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Explainers

In-depth guides that explain China’s technology, policy, and business landscape — from chipmaking and AI to space, energy, and geopolitics. Built for readers who want context, not just headlines.

China's "AI Six Dragons" Are No More: How the Country's Top AI Startups Diverged

Three years ago, six Chinese AI startups were grouped together as rivals racing to become China's OpenAI. Today, they have taken six completely different paths — and the divergence reveals how the entire industry is being repriced. What Were China's "AI Six Dragons"? Between 2023

Moonshot AI’s Kimi K3: How China’s AI Startups Can Scale Globally Without Building Alone

A structural look at Moonshot AI's commercialization strategy, open-source model releases, and the "ride the ship" approach to international expansion What Is Kimi, and Why Does It Keep Making Headlines? Kimi is the flagship AI model and product of Moonshot AI, a Chinese AI startup

China's AI Office War: Why ByteDance, Alibaba, and Tencent Are Rebuilding the Workplace

How three tech giants are racing to own the next generation of enterprise productivity — and why the window to win is closing fast. What Is AI-Native Office Software — and Why Does It Matter? For most of the past decade, "AI in the workplace" meant bolt-on features:

How Chinese Manufacturers Are Breaking Out of the OEM Trap — and Building Global Brands

From consumer drones to high-speed rail, a new generation of Chinese companies is leveraging supply chain depth to compete on quality and brand, not just price. What Is "Supply Chain Globalization" — and Why It's Different From Traditional Exporting? For decades, the default model for Chinese

China's Auto Industry Endgame: Fewer Groups, More Brands

What Is Actually Happening in China's Auto Market Consolidation? China's auto industry is not simply shrinking — it is restructuring. The widely asked question, "how many carmakers will survive?", frames the issue incorrectly. The more precise question is: how many groups will survive, and how

CATL's 587Ah Cell and the New Economics of Energy Storage

How the world's largest battery maker is reshaping the cost curve — and why it matters beyond the headlines What Is Happening, and Why Does It Matter? A single product announcement from a Chinese battery manufacturer rarely rewrites industry economics. But when that manufacturer is CATL — which holds roughly

CXMT's Mega IPO: What It Means for China's DRAM Industry

What Is Changxin Memory, and Why Does Its IPO Matter? On July 27, 2026, Changxin Memory Technologies (stock code: 688825) began trading on the Shanghai Stock Exchange's STAR Market — China's technology-focused equity board. With an issuance valuation of approximately RMB 579.2 billion (roughly USD

CXMT: China's DRAM Challenger and the Structural Forces Reshaping Global Memory

What Is CXMT, and Why Does It Matter? ChangXin Memory Technologies (CXMT) is China's only vertically integrated DRAM manufacturer — and as of early 2026, the world's fourth-largest DRAM producer by revenue share. Its listing on Shanghai's STAR Market marks the first time a

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'

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