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# ![@tphuang Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43463961.png) @tphuang tphuang

tphuang posts on X about byd, china, ai, xiaomi the most. They currently have XXXXXX followers and 5822 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::43463961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +63%
- X Year XXXXXXXXXX +72%

### Mentions: XX [#](/creator/twitter::43463961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +42%
- X Year XXXXX +16%

### Followers: XXXXXX [#](/creator/twitter::43463961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:followers.svg)

- X Week XXXXXX +0.72%
- X Month XXXXXX +3.90%
- X Months XXXXXX +25%
- X Year XXXXXX +91%

### CreatorRank: XXXXXXX [#](/creator/twitter::43463961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43463961/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [automotive brands](/list/automotive-brands)  #6105 [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [finance](/list/finance)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [events](/list/events) 

**Social topic influence**
[byd](/topic/byd) #39, [china](/topic/china) #1452, [ai](/topic/ai), [xiaomi](/topic/xiaomi) #216, [bytedance](/topic/bytedance) #17, [xpeng](/topic/xpeng) #80, [geely](/topic/geely) #74, [sea](/topic/sea) #1402, [japan](/topic/japan), [solar](/topic/solar) #443

**Top accounts mentioned or mentioned by**
[@glennluk](/creator/undefined) [@ibdecarson](/creator/undefined) [@taylorogan](/creator/undefined) [@bradsetser](/creator/undefined) [@pstasiatech](/creator/undefined) [@gonglei89](/creator/undefined) [@hsusteve](/creator/undefined) [@angelusm0rt1s](/creator/undefined) [@pretentiouswhat](/creator/undefined) [@angelicaoung](/creator/undefined) [@electricfelix](/creator/undefined) [@teortaxestex](/creator/undefined) [@rruush15637](/creator/undefined) [@q_ginseng](/creator/undefined) [@aknjh](/creator/undefined) [@kyleichan](/creator/undefined) [@dancollins2011](/creator/undefined) [@carlzha](/creator/undefined) [@carfansc](/creator/undefined) [@zephyrz9](/creator/undefined)

**Top assets mentioned**
[XPeng Inc. (XPEV)](/topic/xpeng) [Tesla, Inc. (TSLA)](/topic/tesla) [Li Auto Inc. (LI)](/topic/li-auto) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Smart MFG (MFG)](/topic/smart-mfg) [Frontline Ltd. (FRO)](/topic/$fro)
### Top Social Posts
Top posts by engagements in the last XX hours

"Chancay port is XXX% automated. Look at all the AGVs around. This is what allows full XX hr operation & highest throughput. No delays to any of the truckers or cargo ships"  
[X Link](https://x.com/tphuang/status/1860641783606092227)  2024-11-24T11:09Z 29.4K followers, 93.4K engagements


"Japanese media reveals BYD planning to release Sea Lion X DM-i there for 398m JPY ($25.5k). This + Racco & Dolphin are all smaller mass mkt cars @ competitive px in Japanese mkt. Let's see how well they do in a mkt normally hostile to foreign brand"  
[X Link](https://x.com/tphuang/status/1995265988950913360)  2025-11-30T22:57Z 29.4K followers, 6196 engagements


"EngineAI unleashes T800 droid on the mkt. This video contains no CG or AI. Always thought EngineAI had the smoothest moving robot. Retailing for 180k RMB & 1st to use solid state battery. Built using aerospace grade Mg-Al alloy unibody die-casting tech. T800 achieves peak torque of 450Nm & instantaneous peak power of 14kW per joint. It integrates micro-joint electromechanical tech w/ XXX deg omnidirectional LiDAR perception system"  
[X Link](https://x.com/tphuang/status/1995833078304940417)  2025-12-02T12:31Z 29.4K followers, 84.2K engagements


"& Airbus have signed MOU to incorporate SpaceSail satellite constellation into Airbus's HBCplus in-flight connectivity solution so Airbus HBCplus customers will be able to utilize SpaceSail LEO in-flight connectivity (IFC) service options. Huge boost to the program"  
[X Link](https://x.com/tphuang/status/1996542386168906106)  2025-12-04T11:29Z 29.3K followers, 2596 engagements


"It hit 2934 in Spain w/ XXX Seal U & XXX Seagull. 3Dolphin Surf deliveries. In Italy it hit all-time high of 3526 in Nov XXX% mkt share. 2187 Seagull & XXX Seal U It hit 2934 in Spain w/ XXX Seal U & XXX Seagull XXX% mkt share"  
[X Link](https://x.com/tphuang/status/1996579962011242941)  2025-12-04T13:58Z 29.3K followers, 2538 engagements


