China Deep Dive

Energy

China’s Hydrogen Energy Industry Faces Major Shake-Up, 40% Firms Could Disappear by Year-End

AI

China’s Three Tech Giants Double Down on AI Investment, Commercialization and Efficiency Strategies Diverge

Solar

PV Industry Giant LONGi Green Energy Sees Losses Deepen as Solar Industry Overcapacity Persists

Consumption

Gambol Pet at Inflection Point: Premiumization Strategy Tests Profitability Amid Shift from Export Dependence to Domestic Growth

ChemicalIPO Watch

Befar Group Refiles Hong Kong IPO Amid Chemical Downcycle, Targets Strategic Expansion into New Energy

AIIPO Watch

Lightelligence Surges Over 400% on Hong Kong Debut as “World’s First AI Optical Computing Stock”

IPO Watch

Leading Optical Module Supplier TFC Eyes Hong Kong IPO, Valuation and Supply Chain Risks Remain

AIAuto

From Autonomous Driving to Embodied Intelligence: Chinese Automakers Turns Spotlight to Physical AI

Lithium Battery Separator Leader Semcorp Posts Sharp Earnings Recovery Amid Broader Lithium Industry Upcycle

Silicon Leader Hoshine Reports First Annual Loss Amid Massive impairments, Forced to Curtail PV Operations

China’s State Construction Giants Remain Under Profit Pressure, Cash Flow Shows Signs of Recovery

AI

Chinese AI Model Providers Caught in “Token Crunch” Amid Service Overloads, Sellouts, and Outages

Shipping

Strangled by Strait of Hormuz: China Freight Forwarders’ Middle East Business Tumble as Shipping Costs Soar

Auto

Chinese Automakers Accelerate Payment Cycle Compression as Supply Chain Financing Practices Shift Under Policy and Competitive Pressure

Auto

Automakers’ 2025 Results Released: Industry Enters Brutal Shakeout Amid Falling Profits and Intensifying Competition