Welcome to the "Doubao Phone" - Collaboration bw ByteDance & Nubia/ZTE which uses a new BD OS. Already hailed by some as the 1st real AI-centric phone. Everything here tied to Douyin account & Doubao AI features. AI Agent simply listens to your command & carries out the task

BYD Fleet location as of a wk ago. A lot of movement to Europe, Mexico & Brazil. BYD sold 7256 in Mexico (4.57% mkt share) in Nov It sold 5395 in Turkey (almost 10x vs last yr) It delivered 3790 in Australia (3.8% mkt share) Also had 1164 in Korea (5th largest imported brand)

UbTech also signed strategic agreement w/ Maas/卓世科技 to deploy 10000 robots over next 5 yrs. Ubtech is really picking up a lot of orders.

Adorable companion robot toys from Ubtech ushering in "New Era of emotional Intelligence" It start selling this new robot 优崽 in TMall & Douyin w/ initial release of just 2000 units. Came shortly after its 1st product 萌崽 got released in June. It's very popular w/ young

Xiaomi Auto factory in Beijing. 700 robots, roof top solar produces 16.4 GWh of electricity/yr & plant also treats 99% of waste gas

Future of high end naval warfare isn’t bw large qty of low end drone swarming, but high end attack missiles vs high end defensive missiles. Each super maneuverable hypersonic missiles probably require multiple SM6s to defend. For PLAN, this means how many hypersonic missiles &

When someone said it was CGI, EngineAI CEO Zhao Tongyang took a kick from the T800 head-on 🦶 A first in history.📷

It was the ultimate 75kg face-off: The EngineAI T800 humanoid versus its own boss, CEO Zhao Tongyang. 🤖 One swift kick was all it took to send the CEO to the mat. You have to wonder if there was a little personal score-settling programmed into that move. 😂

Very important to remember that as Chinese consumers are using other platforms like these AI browser to do AI searches, Baidu search engine will continue to lose money & user. Death of Baidu will be these Doubao & other AI phones. That's why GOOG must have SOTA LLMs to keep its

BYD in Brazil almost 10k again in Nov & 4.3% mkt share although the actual new order was far higher than this. Local factory is ramping up quickly to meet the demand. Song+, Seagull & Dolphin are BYD's top selling models in Brazil.

S800 dominates China's luxury sedan mkt. Its sales have outpaced Porsche Panamera, 7 series, S class & A8 as well as domestic rivals in U7 & ET9 Likely to remain this high until at least early next yr

The 14th batch of Guowang/Satnet got launched today. Reminder that demand for re-usable rockets like ZQ-3 & LM-12A is due to desire to launch about 30000 sats to LEO + fully establish multiple constellations there. Can't be a superpower w/o this capability.

🚀Introducing LongCat-Image from @Meituan_LongCat a groundbreaking open-source, bilingual (Chinese-English) image generation foundation model! 🐾 ✨ Just 6B params, yet outperforms much larger models in efficiency & quality ✨ Best-in-class Chinese text rendering — accurate,

61 young Europeans from 30 countries visited DEEP Robotics, where they gained a unique and memorable experience We extend an open invitation to all young minds passionate about technology to join us in learning, creating, and leading the way in this exciting field of physical

BYD filed MIIT report for Qin Max EV. Comes w/ either 120 or 240kW motor Dimension 4866/1880/1495mm wheelbase 2820mm notably larger than Qin+ EV, similar size to Qin L EV, but longer (same wheelbase) Likely to have longer range & higher speed.

We have LandSpace's successful ZQ-3 launch & failed recovery this wk, but CSSC has its own Long March 12A rocket that will also be testing VTVL soon. Will allow for 9000kg reusable payload to LEO. CSSC this wk delivered the floating recovery platform. Looks like everything is in

BYD showcased a variety of models in this yr's Bangkok Motor Show including Yuan+, Dolphin, Sea Lion 06 DM-i, Sea Lion EV, Seal, D9 PMV, Bao-5 & Tai-7 SUV. BYD is bringing a lot more large SUVs to ASEAN soon.

You will see that EVs, regular NPP, solar/wind, batteries, semiconductors, robots and machine tools are not on this list. China is probably quite confident w/ them. Now is about what frontier to conquer next.

In China's 15th FYP, it will focus on 6 industries of the future: Quantum Tech, Biomanufacturing, Hydrogen, Nuclear Fusion, BCI/Brain-Computer Interface, Embodied AI & 6G Telecom. How much petrochem needs can be replaced by green H2 & bio industries? How much carbon can be

CNCEC has new 3GW Green Hydrogen project in Inner Mongolia. 30.68B RMB investment for 2.5GW wind + 500MW solar, 450MW/1.8GWh ESS, 165t H2 storage -> 134kt H2 in total phase 1 start production in 2026/6 & phase 2 by 2026/12 Will mostly be used for ammonia & methanol production