The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.
AI infrastructure generated USD 140bn operating profit worldwide in Q1 2026, with five companies capturing nearly 85% of the total.
Rack-scale systems dominated the hardware floor, pushed by the inference demands of trillion-parameter models such as Moonshot’s Kimi-K3.
In this chartbook, we walk you through the latest developments in the Chinese economy and present our outlook.
The US and China have each taken more measures aimed at decoupling from the other’s AI ecosystem.
The US is poised to replace its expiring Section 122 tariffs with new Section 301 tariffs in late July; rates on imports from China will rise by 2.5 ppts.
China’s housing downturn has continued, with more declines in both transaction volumes and prices.
Chinese businesses have been rolling out a variety of general and task-specific AI tools for their employees; almost all rely on Chinese-made models.