Topic

AI

In-depth analysis of China’s AI industry, covering artificial intelligence, autonomous driving, robotics, AI chips, and large language models. This section tracks policy shifts, commercialization progress, and competitive dynamics shaping China’s rapidly evolving AI ecosystem.

AI Chatbots Enter Travel Booking Arena, Threatening China's Online Travel Giants

China's two most widely used AI assistants have moved into the online travel booking space, marking what analysts and industry observers describe as the most significant disruption to the country's travel platform ecosystem since the mobile internet era — and raising pointed questions about the long-term

The Chinese AI Ecosystem Explained: Structure, Key Players, and Long-Term Trends

What is the Chinese AI Value Chain? The Chinese Artificial Intelligence (AI) value chain is a highly integrated, multi-layered ecosystem comprising over 3,000 publicly listed companies with an aggregate market capitalization of approximately US$10 trillion. Rather than a single monolithic sector, it is a complex supply chain

China's AI Super-App Battle: How the 2026 Spring Festival Became a Billion-Dollar User Acquisition War

China's technology giants turned the 2026 Spring Festival holiday into an unprecedented battlefield for artificial intelligence supremacy — and the early results reveal as much about the limits of subsidy-driven growth as they do about the ambitions of the country's biggest platforms. In a research note

MiniMax Blows Past Estimates as Global AI Push Drives 159% Revenue Surge

Morgan Stanley issued a research update on MiniMax on March 2, 2026, following the Chinese AI startup's fourth-quarter and full-year 2025 earnings release. The bank maintained its Overweight rating with a price target of HK$930, implying US$2.50, and the numbers behind that conviction

DeepSeek's DualPath Triggers Another "Sputnik Moment" for China's Software Sector, HSBC Says

DeepSeek has done it again. Less than 14 months after its R1 model rattled global AI markets by delivering frontier-level reasoning at a fraction of conventional compute costs, the Chinese AI lab quietly dropped another technical bombshell — and HSBC Qianhai Securities is already telling clients to pay attention. In

China's Tech Giants Spent RMB 4.5 Billion (US$620 Million) on a Spring Festival AI Blitz — The Results Reveal More Than the Rankings

China's internet majors poured RMB 4.5 billion (US$620 million) into an AI marketing offensive during the 2026 Lunar New Year holiday, deploying red-packet giveaways, subsidized consumer purchases and live-event sponsorships to drive user adoption at scale. The campaign produced record daily active user figures

Baidu's AI Bet Pays Off: Revenue Share Disclosure Marks Strategic Inflection Point

Baidu has crossed a threshold that few Chinese technology companies have reached: its artificial intelligence business is no longer a cost center — it is a profit engine. The company's fourth-quarter and full-year 2025 earnings, released on February 26, revealed for the first time that AI-related

Alibaba's Qwen Enters AI Wearables Race, Targeting Glasses, Earbuds and Smart Rings

Alibaba Group is preparing to launch a line of AI-powered wearable hardware under its Qwen personal AI assistant brand, marking a significant strategic pivot that positions the e-commerce and cloud giant as a direct competitor to Meta Platforms and OpenAI in the fast-emerging consumer AI hardware market.

DeepSeek's DualPath System Targets the Hidden Bottleneck Throttling AI Agents

DeepSeek has co-authored a landmark systems research paper with teams from Peking University and Tsinghua University, proposing a new inference architecture called DualPath that addresses one of the most consequential but least visible constraints on large-scale agentic AI deployment: storage I/O bandwidth. The paper arrives as the

DeepSeek's Unreleased V4 Lite Model Leaks Online, Huawei Gets Early Access While Nvidia Left Out

DeepSeek's next-generation AI model has surfaced in leaks before any official announcement, with reports indicating that the Chinese AI startup has granted select domestic chipmakers — including Huawei — privileged early access to test the unreleased system, while Western semiconductor giants Nvidia and AMD remain excluded. The disclosure has

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