"Very important to remember that as Chinese consumers are using other platforms like these AI browser to do AI searches Baidu search engine will continue to lose money & user. Death of Baidu will be these Doubao & other AI phones. That's why GOOG must have SOTA LLMs to keep its revenue flowing in"  
[X Link](https://x.com/tphuang/status/1997277712499487033)  2025-12-06T12:11Z 29.4K followers, 76.4K engagements


"Horizon Robotics unveiled its 4th gen BPU architecture. It will allow for Journey X series of ADAS chips to be 10x more power in computation & 5x better in power efficiency & full support FP operation in Tensor Vector OPs. Horizon is a supplier of VW/Carizon BYD Bosch & Neusoft & many more"  
[X Link](https://x.com/tphuang/status/1998032713920528782)  2025-12-08T14:11Z 29.4K followers, 2964 engagements


"21 companies won orders in CEEC's XXX GWh ESS bidding X batches of bidding 300MWh of 1h/1C 1200MWh of 2h/0.5C 2000MWh of 4h/0.25C BYD had lowest bidding px for both 2h & 4h bidding It clearly has cost advantage vs competitors here Low ESS px needed for all the renewable projects coming online The next major game changer is when SIB becomes mainstream in ESS market over LFP"  
[X Link](https://x.com/tphuang/status/1681757096696487937)  2023-07-19T20:05Z 29.4K followers, 1414 engagements


"Harmonic reducer mkt is a typical story of X foreign company Harmonic drive vs many Chinese companies. Due to growth of Chinese players Harmonic drive is down to XX% by 24H1 in China w/ LeaderDrive Laifual & TC Drive in X to 4th place. HDSI & Nidec was at XX% in 2018"  
[X Link](https://x.com/tphuang/status/1974987634964586756)  2025-10-05T23:58Z 29.4K followers, XXX engagements


"PetroChina has issued tender announcement for 2025 centralized procurement of wind turbine. 7.65GW in total w/ 6.XMW units account for 6.75GW China's fossil fuel giants are all getting aggressively into renewable projects to diversify from fossil fuel & become all energy src companies"  
[X Link](https://x.com/tphuang/status/1990140369934201184)  2025-11-16T19:30Z 29.4K followers, 6515 engagements


"BYD brings V9 van & Latam version of T35 truck to Mexico commercial vehicle show. T35 Latam is dedicated dual-tire heavy duty version w/ load capacity increased from 1500kg to 2600kg. both T35 & V9 are designed for last mile delivery"  
[X Link](https://x.com/tphuang/status/1990799029861789727)  2025-11-18T15:07Z 29.4K followers, 2907 engagements


"It really isn't just BBAT that are seeing lower sales. All the higher end Chinese brands are seeing lower sales too. Below are AITO Li Auto NIO & Zeekr. That's bc there are so many newer brands like Onvo Luxeed FCB that are taking sales away. And ofc Xiaomi In many cases they are just 2nd/3rd brands from same automotive group. But it just shows the increasing competition from even inside each group"  
[X Link](https://x.com/tphuang/status/1991604037213392944)  2025-11-20T20:26Z 29.4K followers, 4015 engagements


"New Video model from Tencent/Hunyuan team which claims to be the best open-source video gen models. Its testing show higher win rate than Alibaba Wan ByteDance SeeDream & Kuaishou but lower than Gemini Veo X. Now online w/ Tencent's Yuanbao app which is fighting for eyeballs vs ByteDance's Doubao & Alibaba's new app. China's big tech is to be the top dog in the domestic AI assistant mkt. But I think BD & BABA tend to go abroad more easily & earlier than Tencent which is even more focused domestically"  
[X Link](https://x.com/tphuang/status/1991887400604184844)  2025-11-21T15:12Z 29.4K followers, 5560 engagements


"Top Battery supplier from 2025/09 CATL has XX% share. Top OEMs are Geely Tesla Xiaomi Seres & ChangAn BYD has XX% share. Top OEMs are BYD Xiaomi FCB XPeng & Denza CALB has XXX% share. Top OEMs are XPeng Leapmotor GAC Toyota GAC Aion & Onvo Gotion has XXX% share. Top OEMs are Wuling Chery Leapmotor & Geely"  
[X Link](https://x.com/tphuang/status/1992031787241906303)  2025-11-22T00:46Z 29.4K followers, 8561 engagements


"GAC has started producing AION V SUV @ its partner Magna Steyr's flexible manufacturing facility in Graz Austria. Magna will also be assembling XPeng vehicles in the future"  
[X Link](https://x.com/tphuang/status/1992197451483144323)  2025-11-22T11:44Z 29.4K followers, 2968 engagements


