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Alice Ye

Senior editor with 15 years in news and financial media. Covers China's AI, electric vehicles, and robotics, with a focus on industry trends, technological innovation, and capital markets.

Cambricon Posts 453% Revenue Surge, Turns First Profit

Cambricon has posted a 453% revenue surge and its first-ever annual profit for 2025, underscoring a structural shift in China's semiconductor landscape as domestic enterprise customers aggressively adopt local artificial intelligence accelerators. The Beijing-based chipmaker reported a net income of RMB 2.059 billion (US$286

Apple Slashes China App Store Fees to 25% in Strategic Concession to Regulators

Apple Inc. is lowering its standard App Store commission rate in China from 30% to 25%, marking a historic structural concession designed to appease local regulators and secure long-term ecosystem growth in its second-largest digital market. Effective March 15, 2026, the technology giant will also reduce fees for

Alibaba, Tencent Forge Rare Alliance in $69M Bet on China’s Neuralink Challenger

Chinese tech archrivals Alibaba Group Holding Ltd. and Tencent Holdings Ltd. have backed a Shanghai-based brain-computer interface (BCI) startup, injecting RMB 500 million (US$69.4 million) into Jieti Medical as China accelerates its push to challenge Elon Musk’s Neuralink in the race for next-generation human-

Li Auto's Margin Slump Triggers Strategic Pivot Toward AI Chips and Robotics

Li Auto is facing severe operating pressure in its core automotive business amid an escalating EV price war, forcing the Chinese automaker to rely on interest income to maintain net profitability while aggressively pivoting toward AI and robotics for its 2026 turnaround. The company’s fourth-quarter 2025 financial results

DJI Captures 55% Global Handheld Imaging Market，outpacing Insta360 and GoPro

DJI has secured a dominant 55% share of the global handheld smart imaging market, cementing a robust second growth curve beyond its core commercial and consumer drone business. Driven by a 96% year-on-year market expansion in 2025, the Shenzhen-based technology giant outpaced domestic rival Insta360 and US-

China’s Battery Sector Pivots as Energy Storage Eclipses EV Demand in Early 2026

China’s battery industry is undergoing a structural decoupling from the electric vehicle sector, with grid-scale energy storage emerging as the definitive growth engine in early 2026. The industry recorded a stark divergence in growth trajectories during the first two months of the year, signaling a transition from an

NIO Eyes Controlled Q1 Loss After Historic Profitability Milestone

NIO is poised for a significant improvement in its first-quarter 2026 financial performance, with projected blended average gross profit margins reaching 17.3% and net losses controlled within RMB 900 million yuan (US$124 million). The optimistic forecast marks a strategic inflection point for the Chinese electric vehicle manufacturer

NIO Posts First-Ever Quarterly Profit, Issues Blowout Q1 Guidance

NIO Inc. has reached a defining financial milestone, reporting its first quarterly operating and net profit since the company's founding, as surging deliveries and disciplined cost cuts transformed the electric vehicle maker's bottom line. The Chinese automaker posted fourth-quarter 2025 revenue of 34.65 billion

ChinaBiz Briefing: Tencent’s AI Pivot, Alibaba’s Chip Push, and CATL’s Record Quarter

The Big Picture: China’s tech giants are moving from "building models" to "building infrastructure." Tencent is leading a crucial shift toward consumer-grade AI products, trying to capture the user interface layer before its rivals. Meanwhile, the hardware backbone is hardening: Alibaba Cloud is deploying

Alibaba Cloud Accelerates RMB 40 Billion Shanghai Computing Center with Xuanwu Chips

On March 9, 2026, the Jinshan District Government of Shanghai and Alibaba Cloud formally signed a strategic cooperation agreement to accelerate construction of the Alibaba Feitian Cloud Intelligence East China Computing Center (hereinafter referred to as "Alibaba Cloud Jinshan Computing Center"), which will create an ultra-large-scale