Tech Giants Move Compute into Orbit: Space Data Centers Ignite a New AI BattlegroundChina Hardware China Startups Tech in ChinaAI infrastructure, Google, Nvidia, Satellite Technology, Space Data Centers, SpaceX December 2, 2025
Weekend Headline Roundup — Multiple A‑Share Heavyweights Affected; Several Major Index Constituents AdjustedChina Finance Tech in ChinaBYD, CSRC, Economic Policy, Financial Regulation, Manufacturing, Meituan, Metals, PBOC December 1, 2025
Tech Giants Race to Put Compute in Space: Orbital Data Centers Ignite a New AI FrontierTech in ChinaArtificial Intelligence, Data Centers, Google, Nvidia, Space Technology, SpaceX December 1, 2025
Launch Paused? New Developments for the Zhuque-3 (朱雀三号) Maiden FlightChina Startups Tech in ChinaAerospace, Blue Origin, Commercial Space, Eastmoney, Elon Musk, LandSpace, Rocket Launch, SpaceX November 30, 2025
MIIT Holds Symposium with Power and Energy‑Storage Battery Manufacturers to Curb Irrational Competition and Promote High‑Quality DevelopmentChina Finance China HardwareBattery Technology, CATL, Energy Storage, Eve Energy, Industrial Policy, Regulatory policy, Rongbai Technology, Sunwoda November 29, 2025
Meituan Q3 2025 Results: Core Local Commerce Operating Loss of ¥14.10 billion RMB ($1.96 billion USD); Annual Transacting Users Top 800 millionChina Finance Tech in ChinaChen Shaohui, E-commerce, Financial Results, Meituan, Wang Xing November 28, 2025
Muxi (Muxi 沐曦股份): Subscription Date for This Offering Set for December 5, 2025China Finance China Hardware China StartupsGPU, IPO, Muxi, Semiconductor Industry November 28, 2025
brain–computer interfaces — Shanghai moves to advance standards and speed vaccine batch releaseChina Hardware China Software Tech in ChinaMedical Devices, No Company Names Identified, Pharmaceuticals, regulation November 27, 2025
Shida Group (Shídá Jítuán 实达集团) Clarifies: No Business Cooperation with Alibaba Cloud (Ālǐyún 阿里云)China Finance Tech in ChinaAlibaba Cloud, Financial Rumors, Shida Group, Stock Market November 27, 2025
Quick snapshot — What the measures coverChina Hardware China SoftwareBrain-Computer Interfaces, Cell and Gene Therapies, Medical Devices, Pharmaceuticals November 27, 2025
Muxi (Mùxī 沐曦股份): IPO Subscription Date Set for December 5, 2025China Finance China Hardware China StartupsGPU, IPO, Muxi, Semiconductor Industry November 27, 2025
China Launches Space-Origin Science Satellite Program to Search for the Origins of Life in the UniverseAI in China Tech in ChinaChinese Academy of Sciences, DAMPE, Kuafu-1, Scientific Research, Space exploration, Tianguan November 26, 2025
China to Launch a Space-Origin Science Satellite Program to Search for the Origins of LifeTech in ChinaChina, Satellites, Scientific Research, Space exploration November 25, 2025
Space Source‑Tracing Scientific Satellite Program: China to Launch Space Source‑Tracing Scientific Satellite Program to Search for the Origins of Life in the UniverseChina Hardware Tech in ChinaChinese Academy of Sciences, Innovation, National Space Science Center, Satellites, Scientific Research, Space exploration November 25, 2025
Space Source‑Tracing Scientific Satellite Program (Taikong Tanyuan Kexue Weixing Jihua 太空探源科学卫星计划)Tech in ChinaChinese Academy of Sciences, Huiyan, Scientific Research, Space exploration, Wukong November 24, 2025
China to Launch Space “Origin‑Probing” Science Satellite Program to Search for the Origins of Life in the UniverseChina Hardware Tech in ChinaHongmeng, Kuafu, Satellite Technology, Science, Space exploration, Wukong November 24, 2025
Major U.S.–China Development: U.S. Weighs Allowing NVIDIA to Sell H200 Chips in ChinaAI in China China Hardware Tech in ChinaAI Chips, Colette Kress, Export Controls, Jensen Huang, Nvidia, US-China Trade November 23, 2025
