China Innovation Watch

China Innovation Watch

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China’s stock-exchange restaurants spread to 10+ cities in months
Exchange-style dining boomed on social media across China. The dynamic pricing is cosmetic. Product depth is thin. Repeat visits are already declining.
Why China’s supermarket giants copy 13-store chain
A 13-store retailer in Henan just taught China's biggest supermarkets how to survive. Yonghui saw 10x sales jumps. Walmart is studying it. Revenue…
How Chinese consumer priorities shift in 2025
Accenture data reveals 86% now prioritize health monitoring while brand loyalty collapses and domestic products capture 43% of beauty market as Chinese…
How Chongqing overtakes Shanghai as China’s top consumer city
Mountain city records 830B yuan retail sales in H1 2025, beating Shanghai for three consecutive periods. Automotive production, nighttime economy, and…
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.
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…
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…
China’s next interface: AI companions
Fusing tactile design with emotional intelligence, China’s AI companion boom is reshaping global norms in consumer tech, monetization, and intimacy…
Inside China’s FMCG slowdown and premium pivots
From discount shopping in smaller cities to premium toothpaste and coffee, China’s shoppers are redefining value. Here’s how brands are adapting to win.
Why Starbucks blinked in China’s tea-led future
Starbucks is shedding its legacy in China, slashing prices, chasing tea trends, and mimicking local rival Luckin. It battles slowing growth in the…
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…
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