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LandSpace Achieves China's First Private Rocket Recovery, With Reflight the Next Test

0:00 /1:09 1× China's first successful land-based vertical rocket recovery by a private commercial launch vehicle marks a pivotal engineering inflection point — but the harder test of reflights and unit economics still lies ahead. LandSpace Technology achieved what Chinese commercial aerospace has been racing toward:

ChinaBiz Briefing | Alibaba’s AI Pivot, Horizon Dethrones Nvidia, CATL Divide

Today’s developments highlight a ruthless reallocation of capital within China’s tech sector toward AI and core infrastructure. From Alibaba liquidating profitable legacy assets to fund GPU procurement, to Horizon Robotics displacing Nvidia in domestic auto chips, the focus is entirely on compute and supply-chain self-reliance. For

Qwen Office Beats Claude and Codex as Harness Emerges as AI's New Moat

Qwen Office scores 95/100 in Wall Street's first systematic head-to-head test of eight Chinese and U.S. AI agents, beating rivals from Anthropic and OpenAI while running on a model ranked fourth in raw intelligence — a result that forces a fundamental reassessment of where enterprise

Unitree Debuts on STAR Market at 219x P/E as Profit Squeeze Clouds Record-Breaking IPO

Unitree Robotics hits Shanghai's STAR Market on August 19, 2026, commanding a RMB 60.99 billion (US$8.47 billion) implied valuation at IPO — yet its own prospectus flags a sharpening profit squeeze that exposes the gap between market euphoria and operational reality. The listing arrives one day

Alibaba Offloads Gaming Unit Lingxi for $1.4B, Funneling Cash Into AI Arms Race

Trustar Capital's surprise overbid ends a months-long auction, marking the largest gaming M&A deal in China this year and crystallizing a structural shift: private equity is displacing Big Tech as the dominant buyer of premium gaming assets. The deal closed faster than most analysts expected.

Two AI Deals Reveal a New Phase of U.S.-China Tech Relations

Two low-profile deals struck in the shadow of DeepSeek V4 Pro's launch are quietly redrawing the fault lines of the global AI industry — revealing that the most consequential shift in U.S.-China tech relations is no longer about competition or regulatory détente, but about cold commercial

VeriSilicon Doubles Revenue but Deepens Losses as R&D Spending Consumes Half of Sales

VeriSilicon, China's publicly listed semiconductor IP and chip design services firm, nearly doubled its first-half revenue in 2026 — yet burned through cash at an accelerating rate, underscoring the brutal economics of scaling a fabless model in a capital-intensive industry. The Shanghai-listed company reported H1 2026

Horizon Robotics Dethrones Nvidia in China's L2+ ADAS Market, Targets Leadership With J7

Horizon Robotics has overtaken Nvidia to become the largest automotive intelligence chip supplier in China's L2+ advanced driver-assistance market, capturing 32% share in Q2 2026 — a structural shift that CEO Yu Kai is leveraging to stake a bold claim on next-generation autonomous driving silicon. The milestone,

Goldman Keeps Buy on CATL, Sees East-West Divide on China Battery Demand

Goldman Sachs published a follow-up note on August 17, 2026, summarizing investor feedback gathered over the past month following its initiation of coverage on China's battery sector. The bank's analysts — Nick Zheng, CFA, and Selina Yan of Goldman Sachs (Asia) — spoke with approximately 150 investors

ChinaBiz Briefing | Alibaba's 3B AI Downloads, Huawei's L3 Bet, Geely's Margin Play

China's technology and industrial sectors delivered a coordinated signal on August 17: the country's leading companies are no longer competing on cost alone — they are competing for structural position. From Alibaba's commanding grip on the global open-source AI ecosystem to Huawei's