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CBI

Citi Slaps a “Sell” on BYD Electronic: 2026 Is the “Transition Year” Nobody Wants to Pay For

Citi Research, in a March 30, 2026 note following BYD Electronic’s results briefing the same day, delivered a blunt message: 2026 will look like a holding pattern—while the stock may not. The bank cut its target price to HK22.6 from HK43.4 and downgraded the name to

Huayan Robotics Debuts on Hong Kong Exchange, Testing Investor Appetite for Automation

Huayan Robotics has officially commenced trading on the Hong Kong Stock Exchange, marking a notable addition to the Asian financial hub's technology and automation sector in 2026. The successful listing materializes at a critical juncture for the intelligent manufacturing industry. As global supply chains continue to prioritize automation

Leapmotor Brings LiDAR to $12,000 Segment, Escalating China’s ADAS Price War

Leapmotor has aggressively lowered the financial barrier for advanced autonomous driving technology, launching a compact SUV equipped with LiDAR and high-level driver assistance systems (ADAS) for under RMB 90,000 (US$13,000). The move signals a pivotal shift in China's fierce EV market in 2026, transitioning

Explainer: The Strategic Push Behind China's Tech IPO Wave

A wave of Chinese technology companies, from AI chip designers to humanoid robot makers, are rushing to go public. This is not a typical market boom, but a calculated and state-supported push to build a self-reliant technology ecosystem amid escalating global competition. The recent IPO application by robotics

ChinaBiz Briefing | Bytedance Hits 100T Tokens, WeRide Expands Robotaxis, Alibaba Launches Xuantie C950

the big picture: China’s technology and mobility sectors are accelerating as AI, autonomous mobility, and EVs scale. Bytedance and JD Cloud expand token usage and AI applications, WeRide signals commercial momentum in robotaxis, Xiaomi navigates EV growth amid smartphone and IoT pressures, and Alibaba pushes RISC-V into server-

Mixue’s Post-Subsidy Hangover: BofA Flags “Transitional” 2026 With Fading Store Economics

A March 25, 2026 note from BofA Global Research takes a colder look at Mixue Group just as the market narrative still clings to “China’s biggest freshly made drinks platform.” The timing matters: after a broadly in-line 2025 result and a powerful post-IPO rally, BofA is reiterating

China’s Tech Giants Ignite ‘Comic Drama’ War as AI Reshapes Content Economics

China’s internet triumvirate—ByteDance, Tencent Holdings, and Baidu—have opened a new front in the battle for user attention, launching standalone applications for "Comic Dramas" (Manju) in a coordinated blitz that signals the next evolution of the short-video economy. Following the explosive saturation of live-action

ByteDance’s Volcano Engine Tops 100 Trillion Daily Tokens, Turning China’s MaaS Fight Into a Scale Game

ByteDance’s Volcano Engine has pushed its Doubao large-model platform beyond 100 trillion tokens in average daily calls since the 2026 Lunar New Year, a scale milestone that tightens the link between AI adoption and cloud revenue—and raises the stakes in China’s intensifying Model-as-a-Service

Huawei Expands “China Car Content,” Turning Driver-Assist Into Standard, Pressuring Partner Margins

Huawei Technologies is scaling its automotive playbook across a widening set of co-branded models, but the same move that accelerates volume is also turning its once-differentiating smart cockpit and driver-assist stack into an industry baseline—forcing partner automakers to fight on old-school attributes like chassis tuning,

WeRide Signals Commercial Breakout with 210% Robotaxi Surge and $100 Million Buyback

WeRide, the dual-listed autonomous driving technology firm, has delivered a decisive signal to global investors that the robotaxi business model is transitioning from cash-burning experimentation to scalable commercialization. Releasing its full-year 2025 financial results, the company reported a triple-digit surge in robotaxi revenue and announced a