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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 EV Industry Enters Its Hardest Phase: What Really Changes After Subsidies Fade

China’s electric vehicle (EV) market has already crossed its most visible milestone: new-energy vehicles now account for more than half of all new car sales. But the more consequential transition is only beginning. As policy support recedes and basic electrification becomes commoditized, competition is shifting toward deeper capabilities—

What Is China’s G60 Satellite Program — And Why 2027 Matters

* G60 (千帆) is China’s most prominent proposed LEO satellite mega‑constellation, often compared with SpaceX’s Starlink. * The real constraint is not ambition, but ITU spectrum and orbital deadlines (the so‑called Bring‑Into‑Use, BIU, rules). * 2024–2027 is the decisive window: miss it, and spectrum filings risk

What happened to Labubu — and why Pop Mart’s boom turned into a bust

What is Labubu (and who is Pop Mart)? Labubu is a character IP — a small, quirky “furry” figure sold as collectible toys (blind-box figures, plushes and limited editions). Pop Mart is the Beijing-based company that builds and monetises toy IPs through designer collections, blind-box retail, branded stores

What Is Alibaba’s Qwen App — And Why It Signals the Rise of AI That Gets Things Done

* Qwen App (千问) is Alibaba’s AI assistant designed not just to chat, but to complete real-world tasks such as ordering food, booking flights, and shopping. * By deeply integrating with Taobao, Alipay, Ele.me, Fliggy, and Amap, Qwen enables end-to-end transactions inside a single AI interface. * This