Mainland China News
Company moves, capital markets, industrial policy and outbound activity from mainland China.
ChinaAI & Machine LearningJingpost Desk2026-06-04
More US firms turn to China’s DeepSeek over pricey Silicon Valley AI
Chinese artificial intelligence start-up DeepSeek took the top spot on a major US business spending index in June, surging as more companies swap out expensive American options like OpenAI and Anthropic in favour of more affordable alternatives.
Editor's Note
DeepSeek’s dominance on a US corporate spending index signals that cost-conscious American firms are pivoting to Chinese AI, undercutting Silicon Valley’s pricing power.
ChinaAI & Machine LearningJingpost Desk2026-06-04
A Chinese robotics start-up beat Nvidia on a global AI ranking. Is a new tech war brewing
As artificial intelligence steps out of the digital realm and into the real world, the race to build the embodied “brains” powering next-generation robots has become the newest battleground in tech competition between China and the United States.
Editor's Note
Chinese startups now lead in embodied AI benchmarks, challenging Nvidia’s hardware dominance and accelerating the shift of AI competition from chips to robotic intelligence.
ChinaAI & Machine LearningJingpost Desk2026-06-03
From fried chicken to flight plans: Alibaba wants Qwen to become China’s digital fixer
In its latest bid to dominate China’s next-generation digital gateway, Alibaba Group Holding is opening its Qwen AI assistant to major brands, allowing users to order everything from fried chicken to bubble tea through simple conversation.
Editor's Note
Alibaba is turning Qwen into a commerce operating system, embedding AI into everyday transactions to lock brands into its ecosystem and fend off ByteDance and Baidu.
ChinaAI & Machine LearningJingpost Desk2026-06-03
Will China pay for AI? ByteDance’s Doubao loses 6 million users after subscription plan
ByteDance risks throwing away its lead in China’s fierce market for consumer artificial intelligence by monetising too early, according to analysts, after its flagship chatbot Doubao shed millions of users following a sneak peek at paid-subscription tiers.
Editor's Note
Chinese AI firms face a brutal trade-off: ByteDance’s 6 million user loss shows monetisation attempts can instantly cede hard-won ground in a price-sensitive market.
ChinaAI & Machine LearningJingpost Desk2026-06-02
Trump’s AI order seeks security safeguards without slowing race with China
US President Donald Trump signed a long-awaited executive order on artificial intelligence (AI) on Tuesday, which asked technology companies to voluntarily share advanced models before they are released, signalling a shift in the administration’s largely la...
Editor's Note
Trump’s voluntary AI vetting buys Washington oversight without imposing hard limits, but leaves US firms racing China still setting their own pace.
ChinaSemiconductorsJingpost Desk2026-06-02
Huawei to hold the line as memory price surge hits China’s smartphone makers: report
Chinese smartphone makers are preparing for their most challenging year since the Covid-19 pandemic, as analysts say skyrocketing memory chip prices are forcing brands to make a difficult choice: absorb the higher costs, raise retail prices or downgrade sto...
Editor's Note
Huawei’s pricing discipline will pressure smaller Chinese rivals already squeezed by memory costs, potentially accelerating market consolidation.
ChinaManufacturingJingpost Desk2026-06-02
Huge state subsidies give China unfair edge over foreign rivals, OECD says
Chinese companies in 15 key industrial sectors received vastly more state support than their international competitors between 2005 and 2024, according to an OECD report released on Monday.
Editor's Note
OECD data confirms Beijing’s industrial policy has created a structural subsidy gap that foreign manufacturers cannot match without equivalent state backing.
ChinaManufacturingJingpost Desk2026-06-01
China’s SAIC plans to build first EU car plant in Spain’s Galicia
China’s SAIC Motor plans to set up a car factory in Spain’s northwestern region of Galicia that would be its first production facility in the European Union, the regional government said on Monday.
Editor's Note
SAIC’s Galicia plant bypasses EU tariffs and positions Chinese EV makers to compete directly from within Europe’s manufacturing base.
ChinaCapital MarketsJingpost Desk2026-06-01
Unitree clears key hurdle to Shanghai IPO as China’s humanoid robot wave gathers pace
Unitree Robotics, one of the leading forces in mainland China’s booming humanoid robot sector, has cleared a major hurdle for its highly anticipated initial public offering (IPO) after passing a listing committee hearing on Monday.
