# ![@CNBizInsider Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1572482926545367042.png) @CNBizInsider ChinaBiz Insider

ChinaBiz Insider posts on X about ai, china, bytedance, nio the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1572482926545367042/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572482926545367042/c:line/m:interactions.svg)

- [--] Week [------] +96%
- [--] Month [------] +224%
- [--] Months [-------] +16,970%
- [--] Year [-------] +489,245%

### Mentions: [--] [#](/creator/twitter::1572482926545367042/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572482926545367042/c:line/m:posts_active.svg)

- [--] Week [---] -14%
- [--] Month [---] +75%
- [--] Months [-----] +11,580%
- [--] Year [-----] +117,600%

### Followers: [---] [#](/creator/twitter::1572482926545367042/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572482926545367042/c:line/m:followers.svg)

- [--] Week [---] +5.50%
- [--] Month [---] +22%
- [--] Months [---] +82%
- [--] Year [---] +90%

### CreatorRank: [---------] [#](/creator/twitter::1572482926545367042/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1572482926545367042/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  29.55% [automotive brands](/list/automotive-brands)  22.73% [stocks](/list/stocks)  21.21% [finance](/list/finance)  18.18% [countries](/list/countries)  13.64% [travel destinations](/list/travel-destinations)  7.58% [social networks](/list/social-networks)  5.3% [luxury brands](/list/luxury-brands)  2.27% [financial services](/list/financial-services)  2.27% [currencies](/list/currencies)  1.52%

**Social topic influence**
[ai](/topic/ai) 34.09%, [china](/topic/china) 12.12%, [bytedance](/topic/bytedance) #82, [nio](/topic/nio) 9.85%, [seedance](/topic/seedance) #1565, [li auto](/topic/li-auto) 8.33%, [$nio](/topic/$nio) 6.82%, [ipo](/topic/ipo) #976, [hong kong](/topic/hong-kong) 3.79%, [target](/topic/target) 3.79%

**Top accounts mentioned or mentioned by**
[@sinomarket](/creator/undefined) [@business](/creator/undefined) [@poezhao0605](/creator/undefined) [@cnevhome](/creator/undefined) [@jukan05](/creator/undefined) [@nioglobal](/creator/undefined) [@globaltimesnews](/creator/undefined) [@digitaltrends](/creator/undefined) [@hasantoxr](/creator/undefined) [@kobeissiletter](/creator/undefined) [@olalatech1](/creator/undefined) [@wsj](/creator/undefined) [@djirumor](/creator/undefined) [@d2help](/creator/undefined) [@theinformation](/creator/undefined) [@crmiller1](/creator/undefined) [@intengineering](/creator/undefined) [@reutersbiz](/creator/undefined) [@jas0nyu](/creator/undefined) [@katiemiller](/creator/undefined)

**Top assets mentioned**
[Li Auto Inc. (LI)](/topic/li-auto) [Lennox International, Inc. (LII)](/topic/$li) [POP MART  (PMRTY)](/topic/pop-mart) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Morgan Stanley (MS)](/topic/morgan-stanley) [XPENG INC. (XPEV)](/topic/xpeng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The stumble of #XPengs IRON robot is a necessary rite of passage for the industry. By falling it paradoxically proved its legitimacy debunking earlier claims that it was a human performer.Perfection in #robotics is usually suspicious; failure is the fingerprint of real R&D"  
[X Link](https://x.com/CNBizInsider/status/2018140840737247581)  2026-02-02T01:54Z [---] followers, [---] engagements


"@DigitalTrends #CATL now controls 47.9% of China's EV battery market and 43% globallyup YoY in both. February production plans show just 10% MoM decline despite Lunar New Year signaling structural demand from commercial fleets and energy storage. The moat isn't shrinking; it's deepening"  
[X Link](https://x.com/CNBizInsider/status/2018561774233219085)  2026-02-03T05:46Z [---] followers, [--] engagements


"@hasantoxr ByteDance just open-sourced UI-TARS an AI agent that controls computers and phones through visual understanding. It outperforms OpenAI's $200/month Operator on practical tasks and runs entirely locally. Proprietary AI agent commercialization window closing faster than expected"  
[X Link](https://x.com/CNBizInsider/status/2018960512021876957)  2026-02-04T08:11Z [---] followers, [--] engagements


"@business #BYD is simultaneously flooding global markets and building local factories to lock in presence before tariff walls rise. Belgium serves as Europe's logistics hub; UAE saw 1287% growth as a beachhead into Gulf wealth. This is export strategy as geopolitical hedging"  
[X Link](https://x.com/CNBizInsider/status/2019197051675025877)  2026-02-04T23:51Z [---] followers, [---] engagements


"@KobeissiLetter The debate on Chinese EVs is over: UBS data confirms a structural 15% cost advantage over even Tesla. This isn't subsidized dumping; its vertical integration where 75% of parts are made in-house"  
[X Link](https://x.com/CNBizInsider/status/2019198119532212226)  2026-02-04T23:55Z [---] followers, [--] engagements


"Six Chinese toy companies rush to #IPO in Hong Kong as "guzijingji" collectibles market hits $33B. But can they replicate #PopMart's success when IP scarcitynot productionis the real https://chinabizinsider.com/chinese-toy-companies-rush-to-ipo-as-guzijingji-economy-boom-tests-ip-sustainability/ https://chinabizinsider.com/chinese-toy-companies-rush-to-ipo-as-guzijingji-economy-boom-tests-ip-sustainability/"  
[X Link](https://x.com/CNBizInsider/status/2019225264610590989)  2026-02-05T01:43Z [---] followers, [--] engagements


"@olalatech1 The gap isn't just in manufacturingit's in deployment velocity. China is running real-world pilots and accumulating data at scale. "Deploy and optimize" creates asymmetric learning curves in robotics"  
[X Link](https://x.com/CNBizInsider/status/2019225554424328492)  2026-02-05T01:44Z [---] followers, [--] engagements


"@WSJ Six Chinese toy companies rush to IPO in Hong Kong as "guzijingji" collectibles market hits $33B. But can they replicate Pop Mart's success when IP scarcitynot productionis the real bottleneck"  
[X Link](https://x.com/CNBizInsider/status/2019226519307186340)  2026-02-05T01:48Z [---] followers, [--] engagements


"A Chinese humanoid #robot startup spent [--] years perfecting joint technology before launching. Now it's beating global rivals and selling to ETH Zurich Germany's DLR and U.S. unicorn Skild #AI. https://chinabizinsider.com/pndbotics-how-a-15-year-quest-to-master-robot-joints-led-to-a-world-championship/ https://chinabizinsider.com/pndbotics-how-a-15-year-quest-to-master-robot-joints-led-to-a-world-championship/"  
[X Link](https://x.com/CNBizInsider/status/2019242006443393525)  2026-02-05T02:49Z [---] followers, [--] engagements


"#Vivo confirms plans to launch a vlog camera targeting #DJI's Pocket series by [----]. The move leverages smartphone makers' imaging expertise and shared supply chains as they seek growth beyond mobile devices. https://chinabizinsider.com/vivo-to-launch-vlog-camera-targeting-djis-pocket-series-market/ https://chinabizinsider.com/vivo-to-launch-vlog-camera-targeting-djis-pocket-series-market/"  
[X Link](https://x.com/CNBizInsider/status/2019249075531747817)  2026-02-05T03:17Z [---] followers, [--] engagements


"@djirumor #Vivo is entering #DJI's vlog camera territory with a [----] launch targeting the Pocket series market. When smartphone makers start chasing a camera segment that sold 10M+ units despite supply shortages you're watching a category transition from niche to necessity"  
[X Link](https://x.com/CNBizInsider/status/2019249382110163404)  2026-02-05T03:19Z [---] followers, [---] engagements


"@D2Help Smartphone brands moving into vlog cameras isn't random diversification. It's strategic repositioning. Tablet growth stalled post-pandemic. Memory chip costs are squeezing phone margins. Vlog cameras use SD cards leverage existing imaging tech and tap validated demand"  
[X Link](https://x.com/CNBizInsider/status/2019249522766143761)  2026-02-05T03:19Z [---] followers, [--] engagements


"@theinformation @crmiller1 Morgan Stanley projects Chinas AI GPU self-sufficiency will surge from 10% in [----] to 82% by [----]. While foreign vendors still dominate high-end training the inference market is being captured by domestic players"  
[X Link](https://x.com/CNBizInsider/status/2019276469227385154)  2026-02-05T05:06Z [---] followers, [--] engagements


