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11.08.26 - 06:12
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Tesla faces uphill battle for FSD entry as China rewrites self-driving car rules: analysts (SCMP)
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The likelihood that US electric vehicle (EV) giant Tesla will obtain Beijing's approval for higher-level autonomous driving remains a distant prospect, according to analysts.
Though Tesla recently hired people to test its Full Self-Driving (FSD) system in China, many obstacles remained, with data regulation a core issue, they said.
Earlier this month, China outlined its first mandatory standards for autonomous driving systems, setting requirements for vehicles that feature level 3 (L3) and level......
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09.08.26 - 12:00
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Demand for affordable EVs will force open US market to Chinese models eventually: analysts (SCMP)
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Consumer demand for affordable electric vehicles is likely to force open the US market to Chinese electric vehicle (EV) brands within the next few years, even though they currently face trade barriers, according to analysts.
US carmakers are expecting the same, with Ford CEO Jim Farley recently predicting the entry of Chinese EVs as early as five years.
Farley, one of the most outspoken voices in the US automotive industry on the competitiveness of Chinese EVs, told Ford's staff two weeks ago......
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05.08.26 - 14:36
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Chinese optical-module stocks rebound as analysts downplay ′mild′ AI curbs proposed by US (SCMP)
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Shares of China's leading optical-module makers clawed back early losses on Wednesday after analysts downplayed the impact of proposed US restrictions that could block the firms from future American AI data centres.
They noted that the rules would likely leave current supply chains intact and face significant hurdles because of America's heavy reliance on Chinese manufacturing.
Zhongji Innolight ended the day down 7.3 per cent and 6.7 per cent in Shenzhen and Hong Kong, respectively, while......
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28.07.26 - 12:30
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China′s home-grown DUV progress not the biggest threat to ASML, analysts say (SCMP)
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Western anxiety over a potential breakthrough in Chinese chipmaking gear may be rising, but home-grown machines are not the greatest threat facing industry leader ASML, according to analysts.
The Dutch firm's shares fell more than 8 per cent at one point on Monday in the US before closing down 5.8 per cent, after The Information reported that China had begun manufacturing home-grown immersion deep-ultraviolet (DUV) lithography machines through a state-backed company in Shanghai.
China would......
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24.07.26 - 05:36
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Nobel economist on anti-China, anti-science US, AI′s risks (SCMP)
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Simon Johnson is a professor of entrepreneurship at the Massachusetts Institute of Technology (MIT). A former chief economist of the International Monetary Fund (IMF), he won a joint Nobel Prize for economics in 2024 for his research into how institutions shape national prosperity. On June 8, the British government announced Johnson as chair of its new AI Economics Institute.
In this interview, conducted on the sidelines of the UBS Asian Investment Conference in Hong Kong, Johnson discussed the......
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22.07.26 - 12:30
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Kupfer: Hohe Prämie für Chinas Kupferimporte, aber robuste Produktion (SG)
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Die Prämie auf Kupferimporte im chinesischen Hafen von Yangshan hat in den letzten Monaten kräftig angezogen: Sie beläuft sich laut der Researchgruppe Shanghai Metals Market aktuell auf gut 100 USD; im Januar hatte sie lediglich bei 20 USD gelegen. Das ist in der Regel ein Hinweis auf eine starke Kupfernachfrage in China. Zur Knappheit trägt aber momentan auch bei, dass das Angebot an Kupferschrott in China aufgrund neuer Steuerregelungen gering sei. Derweil waren die chinesischen Produktionszahlen für Kupfer abermals gut: Im Juni wurden laut Statistikbehörde 1,334 Mio. Tonnen Kupferraffinade produziert, 4,4% mehr als im Vorjahr und etwas mehr als im bisherigen Rekordhoch. Hohe Preise für die als Nebenprodukt entstehende Schwefelsäure kompensieren offensichtlich für negative Verarbeitungsmargen..
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