#  @tphuang tphuang tphuang posts on X about china, byd, ai, bytedance the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::43463961/interactions)  - [--] Week [-------] -26% - [--] Month [---------] +2.80% - [--] Months [----------] -33% - [--] Year [----------] -20% ### Mentions: [---] [#](/creator/twitter::43463961/posts_active)  - [--] Week [---] -50% - [--] Month [---] +16% - [--] Months [-----] +56% - [--] Year [-----] +11% ### Followers: [------] [#](/creator/twitter::43463961/followers)  - [--] Week [------] +0.33% - [--] Month [------] +2.90% - [--] Months [------] +26% - [--] Year [------] +69% ### CreatorRank: [-------] [#](/creator/twitter::43463961/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 42.73% [technology brands](/list/technology-brands) 20.7% [automotive brands](/list/automotive-brands) #5469 [finance](/list/finance) 18.06% [stocks](/list/stocks) 11.01% [currencies](/list/currencies) 3.08% [travel destinations](/list/travel-destinations) 3.08% [social networks](/list/social-networks) 2.2% [cryptocurrencies](/list/cryptocurrencies) 0.44% [gaming](/list/gaming) 0.44% **Social topic influence** [china](/topic/china) #2436, [byd](/topic/byd) #45, [ai](/topic/ai) 14.54%, [bytedance](/topic/bytedance) #20, [gold](/topic/gold) 5.73%, [xiaomi](/topic/xiaomi) #349, [investment](/topic/investment) #4404, [in the](/topic/in-the) 4.85%, [products](/topic/products) 4.41%, [li auto](/topic/li-auto) #64 **Top accounts mentioned or mentioned by** [@zaiorg](/creator/undefined) [@sz_mediagroup](/creator/undefined) [@minimaxai](/creator/undefined) [@johannbg](/creator/undefined) [@teortaxestex](/creator/undefined) [@volatrader](/creator/undefined) [@dollarcakecry](/creator/undefined) [@grok](/creator/undefined) [@2030shaun](/creator/undefined) [@renaldyapreza](/creator/undefined) [@spitspinner](/creator/undefined) [@chicosueco](/creator/undefined) [@electricfelix](/creator/undefined) [@dymox4](/creator/undefined) [@mospeadag18716](/creator/undefined) [@earthveuzengi](/creator/undefined) [@watermelonecho](/creator/undefined) [@hopehope_g_hope](/creator/undefined) [@bageljoinvestor](/creator/undefined) [@kvl___](/creator/undefined) **Top assets mentioned** [Li Auto Inc. (LI)](/topic/li-auto) [XPENG INC. (XPEV)](/topic/xpeng) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "ByteDance has launched Seedance [---] on Doubao & Dreamina. It supports at most [--] photo [--] video & [--] soundtrack for 15s video gen. Its own evaluation show significant advantage over Kling Veo Wan & Sora. When will it go global BD is restricting upload of real person img & videos but are we actually able to hold back this tidal wave of increasingly realistic deepfake videos https://twitter.com/i/web/status/2021929140480335949 https://twitter.com/i/web/status/2021929140480335949" [X Link](https://x.com/tphuang/status/2021929140480335949) 2026-02-12T12:47Z 31.1K followers, [----] engagements "@EvanFeigenbaum To Lam visited China on his first foreign trip as the leader back in [----]. https://www.voanews.com/a/analysts-vietnamese-leader-visited-china-to-reassure-beijing-/7764991.html https://www.voanews.com/a/analysts-vietnamese-leader-visited-china-to-reassure-beijing-/7764991.html" [X Link](https://x.com/tphuang/status/2022024023744688246) 2026-02-12T19:04Z 31.1K followers, [---] engagements "Xiaomi Redmi announces 2T RMB output drive & Domestic IC supply chain to support that Some big names BYDE - IC products good enuf for smart phone why it's able to supply so much ICs for EV TCL/Tianma/Visionox - OLED Silergy - major PMIC analog chipmaker Goodix - Finger scanners Omnivision - CIS OFilm - Camera Module Maxscend/Vanchip - RF suppliers Sunwoda - battery Huaqin - ODM CXMT - DRAM good enough AAC tech/Goertek - acoustic system AwinIc - analog mix RF IC Lens tech - Analog Really interesting to see this taking shape Especially in context of HW doing the same" [X Link](https://x.com/tphuang/status/1727832845354209546) 2023-11-23T23:33Z 31K followers, [----] engagements "Chinese firms now climbing to 50% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has 61% share followed by Sumitomo is China's national champion here Already climbed to 14% 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 https://twitter.com/i/web/status/1793072429595582821 https://twitter.com/i/web/status/1793072429595582821" [X Link](https://x.com/tphuang/status/1793072429595582821) 2024-05-22T00:12Z 31K followers, 14.5K engagements "BYD won bid for huge BESS contract w/ Saudi Electricity Company. For 2.5GW/12.5GWh storage across [--] sites. 2nd major victory in Saudi Arabia after winning 2GWh bid last yr BYD to design supply supervise installation test commission & maintain ESS. src https://www.wedoany.com/zh-cn/shortnews/opLVwzKM.html https://www.wedoany.com/zh-cn/shortnews/opLVwzKM.html" [X Link](https://x.com/tphuang/status/1878796552187314539) 2025-01-13T13:29Z 31K followers, [----] engagements "China's large & fragmented analog chips mkt share back in [----]. TI led w/ 19% followed by ADI 13% & Skyworks 8% The tariffs will hit them pretty hard. Leaving the mkt for both EU & domestic suppliers. Look for Infineon ST NXP Silergy BYD SGMicro & Novosense to benefit. EV makers will need to find new suppliers. Can BYD Semi capitalize on this https://twitter.com/i/web/status/1912972042795692379 https://twitter.com/i/web/status/1912972042795692379" [X Link](https://x.com/tphuang/status/1912972042795692379) 2025-04-17T20:50Z 31K followers, [----] engagements "BYD has invested in another AI robotics company Paxini Tech (also invested in Ubtech & Agibot) Paxini has developed 6D Hall array tactile sensor giving it human like perception capabilities. It also built full stackAI tech in its robot from h/w packaging data algo & VTLA model. so a lot of reason for BYD to get involved here. src https://ne-time.cn/web/article/35802 https://twitter.com/i/web/status/1917377741915070721 https://ne-time.cn/web/article/35802 https://twitter.com/i/web/status/1917377741915070721" [X Link](https://x.com/tphuang/status/1917377741915070721) 2025-04-30T00:37Z 31.1K followers, [----] 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 31.1K followers, [---] engagements "JD Logistics has started drone delivery service in the Great Bay Area w/ its flying Wolfpack of drones. It is operating almost [--] routes nationally. Will be flying w/ JDX-50 (15kg payload) &JDX-20 (10kg payload) + using JDX-03 warehouse drones for inspections & inventory checks" [X Link](https://x.com/tphuang/status/2004658126537056310) 2025-12-26T20:58Z 31.1K followers, [----] engagements "Li Auto is in trouble. Its Nov sale is down 36.6% YoY. Sales in [----] is down 18% YoY thru Nov. All its L series EREV SUVs are seeing huge declines. L6 & L7 are especially disappointing due to huge sale pressure from Galaxy M9 & FCB Tai-7. Its new i6 & i8 BEV SUVs have under achieved as well. It's hard to standout vs Yu-7. Not a good yr as both XPeng & NIO have passed them by in sales recently. https://twitter.com/i/web/status/2005177774256914549 https://twitter.com/i/web/status/2005177774256914549" [X Link](https://x.com/tphuang/status/2005177774256914549) 2025-12-28T07:23Z 31K followers, [----] engagements "As copper demand continues to surge higher the cost of producing copper will surge to meet that demand. Zijin Mining just started operation @ JuLong phase [--] copper mine/processing center. It is both world's high altitude (5000m) & lowest grade copper among large copper mines" [X Link](https://x.com/tphuang/status/2007195966252953829) 2026-01-02T21:03Z 31K followers, 10.8K engagements "Various Chinese companies made these LEO constellation applications to ITU on 2025/12. Most eye-popping at CTC-1/2 which plan to be [-----] each. SpaceSail would like [----] more & Guowang [--] more. ChinaMobile also wants its own constellation. Much of this application probably wouldn't work out since you have to launch those constellations within [--] or [--] yrs (can't remember exact number) But China better speed up its rocket & satellite production. https://twitter.com/i/web/status/2009731039137280437 https://twitter.com/i/web/status/2009731039137280437" [X Link](https://x.com/tphuang/status/2009731039137280437) 2026-01-09T20:56Z 31.1K followers, [----] engagements "China's December retail for NEVs by brand show BYD way ahead @ 273k w/ Tesla & Geely Galaxy around 90k. Xiaomi sold [-----] while FangChengBao had [-----]. Just among new energy brand FangChengBao was 3rd behind just HIMA & Xiaomi ahead of Leapmotor & Li Auto. Denza was 10th @ [-----]. Both XPeng & NIO were in the low 30ks. https://twitter.com/i/web/status/2009943753746768271 https://twitter.com/i/web/status/2009943753746768271" [X Link](https://x.com/tphuang/status/2009943753746768271) 2026-01-10T11:01Z 31K followers, [----] engagements "Alibaba & its cloud is the backbone of China's EV industry. It has a huge list of partners including BYD FAW ChangAn Geely Chery XPeng Li Auto & NIO It is also the only cloud provider for Chinese automakers that venture to overseas mkt. As such it has a huge amount of data that is used in serving its automotive partners like BYD & Geely. https://twitter.com/i/web/status/2011526923126784230 https://twitter.com/i/web/status/2011526923126784230" [X Link](https://x.com/tphuang/status/2011526923126784230) 2026-01-14T19:52Z 31K followers, 13.2K engagements "Things are so bad for Li Auto that it is offering [--] yr low interest on its EVs. Prior to this [--] yr was quite common among Chinese automakers" [X Link](https://x.com/tphuang/status/2013576078439104796) 2026-01-20T11:35Z 31.1K followers, [----] engagements "Unbelievable Honeywell CEO would say stuff like this. We have "green steel" projects in China starting production where green hydrogen (produced by solar/wind) acts as primary reducing agent to remove O2 from iron ore - produce sponge iron to feed into EAF which again can be powered by solar/wind + battery (entirely replacing coal-fired blast furnaces) there is already the following project that is operational producing 1mt of sponge iron per yr & then using EAF to forge 1m ton of "green steel" plates. there are many projects like this ongoing now NOW - Honeywell CEO says solar power cannot" [X Link](https://x.com/tphuang/status/2014386584485806134) 2026-01-22T17:16Z 31K followers, 50.9K engagements "The 300k RMB+ auto mkt in China top [--] models for [----]. Audi A6L BMW [--] series & AITO M8 are top [--] followed by Audit Q5L Benz E class GLC C class M9 & BMW [--] series & Denza Z9. Looking at this list a lot of BMW AITO & Li Auto in top [--]. Some surprising ones are Voyah Dreamer & Lynk [---] https://twitter.com/i/web/status/2014884523989770583 https://twitter.com/i/web/status/2014884523989770583" [X Link](https://x.com/tphuang/status/2014884523989770583) 2026-01-24T02:14Z 31K followers, [----] engagements "Malaysia auto mkt for 2025: I believe /Proton is half owned by Geely. Chery & BYD are the top Chinese brands here. BYD sold [-----] vehicles when including Denza Brand. Malaysia's home brand Perodua remain as the dominant player" [X Link](https://x.com/tphuang/status/2015192390974226717) 2026-01-24T22:38Z 31K followers, [----] engagements "Dongfeng Motor has started production w/ a 16000t & 10000t gigapress at its new factory in Wuhan. At 720C molten Al is injected into super large mold & die cast into NEV battery casing in just [--] min by the 16000t die casting machine. Since Tesla started the trend of gigapress back in [----] the sizes of the die casting machines are ever increasing. Chinese automakers jumped on this bandwagon. BYD actually resisted for a while b4 recently getting in on the action. 16000t is the largest so far but work is under way for 20000t machine. https://mp.weixin.qq.com/s/x34pwI822kDjT-imtZMvRw" [X Link](https://x.com/tphuang/status/2015748490832318814) 2026-01-26T11:27Z 31.1K followers, [----] engagements "Harbin Electric Corporation announced Unit [--] of its Salt Cavern compressed air ESS demonstration project has connected to grid & achieved full-load power generation. Largest such project int he world. This project constructed [--] 300MW non-combustion compressed air ESS unit. It has ESS capacity of 2.4GWh & conversion efficiency of 71%" [X Link](https://x.com/tphuang/status/2015839991801274818) 2026-01-26T17:31Z 31K followers, 54K engagements "Major move by Zijin Mining one of China's mining giants to acquire Allied Gold which has [--] gold mines in Africa that produce [------] ounce per yr. I'd assume this gets the go ahead given the recent warming in relationships" [X Link](https://x.com/tphuang/status/2015859629637439670) 2026-01-26T18:49Z 31K followers, [----] engagements "CAS Space lineup on display recently. Lihong-2 reusable flying vehicle consists of booster rocket & payload module. 18m long 3.35m diameter & t/o weight of 60t using [--] Liqing-1 30t liquid oxygen-kerosene engines. Each flight can carry 3t of space science experiment payloads or [--] ppl. Looks like space tourism & science research may get a lot cheaper w/ this. It also showcased Lijian-1 rocket which has launched [--] times & carried [--] satellites. 11t payload can be carried to orbit. It occupies 60% of China's commercial launch service mkt. https://twitter.com/i/web/status/2015917636396458257" [X Link](https://x.com/tphuang/status/2015917636396458257) 2026-01-26T22:39Z 31K followers, [----] engagements "EU auto mkt in 2025: BEV registration increased from [----] to 17.4% in [----] while PHEV increased from [---] to 9.4% Dec saw 51% increase for BEV & 36.7% for PHEV So plugins grew big time in [----] while ICE dropped from [----] to 35.5% in 2025" [X Link](https://x.com/tphuang/status/2016155372969504795) 2026-01-27T14:24Z 31K followers, [----] engagements "BYD is signing agreement w/ ExxonMobil to launch BYD Mobil Hybrid Special Engine Oil series specifically designed for PHEVs. For improved fuel efficiency excellent water handling capabilities & emulsion stability. Exxon will supply BYD factories w/ locally compliant supply of lubricants & related products. https://twitter.com/i/web/status/2016162149513441432 https://twitter.com/i/web/status/2016162149513441432" [X Link](https://x.com/tphuang/status/2016162149513441432) 2026-01-27T14:51Z 31K followers, [----] engagements "Dreame is the company to watch in [----]. It just entered the smart TV mkt w/ S100 4K QLED screen & comes in 55/65/75/86 inch versions. Uses integrated Soundbar & [--] speakers. In past few months Dreame has launched toothbrush display car washing machine fridge phone AC water heater dish washer humidifier smart ring routers & a bunch of other consumer products. I have truly never seen a company w/ this much stomach for product development. https://twitter.com/i/web/status/2016198822469263860 https://twitter.com/i/web/status/2016198822469263860" [X Link](https://x.com/tphuang/status/2016198822469263860) 2026-01-27T17:17Z 30.9K followers, 32.6K engagements "@nazboljuche they might be in a better position" [X Link](https://x.com/tphuang/status/2016255778240217399) 2026-01-27T21:03Z 31K followers, [----] engagements "I'm a big fan of Qwen but there are possibly [--] labs in China w/ less compute resources building better models than them. I do empathize compute disadvantage facing Chinese AI labs but what will be the gap bw DeepSeek & latest Qwen after V4 comes out Qwen may have won the competition for edge AI & fine tuning but it is falling behind in reasoning & agentic flow. I think this is the order in which I like to use the models (purely usability/usefulness): Kimi [---] GLM [---] MiniMax M2.1 DeepSeek V3.2 Qwen3 235B Qwen just feels very slop and last gen by now. Both GLM and MiniMax absolutely destroy" [X Link](https://x.com/tphuang/status/2016257840403619905) 2026-01-27T21:11Z 31K followers, 10.8K engagements "Meituan's Zhangjiakou Data Center will be world's 1st to use Solid State Transformer & go into operation in April. Project adopts "distributed SST + DC bus" architecture by deploying SST equipment close to IT cabinets significantly reducing cable voltage drop & transmission loss. Also integrates ESS unit seamless witching bw [--] modes: grid power battery power & combined power. It possesses peak shaving & valley filling capabilities + backup thru this ESS. Uses advanced power semiconductor devices such as SiC modules enabling direct conversion of 10kV AC power to DC power. Overall efficiency of" [X Link](https://x.com/tphuang/status/2016278151576629274) 2026-01-27T22:32Z 31.1K followers, 53.2K engagements "BYD promoting the success of its T4 battery electric light truck which now has [----] deliveries. Electrification of light truck sector is happening quickly also. In Dec 40% of light trucks were NEVs" [X Link](https://x.com/tphuang/status/2016494731014951276) 2026-01-28T12:53Z 31K followers, [----] engagements "This week XCMG welcomed Dangote Group to its HQ to show all the machines that can help expand its business (like refinery) in Nigeria. It's equipment are also building world's largest soccer stadium (seating [------] ppl) in Casablanca Morocco. XCMG get over 40% of revenue from oversea mkt & a lot of that is from Africa. its equipment drive many of the construction project on the continent. https://twitter.com/i/web/status/2016601334246420801 https://twitter.com/i/web/status/2016601334246420801" [X Link](https://x.com/tphuang/status/2016601334246420801) 2026-01-28T19:56Z 30.9K followers, [----] engagements "China's December ranking for ADAS chip installation & domain controllers. Nvidia remains on top w/ 45.5% share followed by Tesla 17.2% (just for Tesla vehicles) HW 13.5% & Horizon 9.7%. NIO (2.7%) & XPeng (1.3%) also showed up. For domain controller BYD leads w/ 28.7% share & followed by Desay @ 22.4% HW 14.2% & Tesla 10.4%. You can see that NIO & Leapmotor also develop their own domain controllers. DJI Auto Freetech & Luxshare round out the top [--]. As a whole Nvidia share is reducing but many automakers (including BYD) still use it for a lot of their models (despite Horizon J6M becoming" [X Link](https://x.com/tphuang/status/2016611419228414277) 2026-01-28T20:36Z 31K followers, [----] engagements "Alibaba T-Head is finally display its AI chip 810E (formerly known as PPU) on its website. Already used in multiple 10k+ clusters in Alicloud serving State Grid CAS XPeng Sina & more. No compute details just shows it has 96G HBM2e & 700GB/s interconnect speed" [X Link](https://x.com/tphuang/status/2016696316936503668) 2026-01-29T02:14Z 31K followers, [----] engagements "@teortaxesTex I dont think so. They develop non risc v stuff" [X Link](https://x.com/tphuang/status/2016833840979820843) 2026-01-29T11:20Z 30.9K followers, [---] engagements "I don't know if AI will kill all the white collar jobs but it definitely kills traditional search engines. That's why Google took this threat so seriously & why Baidu is in trouble. Every query I put into Gemini & Kimi yesterday they not only gave answers but also links that provided those answers. How does traditional search compete w/ that AI tools & agentic platforms are needed to make AI more easy to use for more complex tasks. https://twitter.com/i/web/status/2016855914439929882 https://twitter.com/i/web/status/2016855914439929882" [X Link](https://x.com/tphuang/status/2016855914439929882) 2026-01-29T12:48Z 31K followers, 14K engagements "@spitspinner i mean it's losing money and revenue is declining. Pretty easy to see what's going on here https://finance.yahoo.com/news/baidu-posts-biggest-quarterly-revenue-122900035.html https://finance.yahoo.com/news/baidu-posts-biggest-quarterly-revenue-122900035.html" [X Link](https://x.com/tphuang/status/2016922764477657159) 2026-01-29T17:13Z 31K followers, [---] engagements "CASTC plans for 15th FYP: Promote development of Space Tourism digital intel infrastructure/computing resource development/mining/transportation/processing traffic mgmt/debris monitoring/early warning. Look to develop [--] world class goals in: Technology products (launches spacecraft) supply chain safety across entire process of product dev service in sensing/communication/computing/application" [X Link](https://x.com/tphuang/status/2016941909445353572) 2026-01-29T18:29Z 30.9K followers, [----] engagements "Developing more efficient & powerful engines is part of that plan. Here we see CASTC testing YF-130 a 240t thrust level staged combustion cycle RP-1/Lox engine completing 200s static fire test. Designed for commercial launchers & reusable launch vehicles" [X Link](https://x.com/tphuang/status/2016948739840028678) 2026-01-29T18:57Z 30.9K followers, [----] engagements "Edge AI continues to get more powerful. SpacemiT & Sipeed have come out w/ K3 - world's 1st RVA23 AI CPU. Comes w/ [--] X100 Big core @ 2.4GHz [--] A100 AI core supporting parallel 1024-bit RVV1.0 computing optimized for matrix OP Key: No proprietary NPU nightmares Theoretically you can get [--] TOP INT4 (15 TFLOPS FP16) w/o having to worry about converting Qwen models to a smaller set of supported OPs on NPU. If RISC-V support all the ops then you can just run everything like you would run Nvidia Jetson Nano" [X Link](https://x.com/tphuang/status/2017033045614686298) 2026-01-30T00:32Z 31K followers, [----] engagements "SpacemiT K3 details: Support all HF format except for FP4 & FP6 for [--] to 80B param models [--] TOPS - fully supports 30B-A3B model like Qwen ones. CPU core 2.4GHz similar to ARM A76 in compute supports 256bit vector AI core fully support RVA23 & RVV1024 + FP8 inference" [X Link](https://x.com/tphuang/status/2017236639307677755) 2026-01-30T14:01Z 31K followers, [----] engagements "More news from China's battery industry: Gotion reports 2.5-3B profit in [----] up 107-149% YoY Due to huge sales in new gen high density LFP battery. CATL is currently testing out sodium battery w/ GAC JAC & ChangAn. Looks like SIB EVs are coming" [X Link](https://x.com/tphuang/status/2017238803727966253) 2026-01-30T14:09Z 31K followers, [----] engagements "ByteDance & Alibaba are launching new models. BABA is also giving out red envelopes for CNY period for customers to test out. Tencent & Baidu are joining in w/ red envelops for February. Hyperscalers are fighting hard to capture eyeballs. Great for AI diffusion in China. ByteDance Alibaba to Launch New Models in Race for AI Supremacy in China The two Chinese tech heavyweights are each launching new models around the time of the Lunar New Year holiday in mid-February intensifying their rivalry in AI. https://t.co/2EGEduXEIi ByteDance Alibaba to Launch New Models in Race for AI Supremacy in" [X Link](https://x.com/tphuang/status/2017294075620184442) 2026-01-30T17:49Z 31.1K followers, [----] engagements "News on BYD plants around Asia. In Cambodia the 1st [--] locally produced Song Pro DM-i have been delivered. It is also revisiting the issue of assembling EVs in India to lower Tariffs. In [----] its sales in India climbed 88% to [----]. Still far below other Asian mkt. BYD is looking to do SKD factory in India to reduce tariff burdens. This is potentially more acceptable to Indian govt vs a full scale investment which was previously rejected by India. Keep in mind that tariffs are CKDs are 15% vs 35% for SKDs iirc. That's why SKDs may be more acceptable." [X Link](https://x.com/tphuang/status/2017363111247024258) 2026-01-30T22:23Z 30.9K followers, [----] engagements "China's auto export in 2025: For NEVs top [--] nations are: Belgium UK Mexico Brazil Phillippines UAE Thailand Australia Indonesia & India For all cars top [--] nations are: Mexico Russia UAE UK Brazil Saudi Arabia Belgium Australia Philippines & Kazakhstan Some numbers are distorted: A lot of front running of tariffs on the export to Mexico. Belgium total includes a lot of sales to rest of Europe. https://twitter.com/i/web/status/2017401100710646149 https://twitter.com/i/web/status/2017401100710646149" [X Link](https://x.com/tphuang/status/2017401100710646149) 2026-01-31T00:54Z 31K followers, [----] engagements "Multinational military aircraft projects are hard due to differing requirements funding & work share expectations. FCAS is already going nowhere. GCAP cost has triples + hard to see how Japan Italy & UK can work this out the different requirements in Europe vs Pacific theater The only way Europeans can get a competitive 6th gen project working is by bringing together [--] to [--] countries out of France Germany UK Spain & Italy with similar level of funding & work share + common requirements for the continent. That seems unlikely" [X Link](https://x.com/tphuang/status/2017624064936870281) 2026-01-31T15:40Z 30.9K followers, [----] engagements "MingYang & PowerChina have struck deal w/ Vietnam's XCE Group to invest & develop energy cluster w/ total capacity of 6GW including offshore wind green hydrogen/ammonia production & 0-carbon industrial park. This project leverages MY's experience w/ GW-scale wind projects in Guangxi. Uses direct power supply model & connects to Singapore's 2GW green electricity corridor. Will use ESS to ensure stable production. The project will build an industrial park that localize production of core components such as blades transformers transmission & distribution equipment." [X Link](https://x.com/tphuang/status/2017690081532751944) 2026-01-31T20:02Z 31K followers, [----] engagements "I would have expected BYD to be the one doing JV with US partner to develop cars here but Farley has been enamored with Xiaomi cars for a while. FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT" [X Link](https://x.com/tphuang/status/2017719654093865139) 2026-01-31T22:00Z 31K followers, 10.7K engagements "CCTV reports on exploding order backlog for UHV large capacity transformers from domestic & foreign customers including North American ones especially from AI customers. There are [----] transformer companies in China mostly in Guangdong & Jiangsu. 