Breaking: U.S. Weighs Allowing NVIDIA H200 Chips to China — NVIDIA H200 chips to ChinaAI in China China Hardware Tech in ChinaAI Chips, H200, Jensen Huang, Nvidia, US-China Relations November 23, 2025
Big China–U.S. Development: U.S. Government Is Reportedly Considering Allowing Nvidia to Sell H200 Chips to ChinaAI in China China Hardware Tech in ChinaExport Controls, Jensen Huang, Nvidia, U.S. Department of Commerce November 23, 2025
Big U.S.–China Development: U.S. Officials Said to Be Considering Allowing Nvidia to Sell H200 Chips to ChinaChina Hardware Tech in ChinaAI Chips, Export Controls, Huang Renxun, Jensen Huang, Nvidia, Semiconductor, US-China Relations November 22, 2025
U.S. Weighs Allowing NVIDIA (Yīngwěidá 英伟达) to Sell H200 AI Chips to ChinaAI in China China Hardware Tech in ChinaAI Chips, Colette Kress, Jensen Huang, Nvidia, US-China Relations November 22, 2025
Figure 02 BMW deployment — How the vanguard of humanoid robots performed on the factory floorChina Hardware China Robotics China VehiclesAutomation, BMW, Figure, Manufacturing, Robotics, Tesla November 21, 2025
How Did the Vanguard of Factory-Deployable Humanoids Perform? Figure Says Its Robots Took Part in Producing 30,000 BMWsChina Robotics China Vehicles Tech in ChinaAutomation, BMW, Dongfang Securities, Manufacturing, Robotics, Tesla November 21, 2025
Humanoid robots in factories: Figure 02 helped produce ~30,000 BMW X3s — what that really meansChina RoboticsAutomation, BMW, Figure, Humanoid Robots, Manufacturing, Tesla November 20, 2025
CATL Shareholder Plans Major Stake Sale; Proceeds May Target Energy‑storage BusinessesChina Finance China Hardware China StartupsBattery Technology, CATL, China International Capital Corporation, CICC, Energy Storage November 16, 2025
Unicom Zhinet Technology (Liántōng Zhìwǎng Kējì 联通智网科技股份有限公司) Restarts IPO ProcessChina Finance Tech in ChinaChina Unicom, CICC, IPO, Securities, Unicom Zhinet Technology November 12, 2025
Liantong Zhiwang Keji IPO — China Unicom-controlled Subsidiary Liantong Zhiwang Keji (联通智网科技股份有限公司) Restarts IPOChina Finance Tech in ChinaChina Unicom, CICC, IPO, Liantong Zhiwang Keji, Telecom November 12, 2025
Can Kimi K2 Thinking Break Out of the AI Red Ocean?AI in China China SoftwareAgentic AI, Alibaba, Doubao, JD.com, Large Language Models, Taobao, Yuanbao, Yue Zhi An Mian November 10, 2025
Can Kimi’s “Strongest-Ever” Open-Source Thinking Model Break Out of the AI Red Ocean?AI in China China SoftwareAI Agents, Alibaba, ByteDance, DeepSeek, Kimi, Large Language Models, Meituan, Open-Source, Tencent, Yue Zhi An Mian November 9, 2025
Kimi K2 Thinking: Native “Think-As-You-Go” Tool Use and Why It MattersAI in China China SoftwareAI Agents, ByteDance, Doubao, Kimi, Large Language Models, LongCat, Meituan, Moon's Dark Side, Tencent, Yuanbao November 8, 2025
Tesla’s Annual Shareholders Meeting: Musk’s Pay Plan and High‑Stakes VotesChina Vehicles Tech in ChinaAI Integration, Corporate Governance, Elon Musk, Shareholder Rights, Tesla, xAI November 8, 2025
Space-based compute: Earth’s Power Not Enough? Google, NVIDIA Start Moving Compute to SpaceChina Software Tech in ChinaAI infrastructure, Cloud Computing, Data Centers, Google, Nvidia, Planet Labs, Space Tech, Starcloud November 8, 2025
Cambricon’s Share Price Tops Kweichow Moutai Again — How Far Is It from Becoming China’s NVIDIA?China Hardware China Software China StartupsAI Chips, ByteDance, Cambricon, Huawei, Inference, Kweichow Moutai, NPUs, Nvidia November 7, 2025
orbital compute: Is Earth Running Out of Power? Google, Nvidia and Others Are Moving Compute into SpaceChina Hardware Tech in ChinaAI Training, Data Centers, Google, Nvidia, Space Technology, SpaceX November 7, 2025