"Shandong Nuclear Power SPIC subsidiary has completed XXX% domestic spare parts production capability for its AP1000 NPPs in Haiyang. Since they entered operation in 2018 it took 7+ yrs to reach this pt so operations cannot be stopped by foreign sanctions of key parts that need replacement from time to time like main pump frequency converter which cause XX% of unplanned shutdowns. Always interesting to see the effort that China puts in to ensure supply chain control & security"  
[X Link](https://x.com/tphuang/status/1992348590237528385)  2025-11-22T21:44Z 29.4K followers, 19.7K engagements


"BYD & Tesla are going in the opposite direction in Europe based on Oct registration # out of ACEA. BYD increased from 5695 last yr to 17470 this yr (up to XXX% share) Tesla is down from 13519 to 6964 (0.6% share) Overall this yr BYD is still behind Tesla (138k vs 180k) BYD is also still behind SAIC group in European sales but I do expect this to change next yr"  
[X Link](https://x.com/tphuang/status/1993333826718740795)  2025-11-25T14:59Z 29.4K followers, 29.7K engagements


"BYD has brought Denza brand into Brazil w/ flagship models Z9GT D9 & B5 (Bao-5). B5 @ 436k BRL Z9GT @ 650k BRL & D9 @ 800k BRL Let's see if they will do well in high end mkt"  
[X Link](https://x.com/tphuang/status/1993764460050178315)  2025-11-26T19:31Z 29.4K followers, 2656 engagements


"Basically any successful Chinese company with overseas operation needs to be tainted w/ PLA affiliation regardless of how ridiculous that may be. But this isn't 2019 & China can do the same w/ MSFT GOOG NVDA & BA"  
[X Link](https://x.com/tphuang/status/1993814325753204892)  2025-11-26T22:49Z 29.4K followers, 26.6K engagements


"BYD's oversea buildout is happening pretty quickly. It has now entered mkt in Cyprus (6% share) Albania(40+% share) Serbia (3%) Moldova (7%) A lot of smaller European countries. It also got XXXX% of orders @ recent Colombia Bogota auto show & growing quickly across Latam countries. Next yr it will probably ramp up to 50-80k per month of production in overseas factories. So overseas sales should go well over X million. src"  
[X Link](https://x.com/tphuang/status/1994015748931326429)  2025-11-27T12:09Z 29.4K followers, 7312 engagements


"Chinese auto plants in Africa: Left pic are the parts plant - concentrated in South Africa Morocco & Egypt. Right pic are the knock down assembly plants across Africa. You can see the automakers in each of those countries. Egypt & South Africa remain major investments"  
[X Link](https://x.com/tphuang/status/1994803423297114259)  2025-11-29T16:19Z 29.4K followers, 9593 engagements


"Thai auto sales so far this yr. Historically it is dominates by Japanese automakers. BYD has sold on avg 3610/month this yr. The most successful of Chinese brands there. I think it has made more progress in Indonesian mkt"  
[X Link](https://x.com/tphuang/status/1994877730903789921)  2025-11-29T21:14Z 29.4K followers, 7548 engagements


"Recently China Mobile QBoson Biomap & others came together for 1st Quantum Computing & Biotech summit. How to combine QC & AI Drug Discovery/AIDD. QBoson in Aug released China's 1st Quantum Boltzmann Machine modeling open src software for AIDD. It has been working w/ Shanghai Jiaoda Zhongshan University & Guangzhou Lab"  
[X Link](https://x.com/tphuang/status/1994937670041022904)  2025-11-30T01:12Z 29.4K followers, 13.3K engagements


"Biomap is the Baidu funded biotech firm that has 210B param SOTA xTrimo AI platform. It demonstrated higher accuracy than Google's AlphaFold X & is developing several drug pipelines through its BioGend Science subsidiary. Expect 1st drug to enter clinical trial in 12-24 months"  
[X Link](https://x.com/tphuang/status/1994937672855384426)  2025-11-30T01:13Z 29.4K followers, XXX engagements


"Just X yrs of Siemens introduced world's 1st Photon counting CT scanner X separate Chinese PCCT scanners by United Imaging & Neusoft were recently approved by China's NMPA. Product of China's advancement in Photonic tech & imaging. There was a time when Western companies could earn huge margins on new medical equipment but then Chinese companies would come in & kill that margin yrs later. Now it appears that Chinese supply chain have advanced so much that it can develop new cutting edge equipment b4 Western counterparts or shortly after. The biggest change in the past X yrs for China Inc is"  
[X Link](https://x.com/tphuang/status/1995244868466000163)  2025-11-30T21:33Z 29.4K followers, 26.8K engagements


"Nov sales report: Xiaomi exceeded 40000 units again Leapmotor hit 70k again (about flat vs Oct) Li Auto continues to disappoint w/ just 33181 IM Motor hit new high w/ 13577. Supported by new LS6 & LS9 models Nov sales in China down vs Oct overall & NEV up just marginally so don't expect huge growth here"  
[X Link](https://x.com/tphuang/status/1995494072924971152)  2025-12-01T14:03Z 29.4K followers, 4081 engagements