60% of global capacity. A Jiangsu factory has order book for until until of 2027" [X Link](https://x.com/tphuang/status/2017760636931899532) 2026-02-01T00:43Z 31K followers, 30.7K engagements "Aside from AI & Datacenter China also has huge demand from those UHV lines transmitting power from new energy product in the West to coastal areas. As more renewables get aded to the grid more high end transformers are needed to bring resilience & adapt to the variable power generation" [X Link](https://x.com/tphuang/status/2017760647346270609) 2026-02-01T00:43Z 31K followers, [---] engagements "See below for HVDC suppliers: has started producing 800V DC architecture SST. have also developed SSTs. HVDC by Ali Tencent & Baidu are using 240V while China mobile is using 336V. These solutions are significantly more efficient & have fewer fault point than the traditional UPS solution. https://twitter.com/i/web/status/2017760649607106591 https://twitter.com/i/web/status/2017760649607106591" [X Link](https://x.com/tphuang/status/2017760649607106591) 2026-02-01T00:43Z 31K followers, [----] engagements "We are already seeing the future w/ Meituan's Zhangjiakou Data Center. Likely using highly efficient SiC modules like the one below advertised by United Nova. Inverter that are 98.5%+ efficient & can support multiple voltage levels. https://x.com/tphuang/status/2016278151576629274 Meituan's Zhangjiakou Data Center will be world's 1st to use Solid State Transformer & go into operation in April. Project adopts "distributed SST + DC bus" architecture by deploying SST equipment close to IT cabinets significantly reducing cable voltage drop & transmission https://t.co/In4AVOnRSQ" [X Link](https://x.com/tphuang/status/2017760652232741291) 2026-02-01T00:43Z 31K followers, [----] engagements "ByteDance/Doubao is growing ridiculously fast. It reached 63T tokens/day by end of [----]. 100m DAU for Doubao & 10m DAU for Dola (it's international AI app that's only available in some mkts) + Seedream [---] is used in CapCut BD has been the best at integrating models w/ apps [----] is the yr of ByteDance global AI expansion. Starting off in ASEAN where it dominates the apps landscape but presumably also to Latam & rest of global south after that. Doubao becomes 1st Chinese AI app to reach 100m DAU (only counting China). Volcano Engine recently reported that Doubao LLM token consumption has grown" [X Link](https://x.com/tphuang/status/2017787234439639421) 2026-02-01T02:29Z 31.1K followers, 35.9K engagements "BYD's January sales was only [------] including [------] in overseas mkt & [----] commercail vehicles. It also had [------] GWh battery sales. This is down 30% YoY. I will have to wait for registration # to come out. It isn't clear if this is due to just de-stocking or really poor sales. One thing is that NEV sales are definitely down this yr vs last (based on my previous reporting on this) but this is still a massive drop. https://twitter.com/i/web/status/2017927472403148930 https://twitter.com/i/web/status/2017927472403148930" [X Link](https://x.com/tphuang/status/2017927472403148930) 2026-02-01T11:46Z 31.1K followers, 101K engagements "Despite the drop in NEV registration in January vs last yr quite a few automakers still saw healthy growth here. Xiaomi deliveredy another [-----] vehicles. Leapmotor delivered [-----] AITO delivered [-----] NIO delivered [-----] Xiaomi & AITO look to have pretty healthy backlogs. NIO delivery is boosted by its [--] new mass mkt brands. Leapmotor is down quite a bit vs Q4. https://twitter.com/i/web/status/2017929294459130150 https://twitter.com/i/web/status/2017929294459130150" [X Link](https://x.com/tphuang/status/2017929294459130150) 2026-02-01T11:53Z 31K followers, [----] engagements "@dunne_insights They definitely lost some mkt power in the past yr to Geely & Leapmotor" [X Link](https://x.com/tphuang/status/2018055684009427260) 2026-02-01T20:15Z 31.1K followers, [----] engagements "CAS research team published result on Nature magazine of new ay for synergistic conversion of CO2 & Water. It constructed a Ag/WO composite material w/ electron storage function under light conditions & release them when needed. When combined w/ catalytically active component cobalt phthalocyanine CO2 conversion efficiency increased 100x vs pure cobalt phthalocyanine. This solution exhibits stable operating performance under natural light - enables large scale conversion of CO2 using solar energy to produce methane & Carbon monoxide. https://twitter.com/i/web/status/2018058439709130880" [X Link](https://x.com/tphuang/status/2018058439709130880) 2026-02-01T20:26Z 31.1K followers, 26.3K engagements "Much underappreciated in China's energy transition/security drive is its NG plan. Deep concerted effort in both driving up domestic production & pipeline import to lower import of expensive & geopolitically risky LNG. Self sufficiency rate now above 60% while pipeline may have surpassed LNG in tonnage this yr. China has become 4th largest gas producer in the world using mainly very deep shale fracking tech after Iran Russia & the US meeting 60% of its domestic demand #bcpoli #bclng @DanWoy China has become 4th largest gas producer in the world using mainly very deep shale fracking tech after" [X Link](https://x.com/tphuang/status/2018093027865022968) 2026-02-01T22:44Z 30.9K followers, 12.7K engagements "Here are the NEV Sales from different automakers in January. The key is to look at the right most column since that is the YoY changes. BYD dropping 30.7% is only surpassed by XPeng @ 34.1%. There are so large increases like Xiaomi AITO & GAC Aion. Aion is just a recovery from previous yr disaster but Xiaomi & AITO are the ones w/ firm backlogs. Basically we would need to look at registrations to truly get a sense of how each automakers are doing since sales is combo of domestic deliveries to the 4S stores + overseas sales. BYD built huge inventories in much of Q2/Q3 last yr only for" [X Link](https://x.com/tphuang/status/2018329623021474147) 2026-02-02T14:24Z 31.1K followers, [----] engagements "2025 was the yr of 10B in China's 3D Printing industry. 10B & 5m units in export shipment. 10B & [---] deals in fund raising. Bambu Lab was the 1st domestic 3D printing company to hit 10B in revenue. It was only found in 2020" [X Link](https://x.com/tphuang/status/2018365773639496156) 2026-02-02T16:47Z 31.1K followers, [----] engagements "Update here on the current status of US Persian cost deployment & across Europe courtesy of @EGYOSINT & @ianellisjones 2nd one also nicely illustrate TLAM loadout. Not being able to operate from Saudi UAE & Qatar limits options but can attack via Syria/Iraq Azerbaijian & South. Iran will be taking a lot of hits in any scenario but I don't think a Venezuelan type operation is possible here so it's a matter of whether the current leadership there can keep control of the country. https://twitter.com/i/web/status/2018420603351441582 https://twitter.com/i/web/status/2018420603351441582" [X Link](https://x.com/tphuang/status/2018420603351441582) 2026-02-02T20:25Z 31K followers, [----] engagements "This happened while Gold was the largest export item out of America in Oct & Nov even more than aircraft & oil. Picture of America sending gold bars to China while getting $ back has never been so accurate" [X Link](https://x.com/tphuang/status/2018489534405632051) 2026-02-03T00:59Z 31.1K followers, [----] engagements "Where did China import gold from Aside from HK Switzerland Canada South Africa Australia & Kyrgyzstan are the largest source of import. Russia became the 7th largest thru dramatic increase in Q3/Q4 - Facing weak energy px issues & forced to sell gold to fund war" [X Link](https://x.com/tphuang/status/2018489537110974563) 2026-02-03T00:59Z 31.1K followers, [----] engagements "China produced 392.931t of new gold thru Q3 in [----]. Of which 271782t were using raw input from domestic mines & 121.149t were using import (up 8.94% YoY). So not only is China importing more gold bar for investment but also more raw input. It really is sucking up gold" [X Link](https://x.com/tphuang/status/2018489543637250482) 2026-02-03T00:59Z 30.9K followers, [---] engagements "See below for [----] vs [----]. Production is relatively flat & same w/ recycled gold. Just 5000t per yr through new + recycled. Jewelry demand is down from [----] while investment almost doubled to be higher than Jewelry. Gold ETF demand was up 801.2t in 2025" [X Link](https://x.com/tphuang/status/2018489545717682613) 2026-02-03T00:59Z 31.1K followers, [---] engagements "China's gold ETF mkt AUM increased from 112B RMB at end of [----] to 242B in [----]. Total holding increased 116% YoY to 248t. Demand is coming from regular ppl in China that is putting faith in traditional real money rather than fiat crap" [X Link](https://x.com/tphuang/status/2018489547739287749) 2026-02-03T00:59Z 31.1K followers, [----] engagements "What we should see long term as trade gap is partially settled by gold flow is much lower USD & much higher CNY. Currently USD/CNY is held up by chinese investment in U.S. financial mkt. https://x.com/lukegromen/status/2018024830801412357s=46 A trade debtor that exports gold at a floating price is settling part of its trade deficit in gold at a floating price de facto. Would result in much higher gold lower USD contained 10y UST yields & in time reshored US industry & middle class. Win/win/win. Let's watch. https://x.com/lukegromen/status/2018024830801412357s=46 A trade debtor that exports" [X Link](https://x.com/tphuang/status/2018494349772783902) 2026-02-03T01:18Z 30.9K followers, [----] engagements "YH-1000S had its maiden flight in Chongqing. It's world's 1st hybrid unmanned transport. Uses a high power hybrid motor developed w/ NEV industry. It has reduced take-off/landing increased payload & range. Hybrid should be more efficient than conventional powered aircraft" [X Link](https://x.com/tphuang/status/2018671953117065486) 2026-02-03T13:04Z 30.9K followers, [----] engagements "Big news from digitizes as YMTC is now sending LPDDR5 samples around. Also Fab [--] will be half DRAM & half NAND. Huge surge in HBM/Server AI DRAM demand has left Phone OEMs scrambling for LPDDR5 chips. YMTC focus on consumer low power DRAM is a very sound strategy since its server product is unlikely to be as good as CXMT's DDR5 let alone SK & Samsung. https://twitter.com/i/web/status/2018691429384560729 https://twitter.com/i/web/status/2018691429384560729" [X Link](https://x.com/tphuang/status/2018691429384560729) 2026-02-03T14:21Z 31K followers, [----] engagements "China Electricity Council/CEC came out w/ report on China's power industry in [----]. Amazingly Coal power dropped 1.9% YoY. It accounted for just 51.1% of China's total power gen. Non-fossil fuel power gen reached 42.9%. Remaining are NG & Oil. Wind/solar/biomass captured 97% of incremental power demand in Chinese society in [----]. https://twitter.com/i/web/status/2018719092018921548 https://twitter.com/i/web/status/2018719092018921548" [X Link](https://x.com/tphuang/status/2018719092018921548) 2026-02-03T16:11Z 31.1K followers, 13.4K engagements "World's largest electric smart container ship started sea trials in Jiangxi 740TEU ship called uses [--] box shaped battery + solar panels. Battery can be swapped fast charged w/ additional power from solar panels" [X Link](https://x.com/tphuang/status/2018738968645292385) 2026-02-03T17:30Z 31.1K followers, [----] engagements "Graph summary of China's gold accumulation since [----]. It has accumulated about 16143t during this time. Domestic production was 7799t Import 10950t & export 1300t. 10133t in jewelry 4450t investment & 1200t industrial" [X Link](https://x.com/tphuang/status/2018755586016608380) 2026-02-03T18:36Z 31K followers, [----] engagements "BYD's commercial vehicle division has completed [----] winter testing @ Mohe. See video of C11 performing 55km/h moose test in slippery snow conditions. While passenger vehicles drive innovation buses & trucks have really benefited from this work becoming safer than ever b4" [X Link](https://x.com/tphuang/status/2018827321071776217) 2026-02-03T23:21Z 31.1K followers, [----] engagements "Contrast Europe to China where CATL opened up a battery factory in Quanzhou. CATL has [--] in China & [--] in Europe. Battery industry expertise is so widespread in China that even smaller cities & townships are landing factories for the supply chain. Including cathode anode separator electrolyte packing material ESS containers processing facilities & equipment. Pretty grim prognosis here: German car expert says "Europe is [--] years behind China" on EV batteries "According to Ferdinand Dudenhffer battery production costs in China are 30% lower than those in Europe with development cycles 50%" [X Link](https://x.com/tphuang/status/2018831545671270786) 2026-02-03T23:38Z 31K followers, [----] engagements "BYD has recently taken delivery of 1st load of LFP cathode from its supplier which is based in Hubei. Small townships across China are part of this huge & growing industry that's driving global electrification" [X Link](https://x.com/tphuang/status/2018831548905402828) 2026-02-03T23:38Z 30.9K followers, [----] engagements "New models from BYD being unveiled now. Part of the [----] lineups that will use new ePlatform for BEVs & larger battery pack for PHEVs. Left is FangChengBao Mei-7 sedan Right is Song Ultra EV 4850/1910/1670mm wheelbase 2840mm 270kW eMotor. Very similar to Sea Lion [--] EV. Increased motor power & likely associated faster speed/acceleration & charging speed are the key drivers for BYD product line this yr. https://twitter.com/i/web/status/2019052332747542713 https://twitter.com/i/web/status/2019052332747542713" [X Link](https://x.com/tphuang/status/2019052332747542713) 2026-02-04T14:16Z 31.1K followers, [----] engagements "BYD is starting trial production at its Szeged factory. Currently it has just [---] workers but that will increase as it ramps up production to 200k/yr over the next [--] yrs. Dolphin Surf/Seagull is the initial vehicle to be produced. KSZ Group announced it won tender for hydraulic engineering in Szeged industrial park for 3.99B HUF relating to drainage system & advanced water engineering facility. BYD has also signed a cooperation agreement w/ University of Szeged Faculty of Engineering. I expect BYD will train a lot of ppl on EV manufacturing in the surrounding area as this is likely its" [X Link](https://x.com/tphuang/status/2019110705153052984) 2026-02-04T18:08Z 30.9K followers, [----] engagements "I'm not a subscriber of the AGI + recursive improvement theory like a huge chunk of SV crowd. But it does seem strange for them to continue working for a skynet/matrix type of future where machines control & enslave us. That's a really dumb future to work toward. At a cafe in Silicon Valley listening to two seemingly very well connected technologists (one might be VC) doing big name drops of people and orgs theyre connected to while talking Omniuse technologies Species ending event and Building the future of western civilization. At a cafe in Silicon Valley listening to two seemingly very" [X Link](https://x.com/tphuang/status/2019155106495680865) 2026-02-04T21:04Z 31K followers, [----] engagements "Jinko & several others are reporting on Musk's team visiting China. I assume to learn how to get Chinese solar industry supply chain & expertise too help him build the PVs needed for space based DC. I understand perovskite tech is sexy but who has actually gotten it to work" [X Link](https://x.com/tphuang/status/2019157702661099809) 2026-02-04T21:14Z 31.1K followers, [----] engagements "btw this feels like the greatest political ad ever. You might not like leftist but at least this guy seems like a genuine populist that feels the struggles of everyday man vs being in the pockets of the elites. Help us make hope normal again. Join the Green Party now. https://t.co/nMNDoznijm Help us make hope normal again. Join the Green Party now. https://t.co/nMNDoznijm" [X Link](https://x.com/tphuang/status/2019236622387278032) 2026-02-05T02:28Z 31.1K followers, [----] engagements "China's mechanical engineering industry is still growing rapidly. In [----] it grew 8.2% YoY much higher than nation wide industrial avg of 2.3%. Auto industry did especially well w/ 11.5% growth CPCA reports 34.35m vehicles were produced in [----] 36% of global total (compared to 16.72m in US 5.58m in India & 4.56m in Japan) These total include both passenger & commercial vehicles & foreign + domestic brands. Other mechE sector that grew include electrical machinery & General equipment by 9.2% & 8.0%. https://twitter.com/i/web/status/2019391216891097518" [X Link](https://x.com/tphuang/status/2019391216891097518) 2026-02-05T12:42Z 31K followers, [----] engagements "Sources close to CXMT say it has yet to validating w/ HP & other PC OEMs. Both CXMT & YMTC are fully booked for 2026H1 but should have additional capacity coming online later this yr. Chinese OEMs likely are snapping up all the supply they can get. I don't think HP or Dell would be high on CXMT's client list given tariffs & possible political hurdles involved in there. Major PC manufacturers are exploring the integration of Chinese-made memory into their products. HP Dell Acer and ASUS are currently validating CXMTs DDR5 modules. 🔗 https://t.co/QifPVUayWY https://t.co/4tiVJqpLge Major PC" [X Link](https://x.com/tphuang/status/2019463197934121010) 2026-02-05T17:28Z 31K followers, 21.7K engagements "@chicosueco one step at a time. I think this first project is just a micro car" [X Link](https://x.com/tphuang/status/2019465129050489314) 2026-02-05T17:36Z 30.9K followers, [---] engagements "More update from China Gold Council. Imported 170.68t of gold raw material & produced 381.34t domestically Demand way down in jewelry & way up in investment. Higher demand not only in Gold ETFs (by 133.12t) but also SGE & SHFE trading volume + overseas mined gold (by 90t)" [X Link](https://x.com/tphuang/status/2019491637664067764) 2026-02-05T19:21Z 31.1K followers, [----] engagements "BYD brand sold [----] vehicles in January in Brazil & Denza brand sold [---] units (all B5 SUV). Expecting more pickups sold in Brazil & surrounding mkt as lower cost pickups get launched. BYD is putting more effort in models designed explicitly for higher margin oversea mkts" [X Link](https://x.com/tphuang/status/2019564507069092280) 2026-02-06T00:11Z 31K followers, [----] engagements "Offshore wind projects keep getting larger. Goldwind's 20MW offshore turbine got grid connected in SCS on 2/5. This is the most powerful turbine to ever enter commercial operation" [X Link](https://x.com/tphuang/status/2019565053322920328) 2026-02-06T00:13Z 31K followers, [----] engagements "Next is BEV version of the popular Tai-7 Box SUV. Dimension 5050/1995/1865mm wheelbase [----] Comes in AWD 215+300 kW or RWD [---] kW Another medium-large SUV getting BEV version. Sign of maturing super ePlatform & battery tech" [X Link](https://x.com/tphuang/status/2019788088340332944) 2026-02-06T14:59Z 31K followers, [---] engagements "BYD's full fleet of [--] PCTCs delivering EVs all around the world. If you wonder how Chinese automakers have become such an export powerhouse this is one part of the equation - logistics" [X Link](https://x.com/tphuang/status/2019814192983986493) 2026-02-06T16:43Z 31K followers, [----] engagements "I welcomed back @GlennLuk this week to talk about China's investment strategies in the past few decades in light of the recent news about State Grid investing 4T RMB capex over next [--] years. https://tphuang.substack.com/p/episode-20-discussion-with-glenn https://tphuang.substack.com/p/episode-20-discussion-with-glenn" [X Link](https://x.com/tphuang/status/2019817732896915505) 2026-02-06T16:57Z 31.1K followers, [----] engagements "Carney govt is really playing up the possibility of Chinese plant in Canada which makes sense given the recent troubles facing its auto sector. Most obvious option is BYD and/or Chery setting up plant in Ontario that also exports to Mexico Northern Europe & Caribbeans. And develops Canadian EV industry suppliers. https://twitter.com/i/web/status/2019858806378057772 https://twitter.com/i/web/status/2019858806378057772" [X Link](https://x.com/tphuang/status/2019858806378057772) 2026-02-06T19:40Z 31.1K followers, [----] engagements "BYD Overseas sales numbers in January: It set all time high w/ [----] in Italy 2.5% overall & 17.1% mkt share in NEVs (up 330% YoY) In Germany it sold [----] cars vs just [---] a yr ago & more than 2x of Tesla number. In UK it declined to [----] in January but still up 21% YoY" [X Link](https://x.com/tphuang/status/2019917042367828131) 2026-02-06T23:32Z 31K followers, [----] engagements "China today launched a reusable experimental spacecraft. This is the 1st time they've launched a reusable spacecraft in [--] yrs. Also details around the launch are even more mysterious than the usual Chinese launches - there is something special going on here. Wait to see" [X Link](https://x.com/tphuang/status/2020102296739225640) 2026-02-07T11:48Z 31.1K followers, [----] engagements "Dreame founder is quite the ambitious guy. He says that Dreame is currently investing 40m RMB in R&D per day (works out to be 15B per yr) & plans to give 1B in bonus at yr end. He does drive his engineers to the brink but hard to deny all the products they have already developed. I'm not sure what they expect [----] revenue to be but they only made 15B RMB in all of [----]. Even [--] consecutive yrs of doubling would still mean they are spending 25% of revenue on R&D. Which is really high. https://twitter.com/i/web/status/2020106306439299261 https://twitter.com/i/web/status/2020106306439299261" [X Link](https://x.com/tphuang/status/2020106306439299261) 2026-02-07T12:04Z 31.1K followers, 17.4K engagements "In [--] countries in Southeast Asia (where ByteDance really focus) Cici & Dreamina are 1st & 3rd. In Latam Cici is #2 (top in Mexico & Colombia). It is even #3 in UK. This despite Cici never getting mentioned Anywhere BD's GenAI apps can grow quickly once it decides to grow in a market. https://twitter.com/i/web/status/2020253381143708137 https://twitter.com/i/web/status/2020253381143708137" [X Link](https://x.com/tphuang/status/2020253381143708137) 2026-02-07T21:48Z 31.1K followers, [----] engagements "When ByteDance has new SeeDance or SeeDream it can immediately integrate w/ its popular video editing app CapCut or thru Dreamina. It can presumably do the same w/ Doubao & TikTok if it wanted to do so. https://x.com/capcutapp/status/2019978322327773511 Coming soon: Seedance [---] the MOST ADVANCED AI video model EVER is coming to CapCut. In our internal tests it sets a new standard across motion realism consistency and long-form coherence with multi-media references. We cant wait to see what youll be able to create. https://x.com/capcutapp/status/2019978322327773511 Coming soon: Seedance 2.0" [X Link](https://x.com/tphuang/status/2020253383479722207) 2026-02-07T21:48Z 31K followers, [----] engagements "See the quality of SeeDance [---]. Is there any reason why ByteDance w/ the full repository of video data cannot have SOTA image & video models https://x.com/Dork_sense/status/2020179955511116082 Seedance [---] from China will be the SOTA This is AI We are cooked. Native multi-shot storytelling from a single prompt (no more stitching scenes) Phoneme-level lip-sync in 8+ languages 30% faster generation than v1 via RayFlow optimization 1080p cinematic quality https://t.co/9Q9rpMYLVt https://x.com/Dork_sense/status/2020179955511116082 Seedance [---] from China will be the SOTA This is AI We are" [X Link](https://x.com/tphuang/status/2020253385157751164) 2026-02-07T21:48Z 31K followers, [---] engagements "Perhaps this explains why ByteDance Seed models are better than Alibaba's Qwen models And why Doubao app in China is more popular than everyone else. Next BD LLM probably actually will be the best all around model out of China but not open src https://x.com/AiBattle_/status/2020106831285158022 The Pisces model created a better looking Xbox controller SVG in under [---] lines of code than the Karp model did with over [---] lines of code https://t.co/RhUP1IaEa7 https://x.com/AiBattle_/status/2020106831285158022 The Pisces model created a better looking Xbox controller SVG in under [---] lines of code" [X Link](https://x.com/tphuang/status/2020253387166793794) 2026-02-07T21:48Z 31K followers, [----] engagements "That's why Doubao already reached 100m DAU in China & generating 63T tokens/day despite lack of mention in MSM. ByteDance is consumer focused. It's AI strategy combines models & app & phone. https://x.com/tphuang/status/2017787234439639421 ByteDance/Doubao is growing ridiculously fast. It reached 63T tokens/day by end of [----]. 