Sign in Subscribe

CBI

Geely Touts AI and Global Strategy to Bridge Valuation Gap Amid Record Sales

Geely Automobile is trading at a steep discount to its peers despite posting record sales, prompting the Chinese auto giant to highlight its deep investments in artificial intelligence and a deliberate global expansion strategy as key catalysts to unlock its market value. Following the UK launch of its all-electric

DJI Rival XAG Files for Hong Kong IPO After Achieving Profitability

Chinese agricultural drone maker XAG Technology, a significant competitor to market leader DJI, has submitted an application for an initial public offering in Hong Kong. The filing marks the company's second attempt to go public, following a withdrawn application for Shanghai's STAR Market in 2021. The

China's Arcgine Technology Captures Global Lead in Drone Identification Systems, Eyes Trillion-Dollar Low-Altitude Economy

A 3-gram identification tag for drones has become the "invisible key" for China to unlock the trillion-dollar global low-altitude economy market. The manufacturer behind this technology, Zhuhai-based Arcgine Technology, has outpaced European and American competitors to achieve the world's highest shipment volume

Flying Humanoid Robots Move From Science Fiction to Laboratory Reality

Multiple research institutions worldwide are advancing the development of flying humanoid robots, marking a significant shift from theoretical concepts to functional prototypes. These platforms, combining bipedal locomotion with aerial propulsion systems, represent a new frontier in robotics designed for disaster response, industrial applications, and complex terrain navigation. Recent demonstrations by

State-Backed Funds Fuel China's Robotics Investment Frenzy

A wave of state-backed capital is surging into China’s robotics sector, with government-led funds launching multibillion-yuan investment vehicles in 2025 to accelerate the industry's development. This coordinated national push is reshaping the funding landscape, driving both innovation and intense competition for promising startups. Since

China's Delivery Robots Hit the Streets as 90% Price Drop Ignites Mass Adoption

China's autonomous delivery vehicle sector is undergoing a massive expansion, fueled by a staggering price collapse that is rapidly turning niche technology into a mainstream solution for the country's fiercely competitive logistics industry. In 2025, leading startups including Neolix and Zelos have announced or are nearing

Huawei's HarmonyOS 6 Bridges Gap with Apple to Lure iPhone Users

Huawei has launched HarmonyOS 6, the latest version of its proprietary operating system, introducing native data transfer capabilities with Apple's iOS devices in a strategic move to attract users from the rival ecosystem. Announced at a special event on October 22, the new feature allows for seamless, high-

UBS Raises CATL Price Target to HK$640 on Booming Heavy Truck and Energy Storage Demand

UBS Securities Asia Limited has sharply raised its price target for Contemporary Amperex Technology to HK $640 from HK $495, citing stronger-than-expected demand for electric heavy-duty truck batteries and energy storage systems. The October 22, 2025 report, which increased 2026 earnings estimates by 11%, underscores CATL'

China's Auto "Involution" Bloodbath: JPM Details The Carnage As Foreign Brands Collapse

In a detailed and unflinching look at China's automotive sector, J.P. Morgan’s Asia Pacific Equity Research team has laid bare the brutal reality of the world's largest car market. The October 2025 report, a preview of Q3 earnings and a look ahead to 2026,

JPMorgan Crowns Laopu Gold the Next China Luxury Brand: Heritage Jewelry Meets Sky-High Valuations

JPMorgan has anointed Laopu Gold as "China's luxury brand in the making," publishing an October 2025 report that reads more like a love letter than equity research. With a market cap of US$17.8 billion and just 41 boutiques, this 16-year-old heritage gold