"@jukan05 Top-tier capacity from Samsung and SK Hynix is entirely absorbed by the AI boom leaving the consumer PC sector starving for components. This creates a perfect entry vector for Chinas national champions. CXMT (DRAM) and YMTC (NAND) have already secured domestic dominance "  
[X Link](https://x.com/CNBizInsider/status/2019295835650171208)  2026-02-05T06:23Z [---] followers, [---] engagements


"Tsinghua researchers developed a bendable AI chip thinner than a human hair that survived [-----] folds and costs just [--] cents to produce. It achieved 99% accuracy in detecting heart arrhythmias. https://chinabizinsider.com/tsinghua-unveils-ultra-flexible-ai-chip-that-bends-40-000-times-costs-just-2-cents/ https://chinabizinsider.com/tsinghua-unveils-ultra-flexible-ai-chip-that-bends-40-000-times-costs-just-2-cents/"  
[X Link](https://x.com/CNBizInsider/status/2019303418624647522)  2026-02-05T06:53Z [---] followers, [---] engagements


"@IntEngineering Tsinghua's FLEXI chip bends 40000+ times without failure and costs $0.016 to produce. It runs neural networks entirely in-memoryno CPU bottleneck no data shuffling. This isn't incremental progress. It's a structural shift in how we build wearable intelligence"  
[X Link](https://x.com/CNBizInsider/status/2019314827949429140)  2026-02-05T07:39Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing #Baidu debuts dividend & $5B buyback #Transsion profits plunge 54% on memory costs #Gree/#Midea embed AI in air conditioners Tsinghua unveils 2-cent flexible chip #Vivo challenges #DJI in vlog cameras. Full story 👇 https://chinabizinsider.com/chinabiz-briefing-tech-giants-pivot-to-shareholder-returns-flexible-chips-and-new-hardware-frontiers/ https://chinabizinsider.com/chinabiz-briefing-tech-giants-pivot-to-shareholder-returns-flexible-chips-and-new-hardware-frontiers/"  
[X Link](https://x.com/CNBizInsider/status/2019353355672560021)  2026-02-05T10:12Z [---] followers, [--] engagements


"@ReutersBiz #BYD's strategy in Brazil represents a textbook case of aggressive localization. Taking over Ford's abandoned fortress in Camacari they are importing an entire industrial ecosystem. The hard target is 50% local components by [----] to bypass rising tariff barriers"  
[X Link](https://x.com/CNBizInsider/status/2019580769258336361)  2026-02-06T01:15Z [---] followers, [--] engagements


"$NIO reports first-ever quarterly operating profit of up to $172M in Q4 [----] as deliveries hit record [-----] vehicles in Decemberup 54.6% YoY. Shares surge 10% after-hours. https://chinabizinsider.com/nio-achieves-first-quarterly-profit-as-deliveries-surge-and-autonomous-driving-technology-advances/ https://chinabizinsider.com/nio-achieves-first-quarterly-profit-as-deliveries-surge-and-autonomous-driving-technology-advances/"  
[X Link](https://x.com/CNBizInsider/status/2019582837935251465)  2026-02-06T01:24Z [---] followers, [---] engagements


"@Jas0nYu NIO just posted its first quarterly operating profit since founding$100-172M in Q4 [----]. The turnaround formula: 326K deliveries (+47% YoY) three-brand portfolio strategy and aggressive autonomous driving investment. China's EV shakeout is separating survivors from casualties"  
[X Link](https://x.com/CNBizInsider/status/2019586147970871446)  2026-02-06T01:37Z [---] followers, [--] engagements


"@KatieMiller China's clean energy sector contributing 33% of GDP growth means manufacturing scale and export dominance are now self-reinforcing. The cost curve favors whoever builds the mostand China is building the most"  
[X Link](https://x.com/CNBizInsider/status/2019604493843984549)  2026-02-06T02:50Z [---] followers, [--] engagements


"@WilliamLiNIO $Nio finally breaking the "profitability curse" isn't just a financial win; its a validation of the long-game strategy. By balancing high-margin models like the ES8 and L90 with cost discipline Li Bin has proven the "heavy asset" service model can actually scale into the black"  
[X Link](https://x.com/CNBizInsider/status/2019610164735930622)  2026-02-06T03:12Z [---] followers, [---] engagements


"@gabrelyanov The narrative on $Nio has shifted from "cash burn machine" to structural efficiency. Achieving GAAP operating profit (RMB 200-700m) while selling over 20k ES8s a month signals that demand for premium EVs is decoupling from pure price wars"  
[X Link](https://x.com/CNBizInsider/status/2019610857924358568)  2026-02-06T03:15Z [---] followers, [---] engagements


"#MercedesBenz slashes China prices by 10% after sales plunge 19% in 2025the steepest drop among German luxury brands. Dealer inventory pressures force policy shift in world's largest auto market. https://chinabizinsider.com/mercedes-benz-cuts-list-prices-by-10-as-sales-in-china-plunge-19/ https://chinabizinsider.com/mercedes-benz-cuts-list-prices-by-10-as-sales-in-china-plunge-19/"  
[X Link](https://x.com/CNBizInsider/status/2019612479844938126)  2026-02-06T03:21Z [---] followers, [--] engagements


"Chinese tech giants are spinning off chip units: #Baidu's Kunlun filed for Hong Kong IPO #Alibaba's T-Head preparing listing #Tencent-linked Enflame got Shanghai approval. Why the synchronized rush to public markets https://chinabizinsider.com/why-chinese-tech-giants-are-racing-to-list-their-chip-subsidiaries/ https://chinabizinsider.com/why-chinese-tech-giants-are-racing-to-list-their-chip-subsidiaries/"  
[X Link](https://x.com/CNBizInsider/status/2019648300253950306)  2026-02-06T05:44Z [---] followers, [--] engagements


"Chinese mobile games sweep January global charts: Gossip Harbor tops revenue Mobile Legends surges 122% and Arknights: Endfield hits $30M in [--] weeks. https://chinabizinsider.com/chinese-mobile-games-dominate-overseas-markets-in-january-2026-as-gossip-harbor-claims-top-revenue-spot/ https://chinabizinsider.com/chinese-mobile-games-dominate-overseas-markets-in-january-2026-as-gossip-harbor-claims-top-revenue-spot/"  
[X Link](https://x.com/CNBizInsider/status/2019650408629891563)  2026-02-06T05:52Z [---] followers, [---] engagements


"#DJI's Pocket [--] Pro clears FCC approval with dual-lens system and 4K/120fps recording. The premium handheld camera targets professional vloggers with optical zoom capabilities launching March [----]. https://chinabizinsider.com/dji-pocket-4-pro-clears-us-regulatory-hurdle-with-dual-lens-system/ https://chinabizinsider.com/dji-pocket-4-pro-clears-us-regulatory-hurdle-with-dual-lens-system/"  
[X Link](https://x.com/CNBizInsider/status/2019661589373472791)  2026-02-06T06:37Z [---] followers, [--] engagements


"@poezhao0605 Tencent's Yuanbao hit #1 on China's App Store via red envelopes social sharing. Alibaba's Qwen gives drink vouchers but can't keep servers online. ByteDance bought exclusive rights to China's Super Bowl. [--] strategies one goal: own the AI interface before users pick a default"  
[X Link](https://x.com/CNBizInsider/status/2019662795642663375)  2026-02-06T06:41Z [---] followers, [---] engagements


"@NIOAdmirer @NIOGlobal The performance delta between Nio's Banyan and the latest Cedar 1.4.0 beta highlights a crucial reality in ADAS development: structure precedes polish. The engineering direction is correct; the remaining gap is purely a matter of calibration and data density"  
[X Link](https://x.com/CNBizInsider/status/2019665848194171373)  2026-02-06T06:53Z [---] followers, [--] engagements


"@Sino_Market Alibaba's Qwen AI app crashed within [--] hours of launching a $415M giveaway campaigndistributing 1M+ free orders before servers buckled. Meanwhile Tencent's Yuanbao holds #1 on App Store ByteDance's Doubao secured CCTV's Spring Gala and WeChat is blocking rival sharing links"  
[X Link](https://x.com/CNBizInsider/status/2019668618813010025)  2026-02-06T07:04Z [---] followers, [--] engagements


