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Kimi's Compute Crisis Exposes the Fault Line Beneath China's AI Surge

Moonshot AI's flagship open-source model has rattled Silicon Valley, but a forced suspension of new user sign-ups reveals a structural bottleneck that money alone cannot quickly fix — and puts domestic chip makers on the front line of China's next technology battle. Moonshot AI, the

China's Humanoid Robot Industry: Mass Production Has Arrived, But Real Demand Has Not

This article is based on a China Robotics equity research report, 2026 Shanghai WAIC takeaways: Three shifts for China robotics: bodies scale, brains lag, data bottlenecks bind published by Nomura International on July 23, 2026, authored by analysts Frank Fan and Donnie Teng. What Is Actually Happening in China'

CXMT Hits STAR Market, Pricing Discipline Signals Rare Restraint in China's Chip Race

ChangXin Memory Technologies, China's dominant DRAM manufacturer and the world's fourth-largest memory chipmaker, makes its public market debut on Shanghai's STAR Market on July 27 at a valuation that analysts say deliberately leaves money on the table — a calculated signal of stability in

ChinaBiz Briefing | DeepSeek's $6.9B Round, Tencent's Sell-Off, Kling's Rise, Horizon-VW Deal

China's technology and capital markets delivered a dense slate on July 23 — spanning AI funding, autonomous driving, video generation, commercial space, and global auto expansion. The common thread: Chinese companies are no longer competing at the margins of global industries. Across sectors, they are building foundational infrastructure, locking

Chinese Automakers Abroad: A Regional Guide to Market Opportunity and Structural Limits

The global automotive map is being redrawn — and China's carmakers are doing much of the drawing. But the opportunity is far from uniform. What Is This About? Chinese passenger car brands have moved beyond simply exporting vehicles. They are now competing systematically for durable market share across multiple

Kling AI's Rise: How Kuaishou Built China's First Commercially Viable Video Generation Model

What Is Kling, and Why Does It Matter? Kling is a video generation model developed by Kuaishou, one of China's two dominant short-video platforms. Launched in June 2024, it allows users to generate high-definition video clips—up to two minutes at 1080p—from text prompts or

China's Largest Solid Rocket Completes First Offshore Launch, Boosting LEO Buildout

China's commercial space sector cleared a significant technical milestone on July 22 when Orienspace successfully launched nine satellites into their designated orbits from a maritime platform in the East China Sea, approximately 170 kilometers east of Shanghai — marking the first time a domestic commercial rocket has executed a

DeepSeek Closes $6.9B Round as Liang Wenfeng Lays Out AGI Roadmap and Chip Strategy

DeepSeek has closed its first-ever external funding round at more than RMB 50 billion (US$6.94 billion), abandoning founder Liang Wenfeng's long-held "no fundraising, no IPO, no commercialization" doctrine — a strategic reversal that reframes the Hangzhou-based AI laboratory as a fully capitalized

XPeng’s Europe Strategy: Global Platform, Local Software, and the B2B Challenge

46,859 Chinese pre-orders within one hour of a Munich reveal underscore the dual-market ambition behind XPeng's most globally engineered car yet — but the harder battle lies in software, data, and winning Germany's B2B fleet buyers. Six Years of Tuition Fees Produce a Pivot

City on Tencent’s 7% Plunge: Market Panic, AI Rotation, and 72% Upside

On July 22, 2026, shares of Chinese tech behemoth Tencent Holdings took a sudden and severe beating, plunging more than 7% during Asian trading hours. The sudden bloodbath left retail investors scrambling for answers, but according to a flash note released by Citi Research on the very same day, the