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China’s Nio, Li Auto and XPeng edge past the breakeven line, recasting the EV race around AI and operating discipline

China’s leading EV startups are finally showing what investors have demanded for years: scale that converts into profit. Nio, Li Auto and XPeng each used 2025 earnings to signal that the sector’s “cash-burn for volume” era is giving way to a contest over margins, software attach rates

DJI Sues Insta360 in Shenzhen Over Six Patent Ownership Claims, Escalating China’s Drone-Imaging Turf War

Shenzhen DJI Innovations Technology has filed a patent-ownership lawsuit against imaging device maker Arashi Vision Inc., better known as Insta360, in a dispute that investors read as a test of how China’s courts will police talent-driven IP migration across the drone and camera supply chain. The case,

W5000 Scaled Prototype’s First Flight Puts Baijing Hangxian’s Uncrewed Cargo Plane on Track for 2026 Delivery

Baijing Hangxian’s W5000 large uncrewed cargo aircraft moved closer to commercial deployment after a 1:4 scaled experimental model completed its maiden flight in Otog Front Banner, Inner Mongolia, according to the “Weixun Jiangsu” public account. The test is a milestone that starts a countdown to the first flight

China’s AI Large Models Lead Global Token Usage: Industry Shifts and Implications

China’s AI large models have claimed the top spot in global weekly token usage, a pivotal shift that signals the industry’s move from technical parameter competition to large-scale commercial application, and marks China’s transition from an AI technology follower to a market leader in the global

XPeng Bets Big on Physical AI as Q1 Sales Slump Exposes Execution Gaps

XPENG capped a breakthrough 2025 with its first-ever profitable quarter, but a sharp first-quarter 2026 sales miss is testing whether the company's ambitious pivot toward physical AI can survive self-inflicted wounds in product strategy and brand architecture. The electric vehicle maker reported full-year 2025

Huawei unveils Ascend 950PR Atlas 350 with 2.9x Nvidia H20 performance as China scales AI inference

Huawei Technologies used its China Partner Conference 2026 to push its Ascend computing stack into broader commercial deployment, unveiling the Ascend 950PR-powered Atlas 350 accelerator card and positioning it as a higher-throughput alternative to Nvidia’s H20 for inference workloads. At the event, Huawei said the Atlas 350

Tencent’s WeChat Pushes Into AI Agents With ClawBot Plug-in, Turning Chat Into a Control Layer for OpenClaw

WeChat, Tencent Holdings’s flagship social app, is moving unusually fast to make itself the default “remote control” for AI agents, as it rolled out an official plug-in called ClawBot that lets users operate the open-source OpenClaw agent directly inside chats. The March 22 launch marks a notable

Chinese Automakers Overtake Japan in 2025 Global Sales, Led by BYD and Geely

Chinese automakers have become the world’s top-selling carmakers for the first time in 25 years, overtaking Japan in 2025 and tightening their grip on the industry’s shift toward electrification. According to a March 21 report by Nikkei, China’s auto manufacturers sold about 27 million vehicles globally

ChinaBiz Briefing: Alibaba’s AI Surge, Hardware Wars, and EV Margins

The Big Picture: Today’s news underscores a critical pivot in China’s tech sector: the transition from "land grab" to "value extraction." Whether it’s Alibaba closing the gap with OpenAI, Huawei and Vivo pushing hardware boundaries, or Chery using exports to subsidize domestic price

Alibaba Tightens Grip on China’s AI Crown as Qwen3.5 Cracks Global Top Six

Alibaba Cloud has successfully defended its position as China’s premier artificial intelligence developer, with its latest flagship model penetrating the upper echelon of global rankings despite intensifying competition from Silicon Valley. The release of Qwen3.5-Max-Preview marks a critical juncture for the Chinese tech giant in 2026.