"#Meituan acquires #Dingdong for $717M combining 2000+ fulfillment centers across China. The deal positions Meituan to challenge Alibaba's Hema in the intensifying instant retail battle. https://chinabizinsider.com/meituan-acquires-dingdong-for-717-million-to-bolster-instant-retail-expansion/ https://chinabizinsider.com/meituan-acquires-dingdong-for-717-million-to-bolster-instant-retail-expansion/"  
[X Link](https://x.com/CNBizInsider/status/2019686249746084323)  2026-02-06T08:15Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing #Meituan acquires #Dingdong for US$717M $NIO posts first-ever quarterly profit and #Alibaba's #Qwen crashes under US$415M AI campaign demand as tech giants battle for consumer dominance. Full story 👇 https://chinabizinsider.com/chinabiz-briefing-meituans-instant-retail-bet-nios-profit-milestone-and-ai-app-wars-heat-up/ https://chinabizinsider.com/chinabiz-briefing-meituans-instant-retail-bet-nios-profit-milestone-and-ai-app-wars-heat-up/"  
[X Link](https://x.com/CNBizInsider/status/2019712679695577464)  2026-02-06T10:00Z [---] followers, [---] engagements


"#Insta360 challenges #DJI with industry-first modular pocket camera featuring swappable lenses and telephoto capabilities. Launch set for H1 [----] directly competing with DJI's Pocket [--] series. https://chinabizinsider.com/insta360-targets-dji-with-modular-pocket-camera-launch-planned-for-first-half-of-2026/ https://chinabizinsider.com/insta360-targets-dji-with-modular-pocket-camera-launch-planned-for-first-half-of-2026/"  
[X Link](https://x.com/CNBizInsider/status/2020693034149785762)  2026-02-09T02:55Z [---] followers, [---] engagements


"@thenewcamera #Insta360 breaks pocket camera rules: [----] device uses swappable lens modules detachable screens and interchangeable battery gripsa modular approach no one has tried at this scale. #DJI's integrated design suddenly looks like the safe bet not the smart one"  
[X Link](https://x.com/CNBizInsider/status/2020693624397484476)  2026-02-09T02:57Z [---] followers, [--] engagements


"#Xiaomi's YU7 GT clears regulatory approval in China with [----] hp dual-motor system. The performance SUV targets Tesla Model Y Performance and Porsche Cayenne at 55K69K price point. https://chinabizinsider.com/xiaomis-yu7-gt-performance-suv-targets-tesla-and-porsche-with-1-004-horsepower/ https://chinabizinsider.com/xiaomis-yu7-gt-performance-suv-targets-tesla-and-porsche-with-1-004-horsepower/"  
[X Link](https://x.com/CNBizInsider/status/2020698118212423980)  2026-02-09T03:15Z [---] followers, [--] engagements


"@ElectrekCo @FredLambert #Xiaomi's YU7 GT is a direct challenge to the premium performance hierarchy. [----] hp Nrburgring-validated priced at $55k-69k. When Chinese automakers start benchmarking against Porsche Cayenne Turbo GT the luxury segment's pricing power is under real threat"  
[X Link](https://x.com/CNBizInsider/status/2020698414720467429)  2026-02-09T03:16Z [---] followers, [--] engagements


"@DriveGreen80167 The YU7 GT reveals #Xiaomi's actual strategy: skip brand heritage weaponize specs and price. Active hydraulic suspension dual-motor AWD matching Porsche performance at half the cost. This isn't disruption through compromiseit's technical parity with structural cost advantage"  
[X Link](https://x.com/CNBizInsider/status/2020698697018044849)  2026-02-09T03:18Z [---] followers, [--] engagements


"@TychodeFeijter Track-focused SUV from a smartphone company tested at Nrburgring targeting Model Y and Cayenne buyers. #Xiaomi's move into high-performance EVs shows how vertical integration and supplier partnerships can collapse traditional premium pricing models in under a decade"  
[X Link](https://x.com/CNBizInsider/status/2020698792497176798)  2026-02-09T03:18Z [---] followers, [--] engagements


"🚨 Alibaba's #Qwen3.5 leaked on HuggingFace: New hybrid attention mechanism revealed Native vision understanding (VLM) capabilities 2B dense + 35B-A3B MoE models expected Spring Festival open-source release rumored Part of China's "crazy February" AI wave"  
[X Link](https://x.com/CNBizInsider/status/2020718344199151715)  2026-02-09T04:36Z [---] followers, [---] engagements


"#UBS upgrades #CATL after battery teardown reveals Germany facility achieves $87/kWh costcompetitive with European rivals despite 36% premium over domestic Shenxing production. Hungary plant expected to match China margins. https://chinabizinsider.com/catl-maintains-cost-leadership-amid-global-expansion-ubs-teardown-reveals/ https://chinabizinsider.com/catl-maintains-cost-leadership-amid-global-expansion-ubs-teardown-reveals/"  
[X Link](https://x.com/CNBizInsider/status/2020743160377557161)  2026-02-09T06:14Z [---] followers, [--] engagements


"@niccruzpatane CATL commands 38% global EV battery sharemore than BYD and LG Energy combined. Now scaling sodium-ion for commercial vehicles robotics eVTOL. UBS sees 25% earnings CAGR through [----]. Trading at 18x 2026E vs peers at 22x. The valuation disconnect is striking"  
[X Link](https://x.com/CNBizInsider/status/2020743398433644718)  2026-02-09T06:15Z [---] followers, [--] engagements


"@business ByteDance's #Seedance [---] signals the transition of AI video from a "gacha game" to an industrial workflow. Enabling precise camera tracking via video references rather than vague text prompts it solves the controllability crisis that has kept AI out of professional production"  
[X Link](https://x.com/CNBizInsider/status/2020753887813390556)  2026-02-09T06:57Z [---] followers, [---] engagements


"Shanghai's Montage Technology soared 57% in Hong Kong debut reaching a $26.1B valuation. The memory interconnect chip leader commands $368.57M revenue in the first nine months of [----] already exceeding its full-year [----] figure. https://chinabizinsider.com/shanghai-chip-giant-montage-technology-surges-57-in-hong-kong-debut-backed-by-alibaba/ https://chinabizinsider.com/shanghai-chip-giant-montage-technology-surges-57-in-hong-kong-debut-backed-by-alibaba/"  
[X Link](https://x.com/CNBizInsider/status/2020756813038424484)  2026-02-09T07:09Z [---] followers, [--] engagements


"Film industry fears are valid but miss the bigger picture. Seedance [---] isn't replacing cinematographersit's democratizing production at scale. The bottleneck shifts from execution to creative vision"  
[X Link](https://x.com/CNBizInsider/status/2021033594882552002)  2026-02-10T01:28Z [---] followers, [---] engagements


"@EverestToday DJI's Everest flight demonstrates thermal management and power efficiency most drones can't achieve. At 8848m oxygen is 30% of sea levelpropulsion efficiency becomes critical not optional"  
[X Link](https://x.com/CNBizInsider/status/2021039868680470610)  2026-02-10T01:53Z [---] followers, [--] engagements


"#PopMart sold 400M+ units globally in [----] with Labubu's Monsters franchise hitting 100M alone. Now banks are cutting earnings forecasts 11-13% as the "rush-to-buy" frenzy normalizes. https://chinabizinsider.com/pop-marts-labubu-fueled-surge-fades-as-banks-slash-earnings-forecasts/ https://chinabizinsider.com/pop-marts-labubu-fueled-surge-fades-as-banks-slash-earnings-forecasts/"  
[X Link](https://x.com/CNBizInsider/status/2021052349528277026)  2026-02-10T02:43Z [---] followers, [--] engagements


"$NIO is recalling [------] ES8 ES6 and EC6 vehicles produced between [----] and [----] due to potential dashboard and center screen blackouts. The safety issue will be addressed via a free OTA software update. https://chinabizinsider.com/nio-recalls-240-000-vehicles-over-software-glitch-causing-screen-blackouts/ https://chinabizinsider.com/nio-recalls-240-000-vehicles-over-software-glitch-causing-screen-blackouts/"  
[X Link](https://x.com/CNBizInsider/status/2021054995861471717)  2026-02-10T02:53Z [---] followers, [---] engagements


"Why ByteDance's #Seedance [---] changes everything about AI video generation https://chinabizinsider.com/explainer-how-seedance-2-0-shifts-the-ai-video-generation-landscape/ https://chinabizinsider.com/explainer-how-seedance-2-0-shifts-the-ai-video-generation-landscape/"  
[X Link](https://x.com/CNBizInsider/status/2021057381778719124)  2026-02-10T03:03Z [---] followers, [---] engagements


"1/ The "synchronization problem" has plagued AI video since day one. Models generated silent clips first then audio separately - creating dubbing mismatches and character inconsistencies between shots"  
[X Link](https://x.com/CNBizInsider/status/2021057384333099020)  2026-02-10T03:03Z [---] followers, [--] engagements


