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ChinaBiz Briefing | Sodium Batteries Enter Passenger EVs, Xiaomi Faces Dual Headwinds, Alibaba Formalizes AI Stack

China's tech and mobility sectors are navigating a pivotal transition marked by alternative battery chemistry commercialization, margin compression across smartphones and EVs, and strategic consolidation in AI infrastructure and autonomous logistics. These developments signal both near-term turbulence and longer-term architectural shifts in how Chinese companies compete

CATL's Sodium-Ion Batteries to Enter Passenger Vehicle Market as Changan Oushang Prepares for Winter Testing

Contemporary Amperex Technology (CATL) is set to expand its sodium-ion battery technology into the passenger vehicle segment, marking a significant milestone in the commercialization of an alternative battery chemistry, according to a report by Chinese media. According to Cailian Press's report published on January 30, 2026, multiple

AI-Powered Dog Translation Collar Raises $52 Million as Pet Tech Sector Heats Up

A Silicon Valley startup promising to decode canine communication has secured over US$7.5 million (RMB 52.2 million) in fresh funding, bringing artificial intelligence to the burgeoning pet care market. Traini, a self-described "pet emotional intelligence company," plans to launch a US$700 smart collar

Citi Slashes Xiaomi Target Price on Smartphone Slump and EV Headwinds

Citigroup Global Markets has delivered a sobering reassessment of Xiaomi, slashing its target price by 14% to HK$43 from HK$50 and lowering adjusted net profit estimates by up to 21% for 2026 as the Chinese tech giant confronts a perfect storm of smartphone market weakness and electric vehicle

Chinese Gaming Market Hits Historic Milestone as Five Titles Surpass One Million Sales in 2025

The Chinese single-player gaming market reached unprecedented heights in 2025, with five domestically developed premium titles each surpassing one million units sold for the first time in the industry's history, according to newly released sales data. The achievement marks a significant acceleration in the sector's

Alibaba Elevates "Cloud + AI + Chip" Strategy as Proprietary PPU Shipments Reach Hundreds of Thousands

Alibaba has formalized a strategic integration of its AI infrastructure capabilities, positioning itself as one of China's few tech giants with full-stack AI competencies. The company has internally branded this initiative "Tongyunge" — a portmanteau combining Tongyi Laboratory (its large language model division), Alibaba Cloud, and

DeepSeek V4: What the Next-Generation AI Model Could Mean for the Global AI Landscape

What is DeepSeek V4? DeepSeek V4 is an upcoming flagship AI model from Chinese AI company DeepSeek, expected to launch in mid-February 2026. According to reports from The Information, V4's coding capabilities are set to surpass leading models including Claude and OpenAI's GPT series. This

DJI Osmo 360 II Clears FCC Certification, Eyes Q2 2026 Launch

DJI's second-generation 360-degree action camera has secured regulatory approval in the United States, positioning the company for a spring launch of its upgraded all-around imaging device. The Osmo 360 II cleared Federal Communications Commission certification in December, marking a key milestone ahead of its anticipated

Chinese Robotics Firm Unitree Releases Open-Source VLA Model for Humanoid Manipulation

Unitree Robotics has open-sourced a vision-language-action model designed specifically for humanoid robot operations, marking a shift in industry focus from semantic understanding to physical task execution as commercial deployment becomes increasingly critical. The company released UnifoLM-VLA-0 on January 29, positioning it as a model that

Cainiao and Jiushi Merge Autonomous Delivery Operations to Create Industry's Largest RoboVan Fleet

Alibaba-backed logistics giant Cainiao Network has agreed to a strategic integration of its autonomous vehicle business with Jiushi Intelligence, creating what the companies describe as a "super carrier" in the unmanned delivery sector with over 20,000 vehicles in operation. Under the agreement announced January 29, Cainiao