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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.

From Mutual Respect to Rivalry: NIO and Li Auto Clash as Earnings Trajectories Diverge

A deleted road-test video has reignited a long-simmering rivalry between China's two leading premium EV makers — exposing not just dueling suspension philosophies, but a stark divergence in financial health that now defines their competitive postures heading into a deteriorating market. The dispute erupted publicly on June

China's AI Divide: Why Smaller Internet Firms Are Falling Behind

China's smaller internet companies — armed with early ambition but starved of capital, talent, and scale — are being systematically shut out of the country's AI transformation, as first-quarter 2026 earnings reveal a widening chasm between tech giants and the rest of the market. The latest earnings

The World Cup Is Kimi's Biggest Agent Benchmark Yet

Moonshot AI's public benchmark gambit reveals the commercial architecture behind its agent cluster technology — and signals where China's AI race is heading next. Moonshot AI, the Beijing-based startup behind the Kimi large language model, has turned the 2026 FIFA World Cup into a live, adversarial

ChinaBiz Briefing | Moonshot's $30B Valuation, EV Price Hikes, and the $1,400 Humanoid Robot

Today's developments highlight a structural maturation across China's tech and manufacturing sectors. While surging upstream costs are forcing an abrupt end to the domestic EV price war, the same automotive supply chain is driving unprecedented price collapses in advanced robotics. Simultaneously, Chinese AI models are moving

China's Exoskeleton Boom: Ant, Meituan, and the Race for China's 323 Million Seniors

Consumer-grade wearable robotics has vaulted from niche medical hardware to a mass-market category in five years, drawing China's most powerful internet platforms into a race to own the data spine of the country's 323 million elderly. The inflection point arrived on May 18, 2026,

Chinese AI Models Surpass US Counterparts in Weekly Usage

Chinese artificial intelligence models have outpaced their United States counterparts in weekly token usage for six consecutive weeks, dominating the global rankings, according to recent figures disclosed by foreign media. According to the National Business Daily’s report published on June 8, 2026, data from the monitoring platform OpenRouter indicates

Honor's Comeback Depends on Winning China's Channel War

Honor is deploying a deliberately restrictive distribution playbook for its new 600-series flagship — a calculated bet that channel quality, not volume, is the variable that will determine whether the brand can claw back relevance in a Chinese smartphone market where product differentiation alone no longer wins wars. The 600

From RMB 1 Million to RMB 9,998: China's Humanoid Robot Revolution Accelerates

China's humanoid robot industry has crossed a structural threshold: retail prices have broken below RMB 10,000 (US$1,389), compressing what was once a near-RMB 1 million (US$138,900) price point just 12 months ago by more than 99%, as domestic supply chain dominance and

China's EV Price War Reverses as Soaring Supply Costs Crush Margins

Nearly 20 electric vehicle models have raised prices since March 2026, ending a three-year deflationary spiral — but the shift exposes how badly the industry's profit engine has broken down. The abrupt reversal of China's EV price war is less a sign of industry confidence than

Tencent and JD.com Forge AI Agent Alliance to Close E-Commerce Fulfillment Gap

Tencent and JD.com have formed a strategic alliance to integrate generative AI agents with national supply chain infrastructure, marking a definitive shift in China's artificial intelligence race from standalone chatbots to closed-loop commercial ecosystems. The partnership, formalized in mid-2026, bridges Tencent’s dominant social ecosystem