"Chery was down X% YoY (major growth in iCAR brand) Geely was up XX% YoY (major growth in Galaxy brand & PHEV sales & export) NIO & XPeng both delivered about 36k in Nov down from Oct Again these X have seen increased deliveries by competing more in lower end px range"  
[X Link](https://x.com/tphuang/status/1995494879858978965)  2025-12-01T14:07Z 29.4K followers, 2418 engagements


"Comparison of domestic auto sales bw BYD Geely & Chery show that they are either flat to down for Nov vs Oct. Not a great sign for BYD domestically as Geely is catching up in sales due to Galaxy brand's aggressive pricing"  
[X Link](https://x.com/tphuang/status/1995495221250179519)  2025-12-01T14:08Z 29.4K followers, 2075 engagements


"Xpeng announces its X9 EREV version uses HW's DriveONE next-gen EREV eMotor. Industry leading power density (1.88kW/kg) & XX% efficiency Uses just 3.68kWh/L in EREV mode 800V architecture 1.5T range extender generates 110kW power 5C battery pack allows charging from 10-80% in XXXX min"  
[X Link](https://x.com/tphuang/status/1995834626418343970)  2025-12-02T12:37Z 29.4K followers, 3118 engagements


"Domestic sales for BYD's mass mkt brand was down noticeably YoY but it has done well in its higher end brand of Denza & especially FangChengBao in Nov. N8L had 5443 deliveries in 1st month Tai-7 sold 24019 & Tai-3 sold 6054 Bao-5 sold 5569 I'm a little concerned abt D9 N9 & Z9 rn for BYD but it is a very competitive mkt & they need to improve interior & exterior design to get more ppl to buy"  
[X Link](https://x.com/tphuang/status/1995835325537517817)  2025-12-02T12:39Z 29.4K followers, 3437 engagements


"China's 1st smart sailing 64TEU battery electric container ship XXX has started sea trial in Zhejiang. Integrates electric propulsion with AI. Max payload 1460t and can be used in A B C level inner river. 3.86MWh of battery. Battery can be swapped in XXX hrs. Range XXX km"  
[X Link](https://x.com/tphuang/status/1995899016387629088)  2025-12-02T16:53Z 29.4K followers, 20.1K engagements


"Altman has superhuman ability in getting investor money but reality is catching up. We are already at 40+% paid corporate AI subscription rate & its workplace usage has stopped growing for now. It's always been laughable to me that ppl think OpenAI can maintain firm lead over Google's deep pocket or that corporations would trust their private data w/ a creep like Sam Altman. Anthropic will be crushed too long term. They will be bought by some combo of MSFT AMZN & NVDA. At end of the day no matter how much money you think AI is providing for you that does not mean OpenAI can charge you that"  
[X Link](https://x.com/tphuang/status/1995923060227285042)  2025-12-02T18:28Z 29.4K followers, 159.6K engagements


"BYD's new T4 light eTruck recently only City logistics award. In just half a month it has already received over XXX orders. T35 the Japan version was launched b4 that & it was also launched in Latam. BYD is electrifying the light trucking industry"  
[X Link](https://x.com/tphuang/status/1995992792544235690)  2025-12-02T23:05Z 29.4K followers, 3186 engagements


"BY battery delivereis so far this yr shows grow in auto battery from 194.7GWh in 2024 to XXXXX in 2025. BYD is likely supplying more externally to Xiaomi & XPeng. It also has seen 40.865GWh deliveries for ESS another huge area of growth"  
[X Link](https://x.com/tphuang/status/1996326371342135511)  2025-12-03T21:11Z 29.4K followers, 3260 engagements


"@TaylorOgan showcases what Doubao phone can do. It seems to me you need deep integration w/ OS for this to work. A standalone app isn't sufficient. Would Xiaomi or HW allow BD to embed its AI natively on phones or try to incorporate something open src"  
[X Link](https://x.com/tphuang/status/1996647053762744551)  2025-12-04T18:25Z 29.4K followers, 10.4K engagements


"Looks like Chinese automakers are bringing the px war to Thailand. Geely EX2 is retailing for as low as 399.9k THB/88k RMB Dolphin sells for 449.9k THB/99.3k RMB Not sure how Geely is pricing so low w/o a local factory"  
[X Link](https://x.com/tphuang/status/1996761052650832180)  2025-12-05T01:58Z 29.4K followers, 3459 engagements