100m DAU for Doubao & 10m DAU for Dola (it's international AI app that's only available in some mkts) + Seedream [---] is used in CapCut BD has been the best at integrating models w/ apps https://t.co/xPQ50mrEHc https://x.com/tphuang/status/2017787234439639421" [X Link](https://x.com/tphuang/status/2020253389154885827) 2026-02-07T21:48Z 31K followers, [----] engagements "Countries around the world are using Chinese clean energy tech to achieve greater energy independence & lower cost. See below for Ember data on Pakistan import of China's energy product. That has significantly driven down energy cost for Pakistanis https://www.weforum.org/stories/2025/08/pakistan-energy-affordable-reliable-electricity/ https://www.weforum.org/stories/2025/08/pakistan-energy-affordable-reliable-electricity/" [X Link](https://x.com/tphuang/status/2020547781522276560) 2026-02-08T17:18Z 31K followers, [---] engagements "Another great example is South Africa. Do you remember the great blackout stories there in [----] Well industrial users & homeowners bought Chinese solar + ESS to deal w/ those problems. Have you heard about any new blackouts recently from South Africa" [X Link](https://x.com/tphuang/status/2020547785657864434) 2026-02-08T17:18Z 31K followers, [---] engagements "And despite all the attacks on Spain for having grid problems last summer Spain continues to have the lowest electricity px in Europe among the largest [--] economies. Even cheaper than the nuclear heavy France. Renewable power are plentiful in countries w/ plenty of sun" [X Link](https://x.com/tphuang/status/2020547788702884114) 2026-02-08T17:18Z 31K followers, [---] engagements "Another big change in China for [----] is increasing offshore wind deployment. In [----] China added 6.12GW of offshore wind for 47.4GW in total. But for [----] Fujian alone is building 5917MW of offshore projects while PowerChina has bid on 1.7GW of offshore projects" [X Link](https://x.com/tphuang/status/2020550090029420822) 2026-02-08T17:27Z 31.1K followers, [----] engagements "@volatrader Yeah Barcelona itself is pretty nice definitely cleaner than Rome" [X Link](https://x.com/tphuang/status/2020566320807292931) 2026-02-08T18:32Z 31K followers, [---] engagements "I'm not saying this is China's actual strategy wrt to Japan but here is the CNY/JPY exchange rate over time & JGB yield curve over the past yr. There is a lot to China's export control wrt natsec & very little of it has to do w/ getting Japan to change PM" [X Link](https://x.com/tphuang/status/2020592212153967066) 2026-02-08T20:14Z 31.1K followers, [----] engagements "Interesting trend in China's aviation sector are hybrid unmanned aircraft. YH-1000S is a hybrid version of YH-1000 transport that uses the same 2.0T engine that you'd see in a BYD PHEV + [--] high voltage battery packs. CAAA worked w/ NEV industry to improve thermal mgmt & integration of eMotor & turboprop. The 2.0T engine after improvement was able to generate more power than YH-1000. Battery pack itself is also able to fly [--] minutes https://twitter.com/i/web/status/2020593727148847484 https://twitter.com/i/web/status/2020593727148847484" [X Link](https://x.com/tphuang/status/2020593727148847484) 2026-02-08T20:21Z 31.1K followers, [----] engagements "AI buildout is causing delays & supply constraints in more than just memory chips. Reuters report on lengthy waits for server CPUs from both Intel & AMD. This also likely applies to other part of AI DC supply chain like cables NIC cards cooling systems & more. AI bubble is driving a super cycle across the whole semiconductor industry. It's not clear to me how things will play out when it inevitable pops but I have yet to see massive expansion in capacity from all the chipmakers. (note the word "massive" which is more than fast expansion) https://twitter.com/i/web/status/2020596861187272712" [X Link](https://x.com/tphuang/status/2020596861187272712) 2026-02-08T20:33Z 31.1K followers, [----] engagements "Coinbase ad has to be the worst ever. Cant believe they spent that much money on this crap" [X Link](https://x.com/tphuang/status/2020664493596987567) 2026-02-09T01:02Z 31.1K followers, [----] engagements "@DollarCakeCry You talk like I have not been to Beijing recently" [X Link](https://x.com/tphuang/status/2020668270651588900) 2026-02-09T01:17Z 31K followers, [---] engagements "Major changes coming to BYD's BEV strategy in [----]. After significantly increasing charging speed in [----] it is now significantly increasing range in [----]. Z9GT & Z9 will likely be the 1st BYD models w/ 1000km+ EV range @ [----] & [----] km thru [-----] kWh pack. Lower end model comes in @ [---] km range w/ [---] kWh pack. Aside from that Song Ultra EV will have top range of [---] km. Qin Max @ [---] km Sea Lion [--] [---] km Dolphin @ [---] or [---] km Seagull @ [---] or [---] km Larger pack & faster charging across the board. EV tech continues to improve. https://twitter.com/i/web/status/2020829936156631046" [X Link](https://x.com/tphuang/status/2020829936156631046) 2026-02-09T11:59Z 31.1K followers, [----] engagements "Also of note is that Z9/Z9GT's curb weight dropped from 2740-2875 kg to 2540-2700kg despite the larger battery pack. BYD's greater usage of Gigapressing machines likely contributed to weight savings in the new Z9 & they are also likely using more lighter alloys" [X Link](https://x.com/tphuang/status/2020829940137271656) 2026-02-09T11:59Z 31.1K followers, [----] engagements "@electricfelix @etechvolution @RandomAtom3 @DriveGreen80167 @RoamingNorway @brandenflasch @itskyleconner @grok Han & tang didnt do well last year and it seems like public hasnt responded well to the MW chargers so BYD will increase that to 1.5MW & use bigger battery packs" [X Link](https://x.com/tphuang/status/2020837125953134834) 2026-02-09T12:28Z 31.1K followers, [---] engagements "eCommerce is just one obvious area where you are seeing this increased China tech presence. TikTok Shop is now larger than eBay & the fastest growing platform. Obviously JD Temu & AliExpress are also large especially in Southeast Asia. TikTok's addictive app system means higher user engagement & growth for its Shop platform. https://twitter.com/i/web/status/2020862591409537293 https://twitter.com/i/web/status/2020862591409537293" [X Link](https://x.com/tphuang/status/2020862591409537293) 2026-02-09T14:09Z 31.1K followers, [----] engagements "@2030Shaun Thats a terrible take" [X Link](https://x.com/tphuang/status/2020984021824463256) 2026-02-09T22:11Z 31.1K followers, [---] engagements "@2030Shaun Well you wouldnt give up your industrial might. You just dont need to be making toys and furnitures for rest of the world. Those are not jobs young people want" [X Link](https://x.com/tphuang/status/2020997940848779426) 2026-02-09T23:07Z 31.1K followers, [---] engagements "China's import export consumption & production data of Gold from [----]. 932.5t imported in [----] down 448t YoY but import bill of 726B RMB was just 0.6% behind [----]. In fact Gold was the 4th largest import item in [----] behind Semi Oil & Iron Ore. Gold import masked the size of China's trade surplus in [----] imagine that. Even w/ China settling some surpluses thru gold it still ran a $1.2T surplus. https://twitter.com/i/web/status/2018489531926737285 https://twitter.com/i/web/status/2018489531926737285" [X Link](https://x.com/tphuang/status/2018489531926737285) 2026-02-03T00:59Z 31.1K followers, 28.5K engagements "Out of top [--] most downloaded apps overall so far in [----] (outside of China) ByteDance has 3: TikTok CapCut & Cici. For just AI apps [--] of top [--] (Cici & Dreamina) are by ByteDance way more than DeepSeek. Cici & Dreamina have only been released in limited mkt & already achieving success. Why security establishment wants to shut down TikTok. https://t.co/1Sr26xwlad Why security establishment wants to shut down TikTok. https://t.co/1Sr26xwlad" [X Link](https://x.com/tphuang/status/2020253377905803290) 2026-02-07T21:48Z 31.1K followers, 12.6K engagements "Seedance [---] is causing waves in China's film & advertising industry. 15s clips now has usability rate of up to 90% allowing 90-min project to be produced for just [----] RMB. Has caused stocks like iReader Tech Chinese Online Decai Shares Huanrui Century to move up. Also likely helping other companies w/ existing partnerships w/ Jimeng AI like Shanghai Film. ByteDance's Volcano Engine is likely to benefit from this further explosion in demand ahead of CNY. Seedance [---] is blowing up on my X timeline. I have not seen any video models that have blown up to this degree. Also the most attention" [X Link](https://x.com/tphuang/status/2021325471070179554) 2026-02-10T20:48Z 31.1K followers, 47.4K engagements "Chinese outbound tourism data show slight ward uptick in CNY period vs [----]. Compared to [----] the biggest growth are to Malaysia Europe Vietnam & Singapore. Biggest destinations remain Thailand & Korea although Thailand is still down. Biggest drops are to Japan US & Cambodia. Philippines is not on this top destination list but I'd imagine the drop is pretty large too. https://twitter.com/i/web/status/2021339333064626243 https://twitter.com/i/web/status/2021339333064626243" [X Link](https://x.com/tphuang/status/2021339333064626243) 2026-02-10T21:43Z 31.1K followers, [----] engagements "CGN has new offshore wind project of 500MW off Guangdong w/ [--] 16MW & [--] 18MW turbines that's 77km offshore at water depth of 45-48m. Occupies a huge area of [--] km2. It's amazing that [--] of China's big [--] nuclear companies is engaged in such huge wind projects" [X Link](https://x.com/tphuang/status/2021381552928870839) 2026-02-11T00:31Z 31.1K followers, [----] engagements "What a morning here or night in China. GLM-5 & MiniMax M2.5 are also out. Waiting for more details on these releases" [X Link](https://x.com/tphuang/status/2021614222782677130) 2026-02-11T15:56Z 31.1K followers, [----] engagements "@Zai_org benchmark here shows SOTA LLM especially for coding & agentic stuff. I'm going to have to test this out thoroughly. Compare Gemini Kimi & GLM on same queries to decide. https://x.com/Zai_org/status/2021638634739527773 Introducing GLM-5: From Vibe Coding to Agentic Engineering GLM-5 is built for complex systems engineering and long-horizon agentic tasks. Compared to GLM-4.5 it scales from 355B params (32B active) to 744B (40B active) with pre-training data growing from 23T to 28.5T tokens. https://t.co/uGYQUjIbbs https://x.com/Zai_org/status/2021638634739527773 Introducing GLM-5: From" [X Link](https://x.com/tphuang/status/2021661725167411419) 2026-02-11T19:04Z 31.1K followers, [---] engagements "My prediction: AI generated video that get shared will be fed back as data into model training. Priority given to viral videos on Douyin & TikTok. Token generation on bytedance platform go thru rapid acceleration & speed up model improvement https://x.com/haohong_cfa/status/2021630653226455243s=46 Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX https://x.com/haohong_cfa/status/2021630653226455243s=46 Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX" [X Link](https://x.com/tphuang/status/2021728680687395215) 2026-02-11T23:30Z 31.1K followers, [----] engagements "@Zai_org Zhipu says it has moved from "Vibe Coding" to "Agentic Engineering" w/ GLM-5. It also say to have integration w/ domestic chips including Ascend Moore Threads Cambricon Kunlunxin MetaX Enflame & Hygon. Hopefully this means more compute for inference & faster api access" [X Link](https://x.com/tphuang/status/2021779931550679268) 2026-02-12T02:54Z 31.1K followers, [----] engagements "@Zai_org @MiniMax_AI Does this "profit" include unrealized gains from a massively over-inflated OpenAI valuation which apparently is so short on cash that they need to put ads in ChatGPT what happens to Softbank when this blows up https://x.com/DarioCpx/status/2021836609218625579 SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/KlUrlbZfiM https://x.com/DarioCpx/status/2021836609218625579 SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/KlUrlbZfiM" [X Link](https://x.com/tphuang/status/2022051364726354148) 2026-02-12T20:53Z 31.1K followers, [---] engagements "December sales for New Energy Brands: Leapmotor leads the way at 60.4k followed by AITO at 57.8k. Did anyone expect to see FangChengBao next right along w/ Xiaomi at 50k NIO was 48k across all of its brands. Li Auto was just 44k XPeng stayed flat the full yr at 30-40k Zeekr was 30k & Denza ended the yr at 18k. https://twitter.com/i/web/status/2006829828452848115 https://twitter.com/i/web/status/2006829828452848115" [X Link](https://x.com/tphuang/status/2006829828452848115) 2026-01-01T20:48Z 31K followers, [----] engagements "Looking at China's gold demand thru 1st [--] quarters: Industrial demand rose mildly by 2.72% YoY Gold Jewelry demand dropped 32.5% to 270t Gold ingot/coin demand increased 24.55% to 452t Gold investment driving up gold px killed demand for jewelry" [X Link](https://x.com/tphuang/status/2018489539342266453) 2026-02-03T00:59Z 31K followers, [---] engagements "See below for Gold ETF demand change & investment demand over the yrs. You can see huge surge in ETF demand in [----]. Huge surge in gold investment demand in [----] & [----] especially in Q4. It had been relatively flat for much of 2010s" [X Link](https://x.com/tphuang/status/2018489541598855171) 2026-02-03T00:59Z 31K followers, [---] engagements "Given that no US AI labs put real effort in open source LLM why would it lead I've been using Kimi [---] & comparing it w/ free version of Gemini Kimi-2.5 is just better. I can ask it to generate reports for me in both English & Chinese and get pretty good results. And that's b4 a whole slew of expected model releases out of China this month. ALTMAN WORRIED US MAY LOSE AI LEADERSHIP OpenAI CEO Sam Altman said Monday hes concerned the U.S. may no longer lead in open-source AI noting adoption is slower than expected. Intel CEO Lip-Bu Tan added that informed sources believe China now leads the" [X Link](https://x.com/tphuang/status/2018775698522144987) 2026-02-03T19:56Z 31K followers, 10.5K engagements "Innoscience announces it has been added to Google supply chain for power modules in its Data Center. Previously Innoscience was the only Chinese supplier qualified for Nvidia's 800V solution. It is the largest GaN power chip supplier globally & has product covering [--] to 1200V" [X Link](https://x.com/tphuang/status/2019235328280916243) 2026-02-05T02:23Z 31K followers, 22K engagements "Finally Li Auto is coming out w/ L9 Livis (I guess [----] L9 version). Its main key is the self developed [---] ADAS chip which apparently has [----] TOPS compute. Uses 800V full active suspension system. Looks to be its new flagship SUV" [X Link](https://x.com/tphuang/status/2019788098905817572) 2026-02-06T14:59Z 31K followers, [----] engagements "From Starmer's visit biggest deal was AstraZeneca investing $15B in R&D + mfg in China. One might ask why this is happening Well [--] out of top [--] license out deals from China totally $13.5B were w/ AstraZeneca. there is less political baggage for British Pharma to do their R&D in China as opposed to American big Pharma like Pfizer. So AstraZeneca can essentially take advantage of lower cost R&D + faster clinical trials & approval process in China to outcompete its US & European counterparts in bringing new drugs to global mkt. Longer term the global nature of biotech & Pharma industry probably" [X Link](https://x.com/tphuang/status/2020259396601733318) 2026-02-07T22:12Z 31K followers, [----] engagements "I was in Barcelona during the holidays & heard Chinese tourists say to each other something like "you just can't believe how crappy Europe is now". ofc this is before I spent a day in Naples. The streets in Beijing & Shanghai are much cleaner now than major European cities. Which is quite the shift vs when I visited China in [----] when streets were dirtied from just all the air pollution & smog. Perhaps this explains why increasing # of Chinese ppl are staying inside China on their vacation vs going abroad. Yesterday I was taken aback by the amount of litter around bits of Gorton & Denton." [X Link](https://x.com/tphuang/status/2020469362751152477) 2026-02-08T12:06Z 31K followers, 20.1K engagements "RMB appreciated 5% vs last yr but the huge surplus - further appreciation needed vs USD & EUR. PBOC tells banks this who will then reduce USD holdings to not take losses - more money for RMB assets (bonds & stock mkt) + investment into gold. https://x.com/KobeissiLetter/status/2020749061163233580 BREAKING: China has instructed banks to begin selling and limit purchases of US government bonds amid concerns that "US debt may expose banks to sharp swings." https://x.com/KobeissiLetter/status/2020749061163233580 BREAKING: China has instructed banks to begin selling and limit purchases of US" [X Link](https://x.com/tphuang/status/2020854596084601109) 2026-02-09T13:37Z 31K followers, [----] engagements "Xiaomi will be introducing Yu-7 GT Can reach [---] km/h Dimension 5015/2007/1597mm wheelbase 3000mm Comes in AWD [---] + [---] kW - 738kW total power Using only NCM battery You can see here Xiaomi is going max on power & battery size in its sporty SUV" [X Link](https://x.com/tphuang/status/2019788091846688917) 2026-02-06T14:59Z 31.1K followers, [---] engagements "I expect this vehicle AITO M6 to be very popular & take over majority of sales in AITO family. Top speed 200km/h using AWD dual 227kW config EREV version use [---] + [---] kW DM + 112kW engine Size is like Li Auto L6 & FCB Tai-7 Medium sized SUV very popular market" [X Link](https://x.com/tphuang/status/2019788094216499698) 2026-02-06T14:59Z 31.1K followers, [---] engagements "Longer term China's economy has to shift toward much lower trade surplus in goods & higher surplus in services. It's already happening w/ the big [--] of ByteDance Ali & Tencent generating more revenue every yr from abroad on AI eCommerce & app purchases. This would require RMB to strengthen significantly more gold/silver purchases & lower USD holdings. China Digital Exports Surge As Alibaba Tencent Lead Global Push Chinese revenue from digital services sold abroad is surging as tech firms such as ByteDance Ltd. and Tencent Holdings Ltd. expand overseas in live streaming e-commerce and" [X Link](https://x.com/tphuang/status/2020840913992364059) 2026-02-09T12:43Z 31K followers, 11.8K engagements "BYD has entered the Egyptian mkt w/ local partner Mansour Group. [--] initial models: Seagull Song+ EV & Song+ DM-i. BYD is promoting its advanced driving assistant features. I'd thinking a PHEV entry level sedan would work well here" [X Link](https://x.com/tphuang/status/2020918688858145174) 2026-02-09T17:52Z 31K followers, [----] engagements "A Dutch person wants a EV why is BYD Dolphin cheaper than VW ID4 Huge automated ports+COSCO fleet+FTA- low cost of acquiring Lithium & iron from AUS/Chile Infrastructure for resource trade w/ BRI countries- Chinese refiners of resources acquire scale- push out competition Rail & port infrastructure in China & to Europe - low cost of transporting EVs to EU Huge investment in power infrastructure + resource access + renewables- very low energy cost vs EU Investment into education infrastructure - much larger pool of engineers & talents - faster product development cycle (critical for this move" [X Link](https://x.com/anyuser/status/1661510027469783040) 2023-05-24T23:10Z 31.1K followers, 101K engagements "Gallium used in modern military AESA radars 5G base stations chargers & other power modules China produces 95% of world's Gallium Germanium used in fibre-optics IR optics solar cells & LEDs China also has world's largest Germanium producers w/ Yunnan Germanium at 25% market share Some obvious GaN users affected are: Cree Qorvo Infineon Macom Nokia TI NXP China Bans Exports of Two Metals That Can Be Used in Chips to Safeguard National Security and Interests Says Export Operators Should Apply for Licenses and MOFCOM Will Examine Whether to Issue Licenses. #China #Gallium #Germanium #Chips China" [X Link](https://x.com/anyuser/status/1675826074142269441) 2023-07-03T11:17Z 31.1K followers, 182.2K engagements "Kirin 9000S teardown so surprising Includes CPU GPU 5G modem ISP DSP + NPU (w/ Ascend lite/tiny cores + TPU) All this squeezed into 110mm2 die w/o stacking abt same as Kirin [----] (which had 140m transistors/mm2) A15 SoC had all of this but it was manufactured on N5P process Oh 9000S in teardown/testing showed better overall CPU performance & power consumption than [----] & SD [---] + had better peak CPU performance than SD [--] Gen [--] all this w/o advanced packaging + w/ huge floor space dedicated to NPU/TPU which will come in handy for the new Xiaoyi AI phone assistant Tech Insight report will come" [X Link](https://x.com/anyuser/status/1698522645728235575) 2023-09-04T02:25Z 31.1K followers, 165.6K engagements "Nikkei reporting from China Semicon China close to de-americanized 7nm production line Sanction free/domestic 5nm supply chain & not helping American chip industry = PRICELESS China achieved this w/ just $47B over [--] yrs CHIPS Act budgeted $52B & has minimal achievement Yet these media writers are complaining Chin is being wasteful What a joke src https://asia.nikkei.com/Business/Tech/Semiconductors/China-chip-expo-shows-investment-buildup-amid-plans-for-huge-new-fund https://asia.nikkei.com/Business/Tech/Semiconductors/China-chip-expo-shows-investment-buildup-amid-plans-for-huge-new-fund" [X Link](https://x.com/anyuser/status/1771540248633217200) 2024-03-23T14:11Z 31.1K followers, 85.2K engagements "Another 10k+ students from recent graduating class joined BYD. Of which 70% are master or PHD level. 