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ChinaBiz Briefing | Cost Pressures Mount Across EVs as AI Competition Intensifies

China's tech and automotive sectors face converging headwinds as commodity inflation threatens to eliminate automaker profitability, while AI leaders scramble to defend market position through aggressive spending and technical upgrades. The common thread: intensifying competition is forcing companies to absorb cost shocks while investing heavily to maintain relevance—

CATL: Understanding the World's Largest Battery Maker and What Drives Its Dominance

Contemporary Amperex Technology Co. Limited (CATL) has emerged as the world's leading manufacturer of batteries for electric vehicles and energy storage systems. But what exactly makes a battery company valuable, and why does this particular Chinese firm command such attention from global automakers and investors? This explainer breaks

China's Auto Industry Profit Margin Drops to 4.1% as Cost Pressures Mount

China's automotive sector is grappling with mounting profitability pressures despite robust production growth, with industry-wide profit margins sliding to 4.1% in 2025, significantly below the 5.9% average for downstream industrial enterprises. The sector's challenges intensified in December, when profit margins plummeted to just

DeepSeek Upgrades OCR Model with Alibaba's Qwen Technology, Achieving 3.73% Performance Gain

DeepSeek has released an upgraded OCR 2 model that integrates Alibaba's Qwen architecture, marking a significant advancement in the Chinese AI company's document processing capabilities. The new model replaces the previous CLIP-based system with a large language model framework, incorporating causal reasoning mechanisms designed to

Anta Sports Seals €1.5 Billion Deal for 29% Stake in Puma, Marking China's First Major Cross-Border Acquisition of 2026

Anta has agreed to acquire a 29.06% stake in German sportswear giant Puma SE for €1.5 billion ($1.6 billion), marking China's first major cross-border acquisition of 2026 and positioning the Chinese athletic wear conglomerate as Puma's largest shareholder. The transaction announced Monday

DeepWay Secures $162 Million in China's Largest Autonomous Trucking Round as Capital Pivots to Commercial Viability

In a market where autonomous driving unicorns have burned through billions chasing moonshot promises, a Chinese heavy-duty truck startup just landed RMB 1.177 billion (US$162 million) by doing something radical: making money. DeepWay, an autonomous electric truck manufacturer, closed its Pre-IPO round on January 27, 2026,

Huawei Leads $15 Billion 5G Patent Market as China Dominates Global Rankings

Huawei has secured the top position in the global 5G patent race, commanding leadership in a licensing market valued at approximately $15 billion annually, according to a new industry report that underscores China's growing dominance in next-generation telecommunications technology. LexisNexis released its "Who is Leading the

Alibaba Unveils Flagship Qwen3-Max-Thinking Model to Challenge Global AI Leaders

Alibaba has officially released its most advanced artificial intelligence model to date, Qwen3-Max-Thinking, marking a significant escalation in the competitive landscape of generative AI. Launched on Monday evening, the new flagship model is positioned to rival top-tier global competitors, including GPT-5.2-Thinking and Gemini 3

Laopu Gold’s ‘Triple-Digit’ Explosion: Citi Hikes Targets as 5-Hour Queues Signal a Gold Rush

While broader consumer sentiment in China remains a subject of intense debate among macro strategists, a very specific, high-end corner of the retail market is witnessing a veritable stampede. In a research note published on January 26, 2026, Citi Research has doubled down on its bullish stance for Laopu

Barclays Flags Baidu’s Kunlun IPO as the Next AI Valuation Trigger — With Timing and Credibility Risks

In a China internet and technology research note published in early 2026, Barclays refocused investor attention on Baidu and a familiar theme returning to Chinese tech equities: spin-offs as valuation catalysts. The report centers on Baidu’s AI chip subsidiary Kunlun, arguing that a potential IPO could materially reframe