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Pop Mart Plunges as ‘Peak Labubu’ Fears Overshadow Triple-Digit Profit Surge

Pop Mart International Group Ltd. delivered a financial masterclass for fiscal year 2025, yet investors are treating the report as a distress signal. Despite posting a record RMB 13.08 billion (US$1.82 billion) in adjusted net profit, the Chinese toy giant suffered its steepest single-day stock decline

PDD Pivots to ‘Rational Growth’ as Temu Shrugs Off Tariff Jitters

PDD Holdings Inc. has traded its trademark volatility for calculated stability, delivering a fourth-quarter 2025 report that signals a decisive strategic shift: the domestic e-commerce cash cow is maturing, while the global engine, Temu, has successfully navigated the post-tariff storm to become the primary driver of future

OPPO Find X9 Ultra Sets April Launch with 10x Optical Zoom and Snapdragon 8 Gen 5

OPPO Electronics Corp. has confirmed an April debut for its premium flagship, the Find X9 Ultra, signaling an aggressive push to dominate the high-end mobile imaging market in the second quarter of 2026. The device, marketed under the slogan "Hasselblad in your pocket," attempts to bridge the

Xpeng Upgrades Mass-Market MONA M03 with Turing AI Chip

Xpeng targets 2026 youth market with major MONA M03 refresh, featuring proprietary silicon and chassis overhauls to solidify its AI-defined vehicle strategy. Xpeng has unveiled a significant technical and aesthetic refresh of its mass-market MONA M03 sedan for the 2026 model year, aggressively moving its proprietary computing architecture

The Free AI Era Ends

The AI "free lunch" is officially over. Major Chinese providers hiked prices 30-400% simultaneously. You're already locked in, and this is just the beginning.

ChinaBiz Briefing | Bytedance Hits 100T Tokens, WeRide Expands Robotaxis, Alibaba Launches Xuantie C950

the big picture: China’s technology and mobility sectors are accelerating as AI, autonomous mobility, and EVs scale. Bytedance and JD Cloud expand token usage and AI applications, WeRide signals commercial momentum in robotaxis, Xiaomi navigates EV growth amid smartphone and IoT pressures, and Alibaba pushes RISC-V into server-

Mixue’s Post-Subsidy Hangover: BofA Flags “Transitional” 2026 With Fading Store Economics

A March 25, 2026 note from BofA Global Research takes a colder look at Mixue Group just as the market narrative still clings to “China’s biggest freshly made drinks platform.” The timing matters: after a broadly in-line 2025 result and a powerful post-IPO rally, BofA is reiterating

China’s Tech Giants Ignite ‘Comic Drama’ War as AI Reshapes Content Economics

China’s internet triumvirate—ByteDance, Tencent Holdings, and Baidu—have opened a new front in the battle for user attention, launching standalone applications for "Comic Dramas" (Manju) in a coordinated blitz that signals the next evolution of the short-video economy. Following the explosive saturation of live-action

ByteDance’s Volcano Engine Tops 100 Trillion Daily Tokens, Turning China’s MaaS Fight Into a Scale Game

ByteDance’s Volcano Engine has pushed its Doubao large-model platform beyond 100 trillion tokens in average daily calls since the 2026 Lunar New Year, a scale milestone that tightens the link between AI adoption and cloud revenue—and raises the stakes in China’s intensifying Model-as-a-Service

Huawei Expands “China Car Content,” Turning Driver-Assist Into Standard, Pressuring Partner Margins

Huawei Technologies is scaling its automotive playbook across a widening set of co-branded models, but the same move that accelerates volume is also turning its once-differentiating smart cockpit and driver-assist stack into an industry baseline—forcing partner automakers to fight on old-school attributes like chassis tuning,