80% of them are going into R&D. BYD's human capital advantage is huge" [X Link](https://x.com/anyuser/status/1816060469230080468) 2024-07-24T10:38Z 31.1K followers, 301K engagements "A sign of times. Xiaomi TV A Pro [--] inch is #1 in Japan mkt. I remember of the time when Sony & Panasonic dominated everywhere. And now a Chinese TV model is winning their home mkt. How Japanese electronics industry have declined" [X Link](https://x.com/anyuser/status/1830380575590428738) 2024-09-01T23:01Z 31.1K followers, 46.7K engagements "2 key stats for a country's development is life expectance & avg height. Indicates diet & healthcare improvement In [----] China grew another 0.22% to [-----]. China's protein intake now reached 9th globally - jump in avg height [--] yr old height in China surpassed JP & SK in [----]. Huge jump from [----]. Avg [--] yr old girl in China is now about same height as avg [--] yr old girl in US & UK" [X Link](https://x.com/anyuser/status/1831685540842033651) 2024-09-05T13:27Z 31.1K followers, 92.5K engagements "Chinese sports cars @ Nrburgring YangWang U9 Xiaomi Su7 Ultra Prototype Zeekr-001FR U9 seems to be jumping around a little bit Has apparently gone over 415km/h Su7 rumored to have set some records This is the last milestone for China's auto industry" [X Link](https://x.com/anyuser/status/1839069280471597298) 2024-09-25T22:27Z 31.1K followers, 47.7K engagements "WuChang & JiangNan are China's [--] diesel sub shipyards & Huludao is the [--] building nuclear subs. Nuclear subs are large & water depth of Yangtze river around Wuhan is only 5m. Type [---] has draught of 7.5m It's impossible to fully sink @ that section of Yangtze. Even in open sea a SSN can be captured by satellite flying overhead unless it dips below PD. That's why you don't see nuclear subs go into Yellow Sea. Senior U.S. Officials have now revealed that the Chinese Navys Newest Nuclear-Powered Attack Submarine dubbed the Zhou-Class suffered a Major Technical Malfunction in May or June while" [X Link](https://x.com/anyuser/status/1839475161843564818) 2024-09-27T01:20Z 31.1K followers, 208K engagements "Tech war will be over in a few yrs. EV/Renewables/drone dominance HW/M60 HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by [--] to [--] similar surprising events over next [--] yrs. It continues to amuse me that a bunch of ppl w/ no engineering background think that you can just choke of China's engineering science & tech progress. Zhuhai air show will be fun. Follow it to get a sense of where China is at. Don't mistaken what you see as the end pt. There are plenty more" [X Link](https://x.com/anyuser/status/1855249039488344572) 2024-11-09T14:00Z 31.1K followers, 180.1K engagements "Chancay port is 100% automated. Look at all the AGVs around. This is what allows full [--] hr operation & highest throughput. No delays to any of the truckers or cargo ships" [X Link](https://x.com/anyuser/status/1860641783606092227) 2024-11-24T11:09Z 31.1K followers, 95.1K engagements "China has completed final stretches of [----] km "green belt" perimeter around Talkimakan Deser thru biological engineering & PV sand control. Outside area can be developed w/o worries of desert expanding into them. More PVs can be built here to further shrink desert & increase power generation to power really energy intensive industries like Aluminum & Titanium" [X Link](https://x.com/anyuser/status/1863336445827776596) 2024-12-01T21:36Z 31.1K followers, 132.1K engagements "China has completed [--] flight experiments in [--] categories & achieved horizontal landing of hypersonic aircraft for 1st time after completing near space launch & flight test. 1st time by MD-19 hypersonic vehicle landed in [----]. Now declassified. Can fly @ Mach [--] for long distance" [X Link](https://x.com/anyuser/status/1868679927643750573) 2024-12-16T15:29Z 31.1K followers, 88.8K engagements "China's largest PV project in has come online. This 4GW project in SE of Taklamakan Desert required 15.6B RMB investment & cover area of [--] km2. Can generate [---] TWh/yr (20% utilization) Best use of desert is putting PVs over them Solve many problems" [X Link](https://x.com/anyuser/status/1869898951349997852) 2024-12-20T00:13Z 31.1K followers, 134.7K engagements "The seismic event I was referring to. Look at this monstrosity of 6th gen aircraft. [--] engines & significantly outsize even J20S It will enter service by [----] probably. Same time F35 block [--] goes into service. Chinese cadence is too fast. Every [--] yrs moves to new gen. Tech war will be over in a few yrs. EV/Renewables/drone dominance HW/M60 HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by [--] to [--] similar Tech war will be over in a few yrs. EV/Renewables/drone" [X Link](https://x.com/anyuser/status/1872217357835460807) 2024-12-26T09:46Z 31.1K followers, 157.1K engagements "China's AI sector is far more than just Deepseek Qwen is 2nd most downloaded LLM on Huggingface Kling is the best video generation model Hunyuan is best open src video model DJI is best @ putting AI in consumer electronics HW is best @ industrial AI iFlyTek has best speech AI Xiaomi Honor Oppo & Vivo all ahead of Apple & Samsung in integrating AI into phones Entire auto industry is [--] yrs ahead of Western competition in cockpit AI & ADAS That still ignores the ultimate monster of them all - Bytedance. No one has invested as much in AI as them in China & has the complete portfolio of models" [X Link](https://x.com/anyuser/status/1873479810951102537) 2024-12-29T21:22Z 31.1K followers, 115.2K engagements "Scaled J-20 vs J-36 (src THX 113) J-36 nose looks 2x as wide as J-20 2x width - 4x volume 4x Radar size & interior space for electronic equipment + cooling. Much wider fuselage & huge space after IWB for power generator starter motor batteries & fuel. J-20 already has big nose & spacious interior vs other aircraft so J-36's power generation cooling spacing & antenna size & fuel (for power generation) is just a whole league above 5th gen aircraft" [X Link](https://x.com/anyuser/status/1875158382128304471) 2025-01-03T12:32Z 31.1K followers, 136.4K engagements "World's only superconducting tokamak large science cluster in Anhui is accelerating development of fusion energy. Use 100% local supply chain. Fusion Reactor Comprehensive Research Facility has basically been completed. Doing integration & debugging Expect to fully complete by end of this yr Will provide foundation for development of China's Future fusion reactors. src https://www.ithome.com/0/823/067.htm https://www.ithome.com/0/823/067.htm" [X Link](https://x.com/anyuser/status/1876814557781311872) 2025-01-08T02:13Z 31.1K followers, 65.1K engagements "DeepSeek has commoditized AI outside of very top-end. Lightbulb moment for me in 1st photo. R1 is so much cheaper than US labor cost that many jobs will get automated away over next [--] yrs. See @teortaxesTex post on how cheaply you can automate previously tedious & boring tasks" [X Link](https://x.com/anyuser/status/1882228990288765398) 2025-01-23T00:48Z 31.1K followers, 90.4K engagements "Li Qiang just met Liang Wenfeng regarding AI policy & now this plan is out. Note China focus not on Gen AI but rather Robotics bio advanced materials & Drones. Key is funding & domestic tech stack AI infrastructure AI - promotes industrial growth & innovation I think the Chinese leadership understands that the stand to loose out if they do not put more official policy in place to support AI & semi industry. It would undermine decades of developing biotech basic science robotics & other fields whose development will be quickened thru AI. The key is to just build vast amount of public" [X Link](https://x.com/anyuser/status/1883264094884536747) 2025-01-25T21:22Z 31.1K followers, 54.2K engagements "China will build a full AI ecosystem. Big part of that will be memory chips. CXMT's recent entry into DDR5 mkt is severely under-covered outside of Korean media TechInsight teardown show CXMT 16Gb DDR5 product using D1z/16nm process achieving bit density similar to Micron's [----] product Samsung & SK also had critical feature of [----] to 15.9nm for D1z process" [X Link](https://x.com/anyuser/status/1885837691482251405) 2025-02-01T23:48Z 31.1K followers, 57.9K engagements "BYD Battery CTO said BYD will be putting Full Solid State Battery on mass produced cars by [----] & see mass proliferation of SSB by [----]. I hear they are already doing extensive testing of SSB in EV models. I would not be surprised if a full SSB model comes out by late [----]. src https://www.ithome.com/0/831/179.htm https://www.ithome.com/0/831/179.htm" [X Link](https://x.com/anyuser/status/1890738230183481523) 2025-02-15T12:21Z 31.1K followers, 117.6K engagements "If you want to know who Chinese leadership consider to be most important just see the [--] who spoke to Xi yesterday. HW BYD Xiaomi Omnivision Unitree & New Hope Group (agriculture). All from manufacturing. Yes Omnivision is that important in all future robotic & electronics. China still values hard tech more than soft tech. Thats just the reality. There is a reason DeepSeek got pushed out to so many consumer electronics so quickly & will be used globally. China has just so many hard tech champions. GPT-4o has been out for how long & which American hard tech company is using it Value of SMIC" [X Link](https://x.com/anyuser/status/1891674495255216365) 2025-02-18T02:21Z 31.1K followers, 166.8K engagements "Robotic hand w/ [--] DOF This is more advanced than anything I have seen up to this point" [X Link](https://x.com/anyuser/status/1898540132875084147) 2025-03-09T01:03Z 31.1K followers, 130.2K engagements "BYD's Shenzhen Shenshan plant after phase [--] completed. Not as large as Zhengzhou but it will get a lot larger as next few phases get built over the following yrs. BYD's capex is still climbing" [X Link](https://x.com/anyuser/status/1903934528436994265) 2025-03-23T22:18Z 31.1K followers, 60.5K engagements "We are in 3rd economic period since China opened up. 1st period 1980-2005 Advanced economies invested in China taught China how to make stuff to lower cost 2nd 2006-2020 China became world's factory US moved from mfg to design. 3rd 2021- China competes on top end in design. See graph for foreign export vs private/others" [X Link](https://x.com/anyuser/status/1911591160922972565) 2025-04-14T01:23Z 31.1K followers, 56.2K engagements "China's offer to Vietnam is help it move up value chain. COMAC will set up MRO facility anywhere as long as it gets minimum of [--] orders. MRO language here indicates Vietnam will order that many soon. But long term Vietnam wants to be part of COMAC's supply chain. China wants to sell more high valued goods to rest of Asia" [X Link](https://x.com/anyuser/status/1911965509353951430) 2025-04-15T02:11Z 31.1K followers, 72.3K engagements "China has spent [--] yrs making "bad economic choices" to prepare itself for decoupling it has anticipated since [----]. It has diversified trade partners. Deflated stock & real estate bubble Punished big tech & encouraged new startups Drove industrial policy in new emerging sectors" [X Link](https://x.com/anyuser/status/1912683094877884627) 2025-04-17T01:42Z 31.1K followers, 305.5K engagements "Is US's consumer economy really that much larger than China Out of $19T $12.7T are for services (bloated due to high service sector salaries + health care cost) & just $6.1T in consumer goods. Even $6.1T is bloated bc products are priced higher to account for high retail/sales cost transportation servicing cost & everything else that comes in a high salary society. Think about large box store having to markup 2x to 3x good cost to be profitable" [X Link](https://x.com/anyuser/status/1913778889064698294) 2025-04-20T02:16Z 31.1K followers, 58.2K engagements "Andy Xie understands China very well & he proposes certain areas that China can squeeze harder on US Inc in China if this gets uglier. Basically he thinks China can live w/o America but not vice versa. This is not [----] when China needed US chips & SMEs. To Chinese elites chip war was a bigger shock to the system than the current trade war. China was not prepared in [----] or [----] but it is extremely prepared this time around. It might lose 0.5-1% in growth but that's not a big deal in the overall scheme of things. China's tech sector cannot get crippled by further sanctions & that's why China" [X Link](https://x.com/anyuser/status/1914490978322309199) 2025-04-22T01:26Z 31.1K followers, 85.2K engagements "China Great Wall Industry Corporation (CGWIC) signed LOI w/ Malaysia's Pahang State to develop joint international space port along its East Coast. Would be significantly closer to equator better for launching. Malaysian side to visit Wenchang Spaceport in May to study. [--] sides will focus on search launch capability Providing additional launch service for China mkt Estimated this plan will take [--] to [--] yrs to complete. Win-win for [--] sides as Malaysia moves up value chain in space industry while China can launch rockets closer to equators. Also China leading ASEAN countries fwd in tech supply" [X Link](https://x.com/anyuser/status/1916956499492196505) 2025-04-28T20:43Z 31.1K followers, 68.3K engagements "Time will reveal more of what happened last night but it appears that J-10C/PL-15 combo shot down multiple IAF fighters. Old assumption in miltech: US French Russian Chinese Despite civilian tech showing this is completely untrue - J-10C downing Rafale surprised ppl" [X Link](https://x.com/anyuser/status/1920280627716264228) 2025-05-08T00:52Z 31.1K followers, 56.2K engagements "HW unveils HarmonyOS for PC Integrates AI communication security & smoothness 1st product to be launched on 05/19 Supports QQ WPS DingTalk Tencent Video QQ Music games & much more Allows seemly integration w/ phone pad & other Harmony devices" [X Link](https://x.com/anyuser/status/1920447682109153515) 2025-05-08T11:56Z 31.1K followers, 146.1K engagements "China has become the leading producer for many foreign delicacies like Caviar Black truffles matcha foie gras eel & Wagyu beef. Due to its vast geography & varying climates + China's industrial+tech many products found ideal growing environment in different parts of China" [X Link](https://x.com/anyuser/status/1921652655992021390) 2025-05-11T19:44Z 31.1K followers, 190.1K engagements "In Air warfare PLAAF has developed kill chain where aircraft A can guide missile fired off by aircraft B until B gets closer to target & turn on radar for weapon grade tracking. Recent exercise show PAF has also achieved this capability. Thread on PAF learning from PLAAF I will look over PLAAF's experiences w/ PAF next but if you have to deal w/ constant probing on ur east coast by US military aircraft you will develop tactics to counter that very quickly. & then show those lessons to ur friends in training so they don't make mistakes in war. I will look over PLAAF's experiences w/ PAF next" [X Link](https://x.com/anyuser/status/1923550556171145562) 2025-05-17T01:26Z 31.1K followers, 243.8K engagements "Recently Jilin Fiber (China's largest Carbon Fiber producer) raised prices across the board due to exploding demand in low altitude economy drones & exports. It also reported rising demand from humanoid robot & other sectors so this is a look at what's driving CF demand" [X Link](https://x.com/anyuser/status/1927192687792320883) 2025-05-27T02:38Z 31.1K followers, 116.1K engagements "MSM continues to be clueless abt what makes China's mfg tick. While industrial robots precision mfg 3D printing & AI are important the supply chain buildup - especially in basic & advanced materials that really solidified its position in mfg. I will 1st talk abt Carbon Fiber & its importance in "new productive forces" electrification & AI application. Recently Jilin Fiber (China's largest Carbon Fiber producer) raised prices across the board due to exploding demand in low altitude economy drones & exports. It also reported rising demand from humanoid robot & other sectors so this is a look at" [X Link](https://x.com/anyuser/status/1928973511520890982) 2025-06-01T00:34Z 31.1K followers, 110.9K engagements "Imagine [--] country dominating the full Semi supply chain including Silicon wafer all chemicals all equipments fabs design studio & advanced pkg. China has that in Rare Earth & ppl are finding out now it is used in everything. Thread on just how much China controls RE supply chain" [X Link](https://x.com/anyuser/status/1931168258322833598) 2025-06-07T01:56Z 31.1K followers, 86.8K engagements "China's newly developed mosquito drone. Just 0.6cm sized. I can see a lot of intelligence gathering from this. Also a bunch of exoskeleton & humanoid robot stuff going on in this lab" [X Link](https://x.com/anyuser/status/1937847999457296490) 2025-06-25T12:19Z 31.1K followers, 77.4K engagements "Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is" [X Link](https://x.com/anyuser/status/1942673590836683253) 2025-07-08T19:54Z 31.1K followers, 66.1K engagements "CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h wheels are retracted and vehicle is suspended as it moves along" [X Link](https://x.com/anyuser/status/1943002883932160421) 2025-07-09T17:42Z 31.1K followers, 4.2M engagements "Reminder that U.S. think tanks are run by stupids who think you can penetrate Chinese air space with [--] F35s & [--] F15s. The level of blindness in DC blob abt PLA capabilities in counter stealth EW ELINT sensor fusion & C2 is very high. Huge disconnect bw intel agencies & the tankers that get paid boatload of money from defense contractors to advocate policies that promote conflicts" [X Link](https://x.com/anyuser/status/1951628532569796702) 2025-08-02T12:57Z 31.1K followers, 104.3K engagements "China & Mongolia having a joint exercise. China is using modern equipment like drones & robot dogs. Mongolia is still riding on horses. It's like we are still in Genghis Khan time" [X Link](https://x.com/anyuser/status/1956869710537969809) 2025-08-17T00:04Z 31.1K followers, 81.9K engagements "China's 9/3 military parade will showcase PLAGF progressing into information network centric warfare age. All new vehicles displayed show fruits of utilizing its vast EREV supply chain for longer range better energy efficiency autonomous tech & network/data-linking. Thread 👇" [X Link](https://x.com/anyuser/status/1957641642514522277) 2025-08-19T03:11Z 31.1K followers, 86.4K engagements "After [--] wks in China I think almost all current economic weakness is due to this controlled de-leveraging of the housing mkt + lower consumer confidence from that. See declining ratio of rental px to income from [----] to [----] below. China is de-leveraging mother of all bubbles over the past few yrs. Quite amazing it still grew by 5% a yr (although aided by significant purchase incentive programs)" [X Link](https://x.com/anyuser/status/1958187764911919364) 2025-08-20T15:21Z 31.1K followers, 141.2K engagements "@ukraine_map @wartranslated You are welcome to try" [X Link](https://x.com/anyuser/status/1962230698363777172) 2025-08-31T19:07Z 31.1K followers, 19.6K engagements "While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots Unitree dogs are hauling around [---] kg payload. It's amazing to see BD give up its 1st mover advantage. Don't flip out Pushing our hardware to its limits with RL feats helps make a better robot for our customers. Watch the full video: https://t.co/XJpPMN2wR2 https://t.co/vYCJgUef71 Don't flip out Pushing our hardware to its limits with RL feats helps make a better robot for our customers. Watch the full video: https://t.co/XJpPMN2wR2 https://t.co/vYCJgUef71" [X Link](https://x.com/anyuser/status/1962882603683303664) 2025-09-02T14:17Z 31.1K followers, 94.1K engagements "Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from [---] submarines & JL-1 from H-6N i don't care much abt nukes so this is more for the DC policy makers" [X Link](https://x.com/anyuser/status/1963328185543868829) 2025-09-03T19:48Z 31.1K followers, 835.9K engagements "China not only dominates mfg of final product & basic materials but also increasingly the equipment. Today I will focus on machine tools. China is world's biggest machine tool producer ($27B) & exporter ($7B) in [----]. A thread on how China Inc has grown in machine tools👇" [X Link](https://x.com/anyuser/status/1967365894621037048) 2025-09-14T23:12Z 31.1K followers, 203.9K engagements "I keep getting told that China doesn't consume but the goods consumption in $ term was pretty close in [----]. And if we actually go by # of items bought. Is China not consuming or did it just make everything incredibly cheap for ppl to buy China is world's biggest consumer mkt for most product" [X Link](https://x.com/anyuser/status/1968141036267479488) 2025-09-17T02:32Z 31.1K followers, 160.5K engagements "While most Vietnam visitors into China are probably checking out Yunnan via train this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their" [X Link](https://x.com/anyuser/status/1969352872727904608) 2025-09-20T10:48Z 31.1K followers, 122.6K engagements "BYD making history as YangWang U9 Xtreme set the world record in top speed @ [-----] km/h for mass produced model & verified by ATP. Record was previously held by Buggati Chiron @ [---] km/h. U9X is the most powerful Supercar ever @ [----] ps" [X Link](https://x.com/anyuser/status/1969453353512869923) 2025-09-20T17:27Z 31.1K followers, 59.4K engagements "This is going to shock all the economists out there but mfg employment is dropping even in East Asian countries bc young ppl don't want to work in factories. They want to work in nice white collar office jobs w/ proper AC. Even in Malaysia factories are automating as much as possible to deal w/ this reality. There are many reasons for wanting to bring back manufacturing in developed countries but employment should not be one of them. Factory work is not desirable for most ppl. If you did a survey of young ppl on what kind of job they want do growing up. I'd bet a huge % of them would say" [X Link](https://x.com/anyuser/status/1976117633083707610) 2025-10-09T02:48Z 31.1K followers, 47.5K engagements "Looking thru China's export controls for Li Ion Battery related machineries chemicals & parts for cathode anode & graphite I think China is telling US that it is ready to move on. You don't bluff w/ this kind of blow w/o willingness to swallow a hard counter punch. The battery guy that I follow on Weibo was shocked to see the thoroughness of the equipment used for producing graphite anode & high density cathode" [X Link](https://x.com/anyuser/status/1976300183043363065) 2025-10-09T14:54Z 31.1K followers, 117.9K engagements "Assuming this is the real EU reasoning while understandable this is more alarming for Chinese investment than caving into US pressure. I will explain history of Wingtech investment current fab situations & why this is so disturbing & must be addressed for future China/EU tech cooperation. @CocoF1026 Story: Dutch seized Nexperia over fears Chinese owners planned to move chip production to China https://t.co/kaAs4RhMb9 @CocoF1026 Story: Dutch seized Nexperia over fears Chinese owners planned to move chip production to China https://t.co/kaAs4RhMb9" [X Link](https://x.com/anyuser/status/1979385670243107234) 2025-10-18T03:14Z 31.1K followers, 159.6K engagements "How lunar mining could work. Helium [--] is a prized asset for nuclear power generation. China is testing out idea of magnetic levitation rotating ejection system which can throw the collected He-3 back to the earth in the form of magnetic levitation ejection" [X Link](https://x.com/anyuser/status/1985294180336148817) 2025-11-03T10:33Z 31.1K followers, 41.4K engagements "Well this is impressive out of . World's 1st 3m Ductile Iron pipe. apparently took [----] days to develop. China's iron & steel industry are quite impressive" [X Link](https://x.com/anyuser/status/1986150191032836230) 2025-11-05T19:14Z 31.1K followers, 49K engagements "Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips transshipment to Chinese SOE DCs. I have pretty solid src that just [----] out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. Same w/ Amazon & Trainium. I've said this many times now. The absolute compute per card should not be overvalued. You can achieve same w/ compute w/ more lower cost cards & get better performance through more memory + faster interconnect. On top of that US data build out is facing logjam due to energy & supply chain" [X Link](https://x.com/anyuser/status/1987190142453358979) 2025-11-08T16:07Z 31.1K followers, 279.6K engagements "China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time waste separating center will be able to find use for greater % of waste - less left for burning. All the old buried trash will eventually be used up. And then China's overcapacity in trash treatment can finally" [X Link](https://x.com/anyuser/status/1987914025921892554) 2025-11-10T16:03Z 31.1K followers, 93.8K engagements "I don't think we have really fully appreciated all the possible humanoid robot applications" [X Link](https://x.com/anyuser/status/1989509454912762321) 2025-11-15T01:43Z 31.1K followers, 161.7K engagements "China is making more money on Biotech than EVs from overseas mkt. China struck out-licensing deals of up to $136B in [----] w/ $7B up-front payment (150x vs 2019). Dec saw [--] deals of $16B in value. Biggest deals went to HengRui GeneQuantum & innovent. AI is widely used" [X Link](https://x.com/tphuang/status/2009746772147515422) 2026-01-09T21:59Z 31.1K followers, 80.5K engagements "Alibaba Cloud & Qwen team is bringing a whole suite of AI products to the Milano Cortina Winter Olympics. IOC will use a large model fine tuned on Qwen LLM to be used to serve as IOC AI assistant. Qwen-VL is used in the live broadcast production in areas like Instant Replay & more. Alibaba seems to really be trying to attract corporate customers outside of China. https://mp.weixin.qq.com/s/HN3u1gIsh51pSfV_CoaMqg https://mp.weixin.qq.com/s/HN3u1gIsh51pSfV_CoaMqg" [X Link](https://x.com/tphuang/status/2019442008675221839) 2026-02-05T16:04Z 31.1K followers, [----] engagements "BYD factory in Brazil started production in Oct & has already produced [-----] vehicles. It's now expanding production + increasing localization. By [----] BYD will reach 50% localization target. It aims to expand capacity from 150k/yr at end of this yr to 300k in the future. BYD expects to generate [-----] jobs in Brazil & export from this plant o rest of Mercosur trade bloc. As expected w/ stamping welding & painting workshop complete BYD will further increase localization rate & production rate. https://twitter.com/i/web/status/2019564504019882340" [X Link](https://x.com/tphuang/status/2019564504019882340) 2026-02-06T00:11Z 31.1K followers, 10.6K engagements "MIIT filings had some interesting new EVs: 1st we have Tang [--] EV here Comes in AWD 215+370kW or 300/370 RWD [---] to [---] km/h top speed 4.9s from [--] to [---] Dimension 5263/1999/1790mm wheelbase [----] seats [--] BYD going full electric on full sized SUV is big deal - battery energy density/cost & charging speed are now good enough to allow for this BYD used to only do PHEVs for large SUVs. https://twitter.com/i/web/status/2019788084976447679 https://twitter.com/i/web/status/2019788084976447679" [X Link](https://x.com/tphuang/status/2019788084976447679) 2026-02-06T14:59Z 31.1K followers, [----] engagements "Zeekr is coming out w/ 8X in PHEV config. Using [---] kW 2T engine Dimension 5108/2026/1780 wheelbase [----] So very standard [--] sized SUV Likely powered by 3-motor config like 9X When I visited China Zeekr was really high on 9X so I'd imagine 8X would be focus of in 2026H1" [X Link](https://x.com/tphuang/status/2019788096473083914) 2026-02-06T14:59Z 31.1K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tphuang tphuang
tphuang posts on X about china, byd, ai, bytedance the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Week [------] +0.33%
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- [--] Months [------] +26%
- [--] Year [------] +69%
CreatorRank: [-------] #
Social Influence
Social category influence countries 42.73% technology brands 20.7% automotive brands #5469 finance 18.06% stocks 11.01% currencies 3.08% travel destinations 3.08% social networks 2.2% cryptocurrencies 0.44% gaming 0.44%
Social topic influence china #2436, byd #45, ai 14.54%, bytedance #20, gold 5.73%, xiaomi #349, investment #4404, in the 4.85%, products 4.41%, li auto #64
Top accounts mentioned or mentioned by @zaiorg @sz_mediagroup @minimaxai @johannbg @teortaxestex @volatrader @dollarcakecry @grok @2030shaun @renaldyapreza @spitspinner @chicosueco @electricfelix @dymox4 @mospeadag18716 @earthveuzengi @watermelonecho @hopehope_g_hope @bageljoinvestor @kvl___
Top assets mentioned Li Auto Inc. (LI) XPENG INC. (XPEV) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"ByteDance has launched Seedance [---] on Doubao & Dreamina. It supports at most [--] photo [--] video & [--] soundtrack for 15s video gen. Its own evaluation show significant advantage over Kling Veo Wan & Sora. When will it go global BD is restricting upload of real person img & videos but are we actually able to hold back this tidal wave of increasingly realistic deepfake videos https://twitter.com/i/web/status/2021929140480335949 https://twitter.com/i/web/status/2021929140480335949"
X Link 2026-02-12T12:47Z 31.1K followers, [----] engagements
"@EvanFeigenbaum To Lam visited China on his first foreign trip as the leader back in [----]. https://www.voanews.com/a/analysts-vietnamese-leader-visited-china-to-reassure-beijing-/7764991.html https://www.voanews.com/a/analysts-vietnamese-leader-visited-china-to-reassure-beijing-/7764991.html"
X Link 2026-02-12T19:04Z 31.1K followers, [---] engagements
"Xiaomi Redmi announces 2T RMB output drive & Domestic IC supply chain to support that Some big names BYDE - IC products good enuf for smart phone why it's able to supply so much ICs for EV TCL/Tianma/Visionox - OLED Silergy - major PMIC analog chipmaker Goodix - Finger scanners Omnivision - CIS OFilm - Camera Module Maxscend/Vanchip - RF suppliers Sunwoda - battery Huaqin - ODM CXMT - DRAM good enough AAC tech/Goertek - acoustic system AwinIc - analog mix RF IC Lens tech - Analog Really interesting to see this taking shape Especially in context of HW doing the same"
X Link 2023-11-23T23:33Z 31K followers, [----] engagements
"Chinese firms now climbing to 50% mkt share in domestic industrial robot mkt Its Achilles' Heel is reliance on Japan for reducers Crown jewel is RV reducers where Nabtesco has 61% share followed by Sumitomo is China's national champion here Already climbed to 14% 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 https://twitter.com/i/web/status/1793072429595582821 https://twitter.com/i/web/status/1793072429595582821"
X Link 2024-05-22T00:12Z 31K followers, 14.5K engagements
"BYD won bid for huge BESS contract w/ Saudi Electricity Company. For 2.5GW/12.5GWh storage across [--] sites. 2nd major victory in Saudi Arabia after winning 2GWh bid last yr BYD to design supply supervise installation test commission & maintain ESS. src https://www.wedoany.com/zh-cn/shortnews/opLVwzKM.html https://www.wedoany.com/zh-cn/shortnews/opLVwzKM.html"
X Link 2025-01-13T13:29Z 31K followers, [----] engagements
"China's large & fragmented analog chips mkt share back in [----]. TI led w/ 19% followed by ADI 13% & Skyworks 8% The tariffs will hit them pretty hard. Leaving the mkt for both EU & domestic suppliers. Look for Infineon ST NXP Silergy BYD SGMicro & Novosense to benefit. EV makers will need to find new suppliers. Can BYD Semi capitalize on this https://twitter.com/i/web/status/1912972042795692379 https://twitter.com/i/web/status/1912972042795692379"
X Link 2025-04-17T20:50Z 31K followers, [----] engagements
"BYD has invested in another AI robotics company Paxini Tech (also invested in Ubtech & Agibot) Paxini has developed 6D Hall array tactile sensor giving it human like perception capabilities. It also built full stackAI tech in its robot from h/w packaging data algo & VTLA model. so a lot of reason for BYD to get involved here. src https://ne-time.cn/web/article/35802 https://twitter.com/i/web/status/1917377741915070721 https://ne-time.cn/web/article/35802 https://twitter.com/i/web/status/1917377741915070721"
X Link 2025-04-30T00:37Z 31.1K followers, [----] 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 2025-11-01T23:58Z 31.1K followers, [---] engagements
"JD Logistics has started drone delivery service in the Great Bay Area w/ its flying Wolfpack of drones. It is operating almost [--] routes nationally. Will be flying w/ JDX-50 (15kg payload) &JDX-20 (10kg payload) + using JDX-03 warehouse drones for inspections & inventory checks"
X Link 2025-12-26T20:58Z 31.1K followers, [----] engagements
"Li Auto is in trouble. Its Nov sale is down 36.6% YoY. Sales in [----] is down 18% YoY thru Nov. All its L series EREV SUVs are seeing huge declines. L6 & L7 are especially disappointing due to huge sale pressure from Galaxy M9 & FCB Tai-7. Its new i6 & i8 BEV SUVs have under achieved as well. It's hard to standout vs Yu-7. Not a good yr as both XPeng & NIO have passed them by in sales recently. https://twitter.com/i/web/status/2005177774256914549 https://twitter.com/i/web/status/2005177774256914549"
X Link 2025-12-28T07:23Z 31K followers, [----] engagements
"As copper demand continues to surge higher the cost of producing copper will surge to meet that demand. Zijin Mining just started operation @ JuLong phase [--] copper mine/processing center. It is both world's high altitude (5000m) & lowest grade copper among large copper mines"
X Link 2026-01-02T21:03Z 31K followers, 10.8K engagements
"Various Chinese companies made these LEO constellation applications to ITU on 2025/12. Most eye-popping at CTC-1/2 which plan to be [-----] each. SpaceSail would like [----] more & Guowang [--] more. ChinaMobile also wants its own constellation. Much of this application probably wouldn't work out since you have to launch those constellations within [--] or [--] yrs (can't remember exact number) But China better speed up its rocket & satellite production. https://twitter.com/i/web/status/2009731039137280437 https://twitter.com/i/web/status/2009731039137280437"
X Link 2026-01-09T20:56Z 31.1K followers, [----] engagements
"China's December retail for NEVs by brand show BYD way ahead @ 273k w/ Tesla & Geely Galaxy around 90k. Xiaomi sold [-----] while FangChengBao had [-----]. Just among new energy brand FangChengBao was 3rd behind just HIMA & Xiaomi ahead of Leapmotor & Li Auto. Denza was 10th @ [-----]. Both XPeng & NIO were in the low 30ks. https://twitter.com/i/web/status/2009943753746768271 https://twitter.com/i/web/status/2009943753746768271"
X Link 2026-01-10T11:01Z 31K followers, [----] engagements
"Alibaba & its cloud is the backbone of China's EV industry. It has a huge list of partners including BYD FAW ChangAn Geely Chery XPeng Li Auto & NIO It is also the only cloud provider for Chinese automakers that venture to overseas mkt. As such it has a huge amount of data that is used in serving its automotive partners like BYD & Geely. https://twitter.com/i/web/status/2011526923126784230 https://twitter.com/i/web/status/2011526923126784230"
X Link 2026-01-14T19:52Z 31K followers, 13.2K engagements
"Things are so bad for Li Auto that it is offering [--] yr low interest on its EVs. Prior to this [--] yr was quite common among Chinese automakers"
X Link 2026-01-20T11:35Z 31.1K followers, [----] engagements
"Unbelievable Honeywell CEO would say stuff like this. We have "green steel" projects in China starting production where green hydrogen (produced by solar/wind) acts as primary reducing agent to remove O2 from iron ore - produce sponge iron to feed into EAF which again can be powered by solar/wind + battery (entirely replacing coal-fired blast furnaces) there is already the following project that is operational producing 1mt of sponge iron per yr & then using EAF to forge 1m ton of "green steel" plates. there are many projects like this ongoing now NOW - Honeywell CEO says solar power cannot"
X Link 2026-01-22T17:16Z 31K followers, 50.9K engagements
"The 300k RMB+ auto mkt in China top [--] models for [----]. Audi A6L BMW [--] series & AITO M8 are top [--] followed by Audit Q5L Benz E class GLC C class M9 & BMW [--] series & Denza Z9. Looking at this list a lot of BMW AITO & Li Auto in top [--]. Some surprising ones are Voyah Dreamer & Lynk [---] https://twitter.com/i/web/status/2014884523989770583 https://twitter.com/i/web/status/2014884523989770583"
X Link 2026-01-24T02:14Z 31K followers, [----] engagements
"Malaysia auto mkt for 2025: I believe /Proton is half owned by Geely. Chery & BYD are the top Chinese brands here. BYD sold [-----] vehicles when including Denza Brand. Malaysia's home brand Perodua remain as the dominant player"
X Link 2026-01-24T22:38Z 31K followers, [----] engagements
"Dongfeng Motor has started production w/ a 16000t & 10000t gigapress at its new factory in Wuhan. At 720C molten Al is injected into super large mold & die cast into NEV battery casing in just [--] min by the 16000t die casting machine. Since Tesla started the trend of gigapress back in [----] the sizes of the die casting machines are ever increasing. Chinese automakers jumped on this bandwagon. BYD actually resisted for a while b4 recently getting in on the action. 16000t is the largest so far but work is under way for 20000t machine. https://mp.weixin.qq.com/s/x34pwI822kDjT-imtZMvRw"
X Link 2026-01-26T11:27Z 31.1K followers, [----] engagements
"Harbin Electric Corporation announced Unit [--] of its Salt Cavern compressed air ESS demonstration project has connected to grid & achieved full-load power generation. Largest such project int he world. This project constructed [--] 300MW non-combustion compressed air ESS unit. It has ESS capacity of 2.4GWh & conversion efficiency of 71%"
X Link 2026-01-26T17:31Z 31K followers, 54K engagements
"Major move by Zijin Mining one of China's mining giants to acquire Allied Gold which has [--] gold mines in Africa that produce [------] ounce per yr. I'd assume this gets the go ahead given the recent warming in relationships"
X Link 2026-01-26T18:49Z 31K followers, [----] engagements
"CAS Space lineup on display recently. Lihong-2 reusable flying vehicle consists of booster rocket & payload module. 18m long 3.35m diameter & t/o weight of 60t using [--] Liqing-1 30t liquid oxygen-kerosene engines. Each flight can carry 3t of space science experiment payloads or [--] ppl. Looks like space tourism & science research may get a lot cheaper w/ this. It also showcased Lijian-1 rocket which has launched [--] times & carried [--] satellites. 11t payload can be carried to orbit. It occupies 60% of China's commercial launch service mkt. https://twitter.com/i/web/status/2015917636396458257"
X Link 2026-01-26T22:39Z 31K followers, [----] engagements
"EU auto mkt in 2025: BEV registration increased from [----] to 17.4% in [----] while PHEV increased from [---] to 9.4% Dec saw 51% increase for BEV & 36.7% for PHEV So plugins grew big time in [----] while ICE dropped from [----] to 35.5% in 2025"
X Link 2026-01-27T14:24Z 31K followers, [----] engagements
"BYD is signing agreement w/ ExxonMobil to launch BYD Mobil Hybrid Special Engine Oil series specifically designed for PHEVs. For improved fuel efficiency excellent water handling capabilities & emulsion stability. Exxon will supply BYD factories w/ locally compliant supply of lubricants & related products. https://twitter.com/i/web/status/2016162149513441432 https://twitter.com/i/web/status/2016162149513441432"
X Link 2026-01-27T14:51Z 31K followers, [----] engagements
"Dreame is the company to watch in [----]. It just entered the smart TV mkt w/ S100 4K QLED screen & comes in 55/65/75/86 inch versions. Uses integrated Soundbar & [--] speakers. In past few months Dreame has launched toothbrush display car washing machine fridge phone AC water heater dish washer humidifier smart ring routers & a bunch of other consumer products. I have truly never seen a company w/ this much stomach for product development. https://twitter.com/i/web/status/2016198822469263860 https://twitter.com/i/web/status/2016198822469263860"
X Link 2026-01-27T17:17Z 30.9K followers, 32.6K engagements
"@nazboljuche they might be in a better position"
X Link 2026-01-27T21:03Z 31K followers, [----] engagements
"I'm a big fan of Qwen but there are possibly [--] labs in China w/ less compute resources building better models than them. I do empathize compute disadvantage facing Chinese AI labs but what will be the gap bw DeepSeek & latest Qwen after V4 comes out Qwen may have won the competition for edge AI & fine tuning but it is falling behind in reasoning & agentic flow. I think this is the order in which I like to use the models (purely usability/usefulness): Kimi [---] GLM [---] MiniMax M2.1 DeepSeek V3.2 Qwen3 235B Qwen just feels very slop and last gen by now. Both GLM and MiniMax absolutely destroy"
X Link 2026-01-27T21:11Z 31K followers, 10.8K engagements
"Meituan's Zhangjiakou Data Center will be world's 1st to use Solid State Transformer & go into operation in April. Project adopts "distributed SST + DC bus" architecture by deploying SST equipment close to IT cabinets significantly reducing cable voltage drop & transmission loss. Also integrates ESS unit seamless witching bw [--] modes: grid power battery power & combined power. It possesses peak shaving & valley filling capabilities + backup thru this ESS. Uses advanced power semiconductor devices such as SiC modules enabling direct conversion of 10kV AC power to DC power. Overall efficiency of"
X Link 2026-01-27T22:32Z 31.1K followers, 53.2K engagements
"BYD promoting the success of its T4 battery electric light truck which now has [----] deliveries. Electrification of light truck sector is happening quickly also. In Dec 40% of light trucks were NEVs"
X Link 2026-01-28T12:53Z 31K followers, [----] engagements
"This week XCMG welcomed Dangote Group to its HQ to show all the machines that can help expand its business (like refinery) in Nigeria. It's equipment are also building world's largest soccer stadium (seating [------] ppl) in Casablanca Morocco. XCMG get over 40% of revenue from oversea mkt & a lot of that is from Africa. its equipment drive many of the construction project on the continent. https://twitter.com/i/web/status/2016601334246420801 https://twitter.com/i/web/status/2016601334246420801"
X Link 2026-01-28T19:56Z 30.9K followers, [----] engagements
"China's December ranking for ADAS chip installation & domain controllers. Nvidia remains on top w/ 45.5% share followed by Tesla 17.2% (just for Tesla vehicles) HW 13.5% & Horizon 9.7%. NIO (2.7%) & XPeng (1.3%) also showed up. For domain controller BYD leads w/ 28.7% share & followed by Desay @ 22.4% HW 14.2% & Tesla 10.4%. You can see that NIO & Leapmotor also develop their own domain controllers. DJI Auto Freetech & Luxshare round out the top [--]. As a whole Nvidia share is reducing but many automakers (including BYD) still use it for a lot of their models (despite Horizon J6M becoming"
X Link 2026-01-28T20:36Z 31K followers, [----] engagements
"Alibaba T-Head is finally display its AI chip 810E (formerly known as PPU) on its website. Already used in multiple 10k+ clusters in Alicloud serving State Grid CAS XPeng Sina & more. No compute details just shows it has 96G HBM2e & 700GB/s interconnect speed"
X Link 2026-01-29T02:14Z 31K followers, [----] engagements
"@teortaxesTex I dont think so. They develop non risc v stuff"
X Link 2026-01-29T11:20Z 30.9K followers, [---] engagements
"I don't know if AI will kill all the white collar jobs but it definitely kills traditional search engines. That's why Google took this threat so seriously & why Baidu is in trouble. Every query I put into Gemini & Kimi yesterday they not only gave answers but also links that provided those answers. How does traditional search compete w/ that AI tools & agentic platforms are needed to make AI more easy to use for more complex tasks. https://twitter.com/i/web/status/2016855914439929882 https://twitter.com/i/web/status/2016855914439929882"
X Link 2026-01-29T12:48Z 31K followers, 14K engagements
"@spitspinner i mean it's losing money and revenue is declining. Pretty easy to see what's going on here https://finance.yahoo.com/news/baidu-posts-biggest-quarterly-revenue-122900035.html https://finance.yahoo.com/news/baidu-posts-biggest-quarterly-revenue-122900035.html"
X Link 2026-01-29T17:13Z 31K followers, [---] engagements
"CASTC plans for 15th FYP: Promote development of Space Tourism digital intel infrastructure/computing resource development/mining/transportation/processing traffic mgmt/debris monitoring/early warning. Look to develop [--] world class goals in: Technology products (launches spacecraft) supply chain safety across entire process of product dev service in sensing/communication/computing/application"
X Link 2026-01-29T18:29Z 30.9K followers, [----] engagements
"Developing more efficient & powerful engines is part of that plan. Here we see CASTC testing YF-130 a 240t thrust level staged combustion cycle RP-1/Lox engine completing 200s static fire test. Designed for commercial launchers & reusable launch vehicles"
X Link 2026-01-29T18:57Z 30.9K followers, [----] engagements
"Edge AI continues to get more powerful. SpacemiT & Sipeed have come out w/ K3 - world's 1st RVA23 AI CPU. Comes w/ [--] X100 Big core @ 2.4GHz [--] A100 AI core supporting parallel 1024-bit RVV1.0 computing optimized for matrix OP Key: No proprietary NPU nightmares Theoretically you can get [--] TOP INT4 (15 TFLOPS FP16) w/o having to worry about converting Qwen models to a smaller set of supported OPs on NPU. If RISC-V support all the ops then you can just run everything like you would run Nvidia Jetson Nano"
X Link 2026-01-30T00:32Z 31K followers, [----] engagements
"SpacemiT K3 details: Support all HF format except for FP4 & FP6 for [--] to 80B param models [--] TOPS - fully supports 30B-A3B model like Qwen ones. CPU core 2.4GHz similar to ARM A76 in compute supports 256bit vector AI core fully support RVA23 & RVV1024 + FP8 inference"
X Link 2026-01-30T14:01Z 31K followers, [----] engagements
"More news from China's battery industry: Gotion reports 2.5-3B profit in [----] up 107-149% YoY Due to huge sales in new gen high density LFP battery. CATL is currently testing out sodium battery w/ GAC JAC & ChangAn. Looks like SIB EVs are coming"
X Link 2026-01-30T14:09Z 31K followers, [----] engagements
"ByteDance & Alibaba are launching new models. BABA is also giving out red envelopes for CNY period for customers to test out. Tencent & Baidu are joining in w/ red envelops for February. Hyperscalers are fighting hard to capture eyeballs. Great for AI diffusion in China. ByteDance Alibaba to Launch New Models in Race for AI Supremacy in China The two Chinese tech heavyweights are each launching new models around the time of the Lunar New Year holiday in mid-February intensifying their rivalry in AI. https://t.co/2EGEduXEIi ByteDance Alibaba to Launch New Models in Race for AI Supremacy in"
X Link 2026-01-30T17:49Z 31.1K followers, [----] engagements
"News on BYD plants around Asia. In Cambodia the 1st [--] locally produced Song Pro DM-i have been delivered. It is also revisiting the issue of assembling EVs in India to lower Tariffs. In [----] its sales in India climbed 88% to [----]. Still far below other Asian mkt. BYD is looking to do SKD factory in India to reduce tariff burdens. This is potentially more acceptable to Indian govt vs a full scale investment which was previously rejected by India. Keep in mind that tariffs are CKDs are 15% vs 35% for SKDs iirc. That's why SKDs may be more acceptable."
