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Unpacking China | Key Chinese Firms to Watch This Week （12/04/2026-17/04/2026）
Chinese EV leader BYD (比亚迪) South Africa avoids price war, focusing on long-term brand value via differentiation
Subsidy Rollbacks, Sales Cliff, and a Japanese Comeback: The Next Phase for Chinese EV Makers in Thailand
Chinese legal tech rising star JurisAI (慧多宝法律AI) completes Pre-A round financing, led by GSR Ventures
Chinese embodied AI Company TARS raised $455 million in a Pre-A round, breaking the record for the sector in China, led by Hillhouse, Sequoia, and Meituan.
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Our Analysis
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Thinking of ASEAN as a single market is the biggest miscalculation for Chinese companies
For a long time, multinational corporations have often held a dangerous "holistic" bias when examining the Association of Southeast Asian Nations (ASEAN). This perspective views ASEAN—a region with over 690 million people and interwoven diverse cultures—as a single emerging market, attempting to capture one country as a model and then replicating that pattern across other member states.
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You're Invited: China's Innovation, Up Close
China is no longer just a manufacturing hub or a consumer market to watch from a distance. It has become the world's most dynamic innovaton laboratory where AI applications scale faster, humanoid robots roll off production lines at mass-market prices, smart factories rewrite the rules of manufacturing, and internet platforms evolve their business models quicker than anywhere else.
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CES 2026 in Numbers | From Shenzhen to Las Vegas: Huaqiangbei’s Year-End Report
CES 2026 features nearly equal numbers of exhibitors from China and the United States, underscoring its increasingly balanced global landscape. China’s growing influence—driven by highly concentrated regional clusters such as the Pearl River Delta—highlights that competition now revolves around systems, scenarios, and industrial ecosystems rather than individual products.
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Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges
Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”
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Sector Expertise
Technology
China is on its way to becoming one of the most influential technological powers in the world, maintaining its leadership in Artificial Intelligence (AI), AIoT, big data, robotics, AR/VR, quantum computing and other industries. What are the significant impacts and investment opportunities this will bring?
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Consumer
With a country of more than 1.4 billion people, China is one of the world's most flourishing consumer markets, where global brands are growing and outperforming. How to understand the diversity of the Chinese consumer market? How to unleash the potential of the consumption upgrade in China?
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Healthcare
With the growing rate of China's aging population and health service demands, the Chinese government accelerates the coordinated reform of medicine and the healthcare system. In recent years, healthcare-related projects have begun to explore tremendous opportunities to move into the realm of venture capital.
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Mobility
In recent decades, China's mobility industry has stepped up its efforts to explore global markets. It has become an increasingly prominent global innovation force in the new energy and autonomous driving field. What are emerging trends in China's auto market? Who are the fast-growing mobility players?
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