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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.

China's Carmakers Are Flooding the World. The Hard Part Is Just Beginning.

Facing a brutal price war at home, Chinese auto giants are on an unprecedented global expansion, from the fjords of Norway to the factories of Brazil. But navigating local politics, labor disputes, and cultural divides will determine if they can build lasting empires. In a chic corner of Oslo’s

DJI Pocket 3 Sales Cross 10 Million, Spurring Race From Smartphone Rivals

A recent report has revealed that sales of DJI's popular handheld gimbal camera have surpassed 10 million units, prompting several major Chinese smartphone manufacturers to enter the burgeoning pocket camera market. The success of the device has significantly boosted DJI's revenue forecast for the year. The

Morgan Stanley Warns West "Dismissive And Unaware" As China's $5k Humanoids March On

In a stark warning to Western investors, Morgan Stanley has laid bare the rapidly widening chasm between China and the United States in the race for humanoid robot supremacy. A comprehensive report released on August 26, 2025, paints a picture of a West that is "dismissive" and "

Shanghai Expands Robotaxi Services With Free Route to Pudong Airport

A new, free-of-charge robotaxi service connecting the Shanghai International Tourism and Resorts Zone to Pudong International Airport was launched on August 20, a significant step in the city's push to commercialize autonomous vehicle technology. The Level 4 autonomous route is operated by IM Motors, the electric

Hype vs. Reality: Inside China's Booming, Yet Flawed, AI Glasses Market

China’s technology sector is pouring resources into artificial intelligence glasses, fueling a market boom in 2025 that has attracted giants from smartphone makers to e-commerce platforms. However, this surge in investment and consumer interest is being met with a wave of early adopter complaints and high product return

DJI’s Drone Monopoly Faces Threat as Tech Upstarts Enter the Fray

The near-total dominance of SZ DJI Technology Co., Ltd. in the global consumer drone market is facing its most significant challenge yet, as two formidable Chinese technology firms muscle into the sector. Armed with deep pockets and distinct technological advantages, imaging specialist Insta360 and smart hardware giant Dreame Technology

Huawei Deepens EV Price War With Its Most Affordable Model Yet

Huawei Technologies Co. is intensifying its assault on China's mainstream auto market, launching its most affordable electric vehicle to date in a move that escalates the country's already fierce price war. The new Shangjie H5, developed with state-owned partner SAIC Motor Corp., brings Huawei'

Morgan Stanley Explains NIO's 90% Surge: "Self-Reinforcing" Momentum And A Path To Profitability

After a stunning 90% rally in just 60 days that left the Hang Seng Index's 9% gain in the dust, investors have been asking what's fueling the fire at NIO Inc. A new research report from Morgan Stanley, published on August 26, provides a compelling answer,

XPeng Ramps Up Robotics Unit with Nvidia Veteran, Deploys Hundreds of Robots in Factories, Report Says

A recent report has revealed that Chinese electric vehicle manufacturer XPeng Inc. has made significant, under-the-radar progress in its humanoid robotics division, positioning it as a key player in China's burgeoning robotics landscape. The company has reportedly appointed a former Nvidia Corp. executive to lead the

Beijing Galbot Joins China's Top Three Robotics Unicorns with $1.4B Valuation

Beijing Galbot, a humanoid robotics startup with ties to Peking University, has seen its valuation surge past 10 billion yuan, cementing its position as a key player in China's increasingly competitive embodied intelligence sector. The new valuation makes Galbot the third Chinese humanoid robotics firm to cross the