X Link 2026-01-30T22:23Z 30.9K followers, [----] engagements
"China's auto export in 2025: For NEVs top [--] nations are: Belgium UK Mexico Brazil Phillippines UAE Thailand Australia Indonesia & India For all cars top [--] nations are: Mexico Russia UAE UK Brazil Saudi Arabia Belgium Australia Philippines & Kazakhstan Some numbers are distorted: A lot of front running of tariffs on the export to Mexico. Belgium total includes a lot of sales to rest of Europe. https://twitter.com/i/web/status/2017401100710646149 https://twitter.com/i/web/status/2017401100710646149"
X Link 2026-01-31T00:54Z 31K followers, [----] engagements
"Multinational military aircraft projects are hard due to differing requirements funding & work share expectations. FCAS is already going nowhere. GCAP cost has triples + hard to see how Japan Italy & UK can work this out the different requirements in Europe vs Pacific theater The only way Europeans can get a competitive 6th gen project working is by bringing together [--] to [--] countries out of France Germany UK Spain & Italy with similar level of funding & work share + common requirements for the continent. That seems unlikely"
X Link 2026-01-31T15:40Z 30.9K followers, [----] engagements
"MingYang & PowerChina have struck deal w/ Vietnam's XCE Group to invest & develop energy cluster w/ total capacity of 6GW including offshore wind green hydrogen/ammonia production & 0-carbon industrial park. This project leverages MY's experience w/ GW-scale wind projects in Guangxi. Uses direct power supply model & connects to Singapore's 2GW green electricity corridor. Will use ESS to ensure stable production. The project will build an industrial park that localize production of core components such as blades transformers transmission & distribution equipment."
X Link 2026-01-31T20:02Z 31K followers, [----] engagements
"I would have expected BYD to be the one doing JV with US partner to develop cars here but Farley has been enamored with Xiaomi cars for a while. FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT"
X Link 2026-01-31T22:00Z 31K followers, 10.7K engagements
"CCTV reports on exploding order backlog for UHV large capacity transformers from domestic & foreign customers including North American ones especially from AI customers. There are [----] transformer companies in China mostly in Guangdong & Jiangsu. 60% of global capacity. A Jiangsu factory has order book for until until of 2027"
X Link 2026-02-01T00:43Z 31K followers, 30.7K engagements
"Aside from AI & Datacenter China also has huge demand from those UHV lines transmitting power from new energy product in the West to coastal areas. As more renewables get aded to the grid more high end transformers are needed to bring resilience & adapt to the variable power generation"
X Link 2026-02-01T00:43Z 31K followers, [---] engagements
"See below for HVDC suppliers: has started producing 800V DC architecture SST. have also developed SSTs. HVDC by Ali Tencent & Baidu are using 240V while China mobile is using 336V. These solutions are significantly more efficient & have fewer fault point than the traditional UPS solution. https://twitter.com/i/web/status/2017760649607106591 https://twitter.com/i/web/status/2017760649607106591"
X Link 2026-02-01T00:43Z 31K followers, [----] engagements
"We are already seeing the future w/ Meituan's Zhangjiakou Data Center. Likely using highly efficient SiC modules like the one below advertised by United Nova. Inverter that are 98.5%+ efficient & can support multiple voltage levels. https://x.com/tphuang/status/2016278151576629274 Meituan's Zhangjiakou Data Center will be world's 1st to use Solid State Transformer & go into operation in April. Project adopts "distributed SST + DC bus" architecture by deploying SST equipment close to IT cabinets significantly reducing cable voltage drop & transmission https://t.co/In4AVOnRSQ"
X Link 2026-02-01T00:43Z 31K followers, [----] engagements
"ByteDance/Doubao is growing ridiculously fast. It reached 63T tokens/day by end of [----]. 100m DAU for Doubao & 10m DAU for Dola (it's international AI app that's only available in some mkts) + Seedream [---] is used in CapCut BD has been the best at integrating models w/ apps [----] is the yr of ByteDance global AI expansion. Starting off in ASEAN where it dominates the apps landscape but presumably also to Latam & rest of global south after that. Doubao becomes 1st Chinese AI app to reach 100m DAU (only counting China). Volcano Engine recently reported that Doubao LLM token consumption has grown"
X Link 2026-02-01T02:29Z 31.1K followers, 35.9K engagements
"BYD's January sales was only [------] including [------] in overseas mkt & [----] commercail vehicles. It also had [------] GWh battery sales. This is down 30% YoY. I will have to wait for registration # to come out. It isn't clear if this is due to just de-stocking or really poor sales. One thing is that NEV sales are definitely down this yr vs last (based on my previous reporting on this) but this is still a massive drop. https://twitter.com/i/web/status/2017927472403148930 https://twitter.com/i/web/status/2017927472403148930"
X Link 2026-02-01T11:46Z 31.1K followers, 101K engagements
"Despite the drop in NEV registration in January vs last yr quite a few automakers still saw healthy growth here. Xiaomi deliveredy another [-----] vehicles. Leapmotor delivered [-----] AITO delivered [-----] NIO delivered [-----] Xiaomi & AITO look to have pretty healthy backlogs. NIO delivery is boosted by its [--] new mass mkt brands. Leapmotor is down quite a bit vs Q4. https://twitter.com/i/web/status/2017929294459130150 https://twitter.com/i/web/status/2017929294459130150"
X Link 2026-02-01T11:53Z 31K followers, [----] engagements
"@dunne_insights They definitely lost some mkt power in the past yr to Geely & Leapmotor"
X Link 2026-02-01T20:15Z 31.1K followers, [----] engagements
"CAS research team published result on Nature magazine of new ay for synergistic conversion of CO2 & Water. It constructed a Ag/WO composite material w/ electron storage function under light conditions & release them when needed. When combined w/ catalytically active component cobalt phthalocyanine CO2 conversion efficiency increased 100x vs pure cobalt phthalocyanine. This solution exhibits stable operating performance under natural light - enables large scale conversion of CO2 using solar energy to produce methane & Carbon monoxide. https://twitter.com/i/web/status/2018058439709130880"
X Link 2026-02-01T20:26Z 31.1K followers, 26.3K engagements
"Much underappreciated in China's energy transition/security drive is its NG plan. Deep concerted effort in both driving up domestic production & pipeline import to lower import of expensive & geopolitically risky LNG. Self sufficiency rate now above 60% while pipeline may have surpassed LNG in tonnage this yr. China has become 4th largest gas producer in the world using mainly very deep shale fracking tech after Iran Russia & the US meeting 60% of its domestic demand #bcpoli #bclng @DanWoy China has become 4th largest gas producer in the world using mainly very deep shale fracking tech after"
X Link 2026-02-01T22:44Z 30.9K followers, 12.7K engagements
"Here are the NEV Sales from different automakers in January. The key is to look at the right most column since that is the YoY changes. BYD dropping 30.7% is only surpassed by XPeng @ 34.1%. There are so large increases like Xiaomi AITO & GAC Aion. Aion is just a recovery from previous yr disaster but Xiaomi & AITO are the ones w/ firm backlogs. Basically we would need to look at registrations to truly get a sense of how each automakers are doing since sales is combo of domestic deliveries to the 4S stores + overseas sales. BYD built huge inventories in much of Q2/Q3 last yr only for"
X Link 2026-02-02T14:24Z 31.1K followers, [----] engagements
"2025 was the yr of 10B in China's 3D Printing industry. 10B & 5m units in export shipment. 10B & [---] deals in fund raising. Bambu Lab was the 1st domestic 3D printing company to hit 10B in revenue. It was only found in 2020"
X Link 2026-02-02T16:47Z 31.1K followers, [----] engagements
"Update here on the current status of US Persian cost deployment & across Europe courtesy of @EGYOSINT & @ianellisjones 2nd one also nicely illustrate TLAM loadout. Not being able to operate from Saudi UAE & Qatar limits options but can attack via Syria/Iraq Azerbaijian & South. Iran will be taking a lot of hits in any scenario but I don't think a Venezuelan type operation is possible here so it's a matter of whether the current leadership there can keep control of the country. https://twitter.com/i/web/status/2018420603351441582 https://twitter.com/i/web/status/2018420603351441582"
X Link 2026-02-02T20:25Z 31K followers, [----] engagements
"This happened while Gold was the largest export item out of America in Oct & Nov even more than aircraft & oil. Picture of America sending gold bars to China while getting $ back has never been so accurate"
X Link 2026-02-03T00:59Z 31.1K followers, [----] engagements
"Where did China import gold from Aside from HK Switzerland Canada South Africa Australia & Kyrgyzstan are the largest source of import. Russia became the 7th largest thru dramatic increase in Q3/Q4 - Facing weak energy px issues & forced to sell gold to fund war"
X Link 2026-02-03T00:59Z 31.1K followers, [----] engagements
"China produced 392.931t of new gold thru Q3 in [----]. Of which 271782t were using raw input from domestic mines & 121.149t were using import (up 8.94% YoY). So not only is China importing more gold bar for investment but also more raw input. It really is sucking up gold"
X Link 2026-02-03T00:59Z 30.9K followers, [---] engagements
"See below for [----] vs [----]. Production is relatively flat & same w/ recycled gold. Just 5000t per yr through new + recycled. Jewelry demand is down from [----] while investment almost doubled to be higher than Jewelry. Gold ETF demand was up 801.2t in 2025"
X Link 2026-02-03T00:59Z 31.1K followers, [---] engagements
"China's gold ETF mkt AUM increased from 112B RMB at end of [----] to 242B in [----]. Total holding increased 116% YoY to 248t. Demand is coming from regular ppl in China that is putting faith in traditional real money rather than fiat crap"
X Link 2026-02-03T00:59Z 31.1K followers, [----] engagements
"What we should see long term as trade gap is partially settled by gold flow is much lower USD & much higher CNY. Currently USD/CNY is held up by chinese investment in U.S. financial mkt. https://x.com/lukegromen/status/2018024830801412357s=46 A trade debtor that exports gold at a floating price is settling part of its trade deficit in gold at a floating price de facto. Would result in much higher gold lower USD contained 10y UST yields & in time reshored US industry & middle class. Win/win/win. Let's watch. https://x.com/lukegromen/status/2018024830801412357s=46 A trade debtor that exports"
X Link 2026-02-03T01:18Z 30.9K followers, [----] engagements
"YH-1000S had its maiden flight in Chongqing. It's world's 1st hybrid unmanned transport. Uses a high power hybrid motor developed w/ NEV industry. It has reduced take-off/landing increased payload & range. Hybrid should be more efficient than conventional powered aircraft"
X Link 2026-02-03T13:04Z 30.9K followers, [----] engagements
"Big news from digitizes as YMTC is now sending LPDDR5 samples around. Also Fab [--] will be half DRAM & half NAND. Huge surge in HBM/Server AI DRAM demand has left Phone OEMs scrambling for LPDDR5 chips. YMTC focus on consumer low power DRAM is a very sound strategy since its server product is unlikely to be as good as CXMT's DDR5 let alone SK & Samsung. https://twitter.com/i/web/status/2018691429384560729 https://twitter.com/i/web/status/2018691429384560729"
X Link 2026-02-03T14:21Z 31K followers, [----] engagements
"China Electricity Council/CEC came out w/ report on China's power industry in [----]. Amazingly Coal power dropped 1.9% YoY. It accounted for just 51.1% of China's total power gen. Non-fossil fuel power gen reached 42.9%. Remaining are NG & Oil. Wind/solar/biomass captured 97% of incremental power demand in Chinese society in [----]. https://twitter.com/i/web/status/2018719092018921548 https://twitter.com/i/web/status/2018719092018921548"
X Link 2026-02-03T16:11Z 31.1K followers, 13.4K engagements
"World's largest electric smart container ship started sea trials in Jiangxi 740TEU ship called uses [--] box shaped battery + solar panels. Battery can be swapped fast charged w/ additional power from solar panels"
X Link 2026-02-03T17:30Z 31.1K followers, [----] engagements
"Graph summary of China's gold accumulation since [----]. It has accumulated about 16143t during this time. Domestic production was 7799t Import 10950t & export 1300t. 10133t in jewelry 4450t investment & 1200t industrial"
X Link 2026-02-03T18:36Z 31K followers, [----] engagements
"BYD's commercial vehicle division has completed [----] winter testing @ Mohe. See video of C11 performing 55km/h moose test in slippery snow conditions. While passenger vehicles drive innovation buses & trucks have really benefited from this work becoming safer than ever b4"
X Link 2026-02-03T23:21Z 31.1K followers, [----] engagements
"Contrast Europe to China where CATL opened up a battery factory in Quanzhou. CATL has [--] in China & [--] in Europe. Battery industry expertise is so widespread in China that even smaller cities & townships are landing factories for the supply chain. Including cathode anode separator electrolyte packing material ESS containers processing facilities & equipment. Pretty grim prognosis here: German car expert says "Europe is [--] years behind China" on EV batteries "According to Ferdinand Dudenhffer battery production costs in China are 30% lower than those in Europe with development cycles 50%"
X Link 2026-02-03T23:38Z 31K followers, [----] engagements
"BYD has recently taken delivery of 1st load of LFP cathode from its supplier which is based in Hubei. Small townships across China are part of this huge & growing industry that's driving global electrification"
X Link 2026-02-03T23:38Z 30.9K followers, [----] engagements
"New models from BYD being unveiled now. Part of the [----] lineups that will use new ePlatform for BEVs & larger battery pack for PHEVs. Left is FangChengBao Mei-7 sedan Right is Song Ultra EV 4850/1910/1670mm wheelbase 2840mm 270kW eMotor. Very similar to Sea Lion [--] EV. Increased motor power & likely associated faster speed/acceleration & charging speed are the key drivers for BYD product line this yr. https://twitter.com/i/web/status/2019052332747542713 https://twitter.com/i/web/status/2019052332747542713"
X Link 2026-02-04T14:16Z 31.1K followers, [----] engagements
"BYD is starting trial production at its Szeged factory. Currently it has just [---] workers but that will increase as it ramps up production to 200k/yr over the next [--] yrs. Dolphin Surf/Seagull is the initial vehicle to be produced. KSZ Group announced it won tender for hydraulic engineering in Szeged industrial park for 3.99B HUF relating to drainage system & advanced water engineering facility. BYD has also signed a cooperation agreement w/ University of Szeged Faculty of Engineering. I expect BYD will train a lot of ppl on EV manufacturing in the surrounding area as this is likely its"
X Link 2026-02-04T18:08Z 30.9K followers, [----] engagements
"I'm not a subscriber of the AGI + recursive improvement theory like a huge chunk of SV crowd. But it does seem strange for them to continue working for a skynet/matrix type of future where machines control & enslave us. That's a really dumb future to work toward. At a cafe in Silicon Valley listening to two seemingly very well connected technologists (one might be VC) doing big name drops of people and orgs theyre connected to while talking Omniuse technologies Species ending event and Building the future of western civilization. At a cafe in Silicon Valley listening to two seemingly very"
X Link 2026-02-04T21:04Z 31K followers, [----] engagements
"Jinko & several others are reporting on Musk's team visiting China. I assume to learn how to get Chinese solar industry supply chain & expertise too help him build the PVs needed for space based DC. I understand perovskite tech is sexy but who has actually gotten it to work"
X Link 2026-02-04T21:14Z 31.1K followers, [----] engagements
"btw this feels like the greatest political ad ever. You might not like leftist but at least this guy seems like a genuine populist that feels the struggles of everyday man vs being in the pockets of the elites. Help us make hope normal again. Join the Green Party now. https://t.co/nMNDoznijm Help us make hope normal again. Join the Green Party now. https://t.co/nMNDoznijm"
X Link 2026-02-05T02:28Z 31.1K followers, [----] engagements
"China's mechanical engineering industry is still growing rapidly. In [----] it grew 8.2% YoY much higher than nation wide industrial avg of 2.3%. Auto industry did especially well w/ 11.5% growth CPCA reports 34.35m vehicles were produced in [----] 36% of global total (compared to 16.72m in US 5.58m in India & 4.56m in Japan) These total include both passenger & commercial vehicles & foreign + domestic brands. Other mechE sector that grew include electrical machinery & General equipment by 9.2% & 8.0%. https://twitter.com/i/web/status/2019391216891097518"
X Link 2026-02-05T12:42Z 31K followers, [----] engagements
"Sources close to CXMT say it has yet to validating w/ HP & other PC OEMs. Both CXMT & YMTC are fully booked for 2026H1 but should have additional capacity coming online later this yr. Chinese OEMs likely are snapping up all the supply they can get. I don't think HP or Dell would be high on CXMT's client list given tariffs & possible political hurdles involved in there. Major PC manufacturers are exploring the integration of Chinese-made memory into their products. HP Dell Acer and ASUS are currently validating CXMTs DDR5 modules. 🔗 https://t.co/QifPVUayWY https://t.co/4tiVJqpLge Major PC"
X Link 2026-02-05T17:28Z 31K followers, 21.7K engagements
"@chicosueco one step at a time. I think this first project is just a micro car"
X Link 2026-02-05T17:36Z 30.9K followers, [---] engagements
"More update from China Gold Council. Imported 170.68t of gold raw material & produced 381.34t domestically Demand way down in jewelry & way up in investment. Higher demand not only in Gold ETFs (by 133.12t) but also SGE & SHFE trading volume + overseas mined gold (by 90t)"
X Link 2026-02-05T19:21Z 31.1K followers, [----] engagements
"BYD brand sold [----] vehicles in January in Brazil & Denza brand sold [---] units (all B5 SUV). Expecting more pickups sold in Brazil & surrounding mkt as lower cost pickups get launched. BYD is putting more effort in models designed explicitly for higher margin oversea mkts"
X Link 2026-02-06T00:11Z 31K followers, [----] engagements
"Offshore wind projects keep getting larger. Goldwind's 20MW offshore turbine got grid connected in SCS on 2/5. This is the most powerful turbine to ever enter commercial operation"
X Link 2026-02-06T00:13Z 31K followers, [----] engagements
"Next is BEV version of the popular Tai-7 Box SUV. Dimension 5050/1995/1865mm wheelbase [----] Comes in AWD 215+300 kW or RWD [---] kW Another medium-large SUV getting BEV version. Sign of maturing super ePlatform & battery tech"
X Link 2026-02-06T14:59Z 31K followers, [---] engagements
"BYD's full fleet of [--] PCTCs delivering EVs all around the world. If you wonder how Chinese automakers have become such an export powerhouse this is one part of the equation - logistics"