Editor's Note
The development gives Jingpost readers a marker for capital markets positioning across China.
ChinaAI & Machine LearningJingpost Desk2026-06-01
China index reshuffle to entrench tech trades and boost AI rally: brokerages
A semi-annual reshuffle of key gauges tracking China’s yuan-denominated stocks is set to boost the representation of technology companies, a move expected to lure more inflows and further increase the sector’s appeal, according to investment banks.
Editor's Note
The index reshuffle funnels $3.1 billion into Chinese tech hardware and semiconductors, deepening capital concentration in AI-linked stocks and amplifying sector momentum.
ChinaAI & Machine LearningJingpost Desk2026-06-01
MiniMax debuts AI model built for long and complex coding tasks
Chinese artificial intelligence start-up MiniMax has unveiled its latest flagship AI model, M3, designed to anchor the company’s push into coding agents and automated workflows.
Editor's Note
MiniMax’s M3 cuts inference costs by 95%, threatening to commoditize AI coding agents and intensify price wars among Chinese AI vendors.
ChinaSemiconductorsJingpost Desk2026-06-01
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem capable of breaking Nvidia’s stranglehold on the market.
Editor's Note
US export curbs force China’s chip designers to choose between versatile GPUs and specialised ASICs, reshaping the domestic AI hardware landscape.
ChinaSemiconductorsJingpost Desk2026-05-31
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
The US Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips – such as Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s...
Editor's Note
The US closing the overseas subsidiary loophole forces Chinese AI firms to rely on domestic alternatives, accelerating Huawei’s chipmaking ambitions.
ChinaSemiconductorsJingpost Desk2026-05-30
Is Huawei’s new chip scaling law a true breakthrough, or mere hype
Microchip development has always been a race to build smaller and smaller transistors – the fundamental components of chip circuits.
Editor's Note
Huawei’s chip scaling pivot, if viable, could decouple semiconductor progress from Western lithography tools, reshaping global supply chains.
ChinaAI & Machine LearningJingpost Desk2026-05-28
China’s MiniMax records 1-million client base, fivefold growth in half a year
Chinese artificial intelligence (AI) company MiniMax says it recorded a fivefold surge in its global enterprise and developer client base over the past six months, highlighting the sharp expansion of its international footprint, even as the Hong Kong-listed...
Editor's Note
MiniMax’s rapid client growth shows Chinese AI firms can scale globally despite losses, intensifying competition for international players like OpenAI.
ChinaHealthcareJingpost Desk2026-05-27
China’s drug regulator clears wave of home-grown innovative medicines amid biotech boom
Home-grown innovative drugs make up most of the medicines China’s drug regulator has approved for sale so far this year, underscoring the country’s biotech boom.
Editor's Note
The development gives Jingpost readers a marker for healthcare positioning across China.
ChinaElectric VehiclesJingpost Desk2026-05-02
'The final frontier': China just showed off its world-beating EV battery tech — as CATL, BYD and Sunwoda battle to take charging times down to only five minutes to remove the last barrier to electric adoption
'The final frontier': China just showed off its world-beating EV battery tech — as CATL, BYD and Sunwoda battle to take charging times down to only five minutes to remove the last barrier to electric adoption TechRadar
Editor's Note
The pullback raises questions about whether electric vehicles valuations had outrun fundamentals.
ChinaLogisticsJingpost Desk2026-04-20
China’s New Supply Chain Security Regulations: What Are the Risks to Foreign Companies? -
China’s New Supply Chain Security Regulations: What Are the Risks to Foreign Companies?
Editor's Note
Foreign firms in China now face dual compliance burdens under supply chain security rules, raising operational costs and legal exposure for logistics providers.
ChinaSemiconductorsJingpost Desk2025-07-16
Jensen Huang lauds China's AI models as Nvidia gears up to resume chip exports
Jensen Huang lauds China's AI models as Nvidia gears up to resume chip exports CNBC
Editor's Note
The move has implications for the global chip supply chain beyond the immediate players.
ChinaSemiconductorsJingpost Desk2025-05-31
Huawei invested in 60-plus China chip firms since US sanctions
Huawei invested in 60-plus China chip firms since US sanctions Nikkei Asia
Editor's Note
The move has implications for the global chip supply chain beyond the immediate players.
