Nearly 30,000 robovans were deployed across China in 2025, and growth is accelerating fast; JD alone aims to have 1 million robovans by 2030.
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May extended the Chinese economy’s rough patch; the only bright spots were in AI-related sectors.
China invests a lot in R&D, but a disproportionately small amount of its R&D spending goes to basic research.
Here are my answers to the most common questions raised by clients in our recent meetings.
FAI’s yoy decline was larger if using this year’s nominal figure divided by last year’s figure, as the base was revised down.
Video generation is one of the most promising cash-earning businesses for Chinese AI developers.
Beijing has cracked down on offshore brokerages that help mainland nationals flout offshore trading restrictions.
DeepSeek’s latest AI model series, DeepSeek-V4, launched to high expectations but failed to generate much hype.