X Link 2026-02-06T16:43Z 31K followers, [----] engagements
"I welcomed back @GlennLuk this week to talk about China's investment strategies in the past few decades in light of the recent news about State Grid investing 4T RMB capex over next [--] years. https://tphuang.substack.com/p/episode-20-discussion-with-glenn https://tphuang.substack.com/p/episode-20-discussion-with-glenn"
X Link 2026-02-06T16:57Z 31.1K followers, [----] engagements
"Carney govt is really playing up the possibility of Chinese plant in Canada which makes sense given the recent troubles facing its auto sector. Most obvious option is BYD and/or Chery setting up plant in Ontario that also exports to Mexico Northern Europe & Caribbeans. And develops Canadian EV industry suppliers. https://twitter.com/i/web/status/2019858806378057772 https://twitter.com/i/web/status/2019858806378057772"
X Link 2026-02-06T19:40Z 31.1K followers, [----] engagements
"BYD Overseas sales numbers in January: It set all time high w/ [----] in Italy 2.5% overall & 17.1% mkt share in NEVs (up 330% YoY) In Germany it sold [----] cars vs just [---] a yr ago & more than 2x of Tesla number. In UK it declined to [----] in January but still up 21% YoY"
X Link 2026-02-06T23:32Z 31K followers, [----] engagements
"China today launched a reusable experimental spacecraft. This is the 1st time they've launched a reusable spacecraft in [--] yrs. Also details around the launch are even more mysterious than the usual Chinese launches - there is something special going on here. Wait to see"
X Link 2026-02-07T11:48Z 31.1K followers, [----] engagements
"Dreame founder is quite the ambitious guy. He says that Dreame is currently investing 40m RMB in R&D per day (works out to be 15B per yr) & plans to give 1B in bonus at yr end. He does drive his engineers to the brink but hard to deny all the products they have already developed. I'm not sure what they expect [----] revenue to be but they only made 15B RMB in all of [----]. Even [--] consecutive yrs of doubling would still mean they are spending 25% of revenue on R&D. Which is really high. https://twitter.com/i/web/status/2020106306439299261 https://twitter.com/i/web/status/2020106306439299261"
X Link 2026-02-07T12:04Z 31.1K followers, 17.4K engagements
"In [--] countries in Southeast Asia (where ByteDance really focus) Cici & Dreamina are 1st & 3rd. In Latam Cici is #2 (top in Mexico & Colombia). It is even #3 in UK. This despite Cici never getting mentioned Anywhere BD's GenAI apps can grow quickly once it decides to grow in a market. https://twitter.com/i/web/status/2020253381143708137 https://twitter.com/i/web/status/2020253381143708137"
X Link 2026-02-07T21:48Z 31.1K followers, [----] engagements
"When ByteDance has new SeeDance or SeeDream it can immediately integrate w/ its popular video editing app CapCut or thru Dreamina. It can presumably do the same w/ Doubao & TikTok if it wanted to do so. https://x.com/capcutapp/status/2019978322327773511 Coming soon: Seedance [---] the MOST ADVANCED AI video model EVER is coming to CapCut. In our internal tests it sets a new standard across motion realism consistency and long-form coherence with multi-media references. We cant wait to see what youll be able to create. https://x.com/capcutapp/status/2019978322327773511 Coming soon: Seedance 2.0"
X Link 2026-02-07T21:48Z 31K followers, [----] engagements
"See the quality of SeeDance [---]. Is there any reason why ByteDance w/ the full repository of video data cannot have SOTA image & video models https://x.com/Dork_sense/status/2020179955511116082 Seedance [---] from China will be the SOTA This is AI We are cooked. Native multi-shot storytelling from a single prompt (no more stitching scenes) Phoneme-level lip-sync in 8+ languages 30% faster generation than v1 via RayFlow optimization 1080p cinematic quality https://t.co/9Q9rpMYLVt https://x.com/Dork_sense/status/2020179955511116082 Seedance [---] from China will be the SOTA This is AI We are"
X Link 2026-02-07T21:48Z 31K followers, [---] engagements
"Perhaps this explains why ByteDance Seed models are better than Alibaba's Qwen models And why Doubao app in China is more popular than everyone else. Next BD LLM probably actually will be the best all around model out of China but not open src https://x.com/AiBattle_/status/2020106831285158022 The Pisces model created a better looking Xbox controller SVG in under [---] lines of code than the Karp model did with over [---] lines of code https://t.co/RhUP1IaEa7 https://x.com/AiBattle_/status/2020106831285158022 The Pisces model created a better looking Xbox controller SVG in under [---] lines of code"
X Link 2026-02-07T21:48Z 31K followers, [----] engagements
"That's why Doubao already reached 100m DAU in China & generating 63T tokens/day despite lack of mention in MSM. ByteDance is consumer focused. It's AI strategy combines models & app & phone. https://x.com/tphuang/status/2017787234439639421 ByteDance/Doubao is growing ridiculously fast. It reached 63T tokens/day by end of [----]. 100m DAU for Doubao & 10m DAU for Dola (it's international AI app that's only available in some mkts) + Seedream [---] is used in CapCut BD has been the best at integrating models w/ apps https://t.co/xPQ50mrEHc https://x.com/tphuang/status/2017787234439639421"
X Link 2026-02-07T21:48Z 31K followers, [----] engagements
"Countries around the world are using Chinese clean energy tech to achieve greater energy independence & lower cost. See below for Ember data on Pakistan import of China's energy product. That has significantly driven down energy cost for Pakistanis https://www.weforum.org/stories/2025/08/pakistan-energy-affordable-reliable-electricity/ https://www.weforum.org/stories/2025/08/pakistan-energy-affordable-reliable-electricity/"
X Link 2026-02-08T17:18Z 31K followers, [---] engagements
"Another great example is South Africa. Do you remember the great blackout stories there in [----] Well industrial users & homeowners bought Chinese solar + ESS to deal w/ those problems. Have you heard about any new blackouts recently from South Africa"
X Link 2026-02-08T17:18Z 31K followers, [---] engagements
"And despite all the attacks on Spain for having grid problems last summer Spain continues to have the lowest electricity px in Europe among the largest [--] economies. Even cheaper than the nuclear heavy France. Renewable power are plentiful in countries w/ plenty of sun"
X Link 2026-02-08T17:18Z 31K followers, [---] engagements
"Another big change in China for [----] is increasing offshore wind deployment. In [----] China added 6.12GW of offshore wind for 47.4GW in total. But for [----] Fujian alone is building 5917MW of offshore projects while PowerChina has bid on 1.7GW of offshore projects"
X Link 2026-02-08T17:27Z 31.1K followers, [----] engagements
"@volatrader Yeah Barcelona itself is pretty nice definitely cleaner than Rome"
X Link 2026-02-08T18:32Z 31K followers, [---] engagements
"I'm not saying this is China's actual strategy wrt to Japan but here is the CNY/JPY exchange rate over time & JGB yield curve over the past yr. There is a lot to China's export control wrt natsec & very little of it has to do w/ getting Japan to change PM"
X Link 2026-02-08T20:14Z 31.1K followers, [----] engagements
"Interesting trend in China's aviation sector are hybrid unmanned aircraft. YH-1000S is a hybrid version of YH-1000 transport that uses the same 2.0T engine that you'd see in a BYD PHEV + [--] high voltage battery packs. CAAA worked w/ NEV industry to improve thermal mgmt & integration of eMotor & turboprop. The 2.0T engine after improvement was able to generate more power than YH-1000. Battery pack itself is also able to fly [--] minutes https://twitter.com/i/web/status/2020593727148847484 https://twitter.com/i/web/status/2020593727148847484"
X Link 2026-02-08T20:21Z 31.1K followers, [----] engagements
"AI buildout is causing delays & supply constraints in more than just memory chips. Reuters report on lengthy waits for server CPUs from both Intel & AMD. This also likely applies to other part of AI DC supply chain like cables NIC cards cooling systems & more. AI bubble is driving a super cycle across the whole semiconductor industry. It's not clear to me how things will play out when it inevitable pops but I have yet to see massive expansion in capacity from all the chipmakers. (note the word "massive" which is more than fast expansion) https://twitter.com/i/web/status/2020596861187272712"
X Link 2026-02-08T20:33Z 31.1K followers, [----] engagements
"Coinbase ad has to be the worst ever. Cant believe they spent that much money on this crap"
X Link 2026-02-09T01:02Z 31.1K followers, [----] engagements
"@DollarCakeCry You talk like I have not been to Beijing recently"
X Link 2026-02-09T01:17Z 31K followers, [---] engagements
"Major changes coming to BYD's BEV strategy in [----]. After significantly increasing charging speed in [----] it is now significantly increasing range in [----]. Z9GT & Z9 will likely be the 1st BYD models w/ 1000km+ EV range @ [----] & [----] km thru [-----] kWh pack. Lower end model comes in @ [---] km range w/ [---] kWh pack. Aside from that Song Ultra EV will have top range of [---] km. Qin Max @ [---] km Sea Lion [--] [---] km Dolphin @ [---] or [---] km Seagull @ [---] or [---] km Larger pack & faster charging across the board. EV tech continues to improve. https://twitter.com/i/web/status/2020829936156631046"
X Link 2026-02-09T11:59Z 31.1K followers, [----] engagements
"Also of note is that Z9/Z9GT's curb weight dropped from 2740-2875 kg to 2540-2700kg despite the larger battery pack. BYD's greater usage of Gigapressing machines likely contributed to weight savings in the new Z9 & they are also likely using more lighter alloys"
X Link 2026-02-09T11:59Z 31.1K followers, [----] engagements
"@electricfelix @etechvolution @RandomAtom3 @DriveGreen80167 @RoamingNorway @brandenflasch @itskyleconner @grok Han & tang didnt do well last year and it seems like public hasnt responded well to the MW chargers so BYD will increase that to 1.5MW & use bigger battery packs"
X Link 2026-02-09T12:28Z 31.1K followers, [---] engagements
"eCommerce is just one obvious area where you are seeing this increased China tech presence. TikTok Shop is now larger than eBay & the fastest growing platform. Obviously JD Temu & AliExpress are also large especially in Southeast Asia. TikTok's addictive app system means higher user engagement & growth for its Shop platform. https://twitter.com/i/web/status/2020862591409537293 https://twitter.com/i/web/status/2020862591409537293"
X Link 2026-02-09T14:09Z 31.1K followers, [----] engagements
"@2030Shaun Thats a terrible take"
X Link 2026-02-09T22:11Z 31.1K followers, [---] engagements
"@2030Shaun Well you wouldnt give up your industrial might. You just dont need to be making toys and furnitures for rest of the world. Those are not jobs young people want"
X Link 2026-02-09T23:07Z 31.1K followers, [---] engagements
"China's import export consumption & production data of Gold from [----]. 932.5t imported in [----] down 448t YoY but import bill of 726B RMB was just 0.6% behind [----]. In fact Gold was the 4th largest import item in [----] behind Semi Oil & Iron Ore. Gold import masked the size of China's trade surplus in [----] imagine that. Even w/ China settling some surpluses thru gold it still ran a $1.2T surplus. https://twitter.com/i/web/status/2018489531926737285 https://twitter.com/i/web/status/2018489531926737285"
X Link 2026-02-03T00:59Z 31.1K followers, 28.5K engagements
"Out of top [--] most downloaded apps overall so far in [----] (outside of China) ByteDance has 3: TikTok CapCut & Cici. For just AI apps [--] of top [--] (Cici & Dreamina) are by ByteDance way more than DeepSeek. Cici & Dreamina have only been released in limited mkt & already achieving success. Why security establishment wants to shut down TikTok. https://t.co/1Sr26xwlad Why security establishment wants to shut down TikTok. https://t.co/1Sr26xwlad"
X Link 2026-02-07T21:48Z 31.1K followers, 12.6K engagements
"Seedance [---] is causing waves in China's film & advertising industry. 15s clips now has usability rate of up to 90% allowing 90-min project to be produced for just [----] RMB. Has caused stocks like iReader Tech Chinese Online Decai Shares Huanrui Century to move up. Also likely helping other companies w/ existing partnerships w/ Jimeng AI like Shanghai Film. ByteDance's Volcano Engine is likely to benefit from this further explosion in demand ahead of CNY. Seedance [---] is blowing up on my X timeline. I have not seen any video models that have blown up to this degree. Also the most attention"
X Link 2026-02-10T20:48Z 31.1K followers, 47.4K engagements
"Chinese outbound tourism data show slight ward uptick in CNY period vs [----]. Compared to [----] the biggest growth are to Malaysia Europe Vietnam & Singapore. Biggest destinations remain Thailand & Korea although Thailand is still down. Biggest drops are to Japan US & Cambodia. Philippines is not on this top destination list but I'd imagine the drop is pretty large too. https://twitter.com/i/web/status/2021339333064626243 https://twitter.com/i/web/status/2021339333064626243"
X Link 2026-02-10T21:43Z 31.1K followers, [----] engagements
"CGN has new offshore wind project of 500MW off Guangdong w/ [--] 16MW & [--] 18MW turbines that's 77km offshore at water depth of 45-48m. Occupies a huge area of [--] km2. It's amazing that [--] of China's big [--] nuclear companies is engaged in such huge wind projects"
X Link 2026-02-11T00:31Z 31.1K followers, [----] engagements
"What a morning here or night in China. GLM-5 & MiniMax M2.5 are also out. Waiting for more details on these releases"
X Link 2026-02-11T15:56Z 31.1K followers, [----] engagements
"@Zai_org benchmark here shows SOTA LLM especially for coding & agentic stuff. I'm going to have to test this out thoroughly. Compare Gemini Kimi & GLM on same queries to decide. https://x.com/Zai_org/status/2021638634739527773 Introducing GLM-5: From Vibe Coding to Agentic Engineering GLM-5 is built for complex systems engineering and long-horizon agentic tasks. Compared to GLM-4.5 it scales from 355B params (32B active) to 744B (40B active) with pre-training data growing from 23T to 28.5T tokens. https://t.co/uGYQUjIbbs https://x.com/Zai_org/status/2021638634739527773 Introducing GLM-5: From"
X Link 2026-02-11T19:04Z 31.1K followers, [---] engagements
"My prediction: AI generated video that get shared will be fed back as data into model training. Priority given to viral videos on Douyin & TikTok. Token generation on bytedance platform go thru rapid acceleration & speed up model improvement https://x.com/haohong_cfa/status/2021630653226455243s=46 Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX https://x.com/haohong_cfa/status/2021630653226455243s=46 Seedance made this MV ft. Kayne West. Its so well made that its going viral on Chinese internet. https://t.co/vUrlgIqVeX"
X Link 2026-02-11T23:30Z 31.1K followers, [----] engagements
"@Zai_org Zhipu says it has moved from "Vibe Coding" to "Agentic Engineering" w/ GLM-5. It also say to have integration w/ domestic chips including Ascend Moore Threads Cambricon Kunlunxin MetaX Enflame & Hygon. Hopefully this means more compute for inference & faster api access"
X Link 2026-02-12T02:54Z 31.1K followers, [----] engagements
"@Zai_org @MiniMax_AI Does this "profit" include unrealized gains from a massively over-inflated OpenAI valuation which apparently is so short on cash that they need to put ads in ChatGPT what happens to Softbank when this blows up https://x.com/DarioCpx/status/2021836609218625579 SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/KlUrlbZfiM https://x.com/DarioCpx/status/2021836609218625579 SoftBank just missed Wall Street Net Income estimates by 70% https://t.co/KlUrlbZfiM"
X Link 2026-02-12T20:53Z 31.1K followers, [---] engagements
"December sales for New Energy Brands: Leapmotor leads the way at 60.4k followed by AITO at 57.8k. Did anyone expect to see FangChengBao next right along w/ Xiaomi at 50k NIO was 48k across all of its brands. Li Auto was just 44k XPeng stayed flat the full yr at 30-40k Zeekr was 30k & Denza ended the yr at 18k. https://twitter.com/i/web/status/2006829828452848115 https://twitter.com/i/web/status/2006829828452848115"
X Link 2026-01-01T20:48Z 31K followers, [----] engagements
"Looking at China's gold demand thru 1st [--] quarters: Industrial demand rose mildly by 2.72% YoY Gold Jewelry demand dropped 32.5% to 270t Gold ingot/coin demand increased 24.55% to 452t Gold investment driving up gold px killed demand for jewelry"
X Link 2026-02-03T00:59Z 31K followers, [---] engagements
"See below for Gold ETF demand change & investment demand over the yrs. You can see huge surge in ETF demand in [----]. Huge surge in gold investment demand in [----] & [----] especially in Q4. It had been relatively flat for much of 2010s"
X Link 2026-02-03T00:59Z 31K followers, [---] engagements
"Given that no US AI labs put real effort in open source LLM why would it lead I've been using Kimi [---] & comparing it w/ free version of Gemini Kimi-2.5 is just better. I can ask it to generate reports for me in both English & Chinese and get pretty good results. And that's b4 a whole slew of expected model releases out of China this month. ALTMAN WORRIED US MAY LOSE AI LEADERSHIP OpenAI CEO Sam Altman said Monday hes concerned the U.S. may no longer lead in open-source AI noting adoption is slower than expected. Intel CEO Lip-Bu Tan added that informed sources believe China now leads the"
X Link 2026-02-03T19:56Z 31K followers, 10.5K engagements
"Innoscience announces it has been added to Google supply chain for power modules in its Data Center. Previously Innoscience was the only Chinese supplier qualified for Nvidia's 800V solution. It is the largest GaN power chip supplier globally & has product covering [--] to 1200V"
X Link 2026-02-05T02:23Z 31K followers, 22K engagements
"Finally Li Auto is coming out w/ L9 Livis (I guess [----] L9 version). Its main key is the self developed [---] ADAS chip which apparently has [----] TOPS compute. Uses 800V full active suspension system. Looks to be its new flagship SUV"
X Link 2026-02-06T14:59Z 31K followers, [----] engagements
"From Starmer's visit biggest deal was AstraZeneca investing $15B in R&D + mfg in China. One might ask why this is happening Well [--] out of top [--] license out deals from China totally $13.5B were w/ AstraZeneca. there is less political baggage for British Pharma to do their R&D in China as opposed to American big Pharma like Pfizer. So AstraZeneca can essentially take advantage of lower cost R&D + faster clinical trials & approval process in China to outcompete its US & European counterparts in bringing new drugs to global mkt. Longer term the global nature of biotech & Pharma industry probably"
X Link 2026-02-07T22:12Z 31K followers, [----] engagements
"I was in Barcelona during the holidays & heard Chinese tourists say to each other something like "you just can't believe how crappy Europe is now". ofc this is before I spent a day in Naples. The streets in Beijing & Shanghai are much cleaner now than major European cities. Which is quite the shift vs when I visited China in [----] when streets were dirtied from just all the air pollution & smog. Perhaps this explains why increasing # of Chinese ppl are staying inside China on their vacation vs going abroad. Yesterday I was taken aback by the amount of litter around bits of Gorton & Denton."
