China Innovation Watch

China Innovation Watch

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China’s 618 festival matures beyond the price war
This year's 618 marks a dramatic shift in China's retail strategy—less price-cutting, more platform cooperation, content-driven commerce, and instant…
Alibaba’s identity crisis spills into the open
From missed AI opportunities to bureaucratic dysfunction, this insider account exposes what’s broken inside Alibaba—and what’s at stake in China’s tech…
China’s quiet retail boom
China’s convenience stores are growing 9.1% YoY—outpacing all retail. Discover how tech, supply chains, and localization are driving a retail…
China’s social media go granular and AI-powered
Fragmenting platforms, emotion-first marketing, and AI-led decision-making are transforming China’s digital consumer landscape.
AI browsers reshape China’s tech battlefield
Alibaba and Tencent are transforming their browsers into AI-powered gateways, betting big on a new strategic front in China’s artificial intelligence…
Vintage photo trend turns heads in China
Scarcity, nostalgia, and celebrity influence turn a discontinued photo format into China’s latest consumer sensation.

May 2025

Xiaomi surges with record profits, ev momentum
From reclaiming China’s top smartphone spot to scaling its EV business, Xiaomi's Q1 2025 results show bold innovation and serious momentum. Here's what…
Decoding China's AI healthcare breakthrough
How a century-old Shanghai hospital leveraged AI to revolutionize healthcare, improving diagnosis accuracy, treatment effectiveness, and patient…
Brazilian blue ocean: China’s latest tech frontier
From food delivery and smartphones to e-commerce and logistics, China’s biggest tech firms are reshaping Brazil’s digital landscape with bold…
Meituan profit doubles as AI and global bets pay off in Q1 2025
With profits nearly doubling and new ventures like Keeta and Instashopping scaling fast, Meituan shows how AI, logistics, and retail innovation drive…
Baidu’s AI surge offsets online ad slump in Q1 2025
Baidu’s Q1 2025 report shows AI Cloud revenue up 42% YoY and robotaxi rides up 75%, offsetting a decline in ad revenue. A pivotal moment for China’s AI…
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…
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