿𝘆 𝗮 𝗳𝗹𝘆𝗶𝗻𝗴 𝗰𝗮𝗿 𝗶𝗻 𝗧𝗵𝗮𝗶𝗹𝗮𝗻𝗱? ✈️
EHang’s autonomous eVTOLs are almost ready. Are we?

3️⃣ 𝗛𝗼𝘄 𝗱𝗼 𝗔𝗜-𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗲𝗱 𝘃𝗶𝗱𝗲𝗼 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗰𝗵𝗮𝗻𝗴𝗲 𝗵𝗼𝘄 𝘄𝗲 𝗰𝗿𝗲𝗮𝘁𝗲 𝗰𝗼𝗻𝘁𝗲𝗻𝘁? 🔬
Will Shengshu’s Vidu tool set a new standard in the AI video space?

💬 Share your thoughts in the comments!

12/11/2024

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗖𝗵𝗶𝗻𝗮 𝗘𝘅𝗽𝗼𝗿𝘁𝘀 𝗦𝘂𝗿𝗴𝗲 𝟭𝟯% 📦 𝗛𝗶𝘀𝗲𝗻𝘀𝗲 𝗧𝗮𝗿𝗴𝗲𝘁𝘀 #𝟭 𝗶𝗻 𝗨𝗦 𝗧𝗩𝘀 📺 𝗖𝗵𝗶𝗻𝗮-𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮 $𝟭𝟬𝗕 𝗗𝗲𝗮𝗹𝘀 🤝

This week’s China Insights dives into some powerful shifts in China’s economy and industry. China’s exports hit their highest growth in 19 months, Hisense is on an ambitious path to lead the US TV market, and new $10 billion deals with Indonesia show China’s growing partnerships in Southeast Asia.

Other highlights include:

📉 𝗖𝗵𝗶𝗻𝗮’𝘀 $𝟭.𝟰 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗲𝗯𝘁 𝗣𝗹𝗮𝗻 – China unveils a major fiscal plan to tackle local debt issues.
💊 𝗣𝗳𝗶𝘇𝗲𝗿’𝘀 $𝟭𝗕 𝗖𝗵𝗶𝗻𝗮 𝗕𝗲𝘁 – The US pharma giant invests in an R&D center in Beijing, aiming to make significant strides in Chinese healthcare.
🤖 𝗫𝗣𝗲𝗻𝗴’𝘀 𝗜𝗿𝗼𝗻 𝗥𝗼𝗯𝗼𝘁 – A humanoid robot with advanced capabilities designed for factories and home use, signaling XPeng’s move into robotics.

Want to explore the full picture? Check the comments for the complete newsletter and make sure to subscribe for all the insights!

1️⃣ 𝗗𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗛𝗶𝘀𝗲𝗻𝘀𝗲 𝗰𝗮𝗻 𝗼𝘃𝗲𝗿𝘁𝗮𝗸𝗲 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦 𝗧𝗩 𝗺𝗮𝗿𝗸𝗲𝘁? 📺
What impact would a Chinese brand leading the US market have on the consumer electronics landscape?

2️⃣ 𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗶𝗻𝘃𝗲𝘀𝘁 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗳𝘂𝘁𝘂𝗿𝗲, 𝗴𝗶𝘃𝗲𝗻 𝘁𝗵𝗲 $𝟭.𝟰 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗱𝗲𝗯𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆? 📉
Is this massive debt relief plan a sign of confidence or cause for concern?

3️⃣ 𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝘁𝗿𝘂𝘀𝘁 𝗮 𝗿𝗼𝗯𝗼𝘁 𝘁𝗼 𝗮𝘀𝘀𝗶𝘀𝘁 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲 𝗼𝗿 𝘄𝗼𝗿𝗸𝗽𝗹𝗮𝗰𝗲? 🤖
XPeng’s “Iron” humanoid robot could soon be everywhere. What are the potential benefits and risks?

Join the conversation in the comments below!

11/11/2024

👀 XPENG’s Iron robot just hit the factory floor, stepping into the robotics ring where Tesla’s been swinging hard. With 62 degrees of freedom and human-like precision, this may be the future taking shape in real-time.

Here’s the question: When robots like Iron start doing the heavy lifting, who really wins? Is this the game-changer China’s been waiting for, or just more tech hype?

Tell us your take, are we ready for a robot workforce? 👇

08/11/2024

𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗖𝗵𝗶𝗻𝗮 𝗧𝗲𝘀𝘁𝘀 𝟰𝟵𝟯𝟵 𝗸𝗺/𝗵 𝗝𝗲𝘁 ✈️ 𝗔𝗺𝗮𝘇𝗼𝗻 𝗕𝗲𝗰𝗮𝗺𝗲 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 🛍️ 𝗜𝗻𝘁𝗲𝗹 𝗘𝘅𝗽𝗮𝗻𝗱𝘀 𝗖𝗵𝗲𝗻𝗴𝗱𝘂 𝗣𝗹𝗮𝗻𝘁 💻

China pushed the boundaries of air travel with the successful test of a supersonic passenger jet prototype capable of Mach 4, promising travel times that could cut a Beijing-New York journey to just two hours. Meanwhile, China’s merchant hubs now dominate Amazon’s seller network, reflecting the country’s powerhouse position in global e-commerce, manufacturing and supply chain.

Other headlines this week include:

💻 𝗜𝗻𝘁𝗲𝗹’𝘀 $𝟯𝟬𝟬𝗠 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 𝗶𝗻 𝗖𝗵𝗲𝗻𝗴𝗱𝘂: Strengthens chip packaging to support Chinese supply chains.
🇪🇺 𝗘𝗨 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝘂𝗿𝗴𝗲𝘀 𝘁𝗼 $𝟰𝗕: Germany drives growth, focusing on China’s automotive and tech sectors.
🚗 𝗥𝗲𝗻𝗮𝘂𝗹𝘁’𝘀 𝗘𝗩 𝗥&𝗗 𝗶𝗻 𝗦𝗵𝗮𝗻𝗴𝗵𝗮𝗶: New model for Europe, cutting development time by 12 months.
🛒 𝗔𝗱𝗶𝗱𝗮𝘀’ 𝗖𝗵𝗶𝗻𝗮 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: 300 new stores by year-end, powered by China-specific designs.
🔬 𝗗𝗿𝘂𝗴 𝗧𝗿𝗮𝗰𝗲𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗥𝗼𝗹𝗹𝗼𝘂𝘁: Billions of medical items to be trackable by year-end for safety.

📩 Would you fly in a Mach 4 jet? Let us know in the comments!

China Insights Weekly

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