What the Chinese market is talking about.

China's cloud platforms and foundation models: capacity, pricing, releases and enterprise adoption.

General-purpose humanoid and embodied-AI robots, their makers and the actuator, reducer and sensor supply chain behind them.

Consumer and enterprise AI apps and autonomous agents built on Chinese models, and their adoption.

Driver assistance, urban navigation, robotaxis and the lidar and compute behind them.

High-end spending in China: luxury, premium baijiu, gold jewellery and duty-free.

AI and AR smart glasses from Chinese makers, and their optics and chip suppliers.

Industrial robots, servo and control systems, and automated 'dark factories' in Chinese manufacturing.

Semi-solid and all-solid-state cells: pilot lines, vehicle installs and the electrolyte supply chain.

eVTOL aircraft, passenger drones, flying cars and the rules and routes being built for them.

China-designed AI accelerators and the domestic compute build-out replacing imported GPUs.

Domestic lithography, etch and deposition tools and the fabs qualifying them.

Price cuts, subsidies and 'involution' competition among China's carmakers, and the regulatory response to it.

Chinese battery makers' overseas plants, export volumes and localisation deals.

Chinese carmakers building or localising vehicle production outside China.