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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.

ChinaBiz Briefing | Huawei AI, Baidu's Profit Squeeze, and Chinese EVs in Europe

Today's developments highlight a brutal transition toward profitability and structural maturity across China's tech and auto sectors. From Baidu trading near-term profits for AI infrastructure dominance to the collapse of a US$13.9 billion food-delivery subsidy war, companies are being forced to abandon

Li Ning Bets on Curry to Revive Basketball and Break Into Global Markets

Li Ning Sports Company has secured a 10-year partnership with NBA star Stephen Curry and his independent label Curry Brand, a deal that could reshape the company's basketball business, accelerate its overseas ambitions, and open a new avenue into premium sports categories such as golf. The deal,

Chinese Automakers Reach 6.8% Share in Europe as Profit Battle Begins

HSBC research finds Chinese OEMs have doubled their European market share in 12 months while largely holding price, exposing a structural vulnerability in incumbent strategies built around volume defense rather than margin protection. Chinese automakers have captured approximately 6.8% of the European passenger car market as of April 2026

Baidu Crosses the AI Rubicon: Revenue Leadership Achieved, Consumer Relevance at Risk

Baidu has reached a structural inflection point — AI revenue now accounts for the majority of its core business for the first time, yet the transition is exacting a severe near-term toll, with net profit falling more than half and its flagship consumer AI product sliding out of China'

ZERON's IPO Reveals a Dual-Track Bet on Smart Trucking

China's autonomous heavy-truck startup ZERON has filed for a Hong Kong listing after posting RMB 522 million (US$72.5 million) in 2025 revenue — a 320.8% year-on-year surge — but its prospectus reveals a company simultaneously sprinting toward gross-profit breakeven while widening its net

China Burned RMB 100 Billion on Food Delivery. The Bill Is Finally Arriving.

One year after China's tech giants ignited the most expensive food delivery subsidy war in the industry's history, the battlefield has gone quiet — leaving behind a trail of hemorrhaging balance sheets, 16 million surplus delivery riders, and a merchant class that collectively lost money while order

China's Flagship SUV Market Hits a Homogeneity Wall — and the Industry Is Paying the Price

A segment growing at 143.5% year-on-year is paradoxically suffocating under its own conformity: nearly 20 "9-Series" flagship SUVs launched within 12 months share the same silhouette, the same three-screen cabin, the same supplier stack — and increasingly, the same shrinking margins. The contradiction at

ChinaBiz Briefing | BYD's Robot Army, Meituan-Tencent Alliance, and ByteDance's AI Roadmap

Today’s developments signal a decisive shift in China’s tech ecosystem: the transition from experimental R&D and brute-force subsidy wars to structural cost advantages and AI commercialization. Hardware giants are bringing automotive-scale manufacturing to humanoid robotics, while consumer internet titans are aggressively integrating AI into

ByteDance's Four AI Priorities in 2026: World Models, Coding, Video, and Monetization

What the company's internal roadmap reveals about its broader AI strategy — and where it still has ground to make up What Is This About? ByteDance, the parent company of TikTok and Douyin, has quietly built one of China's most comprehensive AI stacks. By early 2026, its

J.P. Morgan Says Insta360 Faces a Fork: AI Ambition vs. Margin Pressure

Insta360, the STAR Board-listed 360-camera pioneer that posted RMB 9.741 billion (US$1.35 billion) in 2025 revenue — up 74.76% year-on-year — faces a binary valuation outcome by 2030 that J.P. Morgan analysts say the current 35x forward earnings multiple does not adequately price