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17.03.26 - 21:26
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Öl: Strategische Reservepolitik aufgrund globaler Angebotsrisiken (SG)
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Die Raffinerien in China haben in den ersten beiden Monaten 122,6 Mio. Tonnen Rohöl verarbeitet, wie Daten des Nationalen Statistikbüros am Montag zeigten. Das entspricht einer durchschnittlichen Tagesmenge von knapp 15,2 Mio. Barrel. Die Rohölverarbeitung lag damit 1,9% über dem Niveau im Vorjahreszeitraum. Die Verarbeitung war im Februar etwas höher als im Januar, wie Daten des Beratungsunternehmens Oilchem zur Raffinerieauslastung nahelegen. Die Rohölproduktion legte in den ersten beiden Monaten des Jahres ebenfalls um 1,9% zu. Trotz der gestiegenen Rohölverarbeitung importierte China im Januar und Februar rund 10 Mio. Tonnen mehr Rohöl als von den Raffinerien verarbeitet wurde. Das entspricht einer Menge von gut 73 Mio. Barrel, die in den Lageraufbau gegangen sein dürfte. Damit setzten sich die Reservekäufe auch zu Beginn des Jahres im unverminderten Tempo fort, was sich mit Blick auf die aktuellen Lieferunterbrechungen wegen der Sperrung der Straße von Hormus als glücklicher Umstand erwiesen hat..
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17.03.26 - 15:06
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How Nvidia′s inference bet at GTC poses a challenge and opportunity for China (SCMP)
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Nvidia's latest language processing chip, unveiled at the company's annual artificial intelligence conference, has opened a new frontier in the AI inference arms race, as the booming market for AI agents like OpenClaw presents a complex new reality for China's semiconductor industry, according to analysts.
The Nvidia Groq 3 Language Processing Unit (LPU), introduced on Monday at GTC 2026 in San Jose, California, was described by the company as an accelerator with fast memory and low latency......
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17.03.26 - 14:06
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China leads world in anti-drone patents with US and South Korea far behind, law firm finds (SCMP)
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China leads the world in patent applications for anti-drone technology, which has drawn heightened attention during the wars in Ukraine and Iran and a spate of suspicious sightings in the West, according to intellectual property law firm Mathys & Squire.
Patent applications for anti-drone systems rose 27 per cent over the past year, with China submitting 82 compared with 22 from the US, the second-largest filer, the 115-year-old UK-based law firm said on Monday. South Korea ranked third with six......
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17.03.26 - 13:06
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China′s Oppo doubles down on foldable smartphones as potential Apple entry looms (SCMP)
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Chinese smartphone maker Oppo is mounting a fresh challenge in the foldable handset market after launching the latest product in its Find N series, as the industry faces rising memory prices and anticipation builds around Apple's foldable iPhone.
Find N6, launched globally on Tuesday, featured upgraded hinge technology designed to make the crease on the foldable screen “virtually imperceptible”, according to the company.
“While foldables offer the advantage of a larger display, the crease has......
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17.03.26 - 12:54
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US reshoring drive casts shadow over China′s contract drug makers: analyst (SCMP)
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Chinese contract drug makers – including WuXi AppTec, WuXi Biologics and WuXi XDC – face a less certain long-term revenue outlook as US pharmaceutical companies bring production in-house and reconfigure supply chains amid rising US-China tensions.
While near-term earnings remained largely locked in, visibility beyond that was limited, according to Cui Cui, head of healthcare research for Asia at Jefferies.
“Earnings visibility for 2026 and 2027 is still very strong – revenue momentum is largely......
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17.03.26 - 12:12
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China′s tightened listing rules for some ′red chips′ in Hong Kong raise concerns (SCMP)
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A memo circulating in mainland China's financial community has raised concerns that Beijing plans to ban certain Chinese companies from listing in Hong Kong via a red-chip structure, with analysts fearing that this could create uncertainty for new listings in the city.
According to a memo seen by the South China Morning Post, some red-chip companies – entities registered overseas but with assets and businesses within China – seeking regulatory approval for an initial public offering (IPO) in......
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