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Nomura Doubts BYD’s Ultra-Fast Battery Can Win China’s EV Price War

BYD has launched its second-generation Blade Battery, a significant technological milestone promising to dramatically reduce charging times to levels comparable with refueling a gasoline car. However, a post-event analysis from Nomura suggests that while the innovation is a major positive, it may not be a silver bullet to

Huawei Reportedly Preparing Third-Generation Tri-Fold Smartphone for September Release

New media reports indicate that Huawei Technologies is actively developing its third-generation triple-foldable smartphone, aiming to consolidate its early lead in this niche form factor. The Chinese tech giant appears to be accelerating its hardware innovation cycle to maintain a competitive edge in the high-end mobile market.

BYD's Ultra-Fast Charging Battery Puts Nio's Swap Model Under Pressure in 2026

BYD has unveiled a new battery technology capable of ultra-fast charging, posing a direct and formidable challenge to the core business model of its rival Nio . The development escalates the intense competition in China’s electric vehicle market, pitting BYD’s technology-centric approach against Nio’s service-oriented

XPeng's Second-Gen VLA: The DeepSeek Moment for Chinese Autonomous Driving

XPeng Inc. is making an aggressive push to leapfrog Level 3 and achieve fully autonomous Level 4 driving, signaling a significant strategy shift for the Chinese electric vehicle maker. The company has unveiled a new end-to-end AI architecture it claims will be a watershed moment for the industry,

Nio Unveils 2026 Product Roadmap, Headlined by New ES9 Flagship SUV

Nio Inc. is launching an aggressive product offensive in 2026, centered on the debut of its new flagship ES9 SUV and an expansion of its mass-market brand, Onvo. The strategy aims to bolster the company’s position in both the premium and mainstream segments of China’s highly competitive

China's Bambu Lab Faces Pop Mart Lawsuit, Pivots Strategy Amid 2026 Growth Pains

Bambu Lab, the 3D printing unicorn that recently crossed a major revenue milestone, is now navigating a copyright infringement lawsuit from art toy giant Pop Mart, a case that strikes at the heart of its community-driven business model. As it confronts this legal challenge, the company is simultaneously accelerating

JD.com Q4 2025 Earnings: Operating Loss Driven by New Business Drag, Leverage Rises

JD.com slipped to an operating loss in the fourth quarter of 2025, as sustained growth in its logistics arm was unable to offset stagnating retail revenue and substantial losses from investments in new business ventures. While its top-line revenue met market expectations and the company maintained its commitment

BYD Unveils 9-Minute Charging Tech and 20,000 Station Plan in 2026 Push

BYD unveiled its second-generation Blade Battery and an aggressive infrastructure expansion plan in Shenzhen on Wednesday, aiming to eliminate range anxiety and solidify its market dominance. The company contends that the new technology, released amidst a cooling domestic market, marks a definitive shift where electric vehicles (EVs) can match

ChinaBiz Briefing: Huawei Reclaims Top Spot, Xiaomi’s Chip Ambitions, and a New Robot Unicorn

The Big Picture: The battle for hardware supremacy in China has entered a new phase of intensity. Huawei’s resurgence is now quantifiable, dethroning Apple in the smartphone market while simultaneously pushing the envelope on expensive, high-spec EV components. Meanwhile, Xiaomi is attempting to replicate Apple’s vertical integration

Alibaba’s Qwen AI Team Sees Talent Departures; JPM Flags Short-Term Execution Risk

Alibaba faces a wave of senior departures from its Qwen artificial intelligence research team, raising questions about near-term execution continuity — but J.P. Morgan argues the exits represent a manageable risk premium rather than a fundamental break in the investment thesis. On March 4, 2026, Lin Junyang, the technical