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13.04.26 - 02:00
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China′s reflation narrative under scrutiny as bond market signals caution (SCMP)
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Investors betting on a China reflation trade may be in for a reality check, as rising government bond prices and lacklustre equities point to lingering doubts about whether inflation in the world's second-largest economy can be sustained.
Yields on China's one-year sovereign bonds have fallen by 5.5 basis points over the past three weeks, while 10-year yields are down 1.6 basis points. Over the same period, the benchmark CSI 300 Index has slipped about 1 per cent. Bond yields move inversely to......
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13.04.26 - 01:06
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Chinese carmakers squeeze out Asian rivals in Europe as exports top 1 million units (SCMP)
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Chinese carmakers are rapidly gaining ground in Europe, squeezing out Asian rivals such as Japan and South Korea as exports to the region surge past 1 million units for the first time, according to an industry report.
Imports of Chinese-made cars into the European Union in 2025 jumped 30.7 per cent from a year earlier to 1.006 million vehicles, according to the report published by the European Automobile Manufacturers' Association, known as the ACEA, on April 2.
The value of those imports,......
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13.04.26 - 01:06
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How China′s EV battery king CATL powers up profits while EV makers struggle (SCMP)
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While China's electric vehicle (EV) makers are struggling amid fierce competition, battery giant Contemporary Amperex Technology Ltd (CATL) is consolidating its dominance, building its profits while erecting technological barriers to increase its pricing power.
The world's bestselling power battery maker for nine years in a row, CATL in March reported a net profit of 72.2 billion yuan (US$10.6 billion) for last year, up 42 per cent from a year earlier.
The figure is only 8 per cent lower than......
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12.04.26 - 14:18
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Inside the American Startups Trying to Break China′s Mineral Chokehold (Bloomberg)
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For over a decade, China has quietly built effectively a monopoly on the critical minerals that power everything from smartphones to fighter jets and the US is now racing to catch up. David Westin speaks with a New Hampshire startup called Phoenix Tailings, where CEO Nick Myers is trying to break China's chokehold on the supply chain. He also talks with author David Abraham, CFR's Heidi Crebo-Rediker, and former US Ambassador to China Nicholas Burns about how the US fell so far behind, and whether innovation can help it leapfrog back into the game. (Source: Bloomberg)...
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12.04.26 - 10:36
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Colleague Skill: AI job fears in China set off viral spread of supposed ability harvester (SCMP)
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An open-source artificial intelligence project aimed at harvesting human capabilities into reusable AI “skills” has gone viral in China, gaining traction as a meme among the country's uneasy young workers as they face growing job insecurity amid rapid AI advances.
Supposedly, certain skills of luminaries such as Steve Jobs, spiritual figures like Gautama Buddha and ordinary office workers have been extracted into digital form and uploaded online, making these skills – such as Jobs' product......
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12.04.26 - 08:06
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China′s battery, solar bosses urge top-down rules as overcapacity clouds industry outlook (SCMP)
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The chairmen of China's battery and solar giants have called for more top-down regulations to rein in cutthroat competition, warning that unchecked overcapacity is squeezing profits and threatening the industry's stability.
Despite tailwinds including the Middle East conflict that could increase demand for renewable products, overcapacity remains a major challenge for industry players.
Zhang Tianren, chairman of Tianneng Holding Group – ranked second behind Contemporary Amperex Technology Ltd......
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12.04.26 - 07:24
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Hyundai spearheads foreign EV comeback push in China with Ioniq brand (SCMP)
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Hyundai Motor has spearheaded a comeback among foreign marques vying for a slice of the Chinese electric vehicle (EV) market, launching a new brand built around local technologies and partnerships.
The South Korean carmaker, which reversed a six-year sales decline in 2025, said it would soon introduce production models under the Ioniq brand tailored for Chinese consumers, as it steps up its push into the world's largest automotive market.
“The newly launched Ioniq brand in China evolves beyond a......
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