China Research
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AI-powered intelligence for China markets — A-shares, PBOC policy, property and tech.
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📊 Weekly briefings
All briefings →Oct 14
Google's Enterprise Gemini Agent Signals First Major Enterprise Software Renovation in 40 Years
Google Cloud released enterprise-grade Gemini Agent on Oct 8, focusing on delegation architecture rather than model improvements.
Oct 3
Seagate and Western Digital Fall 10%+ Pre-Market; Argentina Announces $10.5B Energy Investment
Seagate Technology fell over 11% pre-market, at one point dropping nearly 14%, amid heavy mechanical HDD sector selling
Sep 27
China's Fifth Digital Trade Expo Closes With 163-Nation Participation as AI Integration Expands Across Sectors
The fifth Global Digital Trade Expo concluded in Hangzhou with participation from 163 countries and regions and 40 international organisations, themed around 'Meeting AI's Future at the Digital Trade Expo.'
Sep 15
Zhengzhou Airport Targets Global Top-30 Cargo Rank; China Supercomputing Tops 1.7M Users
Zhengzhou Airport cargo throughput targets global top-30 ranking under China's 15th Five-Year Plan (2026-2030)
Sep 15
China Digital Yuan Forum Convenes at 2026 Beijing Services Trade Fair
Digital Yuan Technology and Application Forum held in Beijing during the 2026 Services Trade Fair
Aug 31
Chinese Tech Giants Pour Trillions Into AI as DeepSeek Plans 1 GW Datacenter After 50B Yuan Raise
DeepSeek raised 50 billion yuan in June 2026 and is building a 1 GW AI datacenter in Inner Mongolia; eight Chinese tech giants are committing trillion-yuan AI investment.
💼 Earnings & corporate
More →Jihua Group Q3 2026 Delivers Accelerated Growth as GNMI Integration Meets Expectations
Nov 6, 2026
China Financials: Insurance Giants Post ¥40.8B Loss While Banks Consolidate 40+ Rural Branches
Nov 5, 2026
Chinese Lithium Miners Post Doubled Annual Profits but Q3 Margins Signal Price Peak Has Passed
Oct 31, 2026
BYD and Geely Post Q3 Profit Surges on Overseas Sales Strength as China Domestic Market Stalls
Oct 29, 2026
Unitree Robotics Revenue Jumps 70% in Quarter But AI Investment Pushes Net Profit Lower
Oct 28, 2026
🏛️ Macro & policy
More →Beijing's Property Stimulus Misses: Lower-Tier Cities Face Structural Demand Collapse
Nov 8, 2026
Tiger Brokers Pivots to Hong Kong as Beijing's Overseas Trading Curbs Reshape Brokerage Industry
Nov 7, 2026
US Extends Trade Blacklist Suspension Ahead of Shenzhen Bilateral Talks with China
Nov 7, 2026
China's Kimi AI Model Leads 90% of Global Open-Source Enterprise Spending, New Study Finds
Nov 7, 2026
Hysan's Lee Garden Eight Secures Major 39,000 Sq Ft Law Firm Tenant, Validating HK Commercial Rebound
Nov 6, 2026
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