Chinese netizens tend to have a more positive perception of Trump than EU and U.S. netizens. While a large proportion of European and US netizens expressed negative opinions about Trump in the days before and after his inauguration, Chinese netizens seem to be much less concerned.
Von Experts Table.Briefings
Chinese AI companies are focusing on commercializing Large Language Models (LLMs), with state-owned enterprises (SOEs) leading adoption, driven by strong finances and policy support.
Von Experts Table.Briefings
China's robotics industry made significant improvements and moves toward self-sufficiency, although it has not met the semi-official Made in China 2025 localization goals. In addition to securing domestic market share, Chinese companies are increasingly internationalizing.
Von Experts Table.Briefings
China's imports of consumer goods are on an overall downward trend, reflecting domestic substitution and weak demand. Despite Beijing's announcement to stimulate consumption, competition in the world's second-largest import market is intensifying.
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Contrary to general perception, China has strengthened its consumption stimulus in recent months. However, measures are primarily focused on specific sectors, such as automotive and home appliances.
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The US has introduced stricter chip export controls on China, prompting Beijing to ban critical materials exports. China's strength in strategic metals relies more on processing than reserves. Future controls may target minerals with both geological and processing advantages.
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AI agents are gaining significant momentum in China and are widely believed to be the biggest trend in generative AI in the next few years. The Chinese tech sector expects AI agents to skyrocket in number and become indispensable to businesses and consumers.
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China's "low-altitude economy" takes off in 2024, with electric vertical take-off and landing (eVTOL) pilot cities like Shenzhen and Chongqing leading the way in urban air mobility innovation. Infrastructure is being developed rapidly, with commercialization planned for 2035
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Chinese suppliers are lagging behind in modern automotive chips such as MCUs, even though they have made progress with older chips such as power chips. The news that TSMC is cutting off customers in the People's Republic from advanced manufacturing reduces opportunities for Chinese MCU developers.
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Battles in Myanmar’s Kachin State are intensifying. Kachin holds vast deposits of rare earth elements (REE), which are a major import source for China. With the fighting escalating, concerns over impacts on global supply chains are rising.
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