China Innovation Watch

China Innovation Watch

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September 2025

China launches digital RMB hub to rival dollar dominance
The shanghai-based operations center integrates cross-border payments, blockchain services, and digital assets as china pushes its currency onto the…
China’s middle class forces Arc’teryx to face ESG reality
Arc’teryx’s fireworks show in the Himalayas backfired. China’s middle class is redefining ESG expectations and reshaping premium brand loyalty.
Why JD doubles down on direct retail strategy
From delivery funnels to discount stores, JD deepens its direct retail push as profits fall.
iFlytek’s AI tutor doubled revenue in six months
Inside the strategy that turned Spark X1 into a commercial win, blending advanced reasoning models, education-focused AI, and 2,000 retail centers to…
Huawei leads as ai phones surge
Q2 shipments dip, but AI phones, foldables, and premium segments fuel China’s next smartphone growth wave.

August 2025

China digital landscape in 12 charts
E-commerce saturation, mini program breakthroughs, and shifting engagement patterns define China’s digital economy in 2025.
China internet in 2025: scale, shifts, and the battle for user time
China’s internet user base reached 1.123 billion by June 2025, adding 14.36 million in six months, for a penetration rate of 79.7%. Find out details…
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Chinese humanoids gain edge in retail, logistics
VLA-powered humanoids and vertical data moats are driving hundreds of commercial deployments, cutting costs and reshaping service work.
Tencent rides AI surge to double-digit profit growth
AI-driven games and marketing push Tencent’s Q2 revenue to RMB184.5 billion, with international gaming up 35% YoY.
Agentic AI upshift in China
AI agent market in China to surge 75× by 2028 as tech giants race to standardize.
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