Orbital data centers: Earth’s Power Isn’t Enough? Google and NVIDIA Are Moving Compute to SpaceChina Hardware China StartupsData Centers, Google, Nvidia, Space Technology, SpaceX November 7, 2025
Is Earth Running Out of Power? Google and NVIDIA Start Moving Compute to SpaceChina Startups Tech in ChinaAI, Amazon, Data Centers, Energy, Google, Nvidia, SpaceX November 6, 2025
New Superconducting Material Breakthrough — Leveraged Funds Target These Leading StocksChina Finance China Hardware Tech in ChinaMaterials Science, Nuclear Fusion, Superconductivity, Xibu Chaodao, Yongding Gufen, Zhongtian Keji November 6, 2025
CAR‑T therapies could break through in this year’s commercial‑insurance price talksChina Finance Tech in ChinaCAR-T, Healthcare, Heyuan Shengwu, Medical Insurance, National Healthcare Security Administration, Pharmaceuticals November 4, 2025
BYD (Bǐyàdí 比亚迪): Jan–Oct New Energy Vehicle Sales Up 13.88% Year‑on‑YearChina Hardware China VehiclesAutomotive Industry, Battery Technology, Bǐyàdí 比亚迪, BYD, Electric Vehicles, NEV November 3, 2025
China Achieves Key Breakthrough in Nuclear Energy: Thorium Fuel Successfully Loaded in Experimental Molten‑Salt ReactorTech in ChinaChina Hardware, Nuclear Energy, Shanghai Construction Group, Shanghai Electric November 2, 2025
High Energy Photon Source (HEPS) Clears Process AcceptanceChina HardwareInstitute of High Energy Physics (IHEP), National Development and Reform Commission (NDRC), Scientific Research, Semiconductors October 30, 2025
AI+资本市场 (AI + Capital Markets): CSRC to Pilot Fintech Innovation ProgramAI in China China Finance China SoftwareAI Governance, CSRC, fintech, Regulatory Compliance October 29, 2025
Solid-State Transformers Draw Attention; Multiple Listed Companies RespondChina Hardware Tech in ChinaChina XD Electric, Data Centers, KSTAR, Nvidia, Power Electronics, Sungrow October 29, 2025
Fosun Pharma’s Q1–Q3 2025 results: clear growth in innovative drugs and a planned vaccine spin‑offChina Finance China Startups Tech in ChinaFosun Pharma, Fuxing Antejin, Healthcare, Pharmaceuticals October 29, 2025
Cybersecurity Law Amended — New Rules Take Effect January 1, 2026AI in China China Software Tech in ChinaAI Ethics, Cybersecurity, Data Governance, None October 28, 2025
Shenghong Technology (Shenghong 胜宏科技): First Nine Months Net Profit Up 324% Year‑on‑YearChina Finance China HardwareFinancialPerformance, Manufacturing, Nvidia, Shenghong Technology October 27, 2025
HBM Supply Tightens — Multiple Stocks Have Doubled This Year; Margin Traders Are Piling In (Table)China Finance China Hardware Tech in ChinaAI Chips, Hefei ChangXin Memory Technologies, High Bandwidth Memory, Huawei, Margin Trading, Micron, Samsung, Semiconductor, Shannon Xinchuang, SK Hynix, TrendForce, TuoJing Technology, Yangtze Memory October 27, 2025
Photoresist theme Opens Strong — Tongcheng Xincai (Tongcheng Xincai 彤程新材) Hits Daily Limit-UpChina Hardware China SoftwareAisen Gufen, Bayi Shikong, Jingrui Diancai, Materials Science, Nanda Optoelectronics, Peking University, Photolithography, Rongda Photosensitive, Semiconductors, Shanghai Xinyang, Tongcheng Xincai, Yake Technology October 27, 2025
Insiders: “Semi-solid batteries” to be renamed “solid–liquid batteries”China Hardware Tech in ChinaBattery Technology, Electric Vehicles, N/A, regulatory change, terminology standardization October 27, 2025
Jinfu Technology (Jǐnfù Jìshù 锦富技术) Wins Order to Build Humanoid Robot Production Line for a Major Domestic Robot MakerChina Hardware China RoboticsAutomation, Jinfu Technology, Robot Production Line, Systems Integration October 24, 2025