"2/ Seedance 2.0's breakthrough: Dual-branch Diffusion Transformer Architecture. Video and audio generated in parallel not sequentially. Same encoder ensures perfect sync - if it generates rain visually audio branch creates matching rain sounds"  
[X Link](https://x.com/CNBizInsider/status/2021057386686103858)  2026-02-10T03:03Z [---] followers, [---] engagements


"3/ Key innovations: Character Consistency Constraints keep faces/clothing identical across camera angles Cross-Branch Calibration ensures lip movements match speech timing 60-second generation for 2K video (30% faster than competitors)"  
[X Link](https://x.com/CNBizInsider/status/2021057388858716431)  2026-02-10T03:03Z [---] followers, [--] engagements


"4/ This isn't just incremental improvement - it's architectural revolution. While Sora excels at physics simulation and Kling dominates motion control Seedance [---] owns narrative consistency and commercial usability"  
[X Link](https://x.com/CNBizInsider/status/2021057390981021729)  2026-02-10T03:03Z [---] followers, [---] engagements


"5/ Market implications: AI video moves from "experimental toy" to "production tool." Expect flood of AI-generated ads and short-form content. Traditional stock footage markets face disruption"  
[X Link](https://x.com/CNBizInsider/status/2021057393107554336)  2026-02-10T03:03Z [---] followers, [--] engagements


"6/ The constraint Complex physics still lag behind Sora. But for commercial storytelling - ads social media short films - Seedance [---] just became the industry standard"  
[X Link](https://x.com/CNBizInsider/status/2021057395485704515)  2026-02-10T03:03Z [---] followers, [---] engagements


"#Goldman Sachs initiates #Insta360 at Buy with RMB [---] target seeing 39% upside. Projects 53% revenue CAGR through [----] as action camera market explodes to $27B globally. https://chinabizinsider.com/goldman-initiates-insta360-at-buy-sees-39-upside-on-global-camera-market-dominance/ https://chinabizinsider.com/goldman-initiates-insta360-at-buy-sees-39-upside-on-global-camera-market-dominance/"  
[X Link](https://x.com/CNBizInsider/status/2021062697484468371)  2026-02-10T03:24Z [---] followers, [--] engagements


"@globaltimesnews Pop Mart's forward P/E collapsed 65% from peak despite EPS surging 394% since [----]. Banks call it "Labubu lifecycle risk"but the real question is whether Wall Street is mispricing a proven IP incubation platform or correctly pricing the fading of a one-hit wonder"  
[X Link](https://x.com/CNBizInsider/status/2021062989076721865)  2026-02-10T03:25Z [---] followers, [--] engagements


"@Sino_Market HSBC's math: PopMart's China growth came nearly 50% from repeat buyers spending more amid tight Labubu supply.That "rush-to-buy" dynamic is now reversing as inventory scales. [----] growth forecast: down from 30% to 23%.This is what platform transition risk looks like in real time"  
[X Link](https://x.com/CNBizInsider/status/2021063300264726740)  2026-02-10T03:26Z [---] followers, [--] engagements


"China's #EV makers expected to post profitable Q4 results but Morgan Stanley warns investor focus is shifting to [----] demand risks. NIO margins could hit 20.5% yet Q1 deliveries may drop 40%+ across the sector. https://chinabizinsider.com/china-ev-earnings-season-morgan-stanley-sees-solid-4q25-prints-but-warns-market-focus-is-already-shifting-to-2026-demand-risks/ https://chinabizinsider.com/china-ev-earnings-season-morgan-stanley-sees-solid-4q25-prints-but-warns-market-focus-is-already-shifting-to-2026-demand-risks/"  
[X Link](https://x.com/CNBizInsider/status/2021088084394463236)  2026-02-10T05:05Z [---] followers, [--] engagements


"@Sino_Market JPMorgan just initiated coverage on Zhipu AI with Overweight ratings projecting 127138% revenue CAGRs through [----]. The thesis: independent AI developers with frontier models AND commercial traction can compete against big techif they execute on API monetization and go global"  
[X Link](https://x.com/CNBizInsider/status/2021088609345155277)  2026-02-10T05:07Z [---] followers, [--] engagements


"#ByteDance's #Doubao AI app launches Spring Festival campaign with cash prizes up to $1233 and 100000+ AI-powered tech gifts including robots and EVs. Can red envelopes win the AI user war https://chinabizinsider.com/bytedances-doubao-joins-ai-red-envelope-battle-with-spring-festival-campaign/ https://chinabizinsider.com/bytedances-doubao-joins-ai-red-envelope-battle-with-spring-festival-campaign/"  
[X Link](https://x.com/CNBizInsider/status/2021094902965338220)  2026-02-10T05:32Z [---] followers, [--] engagements


"@poezhao0605 Red envelope wars used to be about payments dominance. Now they're about AI adoption. Doubao Tongyi Qianwen Tencent Yuanbaoall racing for users during China's peak online traffic window. The real test: will holiday curiosity convert into long-term dependency"  
[X Link](https://x.com/CNBizInsider/status/2021095069529550900)  2026-02-10T05:33Z [---] followers, [---] engagements


"#Alibaba DAMO's #RynnBrain breakthrough: First robot model with spatial-temporal memory [--] open-source models (including 30B MoE) Beats Google Gemini Robotics ER [---] SOTA on [--] embodied AI benchmarks Robots remember interrupted tasks"  
[X Link](https://x.com/CNBizInsider/status/2021099541995589806)  2026-02-10T05:50Z [---] followers, [---] engagements


"China's space solar industry races toward commercialization as mega-constellation projects target 40000+ satellites by [----]. Market could hit $1 trillion as SpaceX and Chinese firms compete for low-orbit positions. https://chinabizinsider.com/chinas-space-solar-race-heats-up-as-trillion-dollar-market-takes-shape/ https://chinabizinsider.com/chinas-space-solar-race-heats-up-as-trillion-dollar-market-takes-shape/"  
[X Link](https://x.com/CNBizInsider/status/2021104325150507335)  2026-02-10T06:09Z [---] followers, [--] engagements


"#ByteDance launches #Seedream [---] with web search integration and 2K native output positioning it as a cost-effective alternative to Nano Banana Pro. Model now live on CapCut Jianying and Skylark AI. https://chinabizinsider.com/bytedance-launches-seedream-5-0-image-model-with-search-capabilities/ https://chinabizinsider.com/bytedance-launches-seedream-5-0-image-model-with-search-capabilities/"  
[X Link](https://x.com/CNBizInsider/status/2021109861728260487)  2026-02-10T06:31Z [---] followers, [---] engagements


"#Agibot's Lingxi X2 robot masters Jackie Chan's drunken boxing moves. This #humanoid #robot demonstrates incredible motor control and martial arts mimicry. video credit: douyin user"  
[X Link](https://x.com/CNBizInsider/status/2021126946516807972)  2026-02-10T07:39Z [---] followers, [--] engagements


"$NIO founder William Li's internal address reveals [----] priorities: Annual non-GAAP profitability target set [----] new battery swap stations planned (4600 total by year-end) 40-50% sales growth goal to reach 5M vehicles by [----] https://chinabizinsider.com/nio-ceo-william-li-outlines-path-to-sustained-profitability-and-r-d-efficiency-in-2026-outlook/ https://chinabizinsider.com/nio-ceo-william-li-outlines-path-to-sustained-profitability-and-r-d-efficiency-in-2026-outlook/"  
[X Link](https://x.com/CNBizInsider/status/2021150879932399629)  2026-02-10T09:14Z [---] followers, [--] engagements


"@CnEVPost NIO completed its [---] millionth battery swap on Feb [--]. CEO William Li calls it a "friend of time"validation that their controversial infrastructure bet is working. With [----] stations today and [----] more planned this year the business model gap vs. competitors is widening"  
[X Link](https://x.com/CNBizInsider/status/2021155783904264372)  2026-02-10T09:34Z [---] followers, [---] engagements


"ChinaBiz Daily Briefing #ByteDance pushes #Seedream [---] and #Doubao red envelope campaigns $NIO pivots to R&D efficiency over volume while HSBC slashes #PopMart targets as #Labubu momentum normalizes. Full story 👇 https://chinabizinsider.com/chinabiz-briefing-bytedance-doubles-down-on-ai-nio-eyes-sustained-profits-and-pop-marts-labubu-moment-fades/ https://chinabizinsider.com/chinabiz-briefing-bytedance-doubles-down-on-ai-nio-eyes-sustained-profits-and-pop-marts-labubu-moment-fades/"  
[X Link](https://x.com/CNBizInsider/status/2021162230130082162)  2026-02-10T10:00Z [---] followers, [--] engagements


