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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 Overseas Short-Drama Market Hits $229M in May, AI-Generated Content Surges 137%

AI-powered micro-dramas have crossed a strategic threshold in China's overseas streaming push, with ad placements for AI and comic-format content exploding 137% month-on-month in May 2026 — signaling a structural shift in how Chinese studios are competing for global attention. The overseas micro-drama

Honor's Identity Crisis Deepens as Market Share Slips to 10.6%, IPO Stalls

Honor is losing the battle for relevance in China's smartphone market on three simultaneous fronts — market share erosion, a suspended IPO timeline, and a product identity crisis that has migrated from mimicking Huawei to mimicking Apple. Weekly sell-through data for the period ending May 31, 2026 (Week

China Semiconductor Hits RMB 835.7B Chip Design Sales, Builds Supply Chain Strength

China's chip design sector generated RMB 835.7 billion (approximately US$115 billion) in sales in 2025, surging 29.4% year-on-year, according to a new industry report series published by Deloitte China. The findings, drawn from Deloitte China's latest China Semiconductor Industry Development Report,

BYD Hits Record 12th in Germany as EV Share Surges to 25%, Squeezing Home-Market Giants

BYD registered 6,168 vehicles in Germany in May 2026 — its highest-ever brand ranking in Europe's most competitive auto market — as pure electric vehicles captured a quarter of total new-car sales, a threshold that signals the country's long-delayed EV inflection point has arrived.

China Energy Storage Sales Surge 52.7%, Outpacing EV Demand

China's battery industry is undergoing a structural power shift: energy storage is no longer a secondary market but an accelerating second engine that is growing at 2.5 times the pace of EV batteries — a divergence that carries direct implications for capital allocation, supply chain strategy, and the

China's EV Battery Output Hits 192GWh in May as Installation Rate Slides to Record Low 38%

China's lithium battery sector is flashing a structural warning signal: output is surging while the share of batteries actually installed in vehicles is falling to multi-year lows, exposing a deepening inventory overhang that is reshaping competitive dynamics across the supply chain. Total lithium battery production in China

DJI Sues Insta360 Over Luna Camera, Seeking Permanent Injunction in U.S. Court

DJI has filed a six-patent infringement lawsuit against Insta360 in the U.S. District Court for the Eastern District of Texas, just one day after Insta360 launched its Luna series gimbal camera in the American market — a legal strike that threatens to derail the challenger's most critical

ChinaBiz Briefing | CATL’s Fusion Bet, Data Glut, AI Pharma Race, and NIO Refreshed L60

Today’s developments highlight a structural pivot in Chinese tech and capital. While legacy internet giants and battery leaders aggressively diversify into frontier sectors like AI drug discovery and nuclear fusion, hardware markets—from EV price wars to a looming AI infrastructure build-out—are flashing oversupply warnings. These moves

Huawei Holds Global Smartwatch Crown in Q1 2026 as Samsung Slips to Fourth

Huawei Technologies retained its position as the world's top smartwatch vendor in the first quarter of 2026, even as its shipments declined year-over-year, according to data released by IDC. The results underscore a shifting competitive landscape in which budget-tier devices and China's domestic

Seres Bets on ByteDance to Recreate AITO's Success, Faces Investor Skepticism

AIVA's RMB 6.6 billion launch signals Seres' most ambitious pivot away from Huawei dependency, yet the automaker's A-share stock has shed 40% year-to-date, exposing a structural profit trap that no AI rebrand can easily escape. Chongqing-based Seres Group (601127.SH;