"BYD ADAS report in Nov: Total of 560m km of driving (6.38B km accumulated data now) XXXX% of ADAS now used in City XXXX% of customers use ADAS end to end XXX has now been used 5.09m times BYD & HW have accumulated the most data for improving their ADAS algos. This is valuable"  
[X Link](https://x.com/tphuang/status/1996959520807887096)  2025-12-05T15:07Z 29.4K followers, 2740 engagements


"CNCEC has new 3GW Green Hydrogen project in Inner Mongolia. 30.68B RMB investment for 2.5GW wind + 500MW solar 450MW/1.8GWh ESS 165t H2 storage - 134kt H2 in total phase X start production in 2026/6 & phase X by 2026/12 Will mostly be used for ammonia & methanol production But also usage in fuel cell Just so many huge green hydrogen related projects in China that will go into production in 2026-2029 timeframe"  
[X Link](https://x.com/tphuang/status/1996997159405658487)  2025-12-05T17:36Z 29.4K followers, 2831 engagements


"BYD showcased a variety of models in this yr's Bangkok Motor Show including Yuan+ Dolphin Sea Lion XX DM-i Sea Lion EV Seal D9 PMV Bao-5 & Tai-7 SUV. BYD is bringing a lot more large SUVs to ASEAN soon"  
[X Link](https://x.com/tphuang/status/1997111620418342952)  2025-12-06T01:11Z 29.4K followers, 3172 engagements


"They have a lot of "green methanol" & "ammonia" projects under works rn. Urea is just one of those things they try out as ammonia use case. This project plans to produce 500kt of ammonia - 880kt of urea. So I'd say they are just trying everything & see what works. For example they are still in FCEVs rn even though economically it just doesn't work"  
[X Link](https://x.com/tphuang/status/1997114809586725271)  2025-12-06T01:24Z 29.4K followers, XXX engagements


"@teortaxesTex Well BYD converted its factory to make PPEs so yeah pretty flexible"  
[X Link](https://x.com/tphuang/status/1997441581482148159)  2025-12-06T23:02Z 29.4K followers, XXX engagements


"Chinese firms now climbing to XX% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has XX% share followed by Sumitomo is China's national champion here Already climbed to XX% in China & rapidly increasing Semi sanctions have prompted Chinese firms to look at supply chain security across board As such domestic mkt share in RV reducers & other components in robots will continue to climb"  
[X Link](https://x.com/tphuang/status/1793072429595582821)  2024-05-22T00:12Z 29.4K followers, 14.4K engagements


"Han's laser HGTech Raycus Hymson UW Laser & DR Laser are top domestic players. They support: smart mfg optical & wireless connectivity sensor electronics consumer electronics power & batteries PV cells medical lasers laser welding fiber lasers display & semi"  
[X Link](https://x.com/tphuang/status/1984772062494531610)  2025-11-01T23:58Z 29.4K followers, XXX engagements


"China's reinforced hangar have 2m thick roof with many layer of steel plate. Make them impenetrable to ordinary bunker buster bombs. It's been hardening most frontline airbases. Yet ppl still don't think they have thought thru Three Gorges dam contingency. Reminder that it was designed to withstand any attack including earthquakes & atom bombs A collapse would not cause flooding in places like Shanghai & Wuhan due to many flood-relief channels they have built up. I'm continuously amazed at all the fanboys that can look at the effort that they've taken to insulate themselves from different"  
[X Link](https://x.com/tphuang/status/1993036810461618582)  2025-11-24T19:19Z 29.4K followers, 75.8K engagements


"Canon has packed up its bag & existing from China due to inability to compete in the LBP mkt. China Inc is really beating Japan Inc everywhere"  
[X Link](https://x.com/tphuang/status/1994736653999730833)  2025-11-29T11:54Z 29.4K followers, 39.1K engagements


"Shandong High speed group Co was involved in the most technologically challenging part of the railway from Simandou mine to port in Guinea. XXXXX km long w/ XX% on bridged areas (5 super large bridge & X medium to large bridge). All this in hot humid environment. Building infrastructure to removing strategic liability such as iron ore dependence on Australia is not easy. It requires risky capital & many companies successfully undertaking difficult projects. Getting Guinea Simandou project to start producing is one of the hardest & most significant BRI projects to date. If it wouldn't this"  
[X Link](https://x.com/tphuang/status/1995204525435523073)  2025-11-30T18:53Z 29.4K followers, 33.3K engagements


"Welcome to the "Doubao Phone" - Collaboration bw ByteDance & Nubia/ZTE which uses a new BD OS. Already hailed by some as the 1st real AI-centric phone. Everything here tied to Douyin account & Doubao AI features. AI Agent simply listens to your command & carries out the task"  
[X Link](https://x.com/tphuang/status/1996181206212501511)  2025-12-03T11:34Z 29.4K followers, 23.5K engagements


