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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.

JD.com Returns to Profit, but Growth Engines Are Faltering

JD.com returned to operating profitability in Q1 2026, but the recovery masks a deteriorating earnings quality: net profit more than halved, its electronics core is shrinking, and three simultaneous cash-burning ventures — food delivery, lower-tier market expansion, and European retail — are offsetting the temporary earnings support created by

Li Xiang Positions Li Auto's In-House Chip Push as AI Infrastructure Play, Not a Vanity Project

The debut of Li Auto's Mach M100 chip — delivering claimed single-chip performance roughly three times that of Nvidia's Thor-U — signals the company's pivot from smart-car maker to vertically integrated AI hardware platform, a strategic bet that carries both competitive upside and

Morgan Stanley Cuts China EV Targets as Homogenization Looms, Bets on AI and Exports

Morgan Stanley's Asia autos team, led by analyst Tim Hsiao, published a sweeping sector reassessment on May 11, 2026, slashing price targets across China's major electric vehicle makers while simultaneously lifting its full-year export growth forecast to 33% year-over-year. The report arrives at

Unitree Robotics Launches First App Store for Humanoids, Targeting Software Revenue

Unitree Robotics has launched UniStore, the world’s first task and action application store for humanoid robots. The platform allows users to download and install specific robotic behaviors, signaling a strategic shift for the industry from one-time hardware sales to continuous software-driven service models. UniStore operates on a

Goldman Sees Durable Global Bet in China Surgical Robots Despite Investor Skepticism

Goldman Sachs published a follow-up investor feedback note on May 12, 2026, revisiting its initiation coverage of three Chinese surgical robotics companies — MicroPort MedBot , Edge Medical , and Tinavi Medical — rated Buy, Buy, and Neutral respectively. The note, authored by analysts Chris Pan, Ziyi Chen, and Kaylee Jiang, captures the

Li Auto's L9 Relaunch: Make or Break

Morgan Stanley issued a research note on Li Auto on May 11, 2026, framing the imminent launch of the 2026 L9 as the most consequential product event the company has faced in years. With the stock trading near its 52-week low and profitability under pressure, the bank's

Unitree Robotics Unveils World's First Mass-Production Manned Mech Suit at RMB 3.9M

0:00 /1:14 1× Unitree Robotics has launched what it describes as the world's first mass-produced rideable transforming mech suit, the GD01, priced from RMB 3.9 million yuan (approximately US$537,000), as the Chinese robotics firm simultaneously advances a landmark listing on Shanghai'