The Wire China

@thewirechina.bsky.social

Covering China like no one else. Free Newsletter: http://thewirechina.com/newsletter Subscriptions: http://thewirechina.com/subscriptions

📊 Chart of the Week: Where does China's top scientific research institution get its money? Aside from government funds, the Chinese Academy of Sciences makes plenty from its business activities. Revisit our reporting on the companies tied to China's top sci-tech body: buff.ly/OdyS092

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📊 Chart of the Week: Perceived interference in China’s territory is trigger for sanctions or inclusion on Beijing's version of an entity list. The 330 sanctions China levied from 2019-2026 were all related to provocations involving Xinjiang, Hong Kong, Tibet, or Taiwan. Read more: buff.ly/1nH9ely

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Op-Ed: "Europe’s indecision over whether to use or ban Chinese digital tech is now creating issues beyond critical infrastructure." Jeroen Groenewegen-Lau (@merics.bsky.social) discusses the risk of NearLink星闪, China's alternative to Bluetooth and Wifi, for The Wire China. buff.ly/tzHLS3G

From 5G to NearLink: Europe’s Next Digital Dependency Risk - The Wire China

China’s self-reliance drive could soon create another “Huawei moment” for Europe. Brussels has the tools to avoid repeating, but it must act quickly.

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This week’s cover story: California-based Jupiter Systems, which was owned by a Chinese company while concurrently supplying the U.S. military, is on the verge of bankruptcy. Noah Berman reports on the company's uncertain future between the U.S. government and its Chinese owner: buff.ly/b577Dqt

Jupiter's Descent - The Wire China

California-based Jupiter Systems sold high-tech wall screens to U.S. military and government clients. On June 14, The Wire China revealed how Jupiter was sold to a Chinese company in 2020 without the…

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Op-Ed: "While Chinese companies’ breakthroughs in AI are real and helpful in terms of China’s strategic autonomy, they will not easily equate to more profits for them." @aligarciaherrero.bsky.social writes for this week’s issue of The Wire China:

China's Tech Stocks Are Falling Despite Their Own Breakthroughs - The Wire China

A trio of apparent ‘good news’ stories for the Chinese tech industry have had the opposite effect on investor sentiment.

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90 percent of fast fashion giant Shein's revenue is from products shipped from China — which it primarily sells to the U.S. and Europe. But access to both those markets is at risk due to tariffs. Get the big picture on Shein's inner workings as it prepares to go public:

Unboxing Shein’s Hong Kong IPO - The Wire China

The online fashion retailer’s slowing growth and narrowing margins could dent its hopes of a big stock market listing.

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Washington's restrictions on dronemaker DJI opened a window for its rival, Insta360, to snap up American consumers. Now both companies are taking their conflict to court. Peiyue Wu reports on the legal battle between two Chinese tech companies:

DJI Gets into a Fight in the U.S. — With Another Chinese Dronemaker - The Wire China

As U.S. restrictions complicate DJI’s expansion beyond drones, its camera rival Insta360 has gained an unexpected advantage.

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China's military-civil fusion policy has made it difficult to identify how universities and companies that serve both commercial and defense interests plan to use a given product. Nvidia's network of China partners illustrates the challenge. The Wire China investigates:

Nvidia’s China Partners and the PLA - The Wire China

Around a fifth of the Chinese companies that Nvidia lists as partners have also won bids to supply China’s defense industry, including the People’s Liberation Army itself, according to procurement…

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📊 Chart of the week: Even though Chinese solar firms are reducing their shares in U.S.-held factories, making way for made-in-America solar, knocking China from the position it earned through decades of investment in solar won’t be easy. Read the story: buff.ly/MiLYeN3

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"I eventually started referring to my experience as being one with the “other China”: a world that is irrepressible, vocal, creative, and despite everything, somewhat upbeat, always optimistic." Brent Crane interviews noted sinologist Geremie Barmé on his lifetime studying China: buff.ly/oVbn6ig

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