Industry17 MAY 2026Source: SCMP China Tech, SCMP China Tech, 36kr

China's Big Tech Profits Collapse as AI Spending Race Accelerates

THE SIGNAL · the signal · Industry

Alibaba's Q4 adjusted EBITA fell 84% year-on-year while Tencent missed Q1 revenue estimates — both companies simultaneously pledging to accelerate AI capital expenditure beyond already-elevated targets, crystallizing a structural tension that is now visibly bleeding into equity valuations.

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Industry energy_cleantech15 MAY 2026

CATL Lands 60 GWh Sodium Battery Megadeal

// Update

Industry energy_cleantech02 MAY 2026

Beijing Coordinates Nuclear, EV, and Grid Robotics Into a Single Energy Security Doctrine

EXECUTIVE SUMMARY China's energy security strategy has shifted from reactive stockpiling to coordinated structural transformation, triggered by the Strait of Hormuz crisis and accelerating U.S. sanctions pressure.

Industry advanced_manufacturing02 MAY 2026

Beijing Auto Show Confirms China's Full-Stack EV and AI Industrial Surge

The 2026 Beijing Auto Show delivered the clearest single-week evidence yet that China's advanced manufacturing push has moved from policy document to commercial reality — with autonomous driving, battery technology, and physical AI converging across consumer and industrial markets simultaneously.