Sitemap - 2026 - Hello China Tech

Kimi and the Four-Month Year

The First AI Company to Show Its Cards

Baidu's AI Revenue Hit $5.8 Billion. That Wasn't Enough

The Export That Tariffs Can't Touch

When ChatGPT Health Became “America’s Afu”

Two Unicorns, 28,000 Robots

Zhipu and the Scarcity Trap

Humanoids Are Not Just Cars With Legs

Qwen 3.5 and the Margin Below

Three Bets, Three Walls: China’s Spring Festival AI War

Inside China’s Consensus Machine: How the Robot Investment Frenzy Actually Works

Meituan Writes a $717 Million Check to Remove an Option

China PV’s Space Solar Pop and the 24-Hour Paper Trail

China's Compute Bet: Can Efficiency Replace Scale?

StepFun’s $720M Bet: Hire the Founder Who Failed Three IPO Attempts

The Sandbox Strategy: Why Tencent Is Testing AI Social Outside WeChat

China’s Humanoid Robot Makers Compete for Visibility Before Viability

China’s AI Spending Shifts to Inference, Telecom Operators Lead the Build

China Turns IPOs Into Industrial Policy: The Commercial Space Case

Tencent’s $2.8B Insurance Policy: Inside Enflame’s Captive Supplier Model

Alibaba’s Chip IPO Is Really a Cloud Re-Rating Bet

Robotics +220%, Chips -17%, Here’s the real signal

Qwen Goes Shopping: Alibaba's Agent Bet Forces a Rewrite of Taobao's Economics

Why ByteDance Keeps Denying Its AI Glasses

Why Baidu's Best Assets Only Unlock Value After Leaving

China's Fast-Follower Trap: The Cost of Execution Excellence

What Changed in China Tech | Issue 2

China's Trillion-Yuan Venture Gamble

Moonshot AI’s $1.4 Billion War Chest: Buying the Right to Say No