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The Great GPU Bypass: Morgan Stanley Breaks Down China’s "Agentic" AI Pivot

While Washington continues to tighten the silicon curtain, expecting chip export controls to strangle China’s artificial intelligence ambitions, a new report from Morgan Stanley suggests the world’s second-largest economy is executing a strategic pivot. The narrative found in the bank’s December 8, 2025, note titled "

Insta360 CEO Defends Drone Debut With RMB 30 Million Sales Figure, Targets Global Markets

Arashi Vision, operating under the Insta360 brand, publicly defended the initial market performance of its entry into the drone sector, releasing sales figures to counter speculation of weak demand. CEO Liu Jingkang disclosed that the company’s new panoramic drone, the Yingling, has seen robust uptake during its launch phase

China's Humanoid Robot Sector Takes Shape: 60 Companies Reveal Three Defining Characteristics

China's humanoid robot industry has rapidly expanded since 2023, with over 150 companies now operating in the sector according to National Development and Reform Commission data. An analysis of 60 representative firms reveals a landscape marked by recent establishment, geographic concentration, and converging product strategies amid uncertain commercial

Pop Mart Shares Slide as Toymaker Crushes Resale Market to Prioritize Long-Term Growth

Pop Mart is undergoing a significant market valuation reset, with its stock plunging more than a third from its 2025 peak as the company executes a deliberate strategy to flood the market with inventory, dismantling the speculative resale ecosystem that previously fueled much of its hype. Shares of the Hong

OPPO's Next-Gen Foldable Find N6 Expected to Launch in Q1 2025 with Snapdragon 8 Elite 5, Supply Chain Sources Say

OPPO Find Co., Ltd. (OPPO) is reportedly accelerating production of its upcoming large-format foldable smartphone, aiming to be the first device powered by Qualcomm's next-generation flagship chipset, according to recent supply chain reports. According to information published by Chinese tech blog andy's Digital Diary

Shenzhen Robotics Firm Enabot Tops 1 Million Users After Pivot to Human AI Companionship

Enabot, a Shenzhen-based hardware startup backed by Sequoia China, has surpassed 1 million users globally as of September 2025, validating a strategic shift from niche pet monitoring to the broader AI-driven human companionship market. By integrating large language models (LLMs) with mobile robotics, the company has capitalized on

BYD Qin MAX Filing Reveals New Electric Sedan Positioned Above Qin L

BYD has filed a new electric vehicle model with China's Ministry of Industry and Information Technology, introducing the Qin MAX sedan that will slot above the existing Qin L in the company's product lineup. The latest regulatory documents show the Qin MAX measures 4,866mm in

China’s Humanoid Robot Investment Surges as EngineAI Secures Major Funding

China’s humanoid robotics sector is witnessing an aggressive influx of capital in 2025, characterized by a series of high-valuation funding rounds that underscore the industry's rapid transition from laboratory research to commercial hardware validation. EngineAI announced on December 8 that it has completed its Series A1+

Agibot Breaks Mass Production Barrier with 5,000th Unit as Manufacturing Costs Halve

0:00 /1:59 1× Agibot rolled out its 5,000th general-purpose embodied robot at its Shanghai facility on December 8, marking a significant operational milestone in the nascent humanoid robotics sector. By crossing this volume threshold, the company has effectively navigated the critical transition from prototype development to

ChinaBiz Briefing: Midea’s Six-Arm Robot, Huawei’s 400k Mate 80 Sales, Tencent’s Global Gaming Strength

China’s tech and consumer landscape is tilting toward industrial automation, premium hardware and globalized digital content, even as pockets of consumer weakness show through. New humanoid robots and analog chips point to a deepening push into hard tech, while mobile game publishers extend their global lead. At the same