2026 Newsletters

China's July CPI Rises 0.5% as Services Prices Hold Firm

China's July CPI Rises 0.5% as Services Prices Hold Firm

China's consumer price index rises 0.5% year-on-year in July, with services prices showing resilience, and more than 90% of early-reporting A-share companies post profits. The issue also covers a KiwiTech semiconductor acquisition, Unitree's IPO pricing, and Shenzhen's APEC trade growth.

Leapmotor Tops 100,000 Monthly Deliveries as EV Sales Diverge

Leapmotor Tops 100,000 Monthly Deliveries as EV Sales Diverge

Leapmotor becomes the first Chinese NEV startup to exceed 100,000 monthly deliveries in July, while rivals report mixed results. The issue also covers CXMT's blockbuster IPO, Moonshot AI's US$3.5 billion raise, Luckin's Thai trademark win, and Vanke's new chairman.

China Approves CSSC Merger to Create Shipbuilding Giant

China Approves CSSC Merger to Create Shipbuilding Giant

China's securities regulator approves the CSSC absorption merger with China Heavy Industry, and the EU raises objections to JD.com's €2.2 billion Ceconomy bid. The issue also covers Ctrip's CNY 5.18 billion antitrust fine, an ADAS stress test, and Nike's China channel overhaul.

WAIC 2026 Opens in Shanghai as AI Shifts to Applications

WAIC 2026 Opens in Shanghai as AI Shifts to Applications

The 2026 World Artificial Intelligence Conference opens in Shanghai with more than 1,100 companies, and China's auto exports surge in the first half of 2026. The issue also covers an LV trademark case, a Moutai price increase, and Apple Intelligence's China approval.

China's Manufacturing PMI Returns to Expansion in June

China's Manufacturing PMI Returns to Expansion in June

China's manufacturing PMI rises to 50.3% in June, returning to expansion, and UBTech launches an emotional companion robot. The issue also covers a sharp price correction in used luxury cars, Molly Tea's trademark loss to Louis Vuitton, and Wanda's asset sales.

China's Auto Imports Fall for a Third Straight Year

China's Auto Imports Fall for a Third Straight Year

China's vehicle imports fall 19% year-on-year in May, extending a multi-year decline, and Apple raises Mac and iPad prices on rising memory costs. The issue also covers Tesla adopting Doubao and DeepSeek, an Alibaba rice-planting event, and cooling LABUBU resale prices.

China Names Priority Job-Creation Sectors in New Employment Plan

China Names Priority Job-Creation Sectors in New Employment Plan

China's State Council outlines priority sectors for job creation under its Employment-First Strategy for the 15th Five-Year Plan. The issue also covers Sam's Club food-safety scrutiny, a Dreame restructuring, Yum China's Pizza Hut deal, and referee Ma Ning at the World Cup.

WeChat Opens Its AI Ecosystem to Mini Program Developers

WeChat Opens Its AI Ecosystem to Mini Program Developers

WeChat opens its AI ecosystem to Mini Program developers, and Mercedes-Benz makes its livestream debut with Li Jiaqi. The issue also covers regulatory pressure on Ctrip, Alibaba and JD.com's Hong Kong expansion, and privacy scrutiny of AI glasses.

ByteDance Plans CNY 6 Billion AI Hospital in Beijing

ByteDance Plans CNY 6 Billion AI Hospital in Beijing

ByteDance wins approval for a CNY 6 billion AI-native hospital in Beijing, and Häagen-Dazs sells its mainland China store operations. The issue also covers Li Ning's partnership with Stephen Curry, a new Seres-Volcengine EV brand, and a pullback in gold prices.

Huawei Proposes 'Tau Law' as a Path Beyond Moore's Law

Huawei Proposes 'Tau Law' as a Path Beyond Moore's Law

Huawei introduces the 'Tau Law' semiconductor framework at a Beijing symposium, alongside Pang Dong Lai's CNY 6.5 billion 'Dream City' housing project. The issue also covers Pony.ai's Q1 results, Duan Yongping's Pop Mart stake, and Luo Yonghao's reduced role at Smartisan.

China Approves 200 Boeing Jets as Trade Talks Progress

China Approves 200 Boeing Jets as Trade Talks Progress

China signals early progress in U.S. trade talks with a 200-aircraft Boeing purchase and extends visa-free entry for Russian citizens. The issue also covers record NEV penetration, Temu's rise, a smartphone price war, and Huawei's Ren Zhengfei.

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