"#POPMART's short interest surges to 16% of free float despite 50% stock rally earning maximum squeeze risk score of [---]. Bears refuse to cover betting on overseas growth slowdown. A showdown is brewing. https://chinabizinsider.com/pop-mart-faces-epic-short-squeeze-risk-as-bears-double-down-despite-50-rally/ https://chinabizinsider.com/pop-mart-faces-epic-short-squeeze-risk-as-bears-double-down-despite-50-rally/"  
[X Link](https://x.com/CNBizInsider/status/2021440974183157789)  2026-02-11T04:27Z [---] followers, [--] engagements


"China successfully tested its Mengzhou spacecraft's emergency escape system and Long March-10 rocket on Feb [--] marking a critical safety milestone for its [----] crewed lunar landing program. Both capsule and rocket stage recovered at sea. https://chinabizinsider.com/china-completes-critical-flight-test-for-lunar-landing-program-as-2030-deadline-looms/ https://chinabizinsider.com/china-completes-critical-flight-test-for-lunar-landing-program-as-2030-deadline-looms/"  
[X Link](https://x.com/CNBizInsider/status/2021454834038444440)  2026-02-11T05:22Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing 📰 $Li Auto bets on humanoid robots by [----] #ByteDance bypasses app blockades with AI wearables #Alibaba's domestic chips hit commercial scale while $PDD faces profit squeeze at home despite Temu's overseas wins. Full story https://chinabizinsider.com/chinabiz-briefing-tech-giants-pivot-to-hardware-ecosystems-pdds-domestic-squeeze/ https://chinabizinsider.com/chinabiz-briefing-tech-giants-pivot-to-hardware-ecosystems-pdds-domestic-squeeze/"  
[X Link](https://x.com/CNBizInsider/status/2016836596612681844)  2026-01-29T11:31Z [---] followers, [---] engagements


"$NIO outperforms #XPeng $Li Auto and #BYD in recent sessions. #Citi sees 45% upside citing 40000-unit order backlog single-digit dealer inventory and stabilizing margins ahead. https://chinabizinsider.com/citi-explains-why-nio-stock-is-suddenly-outperforming-its-chinese-ev-rivals/ https://chinabizinsider.com/citi-explains-why-nio-stock-is-suddenly-outperforming-its-chinese-ev-rivals/"  
[X Link](https://x.com/CNBizInsider/status/2018206708364124190)  2026-02-02T06:15Z [---] followers, [---] engagements


"@NIOGlobal NIO is outperforming XPeng Li Auto and BYDnot on hype but on inventory discipline. The company exited December with single-digit days of dealer stock versus Li Auto's [--] days. In a sector drowning in excess inventory lean balance sheets are becoming the new alpha"  
[X Link](https://x.com/CNBizInsider/status/2018206849934533074)  2026-02-02T06:16Z [---] followers, [---] engagements


"CICC outlines China's commercial space transformation: New IPO pathway opens for rocket companies Satellite"super factories"target 1000+units/year Direct-to-cell service aims for 10M users by2030 U.S.-China competition intensifies for 6G standards https://chinabizinsider.com/cicc-ten-major-industry-trends-in-chinas-commercial-space-sector/ https://chinabizinsider.com/cicc-ten-major-industry-trends-in-chinas-commercial-space-sector/"  
[X Link](https://x.com/CNBizInsider/status/2018891945557569692)  2026-02-04T03:38Z [---] followers, [--] engagements


"China's "Pinduoduo of aerospace" #Tianyi Research files for IPO as commercial space sector sees listing surge. At least [--] space firms initiated IPO prep since mid-2025 following regulatory reforms. https://chinabizinsider.com/chinas-commercial-satellite-firm-tianyi-research-files-for-ipo-amid-space-sector-listing-wave/ https://chinabizinsider.com/chinas-commercial-satellite-firm-tianyi-research-files-for-ipo-amid-space-sector-listing-wave/"  
[X Link](https://x.com/CNBizInsider/status/2018941980718588242)  2026-02-04T06:57Z [---] followers, [--] engagements


"Chinese EV maker $Li Auto unveils premium L9 Livis variant for Q2 2026: fully by-wire chassis [---] lidar and dual 5nm Mach [---] chips delivering industry-leading autonomous driving capability. https://chinabizinsider.com/li-auto-ceo-unveils-next-generation-l9-suv-with-premium-livis-variant-at-78-000/ https://chinabizinsider.com/li-auto-ceo-unveils-next-generation-l9-suv-with-premium-livis-variant-at-78-000/"  
[X Link](https://x.com/CNBizInsider/status/2019608733349998966)  2026-02-06T03:06Z [---] followers, [--] engagements


"@CNEVhome World's first fully by-wire chassis with steer-by-wire 4-wheel steering AND electronic mechanical braking in one production SUV. Li Auto calls it "anti-physics" body control. Launching Q2 [----] at $78k. The gap between Chinese EVs and legacy luxury is no longer about technology"  
[X Link](https://x.com/CNBizInsider/status/2019609096476062037)  2026-02-06T03:08Z [---] followers, [--] engagements


"@Sino_Market Meituan just paid $717M for Dingdong China's 29-minute grocery delivery pioneer. The deal isn't about revenue. It's about locking down East China before Alibaba JD ByteDance do. Instant retail consolidation is no longer a question of "if." It's a race for regional dominance"  
[X Link](https://x.com/CNBizInsider/status/2019686747140215159)  2026-02-06T08:16Z [---] followers, [--] engagements


"Deutsche Bank: $Li Auto's Q2 [----] "L9" launch is a volume play not a profit play. The EV maker needs massive fleet data to train autonomous driving modelsmirroring Tesla's strategy but years later into a crowded Chinese market. https://chinabizinsider.com/li-autos-l9-flagship-suv-deutsche-bank-sees-volume-play-over-profitability-as-ev-maker-races-toward-autonomous-future/ https://chinabizinsider.com/li-autos-l9-flagship-suv-deutsche-bank-sees-volume-play-over-profitability-as-ev-maker-races-toward-autonomous-future/"  
[X Link](https://x.com/CNBizInsider/status/2020709724669501547)  2026-02-09T04:01Z [---] followers, [--] engagements


"@leixing77 @Li_Auto_ Deutsche Bank cut Li Auto's target to HKD [---] but kept its Buy rating. The thesis: volume today funds autonomy tomorrow. The risk: burning capital in a margin war before the AI breakthrough arrives. China's premium EV makers are all making the same leveraged bet"  
[X Link](https://x.com/CNBizInsider/status/2020710483368788051)  2026-02-09T04:04Z [---] followers, [--] engagements


"$Li Auto downgraded to Underweight by JPM with 36% sales forecast gap vs. consensus. Analyst cites lack of new models as five competing EVs/EREVs enter market. https://chinabizinsider.com/j-p-morgan-downgrades-china-auto-sector-outlook-cuts-li-auto-to-underweight-on-earnings-risk/ https://chinabizinsider.com/j-p-morgan-downgrades-china-auto-sector-outlook-cuts-li-auto-to-underweight-on-earnings-risk/"  
[X Link](https://x.com/CNBizInsider/status/2020725493268730338)  2026-02-09T05:04Z [---] followers, [--] engagements


"@TheRundownAI ByteDance's Seedance [---] uses a new "Dual-branch Diffusion Transformer" to surpass Sora by generating video and audio simultaneously. The architecture solves key industry pain points: character consistency multi-shot coherence and perfect AV sync"  
[X Link](https://x.com/CNBizInsider/status/2021009685105848617)  2026-02-09T23:53Z [---] followers, [---] engagements


"@capcutapp The image generation race is no longer about aesthetics. Seedream [---] prioritizes retrieval accuracy 4K upscaling and workflow precision over visual breakthroughs. ByteDance is betting that utilitynot artistrywill drive professional adoption. Is this the new competitive axis"  
[X Link](https://x.com/CNBizInsider/status/2021110030444216537)  2026-02-10T06:32Z [---] followers, [---] engagements


"#Tencent's QQ Classic Farm mini-game captured 35M users on day one reaching #1 on WeChat rankings within [--] days. The nostalgia play signals intensifying competition with ByteDance for casual gaming users. https://chinabizinsider.com/tencents-qq-classic-farm-attracts-35-million-players-in-one-day-intensifying-battle-for-mini-game-users/ https://chinabizinsider.com/tencents-qq-classic-farm-attracts-35-million-players-in-one-day-intensifying-battle-for-mini-game-users/"  
[X Link](https://x.com/CNBizInsider/status/2021403763836321911)  2026-02-11T01:59Z [---] followers, [--] engagements


