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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.

CATL Partners With Octopus Energy to Build UK Heavy-Truck Battery-Swap Network

Contemporary Amperex Technology (CATL) and UK energy company Octopus Energy have established a joint venture to build a commercial heavy-truck battery-swapping network across the United Kingdom, marking the first overseas deployment of CATL's Qiji battery-swap platform. The two companies announced the partnership on June 22,

Morgan Stanley Raises China AI Chip TAM to $91B by 2030, Bets Big on Domestic GPU Champions

In a research note published June 22, 2026, Morgan Stanley's Greater China semiconductor team delivered a significant upward revision to its China AI chip market forecast — one that carries direct implications for how investors should think about the geopolitical tailwinds now reshaping the global semiconductor landscape. The bank

Alibaba Launches HappyHorse 1.1 Ahead of ByteDance’s Seedance 2.1 in AI Video Race

Alibaba fired a preemptive shot in China's intensifying AI video generation market on June 22, 2026, releasing HappyHorse 1.1 — a five-point upgrade to its video synthesis model — hours before ByteDance was set to showcase its competing Seedance platform at the Volcano Engine Force Conference. The timing

ChinaBiz Briefing | Zhipu AI's Rise, Momenta's $1B IPO, and AutoFlight's Global Leap

China's technology sector delivered a concentrated burst of milestones on June 22, spanning AI model competition, capital markets, electric mobility, and low-altitude aviation. The common thread: Chinese companies are no longer competing at the margins of global industries — they are setting terms. From an open-source AI

BYD Hits 100,000 UK EV Deliveries, Grabs 7.2% Market Share in Four Months

BYD has delivered its 100,000th new energy vehicle in the United Kingdom, with its market share climbing to 7.2% in the first four months of 2026 — a milestone that underscores the Chinese automaker's accelerating push into one of Europe's most competitive EV markets. He

ICE Vehicles Face a Historic Shift as China’s EV Market Accelerates and VW Repositions

China's passenger car market delivered a stark verdict in May 2026: internal combustion engine (ICE) vehicles lost 39% of their sales volume year-on-year, with market share collapsing to a historic low of 37.1% — a data point that lends empirical weight to a now-viral analogy

Zhipu AI Surges 1,900% as GLM-5.2 Challenges Closed-Source Frontier

China's Zhipu AI has crossed HK$1 trillion (approximately US$128 billion) in market capitalization — up more than 1,900% year-to-date — as its newly released open-source model GLM-5.2 posts benchmark scores within one percentage point of Anthropic's flagship, at a fraction

AutoFlight's V2000CG Breaks Global Barrier With First Overseas eVTOL Airworthiness Certificate

Indonesia's DGCA validation clears the 2-ton cargo drone for commercial operations across the archipelago's 17,000 islands — a regulatory first that signals China's eVTOL industry has crossed from domestic ambition to international commercial reality. AutoFlight, the Shanghai-based electric vertical take-off and

China's AI Model Stocks Diverge Sharply as Markets Demand Commercial Proof Over Narrative

Zhipu AI surges to an all-time high on Hong Kong markets while MiniMax tumbles two-thirds from its peak — a split verdict that signals a fundamental repricing of China's large language model sector. The divergence between the two companies, both listed on the Hong Kong Stock Exchange,

BYD Enters South Korea's PHEV Market, Targets Sales Triple Its EV Volume

BYD is pushing into South Korea's plug-in hybrid electric vehicle market, betting that its electric-first powertrain technology can rehabilitate a segment that has long struggled to win over Korean consumers. BYD Korea held a technical briefing in Seoul on June 17, formally announcing plans to launch