X Link 2026-02-08T12:06Z 31K followers, 20.1K engagements
"RMB appreciated 5% vs last yr but the huge surplus - further appreciation needed vs USD & EUR. PBOC tells banks this who will then reduce USD holdings to not take losses - more money for RMB assets (bonds & stock mkt) + investment into gold. https://x.com/KobeissiLetter/status/2020749061163233580 BREAKING: China has instructed banks to begin selling and limit purchases of US government bonds amid concerns that "US debt may expose banks to sharp swings." https://x.com/KobeissiLetter/status/2020749061163233580 BREAKING: China has instructed banks to begin selling and limit purchases of US"
X Link 2026-02-09T13:37Z 31K followers, [----] engagements
"Xiaomi will be introducing Yu-7 GT Can reach [---] km/h Dimension 5015/2007/1597mm wheelbase 3000mm Comes in AWD [---] + [---] kW - 738kW total power Using only NCM battery You can see here Xiaomi is going max on power & battery size in its sporty SUV"
X Link 2026-02-06T14:59Z 31.1K followers, [---] engagements
"I expect this vehicle AITO M6 to be very popular & take over majority of sales in AITO family. Top speed 200km/h using AWD dual 227kW config EREV version use [---] + [---] kW DM + 112kW engine Size is like Li Auto L6 & FCB Tai-7 Medium sized SUV very popular market"
X Link 2026-02-06T14:59Z 31.1K followers, [---] engagements
"Longer term China's economy has to shift toward much lower trade surplus in goods & higher surplus in services. It's already happening w/ the big [--] of ByteDance Ali & Tencent generating more revenue every yr from abroad on AI eCommerce & app purchases. This would require RMB to strengthen significantly more gold/silver purchases & lower USD holdings. China Digital Exports Surge As Alibaba Tencent Lead Global Push Chinese revenue from digital services sold abroad is surging as tech firms such as ByteDance Ltd. and Tencent Holdings Ltd. expand overseas in live streaming e-commerce and"
X Link 2026-02-09T12:43Z 31K followers, 11.8K engagements
"BYD has entered the Egyptian mkt w/ local partner Mansour Group. [--] initial models: Seagull Song+ EV & Song+ DM-i. BYD is promoting its advanced driving assistant features. I'd thinking a PHEV entry level sedan would work well here"
X Link 2026-02-09T17:52Z 31K followers, [----] engagements
"A Dutch person wants a EV why is BYD Dolphin cheaper than VW ID4 Huge automated ports+COSCO fleet+FTA- low cost of acquiring Lithium & iron from AUS/Chile Infrastructure for resource trade w/ BRI countries- Chinese refiners of resources acquire scale- push out competition Rail & port infrastructure in China & to Europe - low cost of transporting EVs to EU Huge investment in power infrastructure + resource access + renewables- very low energy cost vs EU Investment into education infrastructure - much larger pool of engineers & talents - faster product development cycle (critical for this move"
X Link 2023-05-24T23:10Z 31.1K followers, 101K engagements
"Gallium used in modern military AESA radars 5G base stations chargers & other power modules China produces 95% of world's Gallium Germanium used in fibre-optics IR optics solar cells & LEDs China also has world's largest Germanium producers w/ Yunnan Germanium at 25% market share Some obvious GaN users affected are: Cree Qorvo Infineon Macom Nokia TI NXP China Bans Exports of Two Metals That Can Be Used in Chips to Safeguard National Security and Interests Says Export Operators Should Apply for Licenses and MOFCOM Will Examine Whether to Issue Licenses. #China #Gallium #Germanium #Chips China"
X Link 2023-07-03T11:17Z 31.1K followers, 182.2K engagements
"Kirin 9000S teardown so surprising Includes CPU GPU 5G modem ISP DSP + NPU (w/ Ascend lite/tiny cores + TPU) All this squeezed into 110mm2 die w/o stacking abt same as Kirin [----] (which had 140m transistors/mm2) A15 SoC had all of this but it was manufactured on N5P process Oh 9000S in teardown/testing showed better overall CPU performance & power consumption than [----] & SD [---] + had better peak CPU performance than SD [--] Gen [--] all this w/o advanced packaging + w/ huge floor space dedicated to NPU/TPU which will come in handy for the new Xiaoyi AI phone assistant Tech Insight report will come"
X Link 2023-09-04T02:25Z 31.1K followers, 165.6K engagements
"Nikkei reporting from China Semicon China close to de-americanized 7nm production line Sanction free/domestic 5nm supply chain & not helping American chip industry = PRICELESS China achieved this w/ just $47B over [--] yrs CHIPS Act budgeted $52B & has minimal achievement Yet these media writers are complaining Chin is being wasteful What a joke src https://asia.nikkei.com/Business/Tech/Semiconductors/China-chip-expo-shows-investment-buildup-amid-plans-for-huge-new-fund https://asia.nikkei.com/Business/Tech/Semiconductors/China-chip-expo-shows-investment-buildup-amid-plans-for-huge-new-fund"
X Link 2024-03-23T14:11Z 31.1K followers, 85.2K engagements
"Another 10k+ students from recent graduating class joined BYD. Of which 70% are master or PHD level. 80% of them are going into R&D. BYD's human capital advantage is huge"
X Link 2024-07-24T10:38Z 31.1K followers, 301K engagements
"A sign of times. Xiaomi TV A Pro [--] inch is #1 in Japan mkt. I remember of the time when Sony & Panasonic dominated everywhere. And now a Chinese TV model is winning their home mkt. How Japanese electronics industry have declined"
X Link 2024-09-01T23:01Z 31.1K followers, 46.7K engagements
"2 key stats for a country's development is life expectance & avg height. Indicates diet & healthcare improvement In [----] China grew another 0.22% to [-----]. China's protein intake now reached 9th globally - jump in avg height [--] yr old height in China surpassed JP & SK in [----]. Huge jump from [----]. Avg [--] yr old girl in China is now about same height as avg [--] yr old girl in US & UK"
X Link 2024-09-05T13:27Z 31.1K followers, 92.5K engagements
"Chinese sports cars @ Nrburgring YangWang U9 Xiaomi Su7 Ultra Prototype Zeekr-001FR U9 seems to be jumping around a little bit Has apparently gone over 415km/h Su7 rumored to have set some records This is the last milestone for China's auto industry"
X Link 2024-09-25T22:27Z 31.1K followers, 47.7K engagements
"WuChang & JiangNan are China's [--] diesel sub shipyards & Huludao is the [--] building nuclear subs. Nuclear subs are large & water depth of Yangtze river around Wuhan is only 5m. Type [---] has draught of 7.5m It's impossible to fully sink @ that section of Yangtze. Even in open sea a SSN can be captured by satellite flying overhead unless it dips below PD. That's why you don't see nuclear subs go into Yellow Sea. Senior U.S. Officials have now revealed that the Chinese Navys Newest Nuclear-Powered Attack Submarine dubbed the Zhou-Class suffered a Major Technical Malfunction in May or June while"
X Link 2024-09-27T01:20Z 31.1K followers, 208K engagements
"Tech war will be over in a few yrs. EV/Renewables/drone dominance HW/M60 HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by [--] to [--] similar surprising events over next [--] yrs. It continues to amuse me that a bunch of ppl w/ no engineering background think that you can just choke of China's engineering science & tech progress. Zhuhai air show will be fun. Follow it to get a sense of where China is at. Don't mistaken what you see as the end pt. There are plenty more"
X Link 2024-11-09T14:00Z 31.1K followers, 180.1K engagements
"Chancay port is 100% automated. Look at all the AGVs around. This is what allows full [--] hr operation & highest throughput. No delays to any of the truckers or cargo ships"
X Link 2024-11-24T11:09Z 31.1K followers, 95.1K engagements
"China has completed final stretches of [----] km "green belt" perimeter around Talkimakan Deser thru biological engineering & PV sand control. Outside area can be developed w/o worries of desert expanding into them. More PVs can be built here to further shrink desert & increase power generation to power really energy intensive industries like Aluminum & Titanium"
X Link 2024-12-01T21:36Z 31.1K followers, 132.1K engagements
"China has completed [--] flight experiments in [--] categories & achieved horizontal landing of hypersonic aircraft for 1st time after completing near space launch & flight test. 1st time by MD-19 hypersonic vehicle landed in [----]. Now declassified. Can fly @ Mach [--] for long distance"
X Link 2024-12-16T15:29Z 31.1K followers, 88.8K engagements
"China's largest PV project in has come online. This 4GW project in SE of Taklamakan Desert required 15.6B RMB investment & cover area of [--] km2. Can generate [---] TWh/yr (20% utilization) Best use of desert is putting PVs over them Solve many problems"
X Link 2024-12-20T00:13Z 31.1K followers, 134.7K engagements
"The seismic event I was referring to. Look at this monstrosity of 6th gen aircraft. [--] engines & significantly outsize even J20S It will enter service by [----] probably. Same time F35 block [--] goes into service. Chinese cadence is too fast. Every [--] yrs moves to new gen. Tech war will be over in a few yrs. EV/Renewables/drone dominance HW/M60 HGV+FOB & everything you see this month in Zhuhai like J-35/HQ-19/UCAVs are just appetizers. There will be a major event soon that will surprise many ppl & that will be followed by [--] to [--] similar Tech war will be over in a few yrs. EV/Renewables/drone"
X Link 2024-12-26T09:46Z 31.1K followers, 157.1K engagements
"China's AI sector is far more than just Deepseek Qwen is 2nd most downloaded LLM on Huggingface Kling is the best video generation model Hunyuan is best open src video model DJI is best @ putting AI in consumer electronics HW is best @ industrial AI iFlyTek has best speech AI Xiaomi Honor Oppo & Vivo all ahead of Apple & Samsung in integrating AI into phones Entire auto industry is [--] yrs ahead of Western competition in cockpit AI & ADAS That still ignores the ultimate monster of them all - Bytedance. No one has invested as much in AI as them in China & has the complete portfolio of models"
X Link 2024-12-29T21:22Z 31.1K followers, 115.2K engagements
"Scaled J-20 vs J-36 (src THX 113) J-36 nose looks 2x as wide as J-20 2x width - 4x volume 4x Radar size & interior space for electronic equipment + cooling. Much wider fuselage & huge space after IWB for power generator starter motor batteries & fuel. J-20 already has big nose & spacious interior vs other aircraft so J-36's power generation cooling spacing & antenna size & fuel (for power generation) is just a whole league above 5th gen aircraft"
X Link 2025-01-03T12:32Z 31.1K followers, 136.4K engagements
"World's only superconducting tokamak large science cluster in Anhui is accelerating development of fusion energy. Use 100% local supply chain. Fusion Reactor Comprehensive Research Facility has basically been completed. Doing integration & debugging Expect to fully complete by end of this yr Will provide foundation for development of China's Future fusion reactors. src https://www.ithome.com/0/823/067.htm https://www.ithome.com/0/823/067.htm"
X Link 2025-01-08T02:13Z 31.1K followers, 65.1K engagements
"DeepSeek has commoditized AI outside of very top-end. Lightbulb moment for me in 1st photo. R1 is so much cheaper than US labor cost that many jobs will get automated away over next [--] yrs. See @teortaxesTex post on how cheaply you can automate previously tedious & boring tasks"
X Link 2025-01-23T00:48Z 31.1K followers, 90.4K engagements
"Li Qiang just met Liang Wenfeng regarding AI policy & now this plan is out. Note China focus not on Gen AI but rather Robotics bio advanced materials & Drones. Key is funding & domestic tech stack AI infrastructure AI - promotes industrial growth & innovation I think the Chinese leadership understands that the stand to loose out if they do not put more official policy in place to support AI & semi industry. It would undermine decades of developing biotech basic science robotics & other fields whose development will be quickened thru AI. The key is to just build vast amount of public"
X Link 2025-01-25T21:22Z 31.1K followers, 54.2K engagements
"China will build a full AI ecosystem. Big part of that will be memory chips. CXMT's recent entry into DDR5 mkt is severely under-covered outside of Korean media TechInsight teardown show CXMT 16Gb DDR5 product using D1z/16nm process achieving bit density similar to Micron's [----] product Samsung & SK also had critical feature of [----] to 15.9nm for D1z process"
X Link 2025-02-01T23:48Z 31.1K followers, 57.9K engagements
"BYD Battery CTO said BYD will be putting Full Solid State Battery on mass produced cars by [----] & see mass proliferation of SSB by [----]. I hear they are already doing extensive testing of SSB in EV models. I would not be surprised if a full SSB model comes out by late [----]. src https://www.ithome.com/0/831/179.htm https://www.ithome.com/0/831/179.htm"
X Link 2025-02-15T12:21Z 31.1K followers, 117.6K engagements
"If you want to know who Chinese leadership consider to be most important just see the [--] who spoke to Xi yesterday. HW BYD Xiaomi Omnivision Unitree & New Hope Group (agriculture). All from manufacturing. Yes Omnivision is that important in all future robotic & electronics. China still values hard tech more than soft tech. Thats just the reality. There is a reason DeepSeek got pushed out to so many consumer electronics so quickly & will be used globally. China has just so many hard tech champions. GPT-4o has been out for how long & which American hard tech company is using it Value of SMIC"
X Link 2025-02-18T02:21Z 31.1K followers, 166.8K engagements
"Robotic hand w/ [--] DOF This is more advanced than anything I have seen up to this point"
X Link 2025-03-09T01:03Z 31.1K followers, 130.2K engagements
"BYD's Shenzhen Shenshan plant after phase [--] completed. Not as large as Zhengzhou but it will get a lot larger as next few phases get built over the following yrs. BYD's capex is still climbing"
X Link 2025-03-23T22:18Z 31.1K followers, 60.5K engagements
"We are in 3rd economic period since China opened up. 1st period 1980-2005 Advanced economies invested in China taught China how to make stuff to lower cost 2nd 2006-2020 China became world's factory US moved from mfg to design. 3rd 2021- China competes on top end in design. See graph for foreign export vs private/others"
X Link 2025-04-14T01:23Z 31.1K followers, 56.2K engagements
"China's offer to Vietnam is help it move up value chain. COMAC will set up MRO facility anywhere as long as it gets minimum of [--] orders. MRO language here indicates Vietnam will order that many soon. But long term Vietnam wants to be part of COMAC's supply chain. China wants to sell more high valued goods to rest of Asia"
X Link 2025-04-15T02:11Z 31.1K followers, 72.3K engagements
"China has spent [--] yrs making "bad economic choices" to prepare itself for decoupling it has anticipated since [----]. It has diversified trade partners. Deflated stock & real estate bubble Punished big tech & encouraged new startups Drove industrial policy in new emerging sectors"
X Link 2025-04-17T01:42Z 31.1K followers, 305.5K engagements
"Is US's consumer economy really that much larger than China Out of $19T $12.7T are for services (bloated due to high service sector salaries + health care cost) & just $6.1T in consumer goods. Even $6.1T is bloated bc products are priced higher to account for high retail/sales cost transportation servicing cost & everything else that comes in a high salary society. Think about large box store having to markup 2x to 3x good cost to be profitable"
X Link 2025-04-20T02:16Z 31.1K followers, 58.2K engagements
"Andy Xie understands China very well & he proposes certain areas that China can squeeze harder on US Inc in China if this gets uglier. Basically he thinks China can live w/o America but not vice versa. This is not [----] when China needed US chips & SMEs. To Chinese elites chip war was a bigger shock to the system than the current trade war. China was not prepared in [----] or [----] but it is extremely prepared this time around. It might lose 0.5-1% in growth but that's not a big deal in the overall scheme of things. China's tech sector cannot get crippled by further sanctions & that's why China"
X Link 2025-04-22T01:26Z 31.1K followers, 85.2K engagements
"China Great Wall Industry Corporation (CGWIC) signed LOI w/ Malaysia's Pahang State to develop joint international space port along its East Coast. Would be significantly closer to equator better for launching. Malaysian side to visit Wenchang Spaceport in May to study. [--] sides will focus on search launch capability Providing additional launch service for China mkt Estimated this plan will take [--] to [--] yrs to complete. Win-win for [--] sides as Malaysia moves up value chain in space industry while China can launch rockets closer to equators. Also China leading ASEAN countries fwd in tech supply"
X Link 2025-04-28T20:43Z 31.1K followers, 68.3K engagements
"Time will reveal more of what happened last night but it appears that J-10C/PL-15 combo shot down multiple IAF fighters. Old assumption in miltech: US French Russian Chinese Despite civilian tech showing this is completely untrue - J-10C downing Rafale surprised ppl"
X Link 2025-05-08T00:52Z 31.1K followers, 56.2K engagements
"HW unveils HarmonyOS for PC Integrates AI communication security & smoothness 1st product to be launched on 05/19 Supports QQ WPS DingTalk Tencent Video QQ Music games & much more Allows seemly integration w/ phone pad & other Harmony devices"
X Link 2025-05-08T11:56Z 31.1K followers, 146.1K engagements
"China has become the leading producer for many foreign delicacies like Caviar Black truffles matcha foie gras eel & Wagyu beef. Due to its vast geography & varying climates + China's industrial+tech many products found ideal growing environment in different parts of China"
X Link 2025-05-11T19:44Z 31.1K followers, 190.1K engagements
"In Air warfare PLAAF has developed kill chain where aircraft A can guide missile fired off by aircraft B until B gets closer to target & turn on radar for weapon grade tracking. Recent exercise show PAF has also achieved this capability. Thread on PAF learning from PLAAF I will look over PLAAF's experiences w/ PAF next but if you have to deal w/ constant probing on ur east coast by US military aircraft you will develop tactics to counter that very quickly. & then show those lessons to ur friends in training so they don't make mistakes in war. I will look over PLAAF's experiences w/ PAF next"
X Link 2025-05-17T01:26Z 31.1K followers, 243.8K engagements
"Recently Jilin Fiber (China's largest Carbon Fiber producer) raised prices across the board due to exploding demand in low altitude economy drones & exports. It also reported rising demand from humanoid robot & other sectors so this is a look at what's driving CF demand"
X Link 2025-05-27T02:38Z 31.1K followers, 116.1K engagements
"MSM continues to be clueless abt what makes China's mfg tick. While industrial robots precision mfg 3D printing & AI are important the supply chain buildup - especially in basic & advanced materials that really solidified its position in mfg. I will 1st talk abt Carbon Fiber & its importance in "new productive forces" electrification & AI application. Recently Jilin Fiber (China's largest Carbon Fiber producer) raised prices across the board due to exploding demand in low altitude economy drones & exports. It also reported rising demand from humanoid robot & other sectors so this is a look at"
X Link 2025-06-01T00:34Z 31.1K followers, 110.9K engagements
"Imagine [--] country dominating the full Semi supply chain including Silicon wafer all chemicals all equipments fabs design studio & advanced pkg. China has that in Rare Earth & ppl are finding out now it is used in everything. Thread on just how much China controls RE supply chain"
X Link 2025-06-07T01:56Z 31.1K followers, 86.8K engagements
"China's newly developed mosquito drone. Just 0.6cm sized. I can see a lot of intelligence gathering from this. Also a bunch of exoskeleton & humanoid robot stuff going on in this lab"
X Link 2025-06-25T12:19Z 31.1K followers, 77.4K engagements
"Huge factor in China's mfg boom is taking over the global CNC mkt. You can go on YouTube & search "China CNC" & find many results of how China has taken over the know how of using CNC machines to make parts needed for pretty much everything. US customers send CAD drawings over to China to get them mfg for low cost & sent back. See below for how big China's CNC mkt is"
X Link 2025-07-08T19:54Z 31.1K followers, 66.1K engagements
"CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h wheels are retracted and vehicle is suspended as it moves along"
X Link 2025-07-09T17:42Z 31.1K followers, 4.2M engagements
"Reminder that U.S. think tanks are run by stupids who think you can penetrate Chinese air space with [--] F35s & [--] F15s. The level of blindness in DC blob abt PLA capabilities in counter stealth EW ELINT sensor fusion & C2 is very high. Huge disconnect bw intel agencies & the tankers that get paid boatload of money from defense contractors to advocate policies that promote conflicts"
X Link 2025-08-02T12:57Z 31.1K followers, 104.3K engagements
"China & Mongolia having a joint exercise. China is using modern equipment like drones & robot dogs. Mongolia is still riding on horses. It's like we are still in Genghis Khan time"
X Link 2025-08-17T00:04Z 31.1K followers, 81.9K engagements
"China's 9/3 military parade will showcase PLAGF progressing into information network centric warfare age. All new vehicles displayed show fruits of utilizing its vast EREV supply chain for longer range better energy efficiency autonomous tech & network/data-linking. Thread 👇"
X Link 2025-08-19T03:11Z 31.1K followers, 86.4K engagements
"After [--] wks in China I think almost all current economic weakness is due to this controlled de-leveraging of the housing mkt + lower consumer confidence from that. See declining ratio of rental px to income from [----] to [----] below. China is de-leveraging mother of all bubbles over the past few yrs. Quite amazing it still grew by 5% a yr (although aided by significant purchase incentive programs)"
X Link 2025-08-20T15:21Z 31.1K followers, 141.2K engagements
"@ukraine_map @wartranslated You are welcome to try"
X Link 2025-08-31T19:07Z 31.1K followers, 19.6K engagements
"While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots Unitree dogs are hauling around [---] kg payload. It's amazing to see BD give up its 1st mover advantage. Don't flip out Pushing our hardware to its limits with RL feats helps make a better robot for our customers. Watch the full video: https://t.co/XJpPMN2wR2 https://t.co/vYCJgUef71 Don't flip out Pushing our hardware to its limits with RL feats helps make a better robot for our customers. Watch the full video: https://t.co/XJpPMN2wR2 https://t.co/vYCJgUef71"
X Link 2025-09-02T14:17Z 31.1K followers, 94.1K engagements
"Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from [---] submarines & JL-1 from H-6N i don't care much abt nukes so this is more for the DC policy makers"
X Link 2025-09-03T19:48Z 31.1K followers, 835.9K engagements
"China not only dominates mfg of final product & basic materials but also increasingly the equipment. Today I will focus on machine tools. China is world's biggest machine tool producer ($27B) & exporter ($7B) in [----]. A thread on how China Inc has grown in machine tools👇"
X Link 2025-09-14T23:12Z 31.1K followers, 203.9K engagements
"I keep getting told that China doesn't consume but the goods consumption in $ term was pretty close in [----]. And if we actually go by # of items bought. Is China not consuming or did it just make everything incredibly cheap for ppl to buy China is world's biggest consumer mkt for most product"
X Link 2025-09-17T02:32Z 31.1K followers, 160.5K engagements
"While most Vietnam visitors into China are probably checking out Yunnan via train this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their"
X Link 2025-09-20T10:48Z 31.1K followers, 122.6K engagements
"BYD making history as YangWang U9 Xtreme set the world record in top speed @ [-----] km/h for mass produced model & verified by ATP. Record was previously held by Buggati Chiron @ [---] km/h. U9X is the most powerful Supercar ever @ [----] ps"
X Link 2025-09-20T17:27Z 31.1K followers, 59.4K engagements
"This is going to shock all the economists out there but mfg employment is dropping even in East Asian countries bc young ppl don't want to work in factories. They want to work in nice white collar office jobs w/ proper AC. Even in Malaysia factories are automating as much as possible to deal w/ this reality. There are many reasons for wanting to bring back manufacturing in developed countries but employment should not be one of them. Factory work is not desirable for most ppl. If you did a survey of young ppl on what kind of job they want do growing up. I'd bet a huge % of them would say"
X Link 2025-10-09T02:48Z 31.1K followers, 47.5K engagements
"Looking thru China's export controls for Li Ion Battery related machineries chemicals & parts for cathode anode & graphite I think China is telling US that it is ready to move on. You don't bluff w/ this kind of blow w/o willingness to swallow a hard counter punch. The battery guy that I follow on Weibo was shocked to see the thoroughness of the equipment used for producing graphite anode & high density cathode"
X Link 2025-10-09T14:54Z 31.1K followers, 117.9K engagements
"Assuming this is the real EU reasoning while understandable this is more alarming for Chinese investment than caving into US pressure. I will explain history of Wingtech investment current fab situations & why this is so disturbing & must be addressed for future China/EU tech cooperation. @CocoF1026 Story: Dutch seized Nexperia over fears Chinese owners planned to move chip production to China https://t.co/kaAs4RhMb9 @CocoF1026 Story: Dutch seized Nexperia over fears Chinese owners planned to move chip production to China https://t.co/kaAs4RhMb9"
X Link 2025-10-18T03:14Z 31.1K followers, 159.6K engagements
"How lunar mining could work. Helium [--] is a prized asset for nuclear power generation. China is testing out idea of magnetic levitation rotating ejection system which can throw the collected He-3 back to the earth in the form of magnetic levitation ejection"
X Link 2025-11-03T10:33Z 31.1K followers, 41.4K engagements
"Well this is impressive out of . World's 1st 3m Ductile Iron pipe. apparently took [----] days to develop. China's iron & steel industry are quite impressive"
X Link 2025-11-05T19:14Z 31.1K followers, 49K engagements
"Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips transshipment to Chinese SOE DCs. I have pretty solid src that just [----] out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. Same w/ Amazon & Trainium. I've said this many times now. The absolute compute per card should not be overvalued. You can achieve same w/ compute w/ more lower cost cards & get better performance through more memory + faster interconnect. On top of that US data build out is facing logjam due to energy & supply chain"
X Link 2025-11-08T16:07Z 31.1K followers, 279.6K engagements
"China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time waste separating center will be able to find use for greater % of waste - less left for burning. All the old buried trash will eventually be used up. And then China's overcapacity in trash treatment can finally"
X Link 2025-11-10T16:03Z 31.1K followers, 93.8K engagements
"I don't think we have really fully appreciated all the possible humanoid robot applications"
X Link 2025-11-15T01:43Z 31.1K followers, 161.7K engagements
"China is making more money on Biotech than EVs from overseas mkt. China struck out-licensing deals of up to $136B in [----] w/ $7B up-front payment (150x vs 2019). Dec saw [--] deals of $16B in value. Biggest deals went to HengRui GeneQuantum & innovent. AI is widely used"
X Link 2026-01-09T21:59Z 31.1K followers, 80.5K engagements
"Alibaba Cloud & Qwen team is bringing a whole suite of AI products to the Milano Cortina Winter Olympics. IOC will use a large model fine tuned on Qwen LLM to be used to serve as IOC AI assistant. Qwen-VL is used in the live broadcast production in areas like Instant Replay & more. Alibaba seems to really be trying to attract corporate customers outside of China. https://mp.weixin.qq.com/s/HN3u1gIsh51pSfV_CoaMqg https://mp.weixin.qq.com/s/HN3u1gIsh51pSfV_CoaMqg"
X Link 2026-02-05T16:04Z 31.1K followers, [----] engagements
"BYD factory in Brazil started production in Oct & has already produced [-----] vehicles. It's now expanding production + increasing localization. By [----] BYD will reach 50% localization target. It aims to expand capacity from 150k/yr at end of this yr to 300k in the future. BYD expects to generate [-----] jobs in Brazil & export from this plant o rest of Mercosur trade bloc. As expected w/ stamping welding & painting workshop complete BYD will further increase localization rate & production rate. https://twitter.com/i/web/status/2019564504019882340"
X Link 2026-02-06T00:11Z 31.1K followers, 10.6K engagements
"MIIT filings had some interesting new EVs: 1st we have Tang [--] EV here Comes in AWD 215+370kW or 300/370 RWD [---] to [---] km/h top speed 4.9s from [--] to [---] Dimension 5263/1999/1790mm wheelbase [----] seats [--] BYD going full electric on full sized SUV is big deal - battery energy density/cost & charging speed are now good enough to allow for this BYD used to only do PHEVs for large SUVs. https://twitter.com/i/web/status/2019788084976447679 https://twitter.com/i/web/status/2019788084976447679"
X Link 2026-02-06T14:59Z 31.1K followers, [----] engagements
"Zeekr is coming out w/ 8X in PHEV config. Using [---] kW 2T engine Dimension 5108/2026/1780 wheelbase [----] So very standard [--] sized SUV Likely powered by 3-motor config like 9X When I visited China Zeekr was really high on 9X so I'd imagine 8X would be focus of in 2026H1"
X Link 2026-02-06T14:59Z 31.1K followers, [----] engagements
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