"@htihle Nomura's take: #DeepSeek's real innovation is making "memory wall" irrelevant. Engram module offloads knowledge retrieval from expensive HBM to cheap DRAMalgorithmic workaround to hardware constraints. China's AI sector accelerates through engineering not just chips"  
[X Link](https://x.com/CNBizInsider/status/2021419936158294334)  2026-02-11T03:04Z [---] followers, [--] engagements


"China's AI video race heats up as Kuaishou and ByteDance release new models. Key takeaways: Kling 3.0: professional-grade 1080P cinematic rendering Seedance 2.0: narrative-focused 50% cheaper 720P only Both now support video-to-video generation https://chinabizinsider.com/chinese-ai-video-models-advance-as-kuaishous-kling-3-0-and-bytedances-seedance-2-0-intensify-competition/ https://chinabizinsider.com/chinese-ai-video-models-advance-as-kuaishous-kling-3-0-and-bytedances-seedance-2-0-intensify-competition/"  
[X Link](https://x.com/CNBizInsider/status/2021430915952722048)  2026-02-11T03:47Z [---] followers, [---] engagements


"@janekm China's AI video race just entered a new phase. Kuaishou's Kling [---] and ByteDance's Seedance [---] now accept video inputsnot just text or images. The gap with OpenAI and Google is closing fast but at 1/10th the price. Multimodal AI is no longer a Western monopoly"  
[X Link](https://x.com/CNBizInsider/status/2021431108454547683)  2026-02-11T03:48Z [---] followers, [---] engagements


"@emollick Seedance [---] optimizes for narrative speed. Kling [---] targets cinematic production. Both outperform Sora [--] and Veo [---] in specific use casesat a fraction of the cost. China's AI video strategy isn't about catching up. It's about redefining the commercial model"  
[X Link](https://x.com/CNBizInsider/status/2021431929812418857)  2026-02-11T03:51Z [---] followers, [----] engagements


"@BrianTycangco POP MART's stock structure has reached a breaking point: short interest jumped from 2% to 16% of free float during a 50% rally. Short sellers aren't coveringthey're doubling down. S3 Partners assigns a maximum squeeze risk score of [---]. This is how forced liquidations begin"  
[X Link](https://x.com/CNBizInsider/status/2021441545090760978)  2026-02-11T04:29Z [---] followers, [--] engagements


"@XHNews While SpaceX iterates on Starship China validated its entire lunar architecture in one test: new heavy-lift rocket new spacecraft escape system AND sea recovery of both stages. Long March-10/Mengzhou is no longer theoreticalit's flight-proven hardware with a [----] deadline"  
[X Link](https://x.com/CNBizInsider/status/2021455974872318308)  2026-02-11T05:27Z [---] followers, [---] engagements


"#SMIC's Q4 profit jumped 23% YoY to $1.7B with 95.7% capacity utilization despite off-season. AI's memory hunger is squeezing traditional chipmakers and triggering panic ordering across the supply chain. https://chinabizinsider.com/smic-reports-23-profit-jump-as-ai-driven-memory-demand-squeezes-traditional-markets/ https://chinabizinsider.com/smic-reports-23-profit-jump-as-ai-driven-memory-demand-squeezes-traditional-markets/"  
[X Link](https://x.com/CNBizInsider/status/2021456105239609702)  2026-02-11T05:27Z [---] followers, [--] engagements


"China successfully tested its Mengzhou spacecraft's emergency escape system and Long March-10 rocket on Feb [--] marking a critical safety milestone for its [----] crewed lunar landing program. Both capsule and rocket stage recovered at sea. https://chinabizinsider.com/china-completes-critical-flight-test-for-lunar-landing-program-as-2030-deadline-looms/ https://chinabizinsider.com/china-completes-critical-flight-test-for-lunar-landing-program-as-2030-deadline-looms/"  
[X Link](https://x.com/CNBizInsider/status/2021458321438601264)  2026-02-11T05:36Z [---] followers, [---] engagements


"@jukan05 Chinese tech giants are no longer just buying chips they're designing them. ByteDance's $22B AI spend includes a custom chip project with Samsung. Goal: reduce Nvidia dependence while scaling AI infrastructure. The semiconductor war is shifting from access to ownership"  
[X Link](https://x.com/CNBizInsider/status/2021460600849826306)  2026-02-11T05:45Z [---] followers, [---] engagements


"ChinaBiz Daily Briefing Kuaishou's Kling [---] vs ByteDance's Seedance [---] battle for AI video dominance while DeepSeek V4 targets mid-February launch and POP MART faces maximum short squeeze risk amid bearish bets. Full story 👇 https://chinabizinsider.com/chinabiz-briefing-chinas-ai-arms-race-robotics-democratization-and-market-volatility/ https://chinabizinsider.com/chinabiz-briefing-chinas-ai-arms-race-robotics-democratization-and-market-volatility/"  
[X Link](https://x.com/CNBizInsider/status/2021514473048281536)  2026-02-11T09:19Z [---] followers, [---] engagements


"China's #Zhipu AI releases GLM-5 a 744B-parameter open-source model scoring [----] on SWE-bench-Verifiedoutperforming Gemini [--] Pro in complex coding tasks. Performance gaps with Claude remain but cost advantages are significant. https://chinabizinsider.com/chinas-zhipu-ai-unveils-glm-5-open-source-model-targeting-complex-engineering-tasks/ https://chinabizinsider.com/chinas-zhipu-ai-unveils-glm-5-open-source-model-targeting-complex-engineering-tasks/"  
[X Link](https://x.com/CNBizInsider/status/2021759927379976258)  2026-02-12T01:35Z [---] followers, [--] engagements


"@AskVenice #Zhipu AI claims GLM-5 matches Claude Opus [---] in UX but real tests show quality gaps. Its edge: open-source & cost-effective. For developers tired of Claude's usage limits and pricing GLM-5 offers a solid trade: slightly lower output quality for much better economics"  
[X Link](https://x.com/CNBizInsider/status/2021761446397571451)  2026-02-12T01:41Z [---] followers, [---] engagements


"@business Zhipu AI released GLM-5 a 744B open-source model scoring [----] on SWE-bench-Verifiedoutperforming Gemini [--] Pro. AI coding shifts from "writing functions" to "orchestrating entire engineering systems." The real test Long-duration task execution not short benchmarks"  
[X Link](https://x.com/CNBizInsider/status/2021762116102107220)  2026-02-12T01:43Z [---] followers, [--] engagements


"@NetEase_Global #NetEase shows legacy games aren't dying they're evolving. Fantasy Westward Journey hit [----] revenue records with free-play servers; 20-year-old franchises rebuilt with AI. The playbook: preserve core mechanics modernize monetization add intelligent NPCs"  
[X Link](https://x.com/CNBizInsider/status/2021766955582279697)  2026-02-12T02:02Z [---] followers, [--] engagements


"@Techmeme @QinSherry Justice Mobile: 80M users #2 on Steam globally top-grossing in China. Marvel Rivals: strong performance a year post-launch. NetEase's [----] playbook combined single-player depth with multiplayer social hooks working in both Eastern and Western markets"  
[X Link](https://x.com/CNBizInsider/status/2021767675421282402)  2026-02-12T02:05Z [---] followers, [--] engagements


"#Tencent-backed #Enflame Technology reaches IPO inquiry phase in just [--] days seeking 830Mdespite830Mdespite705M losses and 71% revenue dependence on single customer. China's oldest domestic GPU maker races to market last. https://chinabizinsider.com/chinas-enflame-technology-advances-to-ipo-inquiry-phase-in-20-days-as-tencent-backs-ai-chip-unicorn/ https://chinabizinsider.com/chinas-enflame-technology-advances-to-ipo-inquiry-phase-in-20-days-as-tencent-backs-ai-chip-unicorn/"  
[X Link](https://x.com/CNBizInsider/status/2021778786652438653)  2026-02-12T02:50Z [---] followers, [--] engagements


"Beijing's state-backed humanoid robot maker secures $96.5M launches Tiangong [---] with 5000-unit annual production capacity targeting heavy industry deployment. https://chinabizinsider.com/beijing-humanoid-robot-innovation-center-unveils-embodied-tiangong-3-0-to-accelerate-commercial-deployment/ https://chinabizinsider.com/beijing-humanoid-robot-innovation-center-unveils-embodied-tiangong-3-0-to-accelerate-commercial-deployment/"  
[X Link](https://x.com/CNBizInsider/status/2021832994903007301)  2026-02-12T06:25Z [---] followers, [--] engagements


