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CBI

China’s Transformer Makers See Export Surge as Global Grid Crunch Deepens

A critical bottleneck in global power infrastructure and the burgeoning artificial intelligence sector has shifted leverage in the heavy equipment market, positioning Chinese manufacturers as the primary beneficiaries of a worldwide transformer shortage. With demand driven by aging Western grids, the renewable energy transition, and power-hungry data centers, the

Agibot Taps MiniMax for Voice AI as Sector Pivots to Hardware Integration

Agibot has entered a strategic partnership with Chinese AI startup MiniMax to integrate generative AI voice capabilities into humanoid robots, marking a significant shift in the artificial intelligence sector toward the convergence of software algorithms and physical hardware. According to a report by Daily Economic News released on January 5,

BYD’s Tesla Overtake Signals a China-Led EV Era—But the Crown Comes With New Risks

BYD has surpassed Tesla in full-year pure electric vehicle (EV) sales for 2025, marking a historic structural shift in the global automotive hierarchy. This milestone, confirmed by data released by both automakers this week, underscores the maturation of China’s manufacturing capabilities and the diverging growth trajectories of the

Hesai Deepens Nvidia Ties and Targets 4 Million Unit Capacity in Aggressive Expansion Push

Hesai Technology has secured a strategic position in the autonomous driving ecosystem backed by Nvidia Corp. while simultaneously launching a plan to double its annual production capacity to 4 million units in 2026. These developments, disclosed during CES 2026 and through recent corporate updates, underscore the company's move

China Auto 2026: The "Cash Burn" Olympics Are Far From Over

Goldman Sachs just dropped a massive reality check on the Chinese EV sector, and the takeaway is brutal: Despite government subsidies and a year of "anti-involution" policies, the overcapacity engine is still running hot. Released on January 5, 2026, this latest equity research report from Goldman Sachs

Nio Targets Aggressive Annual Growth After Hitting One Million Vehicle Milestone

Nio has produced its one-millionth mass-produced vehicle, a milestone that the Chinese electric vehicle maker used to outline ambitious growth targets for the coming years. According to a company statement released on January 6, the milestone unit rolled off the production line at the Nio Advanced Manufacturing Base

Moonshot AI Signals Multimodal Expansion as ‘Kiwi-do’ Model Surfaces in Testing

A mysterious artificial intelligence model labeled "Kiwi-do" has appeared on the Large Model Arena (LMArena) benchmarking platform, sparking widespread speculation that Beijing-based Moonshot AI is preparing to launch a new multimodal system in the first quarter of 2026. According to a report originally published by Node

ChinaBiz Briefing: Global Auto Giants Slash Prices, Tencent’s $4B Windfall & A Rare Chip Breakthrough

The Big Picture: As the first week of 2026 concludes, China’s market presents a study in contrast. While legacy global automakers are capitulating on price to survive the EV transition, domestic tech giants are demonstrating unexpected resilience. Tencent has solidified its global gaming dominance, and in a surprising geopolitical

Tencent Leads 2025 Global Mobile Gaming Market as Eight Titles Surpass $1 Billion Revenue

The global mobile gaming sector showed resilience in 2025, with gross revenue stabilizing and top-tier titles consolidating market share. According to data released by AppMagic, global mobile game revenue rose 0.5% year-on-year, with eight distinct titles generating over US$1 billion in net revenue after platform

China’s E-Commerce "Winter" Gets Colder: Nomura Warns of VAT Crackdown Hitting Growth

In a research note released on January 5, 2026, Nomura (Nomura International (Hong Kong) Ltd.) sounded the alarm on a new headwind battering China’s already fragile consumption landscape: a tax crackdown. While markets have been fixated on macro stimulus and trade wars, Nomura’s analysts highlight a "sudden