"Alibaba's great competition to this is its new Quark AI phone which uses Qwen. In this world Android becomes less important & the foundational AI model becomes the OS driving everyone"  
[X Link](https://x.com/tphuang/status/1996181816458555845)  2025-12-03T11:36Z 29.4K followers, 2936 engagements


"After XX months of production the 70000th vehicle has rolled off the production line of BYD's Thailand factory. It is a Sealion X for employee Pattaraporn. Given that the factory is suppose to be able to produce 150k/yr BYD is clearly still ramping up. At this pt quite a bit of the production is actually exported"  
[X Link](https://x.com/tphuang/status/1996183781271568608)  2025-12-03T11:44Z 29.4K followers, 4444 engagements


"launches AI-glasses for the blind. It uses Alibaba's Qwen-VL OCR model along w/ the glasses phone remote control ring & walking cane to help visually impaired to get around. Improves reaction speed & accuracy so users can avoid getting hit by quiet eBikes in China"  
[X Link](https://x.com/tphuang/status/1996201041541697791)  2025-12-03T12:53Z 29.4K followers, 1565 engagements


"ByteDance Doubao team also just released its newest imaging model Seedream XXX which it claims to be a significant improvement over XXX (already a pretty good model)"  
[X Link](https://x.com/tphuang/status/1996206406538777016)  2025-12-03T13:14Z 29.4K followers, 3206 engagements


"ByteDance's Seed Research team also released its GR-RL for Robot (Real-world Reinforcmenet Learning) Using ByteMini-v2 robot & RL to improve the success rate for robot. Almost like how babies learn to control their motors"  
[X Link](https://x.com/tphuang/status/1996207494092435694)  2025-12-03T13:18Z 29.4K followers, 3047 engagements


"Also watch out from Kling as they are releasing major update this week. Since open src models are out there firms w/ SOTA video models can just fine tune Qwen models to have multi-modal end-2-end experience"  
[X Link](https://x.com/tphuang/status/1996299392131768811)  2025-12-03T19:23Z 29.4K followers, 4386 engagements


"@Pregory1 @JordanSVIC From Gemini AI on ByteDance vs Meta revenue (which is a pretty good measure of eyeball/usage time). BD was also higher in Q2"  
[X Link](https://x.com/tphuang/status/1996312238894784734)  2025-12-03T20:15Z 29.4K followers, 1938 engagements


"BYD Battery division/Fudi signed deal w/ Hubei govt for a new LIB plant in city. While capacity is unknown you can see the huge # of plants & continually expanding capacity BYD already has around China. Next yr XX GWh of SSB capacity in Chongqing will start production. May take some time to reach full production. BYD has another 30GWh of SSB capacity under construction in Xian. This new plant in Hubei is likely to also target SSB production. Guangxi Nanning is currently at 87GWh of capacity & the largest single battery plant globally"  
[X Link](https://x.com/tphuang/status/1996383867389739397)  2025-12-04T00:59Z 29.4K followers, 3201 engagements


"Looks like ByteDance is already testing a GenAI app called Cici in Indonesia & Mexico. Southeast Asia & Latam region make sense as the 1st region for BD to push into global AI assistant mkt. Already has 20m app downloads"  
[X Link](https://x.com/tphuang/status/1996385131779776750)  2025-12-04T01:04Z 29.4K followers, 5306 engagements


"Wow Chinese researchers have developed direct coupling of atmospheric CO2 w/ ammonia to produce urea using solar energy as sole input. Up until now they have been synethesizing "green" methanol & urea through waste straws animal wastes & such. Would be a game changer to directly take carbon from air & produce different kind of chemicals we need"  
[X Link](https://x.com/tphuang/status/1996547964987162853)  2025-12-04T11:51Z 29.4K followers, 72.3K engagements


"@TaylorOgan Doubao team itself says they are discussing cooperation w/ multiple OEMs. It appears both Honor & Meizu are publicly endorsing this idea. Then we have the big X of HW Xiaomi Oppo & Vivo left Do they go internally or w/ BD or Ali or one of the frontier AI labs"  
[X Link](https://x.com/tphuang/status/1996648347034439866)  2025-12-04T18:30Z 29.4K followers, 3909 engagements


"@TaylorOgan @ZTEPress @BytedanceTalk @nubiasmartphone @doubaoAi It is so silly that we have the most popular social media network in America creating an AI native phone & there is absolutely not reporting of it in America"  
[X Link](https://x.com/tphuang/status/1996650221833740342)  2025-12-04T18:38Z 29.4K followers, 1865 engagements


"Immersive drone experience courtesy of Insta360. Really emphasizes their strength in action camera tech. How does GoPro compete w/ this"  
[X Link](https://x.com/tphuang/status/1996762263731003705)  2025-12-05T02:03Z 29.4K followers, 5031 engagements