"#Voyah Auto gets Hong Kong IPO approval in just [--] monthsfast track for state-owned EV maker. Four new models with Level [--] autonomous driving coming in [----]. https://chinabizinsider.com/voyah-auto-secures-final-regulatory-approval-for-hong-kong-ipo/ https://chinabizinsider.com/voyah-auto-secures-final-regulatory-approval-for-hong-kong-ipo/"  
[X Link](https://x.com/CNBizInsider/status/2021835728574140450)  2026-02-12T06:36Z [---] followers, [--] engagements


"@WSJbusiness China's passenger car sales fell 13.9% in January but this tells half the story.Exports hit a record 576K units (+52%YoY)with NEVs comprising nearly 50% of shipments.The divergence reveals a structural shift:domestic policy recalibration vs. accelerating global competitiveness"  
[X Link](https://x.com/CNBizInsider/status/2021863200766275704)  2026-02-12T08:25Z [---] followers, [--] engagements


"Chinese AI startup #MiniMax launches M2.5 model that runs autonomous agents for [--] hour at just $1claiming 10-20x cost reduction vs. Claude Gemini and GPT while matching top-tier performance on coding benchmarks https://chinabizinsider.com/minimax-unveils-m2-5-ai-model-enabling-hour-long-agent-tasks-at-1-cost/ https://chinabizinsider.com/minimax-unveils-m2-5-ai-model-enabling-hour-long-agent-tasks-at-1-cost/"  
[X Link](https://x.com/CNBizInsider/status/2022125285148447155)  2026-02-13T01:46Z [---] followers, [--] engagements


"@MiniMax_AI From M2 to M2.5 in [---] days. MiniMax is iterating faster than OpenAI Anthropic or Google on agent benchmarks. The driver: large-scale reinforcement learning across hundreds of thousands of real-world task environments. Speed advantage compounds when RL scales near-linearly"  
[X Link](https://x.com/CNBizInsider/status/2022125435988127892)  2026-02-13T01:47Z [---] followers, [---] engagements


"China's humanoid robot sector drew $56B in [----] funding but shipped only 10-20K units. The gap between capital enthusiasm and commercial reality is triggering industry's first major shakeout. https://chinabizinsider.com/chinas-humanoid-robot-industry-confronts-reality-check-after-56-billion-investment-surge/ https://chinabizinsider.com/chinas-humanoid-robot-industry-confronts-reality-check-after-56-billion-investment-surge/"  
[X Link](https://x.com/CNBizInsider/status/2022134882969792748)  2026-02-13T02:25Z [---] followers, [--] engagements


"#Goldman Sachs projects AI video generation market to surge 10x from 3Bin2025to3Bin2025to290B by [----] with room for multiple winners as #Kuaishou's Kling [---] and #ByteDance's Dreamina [---] compete for dominance. https://chinabizinsider.com/goldman-sachs-ai-video-generation-market-big-enough-for-multiple-winners-as-kuaishou-and-bytedance-both-poised-to-benefit/ https://chinabizinsider.com/goldman-sachs-ai-video-generation-market-big-enough-for-multiple-winners-as-kuaishou-and-bytedance-both-poised-to-benefit/"  
[X Link](https://x.com/CNBizInsider/status/2022194958804144271)  2026-02-13T06:23Z [---] followers, [--] engagements


"Chinese #robotics firms hold 48.6% of cordless pool robot sales outselling #Maytronics & #Fluidra combined in wireless. Category inventor waited [--] years to launch its first cordless model. Why legacy tech firms lag behind Chinese hardware https://chinabizinsider.com/chinese-robotics-makers-capture-48-of-cordless-pool-cleaner-market-as-legacy-players-lag-in-wireless-transition/ https://chinabizinsider.com/chinese-robotics-makers-capture-48-of-cordless-pool-cleaner-market-as-legacy-players-lag-in-wireless-transition/"  
[X Link](https://x.com/CNBizInsider/status/2012011473409871893)  2026-01-16T03:58Z [---] followers, [--] engagements


"#Tencent launches a US$140M cash giveaway through #Yuanbao AI app its biggest promo since the [----] WeChat Pay breakthrough. Individual red envelopes worth up to US$1400 as tech giants battle for AI dominance during Lunar New Year. https://chinabizinsider.com/tencent-unleashes-140-million-cash-giveaway-as-tech-giants-battle-for-ai-supremacy-this-lunar-new-year/ https://chinabizinsider.com/tencent-unleashes-140-million-cash-giveaway-as-tech-giants-battle-for-ai-supremacy-this-lunar-new-year/"  
[X Link](https://x.com/CNBizInsider/status/2015660974804504833)  2026-01-26T05:40Z [---] followers, [---] engagements


"#Alibaba's #Cainiao merges autonomous vehicle unit with #Jiushi Intelligence creating world's largest RoboVan fleet with 20000+ vehicles across 300+ Chinese cities and expanding globally. Industrys mega consolidation marks shift to ecosystem ties. https://chinabizinsider.com/cainiao-and-jiushi-merge-autonomous-delivery-operations-to-create-industrys-largest-robovan-fleet/ https://chinabizinsider.com/cainiao-and-jiushi-merge-autonomous-delivery-operations-to-create-industrys-largest-robovan-fleet/"  
[X Link](https://x.com/CNBizInsider/status/2017067203556938016)  2026-01-30T02:47Z [---] followers, [--] engagements


"#NetEase gaming revenue hits 90B yuan ($12.5B) in [----] up 10.2% YoY. Justice Mobile reaches 80M users globally while AI tools boost production efficiency up to 300%. Full breakdown: https://chinabizinsider.com/netease-gaming-revenue-surpasses-90-billion-yuan-in-2025-justice-mobile-hits-80-million-users/ https://chinabizinsider.com/netease-gaming-revenue-surpasses-90-billion-yuan-in-2025-justice-mobile-hits-80-million-users/"  
[X Link](https://x.com/CNBizInsider/status/2021771236750098456)  2026-02-12T02:20Z [---] followers, [--] engagements


"China's Spring Festival has become an AI model battleground. ByteDance Alibaba DeepSeek and Zhipu AI are all launching flagship models this week in what JPMorgan calls "the most concentrated release window" in Chinese tech history. https://chinabizinsider.com/chinas-ai-giants-wage-spring-festival-model-war-as-industry-awaits-consumer-breakthrough/ https://chinabizinsider.com/chinas-ai-giants-wage-spring-festival-model-war-as-industry-awaits-consumer-breakthrough/"  
[X Link](https://x.com/CNBizInsider/status/2021811587334676796)  2026-02-12T05:00Z [---] followers, [--] engagements


"@poezhao0605 JPMorgan argues WeChat and QQ control the highest-frequency interfacesand if model quality genuinely leaps forward Tencent can confidently integrate AI deeper into daily communication. Platform access beats model ownership in a deflationary API environment"  
[X Link](https://x.com/CNBizInsider/status/2021812596085862600)  2026-02-12T05:04Z [---] followers, [--] engagements


"Memory chip prices surge 6x as AI demand drains supply forcing budget smartphone makers to slash production 10-20%. #Transsion's profit halved despite 22.6% revenue growththe sub-$300 phone era may be ending. https://chinabizinsider.com/memory-chip-price-surge-pushes-budget-smartphones-toward-extinction/ https://chinabizinsider.com/memory-chip-price-surge-pushes-budget-smartphones-toward-extinction/"  
[X Link](https://x.com/CNBizInsider/status/2021860165730148693)  2026-02-12T08:13Z [---] followers, [--] engagements


"China's passenger car sales fell 13.9% in January to 1.54M units as NEV tax exemption expired but exports hit record 576K units (+52% YoY). Domestic adjustment meets global expansion. https://chinabizinsider.com/chinas-passenger-car-sales-decline-13-9-in-january-amid-policy-transition/ https://chinabizinsider.com/chinas-passenger-car-sales-decline-13-9-in-january-amid-policy-transition/"  
[X Link](https://x.com/CNBizInsider/status/2021862537269264791)  2026-02-12T08:22Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing China's AI video race heats up as Zhipu's GLM-5 challenges closed-source models while NEV sales drop 20% Enflame pursues IPO despite losses and Beijing Humanoid scales production to [----] units. Full story 👇 https://chinabizinsider.com/chinabiz-briefing-ai-breakthroughs-ev-market-adjustments-and-robotics-scale-up/ https://chinabizinsider.com/chinabiz-briefing-ai-breakthroughs-ev-market-adjustments-and-robotics-scale-up/"  
[X Link](https://x.com/CNBizInsider/status/2021871902407766455)  2026-02-12T09:00Z [---] followers, [--] engagements


