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AI/Infrastructure/Resources

Illustration of humanoid robots

China’s state playbook fuels humanoid robot boom, resolves Evergrande crisis

"With things like this in China, there's always an element of surprise to some extent simply because the system is so opaque that nobody knows what's going on." – on…
September 2, 2026
Kanzhun does recruitment

Kanzhun eyes Brazil, Argentina and Vietnam as growth slows at home

The recruitment app operator’s revenue has slowed steadily over the last three years as it solidifies its dominant position in China Key Takeaways: Kanzhun’s revenue grew 14.1% in the second…
August 28, 2026
BZ.US
2076.HK
CNGR pivots towards phosphates

Nickel prices polish up its profits, but CNGR pivots towards phosphates

The producer of battery materials posted higher first-half earnings, helped by a rebound in nickel prices, as it expands into new technologies for energy storage Key Takeaways: To keep pace…
August 28, 2026
2579.HK
300919.SHE
Keytop operates smart parking garages

Keytop hits the skids less than two months after Hong Kong IPO

China’s ‘first smart parking stock’ reported double-digit revenue and profit declines in the first half of 2026, blaming project delays Key Takeaways: Keytop Parking reported its revenue fell 11.9% in…
August 27, 2026
2272.HK
Pateo Connect makes smart cockpits

Pateo Connect makes strategic shift with drive into kitchen, toilet digitalization

The automotive cockpit maker has agreed to buy a controlling stake in Guangzhou Seagull to expand into China's fast-growing smart home market Key Takeaways: Pateo Connect will buy 20% of…
August 26, 2026
2889.HK
SICC does substrate

SICC returns to growth and profits. But China’s SiC industry faces a tougher test

The silicon carbide substrate maker has built a leading position in a strategic semiconductor market, but now faces the harder task of turning the technology into a sustainable business Key…
August 25, 2026
2631.HK
688234.SHG
Life without Lei Jun: Kingsoft Cloud relies on AI cloud for rescue

Kingsoft Cloud finds sunnier skies in AI cloud

The company’s revenue grew strongly and its loss narrowed sharply in the first half of the year, as it aggressive its develops AI cloud services Key Takeaways: Kingsoft Cloud reported…
August 25, 2026
3896.HK
KC.US
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