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CBI

BYD’s Valuation Stagnation Highlights Market Split Between AI Hype and Industrial Logic

Leading Chinese electric vehicle manufacturer BYD Company has seen its stock price stagnate following a peak in May 2025, despite solid underlying fundamentals. This decoupling of valuation from operational performance illustrates a broader divergence in capital allocation, where global investors are increasingly prioritizing the rapid disruption narrative of Artificial Intelligence

Leapmotor Leads November Deliveries as XPeng, NIO Slip and Li Auto Gains

China’s new‑energy vehicle start‑ups posted another record month in November, underscoring a deepening split between market leaders and laggards as Leapmotor Technology extended its lead and Zeekr Intelligent Technology emerged as the standout growth story. Leapmotor delivered 70,327 vehicles in November, its second straight month above

Luckin Coffee Seek Nasdaq Return Five Years After Accounting Scandal

Luckin Coffee is active pursuing a return to the main board of the Nasdaq Stock Market, CEO Guo Jinyi confirmed on Nov. 2, signaling a potential conclusion to one of the most volatile corporate restructuring efforts in the Chinese consumer sector. Speaking at a government event in Xiamen, Guo stated

Li Auto Enters Wearables Market With ‘Livis’ AI Glasses to Deepen Ecosystem Strategy

Li Auto has confirmed plans to launch its first artificial intelligence smart glasses, branded "Livis," marking the electric vehicle maker’s strategic entry into the consumer electronics sector. The move represents a significant effort by the Beijing-based automaker to extend its digital ecosystem beyond the vehicle cockpit,

Deutsche Bank: Horizon Robotics Is Democratizing Autonomous Driving for the Masses

While Western markets continue to grapple with the regulatory complexities and prohibitively high costs of autonomous driving, China’s domestic champions are rapidly commoditizing the technology, pushing advanced self-driving capabilities into mass-market vehicles at price points that would seem impossible in Silicon Valley. In a research note released

Humanoid Robots Far From Factory Floor Despite Order Surge, Industry Experts Say

Humanoid robots in China are attracting significant orders but remain years away from replacing human workers in factories, as technical limitations and data constraints continue to hamper widespread industrial deployment. Recent months have seen a flurry of activity in China's humanoid robotics sector. UBtech Robotics reported annual orders

Labubu Premiums Evaporate As Deutsche Bank Calls The Top On Pop Toy Mania

The seemingly unstoppable ascent of China’s pop-toy giant, Pop Mart, has hit a pivotal juncture. For investors riding the wave of the "Labubu" craze, a new research note from Deutsche Bank serves as a sobering reality check. While the 2025 headline numbers remain staggering, cracks are

DJI Pocket 4 FCC Filing Reveals Battery Boost and Video Upgrades

SZ DJI Technology is nearing the release of its latest handheld gimbal camera, the Osmo Pocket 4, following a pivotal regulatory registration in the United States. The filing confirms significant hardware revisions aimed at extending operational endurance for content creators, a critical metric in the competitive portable imaging market. According

ByteDance’s Doubao Unveils System-Level AI Assistant to Challenge Smartphone Integration Norms

Doubao, the artificial intelligence unit of ByteDance, launched a technical preview of its "Doubao Mobile Assistant" on December 1, introducing a system-level AI capability deeply embedded into the smartphone operating system. This development marks a significant shift from standalone chatbot applications to "agents" capable of

Changan-Backed EV Maker Avatr Files for Hong Kong IPO Following $1.6 Billion Cumulative Loss

Avatr Technology, a premium electric vehicle manufacturer backed by state-owned Changan Automobile and battery giant CATL, has filed for an initial public offering in Hong Kong. The listing application marks a critical test for the potential investor appetite in China's crowded EV sector, as the company seeks