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CBI

CATL Signals Major Push for Sodium-Ion Batteries as Technology Enters Commercial Phase

Contemporary Amperex Technology Co. Ltd. (CATL) is ramping up efforts to mass-produce sodium-ion batteries, marking a potential shift in the energy storage landscape as the world's largest battery maker seeks to diversify beyond lithium technology. The company's chief technology officer said achieving widespread sodium

Morgan Stanley After the Founder Meeting: NIO’s Reset Is Real, but the Clock Is Ticking

In a research note published in early 2026 following a meeting with founder and management, Morgan Stanley revisited one of China’s most debated electric vehicle makers: NIO. The topic was not new—cost control, execution discipline, and survival—but the tone was notably different. This time, the bank framed

Citi Survey Reveals Pop Mart's Explosive Global Growth Trajectory as Consumer Base SurgesWorks

Citigroup Global Markets released a comprehensive consumer survey on January 27, 2026, covering 1,501 Pop Mart customers across five countries, revealing aggressive expansion in the company's user base and sustained purchase momentum that defies recent market concerns about fading collectibles demand. The investment bank maintains its Buy

Chinese AI Lab IPOs Spark Valuation Frenzy as MiniMax and Zhipu Test Market Appetite

Barclays has released a comprehensive analysis following the landmark Hong Kong IPOs of two Chinese AI pure-plays—MiniMax (0100.HK) and Zhipu AI (2513.HK, also known as Knowledge Atlas)—marking a watershed moment for China's artificial intelligence sector. Published on January 27, 2026, the report dissects

ChinaBiz Briefing | Cost Pressures Mount Across EVs as AI Competition Intensifies

China's tech and automotive sectors face converging headwinds as commodity inflation threatens to eliminate automaker profitability, while AI leaders scramble to defend market position through aggressive spending and technical upgrades. The common thread: intensifying competition is forcing companies to absorb cost shocks while investing heavily to maintain relevance—

China's Auto Industry Profit Margin Drops to 4.1% as Cost Pressures Mount

China's automotive sector is grappling with mounting profitability pressures despite robust production growth, with industry-wide profit margins sliding to 4.1% in 2025, significantly below the 5.9% average for downstream industrial enterprises. The sector's challenges intensified in December, when profit margins plummeted to just

DeepSeek Upgrades OCR Model with Alibaba's Qwen Technology, Achieving 3.73% Performance Gain

DeepSeek has released an upgraded OCR 2 model that integrates Alibaba's Qwen architecture, marking a significant advancement in the Chinese AI company's document processing capabilities. The new model replaces the previous CLIP-based system with a large language model framework, incorporating causal reasoning mechanisms designed to

Anta Sports Seals €1.5 Billion Deal for 29% Stake in Puma, Marking China's First Major Cross-Border Acquisition of 2026

Anta has agreed to acquire a 29.06% stake in German sportswear giant Puma SE for €1.5 billion ($1.6 billion), marking China's first major cross-border acquisition of 2026 and positioning the Chinese athletic wear conglomerate as Puma's largest shareholder. The transaction announced Monday

DeepWay Secures $162 Million in China's Largest Autonomous Trucking Round as Capital Pivots to Commercial Viability

In a market where autonomous driving unicorns have burned through billions chasing moonshot promises, a Chinese heavy-duty truck startup just landed RMB 1.177 billion (US$162 million) by doing something radical: making money. DeepWay, an autonomous electric truck manufacturer, closed its Pre-IPO round on January 27, 2026,

Huawei Leads $15 Billion 5G Patent Market as China Dominates Global Rankings

Huawei has secured the top position in the global 5G patent race, commanding leadership in a licensing market valued at approximately $15 billion annually, according to a new industry report that underscores China's growing dominance in next-generation telecommunications technology. LexisNexis released its "Who is Leading the