The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.
Continue Reading
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.
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.
The PBOC launched the overnight reverse repo but did not disclose its interest rate; it was later reported to be 1.25%, below market expectations.
China Customs reported a USD 1.2trn merchandise trade surplus last year, but the current account surplus was just USD 735bn.
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.