ChinaBiz Insider (Page 193)

Sign in Subscribe

More issues

The "Labubu" Effect: Why Bank of America Sees an 80% Upside for Pop Mart as Chinese IP Conquers Manhattan

In a market often paralyzed by skepticism regarding consumer discretionary spending, a fascinating contrarian signal has emerged from Bank of America Securities. While the street has been busy selling off shares of Pop Mart—sending the stock tumbling 35% from its August peak—BofA analysts are doubling down. In a

Huawei Backs GigaAI in Latest Bet on China’s Booming Humanoid Robot Sector

Beijing GigaAI Technology, a startup specializing in general embodied intelligence, has secured over RMB 100 million yuan (US$13.7 million) in Series A1 financing. The investment was jointly led by Huawei Hubble, the venture capital arm of Chinese telecom giant Huawei Technologies, and Huakong Fund, marking a significant escalation

As European Manufacturers Crumble, Chinese Motorcycle Giants Are Seizing The Continent

While Western policymakers remain fixated on the trade dynamics of electric vehicles and semiconductors, a quiet but brutal conquest is taking place in the two-wheeler sector. According to a new research note from UBS released on November 25, 2025, China’s motorcycle manufacturers are no longer just supplying cheap

Ubtech Humanoid Robot Orders Surpass 1.3 Billion Yuan on New Government Contract

UBTECH Robotics Corp Ltd has secured a fresh procurement contract, propelling its total order book for the Walker series humanoid robots to RMB 1.3 billion yuan (US$179 million) for 2025. The continued order growth underscores the accelerating commercial adoption of industrial humanoid robotics in the Chinese market. The

Morgan Stanley: China's Auto Sector is "Extremely Unloved" As Recession Meets Robotaxis

If you walked into a room of Asia-Pacific fund managers today and whispered the words "China EV exposure," you would likely be met with a sea of blank stares or nervous glances towards the exit. According to a new research note released today by Morgan Stanley, the

Antigravity Accelerates A1 Launch to Counter DJI's Avata 360 in 360-Degree Drone Battle

Antigravity has moved up the launch date for its A1 drone to December 4, 2025, nearly two months ahead of schedule, in what market observers view as a strategic move to gain ground before DJI Technology Co. releases its competing Avata 360 model. The A1, marketed as the world'

Alibaba Challenge Meta and Xiaomi with Launch of Qwen-Powered AI Glasses

Alibaba Group Holding Ltd. has officially entered the consumer hardware market with the launch of its first AI-powered smart glasses, driven by its proprietary Qwen large language model. The release marks a significant strategic pivot for the Chinese tech giant as it seeks to extend its "AI-First&

Chinese Tech Giants Shift AI Training Abroad to Navigate US Chip Curbs

Major Chinese technology corporations are reportedly establishing artificial intelligence training operations outside mainland China to secure access to advanced computing hardware restricted by US export controls. By utilizing overseas data centers, these companies aim to maintain competitiveness in the global AI race despite tightening geopolitical constraints. According to a report

Citi Slashes NIO Target Price as Order Book Wanes and EV War Intensifies into 2026

In the relentless fierce arena of China’s electric vehicle market, momentum is everything. When order books begin to thin out just as a wave of competitor supply hits the market, smart money starts to worry. This is precisely the narrative emerging from a new research note by Citi Research,

China’s Auto Margins Shrink to Historic Lows Despite Revenue Surge, CPCA Says

China’s automobile industry is grappling with a deepening disparity between surging revenue and shrinking profitability, as aggressive pricing strategies and rising production costs compress margins to near-historic lows. Despite a robust 11% increase in production output during the first ten months of 2025, the sector’s profit margins