"BYD filed MIIT report for Qin Max EV. Comes w/ either XXX or 240kW motor Dimension 4866/1880/1495mm wheelbase 2820mm notably larger than Qin+ EV similar size to Qin L EV but longer (same wheelbase) Likely to have longer range & higher speed"  
[X Link](https://x.com/tphuang/status/1997116411131421079)  2025-12-06T01:30Z 29.4K followers, 2882 engagements


"BYD in Brazil almost 10k again in Nov & XXX% mkt share although the actual new order was far higher than this. Local factory is ramping up quickly to meet the demand. Song+ Seagull & Dolphin are BYD's top selling models in Brazil"  
[X Link](https://x.com/tphuang/status/1997277084822249707)  2025-12-06T12:08Z 29.4K followers, 3230 engagements


"Xiaomi Auto factory in Beijing. XXX robots roof top solar produces XXXX GWh of electricity/yr & plant also treats XX% of waste gas"  
[X Link](https://x.com/tphuang/status/1997361325282885727)  2025-12-06T17:43Z 29.4K followers, 8201 engagements


"BYD Fleet location as of a wk ago. A lot of movement to Europe Mexico & Brazil. BYD sold 7256 in Mexico (4.57% mkt share) in Nov It sold 5395 in Turkey (almost 10x vs last yr) It delivered 3790 in Australia (3.8% mkt share) Also had 1164 in Korea (5th largest imported brand) Aside from Japan it seems like other mkts are all progressing nicely"  
[X Link](https://x.com/tphuang/status/1997382441929937398)  2025-12-06T19:07Z 29.4K followers, 5775 engagements


"If US has such a Copper product deficit & need it so badly for AI & energy grid build out then why did it put such heavy tariffs on Copper causing copper tube import from China to decline by XX% YoY Note Chinese import actually increased XXX% YoY. ofc China still runs a huge trade surplus in copper alloy & products. But due to its insatiable need for copper to expand its energy infrastructure it has sucked up all available raw less processed & scrap copper to make all the wires tubes heatsink & everything you need copper for. Why tariff copper when you don't have the refinery capacity Why"  
[X Link](https://x.com/tphuang/status/1997447370213106165)  2025-12-06T23:25Z 29.4K followers, 12K engagements


"ByteDance is huge. Just look at all the apps it has created across different geographies & categories"  
[X Link](https://x.com/tphuang/status/1997632001470242960)  2025-12-07T11:39Z 29.4K followers, 4339 engagements


"Didi's self incubated startup Kargobot/ has XXX L4 Robotruck operating in Inner Mongolia. Opex savings exceed higher upfront cost in just X months. Product 1) Hybrid w/ X driver among X trucks Product 2) Using battery swap from CATL. X min swap for 513kWh pack fully autonomous Product 3) Allow "mother-son pairing" where X trucks carry cargo over & then on the way back X truck carries the other one Product 4) for short haul of XX km using just unmanned setup to reduce loading/unloading time. Use remote monitoring Final outcome is kargoBot Space Transport robot. No driver cab - increase space"  
[X Link](https://x.com/tphuang/status/1997638507657830721)  2025-12-07T12:05Z 29.4K followers, 50K engagements


"Across major mkt so far in Europe in Nov sales for BYD is 19132 Chery 11993 & Tesla 21248. See BYD export overall hitting new highs in Nov at over 130k well more than Sep/Oct & even Q2 highs. Nov sales is more than 4x YoY"  
[X Link](https://x.com/tphuang/status/1997773127237915084)  2025-12-07T21:00Z 29.4K followers, 2758 engagements


"FangChengBao will launch new family of sedans next yr called (Mei or Magnesium). Starting off w/ flagship sedan Mei-9. This is a good looking sedan. I hear BYD mgmt forced FCB to do additional work bc initial customer feedback was not great. This new look is pretty hot"  
[X Link](https://x.com/tphuang/status/1997774200119988304)  2025-12-07T21:04Z 29.4K followers, 7292 engagements


"As expected US's latest National Security Strategy doc embraces old model & rejects new model. We already know about China's dominance in the "New 3" (EVs Solar & Batteries) but 15th FYP show China's full embrace of Hydrogen & Biomanufacturing. How new replaces the old model"  
[X Link](https://x.com/tphuang/status/1997820944753238026)  2025-12-08T00:10Z 29.4K followers, 15.1K engagements


"Methanol fuel & bunkering projects in the past X yrs have sprung up across the major Chinese ports in Shanghai Shenzhen & Dalian. We have also seen progress in Liquid CO2 canisters LCO2 carriers & Onboard CCS developed so that CO2 can be captured & synthesized into methanol"  
[X Link](https://x.com/tphuang/status/1997820980300001572)  2025-12-08T00:10Z 29.4K followers, XXX engagements