"@globaltimesnews ByteDance's Dreamina vs Kuaishou's Kling: both now generate 15-second videos with multi-scene coherence and cinematic realism.But Goldman's real insight The winner won't be the best toolit'll be whoever controls the IP creative design and distribution algorithms at scale"  
[X Link](https://x.com/CNBizInsider/status/2022196283801534757)  2026-02-13T06:28Z [---] followers, [--] engagements


"#Goldman Sachs projects AI video generation market to surge 10x from US$3B in [----] to US$290B by [----] with room for multiple winners as #Kuaishou's Kling [---] and #ByteDance's Dreamina [---] compete for dominance. https://chinabizinsider.com/goldman-sachs-ai-video-generation-market-big-enough-for-multiple-winners-as-kuaishou-and-bytedance-both-poised-to-benefit/ https://chinabizinsider.com/goldman-sachs-ai-video-generation-market-big-enough-for-multiple-winners-as-kuaishou-and-bytedance-both-poised-to-benefit/"  
[X Link](https://x.com/CNBizInsider/status/2022197091129602202)  2026-02-13T06:32Z [---] followers, [--] engagements


"#Huawei reclaims #1 spot in China's smartphone market with 19% share in Jan [----] tied with Apple despite 27% YoY sales drop. Mate 80's aggressive trade-in program drives leadership amid industry decline. https://chinabizinsider.com/huawei-reclaims-top-spot-in-china-smartphone-market-despite-sales-decline-mate-80-leads-january-surge/ https://chinabizinsider.com/huawei-reclaims-top-spot-in-china-smartphone-market-despite-sales-decline-mate-80-leads-january-surge/"  
[X Link](https://x.com/CNBizInsider/status/2022222522406912050)  2026-02-13T08:13Z [---] followers, [--] engagements


"China's auto market fell 15% in January as NEV sales dropped 20% and penetration declined to 36.3%. BYD tumbled 48.7% while budget EVs collapsedmarking a challenging start to [----] for the world's largest auto market.Premium brands defy China's auto slump. https://chinabizinsider.com/chinas-auto-market-starts-2026-with-sharp-decline-as-electric-vehicle-sales-plunge-20/ https://chinabizinsider.com/chinas-auto-market-starts-2026-with-sharp-decline-as-electric-vehicle-sales-plunge-20/"  
[X Link](https://x.com/CNBizInsider/status/2022227022165237965)  2026-02-13T08:31Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing China's EV sales plunge 20% as budget models collapse; #Huawei leads smartphones despite 27% drop; #Goldman sees AI video hitting $290B by [----] amid #ByteDance-#Kuaishou race. #MiniMax #Xiaomi #Seedance #Kling Full story 👇 https://chinabizinsider.com/chinabiz-briefing-ev-downturn-ai-advances-and-tech-hardware-shifts/ https://chinabizinsider.com/chinabiz-briefing-ev-downturn-ai-advances-and-tech-hardware-shifts/"  
[X Link](https://x.com/CNBizInsider/status/2022229504236880225)  2026-02-13T08:40Z [---] followers, [--] engagements


"#Midea is now among the world's top-4 industrial robot makers after an 8-year transformation. The Chinese appliance giant's robot revenue hit $4.2B in [----] with 85% localized components. From washing machines to six-armed factory robots. https://chinabizinsider.com/mideas-eight-year-robot-gambit-from-home-appliances-to-global-top-four-industrial-robotics-player/ https://chinabizinsider.com/mideas-eight-year-robot-gambit-from-home-appliances-to-global-top-four-industrial-robotics-player/"  
[X Link](https://x.com/CNBizInsider/status/2022126018761568366)  2026-02-13T01:49Z [---] followers, [--] engagements


"@WeRide_ai @Uber The Middle East is proving ground for Chinese autonomous driving. WeRide secured the UAE's first city-level L4 commercial license outside the US. got $100M from Saudi's NEOM. Why thereFavorable regulationseconomic diversification goalsstrong China ties. http://Pony.ai http://Pony.ai"  
[X Link](https://x.com/CNBizInsider/status/2022182309206929881)  2026-02-13T05:33Z [---] followers, [--] engagements


"@Sino_Market The high-margin new ES8 and L90 are driving volume without sacrificing pricing power pushing auto gross margins to 18%. Beating "BBAL" (Benz BMW Audi Li Auto) in the premium segment shows that $Nio s brand equity is finally monetizing at scale"  
[X Link](https://x.com/CNBizInsider/status/2019641293673230436)  2026-02-06T05:16Z [---] followers, [---] engagements


"Barclays: China-US AI competitive dynamics Chinese AI capex 1/5 of top US hyperscalers DeepSeek: 16% input 3% output vs GPT-5.2 Open-source narrows performance gaps on key benchmarks Mobile-first usage: 729M vs 202M PC users in China https://chinabizinsider.com/barclays-chinas-ai-revolution-narrowing-gap-with-us-despite-structural-headwinds/ https://chinabizinsider.com/barclays-chinas-ai-revolution-narrowing-gap-with-us-despite-structural-headwinds/"  
[X Link](https://x.com/CNBizInsider/status/2020704706239332625)  2026-02-09T03:41Z [---] followers, [--] engagements


"@InsideChinaAuto Li Auto is pricing its flagship L9 SUV at RMB 320Ksame as its current L8despite adding L4 autonomy proprietary chips and 800V active suspension. Deutsche Bank's verdict: this is a data play not a profit play. China's EV makers are now trading margin for miles driven"  
[X Link](https://x.com/CNBizInsider/status/2020709930412703813)  2026-02-09T04:02Z [---] followers, [--] engagements


"@CNEVhome The "L9 Livis" will pack [----] TOPS from dual in-house M100 chipsclaimed to match 2-3 Nvidia Thor-U chips per unit. If true Li Auto just turned autonomous driving into a co-designed silicon war. If not it's an expensive distraction in a commoditizing market"  
[X Link](https://x.com/CNBizInsider/status/2020710786998657496)  2026-02-09T04:06Z [---] followers, [--] engagements


"ChinaBiz Daily Briefing Montage soars 57% in HK debut UBS confirms CATL's global cost edge Barclays tracks China AI progress vs US rivals Li Auto prices flagship for scale over margins. Full story https://chinabizinsider.com/chinabiz-briefing-chips-batteries-and-ai-chinas-tech-giants-push-global-expansion-amid-intensifying-competition/ https://chinabizinsider.com/chinabiz-briefing-chips-batteries-and-ai-chinas-tech-giants-push-global-expansion-amid-intensifying-competition/"  
[X Link](https://x.com/CNBizInsider/status/2020781309564702858)  2026-02-09T08:46Z [---] followers, [--] engagements


"@CNSpaceflight China just completed its most dangerous crewed spacecraft test: simulating rocket failure at max dynamic pressure launchs deadliest moment. Mengzhou capsule separated and splashed down safely. It's the final safety gate before astronauts fly to the Moon by 2030"  
[X Link](https://x.com/CNBizInsider/status/2021455515440775180)  2026-02-11T05:25Z [---] followers, [----] engagements


"@CNEVhome #Xiaomi's upgraded SU7: 897V architecture 670km added in [--] minutes lidar standard. Meanwhile its YU7 just outsold Geely in January. The question isn't if legacy automakers can keep upit's whether they're already too late"  
[X Link](https://x.com/CNBizInsider/status/2022225142009802858)  2026-02-13T08:23Z [---] followers, [--] engagements


"#ByteDance escalates the AI price war with the launch of #Doubao [---] Pro. Claiming performance parity with GPT-5.2 and Gemini [--] Pro the tech giant says it has slashed inference costs by an order of magnitude to fuel the "Agent Era." https://chinabizinsider.com/chinas-bytedance-challenges-gpt-5-with-low-cost-doubao-2-0-model/ https://chinabizinsider.com/chinas-bytedance-challenges-gpt-5-with-low-cost-doubao-2-0-model/"  
[X Link](https://x.com/CNBizInsider/status/2022637180225729018)  2026-02-14T11:40Z [---] followers, [--] engagements


"@Sino_Market ByteDance just made AI agents economically viable. Doubao [---] cuts inference costs by 10x while matching GPT-4o and Gemini [---] Pro on benchmarks. The shift isn't about smarter models anymoreit's about who can make complex multi-step reasoning cheap enough to deploy at scale"  
[X Link](https://x.com/CNBizInsider/status/2022638150741537279)  2026-02-14T11:44Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing