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Dongyan Zheng

Editor covering China's business and technology, focused on AI, electric vehicles, autonomous driving, and robotics, tracking industry developments, innovation, and market dynamics.

ChinaBiz Briefing | Alibaba 100-Day AIDC, Apple-CXMT Talks, MiniMax Surge, Moore Threads HK IPO

China's AI infrastructure and capital markets are moving in lockstep — and on August 11, the pace accelerated. From Alibaba Cloud compressing data center build timelines to a fraction of U.S. benchmarks, to Apple seeking White House clearance to source memory from a Chinese chipmaker, to a domestic

MiniMax’s AI Comeback: How H3 Turned a Post-IPO Selloff Into a Valuation Reset

A single product launch erased months of investor doubt: MiniMax, the Hong Kong-listed Chinese AI startup, has staged one of the most rapid stock recoveries in the city's nascent large-model sector, with shares surging 78.21% in the seven trading days following the July 31 release

Cambricon's H1 Revenue Miss Exposes Delivery Bottleneck at China's AI Chip Champion

China's most closely watched domestic AI chipmaker posted first-half revenue of RMB 5.996 billion (US$833 million), doubling year-on-year — yet the headline growth masked a sharp Q2 deceleration that blindsided institutional investors and sent the stock under pressure, revealing a structural gap between order

Why Chinese Smart Cars Struggle Abroad: The Localization Gap Explained

What Is the Problem? China's automakers have spent the past decade building some of the world's most feature-rich smart vehicles — cars with large touchscreens, AI voice assistants, over-the-air (OTA) software updates, and advanced driver-assistance systems (ADAS). Yet as these vehicles enter overseas

Chery's Global Gamble: Overseas Exports Explode 70% Even as China Home Market Implodes

Chery Automobile is running two businesses inside one nameplate — a booming export machine shipping more than 200,000 units a month and a domestic operation hemorrhaging market share at a pace that should alarm its 3,000-plus dealer network. First-half 2026 data released this week crystallizes the split:

Apple's Qwen Deal Exposes Alibaba's AI Dilemma: Power Without the Interface

Apple's fleeting website update on August 8 confirmed what months of speculation had circled: Alibaba has secured the generative AI contract powering Apple Intelligence for mainland China — yet the deal's architecture reveals as much about Alibaba's strategic vulnerability as it does about its technological

ChinaBiz Briefing | ByteDance Enterprise Pivot, Unitree IPO, T3 Chuxing HK Filing

China's technology and industrial sectors are undergoing simultaneous structural transitions on multiple fronts. ByteDance is dismantling its consumer-first AI architecture in favor of enterprise monetization. Unitree Robotics has handed the humanoid robot sector its first credible public valuation benchmark. CATL is tightening a grip on global EV

China's Battery Makers Tighten Global Stranglehold as Korean Rivals Hemorrhage Share

Seven Chinese firms now command 72.4% of worldwide EV battery installations in H1 2026, with CATL alone approaching 40% — a structural shift that is rendering Korean competitors strategically marginal. Global EV battery installations reached 608.5 gigawatt-hours in the first half of 2026, a 20% year-on-year

Unitree's RMB 60.99B IPO Rewrites the Valuation Rules for China's Humanoid Robot Race

China's embodied intelligence sector finally has a public price tag: Unitree Robotics priced its Science and Technology Innovation Board IPO at RMB 150.80 per share on August 6, implying a total market capitalization of RMB 60.99 billion (US$8.47 billion) — a figure that exceeded the

ByteDance's AI Pivot: Why China's Tech Giant Is Betting Its Future on Enterprise Productivity

ByteDance is reorganizing its entire AI business around a B2B productivity strategy — here's what changed, why it changed, and what it means for China's AI industry. What Is ByteDance's New AI Strategy? ByteDance, the parent company of TikTok and Douyin, has formally shifted the