"So as Trump admin overly focuses on German companies like BASF building large plants in China & use Russian gas. They completely miss the point that BASF's plant is powered by MingYang's 500MW offshore wind turbine & that they are working together on green Hydrogen & more"  
[X Link](https://x.com/tphuang/status/1997820984100114466)  2025-12-08T00:10Z 29.4K followers, XXX engagements


"What happens in transportation demand for oil when China's EV penetration gets to XX% in passenger & commercial mkt & when they are all over the globe Or when shipping moves away from diesel in XX yrs Or when SAF cost comes down as green methanol cost plummets"  
[X Link](https://x.com/tphuang/status/1997820990265680061)  2025-12-08T00:10Z 29.4K followers, 1155 engagements


"The future is in developing new technology to solve energy problems rather than relying on releasing carbon from fossil fuel into the air. Ignoring new tech has never worked well for a great power"  
[X Link](https://x.com/tphuang/status/1997820992178237669)  2025-12-08T00:10Z 29.4K followers, 2874 engagements


"You've heard about Doubao AI Phone from me. Now Honor will unveil its ROBOT PHONE @ 2026 MWC in Barcelona. I guess the camera robot is kind of cute"  
[X Link](https://x.com/tphuang/status/1997843198505549868)  2025-12-08T01:38Z 29.4K followers, 5541 engagements


"Top selling SUV models out of China in Nov. Model Y roared back to top followed by Xiaomi Yu7 This is really bad if you are BYD. Sea Lion XX sold just 25093 & dropped to 5th. Tai-7 & Yuan Up did okay but Song Pro & Plus used to both be in top XX & Sea Lion XX is just not replacing them. BYD's mass mkt brand did not do well domestically in Nov at all"  
[X Link](https://x.com/tphuang/status/1998069603323257199)  2025-12-08T16:38Z 29.4K followers, 6976 engagements


"@KingKong9888 @PaperPushaa Will China do this I wonder"  
[X Link](https://x.com/tphuang/status/1998081007325732962)  2025-12-08T17:23Z 29.4K followers, XXX engagements


"CSSC & COSCO Shipping got together and signed contract for XX vessels of different types totally 50B RMB (of which 47B settled w/ offshore RMB rather unusual). Likely encouraging others to also settle in CNH. Both are also driving on green fuel shipping"  
[X Link](https://x.com/tphuang/status/1998115789925224556)  2025-12-08T19:41Z 29.4K followers, 2372 engagements


"@ShangYang2 too many brands isn't the issue. That's common in China. It's problem is lack of differentiation from Geely Leapmotor & other automakers with good cost control"  
[X Link](https://x.com/tphuang/status/1998143966928396539)  2025-12-08T21:33Z 29.4K followers, XXX engagements


"@AngelicaOung my problem with any Chinese apps is too many flashy things on the screen to keep me doom scrolling. I think the attention span for your average mainlander must be really short"  
[X Link](https://x.com/tphuang/status/1998144886005211237)  2025-12-08T21:37Z 29.4K followers, 1890 engagements


"S800 dominates China's luxury sedan mkt. Its sales have outpaced Porsche Panamera X series S class & A8 as well as domestic rivals in U7 & ET9 Likely to remain this high until at least early next yr"  
[X Link](https://x.com/tphuang/status/1997276759826505972)  2025-12-06T12:07Z 29.4K followers, 3892 engagements


"China's trade data shows significant export increase to Africa. Through 1st XX months African growth led to X% increase in overall export. Its ratio of China's export has gone up by XX% (US & EU down by 25%). More importantly Africa is buying shipping construction machinery cars electrical equipment & steel from China. All heavy industries that China really cares about"  
[X Link](https://x.com/tphuang/status/1998183885654368639)  2025-12-09T00:12Z 29.4K followers, 2108 engagements


"We have LandSpace's successful ZQ-3 launch & failed recovery this wk but CSSC has its own Long March 12A rocket that will also be testing VTVL soon. Will allow for 9000kg reusable payload to LEO. CSSC this wk delivered the floating recovery platform. Looks like everything is in order"  
[X Link](https://x.com/tphuang/status/1997115081465770181)  2025-12-06T01:25Z 29.4K followers, 7783 engagements


"Huge growth to places like Nigeria Liberia Egypt Algeria & DRC. All high quality exports helping commerce basic industries & transportation sectors. Increase in African export is making up a huge chunk of the decrease to America"  
[X Link](https://x.com/tphuang/status/1998183887999054288)  2025-12-09T00:12Z 29.4K followers, 1557 engagements