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03.05.26 - 14:30
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From footwear to AI services: China moves up the value chain in exports (SCMP)
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For decades, the global image of Chinese trade was synonymous with massive container ships loaded with footwear, bags and furniture. However, a profound structural shift is under way.
Having conquered the world of physical goods, China is now rapidly ascending the industrial chain as an emerging exporter of manufacturing technology.
In 2025, the country's exports of telecoms, computer and information services reached 808 billion yuan (US$118 billion), marking a robust 13 per cent year-on-year......
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03.05.26 - 14:30
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World may find itself ′in a very Chinese time′ of data governance (SCMP)
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At the end of March, China inaugurated the World Data Organisation in Beijing, a body with a stated mission of “bridging the data divide, unlocking data's value and powering the digital economy”.
The move is the latest signal of a broader trend: over the past several years, Beijing has developed a distinct data governance strategy to drive artificial intelligence (AI) development as it reshapes the terms of technological competition.
Since late 2025, Beijing has pursued an aggressive AI adoption......
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03.05.26 - 06:06
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From phones to robots: China′s supply chain eyes next growth curve in humanoid (SCMP)
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China's smartphone and electronics supply chain is adapting its expertise to support the country's fledgling but fast-growing humanoid robotics industry, as component suppliers seek new growth beyond a slowing mobile market.
The sector received a glimpse of that crossover after Honor's humanoid robot D1, a dark-horse entrant from the smartphone maker, won Beijing's recent robot half-marathon, beating established Chinese robotics names such as Unitree.
Honor entered the humanoid robotics sector......
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03.05.26 - 05:12
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The U.S. Wants To Ban Chinese Cars, But They′re Already At The Gate (ZeroHedge)
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The U.S. Wants To Ban Chinese Cars, But They're Already At The Gate
Efforts in Washington to block Chinese-made cars often sound like a future problem - but in practice, those vehicles are already within reach of American consumers, according to the Wall Street Journal.
Just south of the U.S. border, Chinese automakers have been rapidly expanding in Mexico, setting up dealerships and offering vehicles at prices far below what most new cars cost in the U.S. Brands like BYD, Geely, and Great Wall Motor are selling electric and gas-powered models packed with features - often for the price of a used car in the U.S. That proximity matters: American consumers living near the border can easily see, test, and in some cases drive these vehicles, even if large-scale imports remain restricted.
Meanwhile, U.S. policymakers are moving in the opposite direction. Proposed tariffs, import restrictions, and national security reviews are all aimed at limiting Chinese auto penetration, especially in the electri...
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03.05.26 - 04:12
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Chinese court rules firms can′t lay off workers on AI grounds (Times of India)
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A Chinese court ruled that tech firms cannot fire employees solely to replace them with AI, emphasizing that technological advancement doesn't justify unilateral layoffs or salary cuts. This decision highlights the government's balancing act between fostering AI development and maintaining labor market stability amidst economic challenges and high youth unemployment....
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03.05.26 - 04:00
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Singapore′s safe-haven status draws more Chinese capital into property sector (SCMP)
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China has become one of the largest sources of investment in land parcels and other properties in Singapore, as the safe-haven status of Southeast Asia's top financial hub continues to attract global capital, according to analysts.
China-linked developers and business entities have become more active in the market, said Alan Cheong, executive director for research and consultancy at Savills Singapore. “Chinese developers who have had experience in Singapore are now familiar with the rules,......
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03.05.26 - 02:24
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Ahead Of Trump-Xi Summit, Beijing Tells Chinese Firms To Ignore U.S. Sanctions On "Teapot" Refineries (ZeroHedge)
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Ahead Of Trump-Xi Summit, Beijing Tells Chinese Firms To Ignore U.S. Sanctions On "Teapot" Refineries
President Donald Trump is set to travel to Beijing in mid-May for a summit with Chinese President Xi Jinping, the first U.S. presidential visit to China in eight years, and a meeting already delayed once by the Iran war.
The pair will obviously discuss the U.S.-Iran conflict and the resulting energy shock, which has hit Asia fastest and hardest. There is no shortage of issues for the two leaders to discuss, including Taiwan, trade, AI chip controls, rare earths, and sanctions.
One important topic the two leaders will likely spend time on is the energy shock and the maximum pressure campaign imposed by the U.S. Treasury Department's Office of Foreign Assets Control on Chinese independent "teapot" refineries, particularly in Shandong Province, due to their continued purchases and refining of Iranian crude.
Perhaps last week's sanctions on China's teapot refiners are part o...
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02.05.26 - 23:30
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Beyond subsidies: what′s really driving China′s industrial climb (SCMP)
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Driven by intensifying competition in advanced manufacturing, the world is waking up to “China shock 2.0”. The first “shock”, associated with China's accession to the World Trade Organization in 2001, focused on low-tech manufacturing.
Of course, this latest “shock” isn't framed as such by Chinese policymakers. They present it as an upgrade in export strength, often described as a shift from the “old three” of textiles, furniture and home appliances to the “new three” of electric vehicles,......
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02.05.26 - 22:42
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Government notifies FDI changes on China funds (Times of India)
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India has eased foreign investment rules, allowing up to 100% FDI in insurance and relaxing norms for investments from neighbouring countries. Companies with up to 10% Chinese holding can now invest via the automatic route, though entities registered in China itself are excluded. These changes aim to boost capital inflows amidst a weakening rupee....
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