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CBI

Alibaba Unveils Flagship Qwen3-Max-Thinking Model to Challenge Global AI Leaders

Alibaba has officially released its most advanced artificial intelligence model to date, Qwen3-Max-Thinking, marking a significant escalation in the competitive landscape of generative AI. Launched on Monday evening, the new flagship model is positioned to rival top-tier global competitors, including GPT-5.2-Thinking and Gemini 3

Laopu Gold’s ‘Triple-Digit’ Explosion: Citi Hikes Targets as 5-Hour Queues Signal a Gold Rush

While broader consumer sentiment in China remains a subject of intense debate among macro strategists, a very specific, high-end corner of the retail market is witnessing a veritable stampede. In a research note published on January 26, 2026, Citi Research has doubled down on its bullish stance for Laopu

Barclays Flags Baidu’s Kunlun IPO as the Next AI Valuation Trigger — With Timing and Credibility Risks

In a China internet and technology research note published in early 2026, Barclays refocused investor attention on Baidu and a familiar theme returning to Chinese tech equities: spin-offs as valuation catalysts. The report centers on Baidu’s AI chip subsidiary Kunlun, arguing that a potential IPO could materially reframe

Tencent’s Billion-Yuan AI Bet Signals Urgent Bid to Close Gap with Rivals

Tencent has launched an aggressive capital campaign to revive its lagging artificial intelligence division, signaling a strategic pivot as the Chinese internet giant attempts to close a widening gap with competitors ByteDance Ltd. and Alibaba. The Shenzhen-based company announced a massive promotional initiative for its AI assistant, "Yuanbao,

Metal and Memory Price Surge: UBS Warns Automaker Margins Face Complete Erosion

UBS Securities has issued a stark warning to China's electric vehicle sector: the combined impact of surging commodity prices and a 180% spike in DRAM costs could entirely eliminate automaker profitability, adding RMB 4,000-7,000 (US$550-960) to the cost of producing a typical mid-

CATL Launches Mass-Produced Sodium-Ion Battery for Commercial Vehicles, Targeting China's Northern Markets

CATL has begun mass production of sodium-ion batteries for light commercial vehicles, marking a pivotal shift in China's electric vehicle landscape where cold-weather performance has long restricted northern market penetration. The company's Tianxing II low-temperature edition, unveiled January 22, retains 92% of usable

ChinaBiz Briefing | Consolidation Pressures Mount Across EVs, AI, and Robotics

China's tech and manufacturing sectors entered 2026 facing a stark new reality: the era of easy capital and experimental business models is ending. Across electric vehicles, artificial intelligence, and humanoid robotics, only companies demonstrating commercial viability and scale are securing resources, while hundreds of startups confront existential challenges.

Alibaba's Chip Gambit: How an 8-Year Investment Play Lifted Market Value by $13 Billion

Alibaba semiconductor subsidiary Pingtouge is preparing for an independent public listing, a strategic move that could reshape the Chinese tech giant's artificial intelligence infrastructure play and unlock fresh capital for its chip ambitions. The company's stock surged following the news, adding approximately HK101.2billion(US13 billion)

Morgan Stanley Doubles China Humanoid Robot Forecast as Global Momentum Accelerates

Morgan Stanley has sharply raised its 2026 China humanoid robot sales forecast, doubling the previous estimate from 14,000 to 28,000 units, as the sector gains traction with verified commercial use cases and new global entrants, according to a research note published January 22, 2026. The Wall Street bank&

China's EV Startups Face 500,000-Unit Survival Threshold as Industry Consolidation Looms

Chinese electric vehicle startups are confronting a critical survival milestone as industry observers identify annual sales of 500,000 units as the minimum threshold for financial sustainability, a target that remains elusive for most new entrants despite years of aggressive expansion. The benchmark, while far below the 2 million units