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Li Auto Bets Full-Stack Silicon on Embodied Intelligence, Targets Tesla FSD Parity by Q4 2026

Li Auto has staked its next competitive chapter on a vertically integrated AI stack — proprietary silicon, unified driving models, and edge-native language intelligence — drawing the clearest battle lines yet against Tesla's Full Self-Driving in the world's largest EV market. At a software and embodied

Zhipu AI Shares Surge 33% After U.S. Export Controls Ground Anthropic's Latest Models

Shares of Zhipu AI surged as much as 47.6% in Hong Kong trading on June 15, 2026, setting a record single-day turnover since its listing, before closing up 32.82% with a total market capitalization exceeding HK$649.6 billion. The rally was triggered by a confluence of

ChinaBiz Briefing | BYD’s German Breakthrough, DJI’s US Lawsuit, and Chip Supply Chain Pivot

Today’s briefing highlights a structural transition across China’s technology and automotive sectors. As Chinese EV makers breach the walls of legacy European markets and semiconductor firms build robust domestic supply chains, domestic hardware competition is reaching a boiling point. From a massive battery inventory overhang to high-stakes

China's Overseas Short-Drama Market Hits $229M in May, AI-Generated Content Surges 137%

AI-powered micro-dramas have crossed a strategic threshold in China's overseas streaming push, with ad placements for AI and comic-format content exploding 137% month-on-month in May 2026 — signaling a structural shift in how Chinese studios are competing for global attention. The overseas micro-drama

Honor's Identity Crisis Deepens as Market Share Slips to 10.6%, IPO Stalls

Honor is losing the battle for relevance in China's smartphone market on three simultaneous fronts — market share erosion, a suspended IPO timeline, and a product identity crisis that has migrated from mimicking Huawei to mimicking Apple. Weekly sell-through data for the period ending May 31, 2026 (Week

China Semiconductor Hits RMB 835.7B Chip Design Sales, Builds Supply Chain Strength

China's chip design sector generated RMB 835.7 billion (approximately US$115 billion) in sales in 2025, surging 29.4% year-on-year, according to a new industry report series published by Deloitte China. The findings, drawn from Deloitte China's latest China Semiconductor Industry Development Report,

BYD Hits Record 12th in Germany as EV Share Surges to 25%, Squeezing Home-Market Giants

BYD registered 6,168 vehicles in Germany in May 2026 — its highest-ever brand ranking in Europe's most competitive auto market — as pure electric vehicles captured a quarter of total new-car sales, a threshold that signals the country's long-delayed EV inflection point has arrived.

China Energy Storage Sales Surge 52.7%, Outpacing EV Demand

China's battery industry is undergoing a structural power shift: energy storage is no longer a secondary market but an accelerating second engine that is growing at 2.5 times the pace of EV batteries — a divergence that carries direct implications for capital allocation, supply chain strategy, and the

China's EV Battery Output Hits 192GWh in May as Installation Rate Slides to Record Low 38%

China's lithium battery sector is flashing a structural warning signal: output is surging while the share of batteries actually installed in vehicles is falling to multi-year lows, exposing a deepening inventory overhang that is reshaping competitive dynamics across the supply chain. Total lithium battery production in China

DJI Sues Insta360 Over Luna Camera, Seeking Permanent Injunction in U.S. Court

DJI has filed a six-patent infringement lawsuit against Insta360 in the U.S. District Court for the Eastern District of Texas, just one day after Insta360 launched its Luna series gimbal camera in the American market — a legal strike that threatens to derail the challenger's most critical