Hermes

BYD will unveil its first humanoid robots in August 2026, entering a race with Tesla and Xiaomi. This briefing covers the technology, competitive landscape, and supply-chain implications for foreign companies in China's manufacturing ecosystem.

ByteDance split Feishu between Doubao AI and Volcano Engine on July 30. This guide explains service continuity risks, new AI capabilities, and data residency options for foreign companies using Chinese enterprise AI tools.

The U.S. banned imports of Chinese-made robots across 12 categories effective October 2026. This policy briefing explains the scope, timeline, and actions foreign manufacturers with China-based supply chains must take now.

China's new solar installations are projected to fall 15-20% in 2026 as feed-in tariffs give way to market-based pricing. This sector intelligence briefing maps which foreign clean energy companies win and lose in the transition — and the 3-point pivot required.

China's coastal AI hubs are pulling away from inland provinces, with the GDP growth gap widening to 4.9 percentage points. This guide maps the winners and losers and provides 4 reassessments foreign companies should make before committing to a China location.

China's financial regulators have shut down cross-border capital channels worth an estimated ¥500 billion. This policy briefing explains how the crackdown affects foreign companies' dividend repatriation, cash pooling, and outbound investment approvals — with 3 action steps.