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Dora Zhang

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

China’s EV Upstarts Face a New Test: Who Can Afford the R&D Race?

Cash reserves and development spending data from first-half 2026 filings expose stark divergences in financial durability and strategic focus among China's five leading new-energy vehicle challengers. Li Auto sits atop the cash pile with RMB 87.5 billion (US$12.15 billion) in liquid reserves, yet

Xiaomi’s Full-Stack Bet Takes Shape as Xring Chips Expand Across Its Hardware Ecosystem

Xiaomi deployed its most ambitious product offensive to date on September 7, launching three proprietary chips, two flagship devices and four new vehicles simultaneously — a coordinated push that signals the company has moved from building individual hardware to engineering a vertically integrated technology stack. The autumn event in Beijing marked

Qwen Office and the Enterprise AI Agent Race: How Alibaba Is Betting Its Entire B2B Stack

What Is Qwen Office, and Why Does It Matter? Qwen Office is Alibaba's enterprise-focused AI agent platform — a product designed not merely to answer questions, but to embed itself directly into the daily workflows of corporate employees. Think of it less as a chatbot and more as

Tencent's WorkBuddy: Can an AI Productivity Tool Become the Operating System for the Agent Era?

What Is WorkBuddy — and Why Does It Matter? WorkBuddy is Tencent's AI-native productivity platform, built on top of CodeBuddy, an AI coding agent the company developed starting in 2023. Launched in March 2026, WorkBuddy has grown rapidly into China's largest efficiency-focused AI agent service

CXMT's Fastest LPDDR5X Chip Enters Mass Production, Debuts in Nubia NaviX Ultra

ChangXin Memory Technologies, China's leading DRAM manufacturer, announced Thursday that its highest-speed LPDDR5X memory chip — running at 10,667 Mbps — has entered mass production and will debut in the Nubia NaviX Ultra smartphone, marking the first commercial deployment of a domestically produced chip at that speed tier.

China's AI Capital Race: Why Every Major Player Is Raising Billions at Once

What Is Happening? Within the span of roughly two months in mid-2026, nearly every significant player in China's AI ecosystem — from internet giants to freshly listed foundation model startups — launched major capital raises in near-simultaneous fashion. Alibaba sold 710 million new shares on the Hong Kong

ChinaBiz Briefing | BAT AI Split, Moonshot's $50B IPO, China Auto Crisis, Enflame GPU Debut

China's technology and industrial sectors delivered a dense earnings and capital markets day that cuts across AI strategy, electric vehicles, and semiconductor independence. The common thread: capital is flowing at scale, but monetization timelines remain contested. From BAT's diverging AI bets to a battered auto sector

China's Tech Giants Diverge on AI Monetization as Q2 Results Expose a Three-Way Strategy Split

Baidu leads cloud contract wins, Tencent sacrifices RMB 10.5 billion in operating profit, and Alibaba taps equity markets for HK$80 billion — all betting that AI-native office software becomes the sector's next profit engine. China's three legacy internet titans — Baidu, Tencent, and Alibaba, collectively

China's Auto Sector Posts Worst H1 Earnings in Years as Nine of 16 Carmakers Bleed Red

Cost Inflation, Currency Swings and Product-Cycle Write-Downs Crush Margins Across the Board; Only Geely Delivers Clean Profit Growth China's automotive industry recorded its most broadly painful first-half earnings season in recent memory, with nine of 16 publicly listed carmakers reporting net losses, total industry sales

ChinaBiz Briefing | NIO Earnings Rout, BYD-CATL Charging War, Alibaba's AI Payback Clock

China's technology and capital markets delivered a dense set of signals on September 2, 2026 — and most of them point in the same direction: the era of growth-at-any-cost is over, replaced by a harder-edged scrutiny of unit economics, monetization timelines, and structural moats. NIO&