China Innovation Watch

China Innovation Watch

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China’s most valuable brands in 2025
China’s top brands are growing faster, getting smarter, and reshaping global perceptions—with TikTok, Little Swan, and State Grid leading the…
Apple and Xiaomi chase Huawei in China's smartwatch frenzy
Huawei leads an aggressive surge in China's smartwatch market, securing dominance against Apple and Xiaomi in a booming Q1 2025.
Smart devices redraw China's digital map
Intelligent hardware, mini-programs, and short video commerce redrawing the digital map in China in Q1 2025.
Alibaba accelerates AI-driven growth in Q1
Alibaba accelerates into 2025 with triple-digit AI product growth and improved margins. Read key takeaways, strategic shifts, and global media…
Tencent posts 22% profit surge on AI momentum
Tencent’s high-margin gaming and ad units bankroll ambitious AI expansion, as Q1 profit climbs 22% despite capital spending spike.
China's tech VC squeeze widens
Q1 data shows foreign capital fading, semiconductor bets rising, and China’s share of global VC hitting historic lows.
How China’s Kunlun is turning AI into cash
From AI chips to global apps, China’s Kunlun Tech shows what commercial AGI at scale can look like. This rapid expansion is anchored in Kunlun’s…
China’s consumers going premium, personal
Emerging consumer trends in China reveal high-end, digital-driven growth alongside significant structural shifts.

April 2025

China's banks are training massive AI models
China’s largest state-owned and joint-stock banks are embedding AI deeply into their core processes, from audits to credit risk analysis, building…
Short drama apps just had their biggest quarter ever
With $3.3B in revenue and 259M downloads, bite-sized soap operas are taking over phones from Jakarta to São Paulo—powered by China, translated scripts…
Chagee’s nasdaq debut reshapes china’s tea race
Nasdaq‑listed Chagee parlayed a single‑SKU, franchise‑powered sprint into a US $6 billion market debut, signaling China’s upscale tea boom is primed for…
GenAI fuels China’s $223B compute surge
China’s AI infrastructure is scaling fast as LLM workloads and enterprise adoption drive explosive growth in compute power.
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