All
AI · Analysis
Computing power is productivity: An infrastructure competition concerning the next ten years
As of the end of March 2026, the total scale of national intelligent computing power has reached 1882 EFLOPS (FP16), and the number of standard racks in active computing centers has reached 14.45 million, more than doubling compared to two years ago.
AI
Survival Rules for Turbulent Times: A Compilation of the 20 Most Unmissable Core Insights from the 2026 Tsinghua PBCSF Forum
A dialogue between Zhu Min, former Deputy Governor of the People's Bank of China and former Vice Managing Director of the International Monetary Fund; Michael Spence, 2001 Nobel Prize winner in Economics and Philip H. Knight Professor Emeritus of Management at Stanford Graduate School of Business; and Masaaki Shirakawa, former Governor of the Bank of Japan, at the 2026 Tsinghua PBCSF Global Finance Forum.
Mobility · Analysis
From the Prime Minister’s New Car to Overseas Sales Surpassing Domestic: The New Supply Chain Battlefield Behind BYD's Southeast Asian Expansion
On March 25, 2026, in front of the Government House in Bangkok, Thailand, Prime Minister Anutin Charnvirakul set aside his previous Rolls-Royce limousine in favor of a BYD Sealion 7 electric vehicle.Behind this eye-catching move lies a severe tremor in the global energy landscape: since the outbreak of conflict in the Middle East, shipping through the Strait of Hormuz has been seriously obstructed, delivering a massive blow to the global supply of fossil fuels.
Mobility · Analysis
Another Chinese EV Startup Turns Profitable in China’s RMB 5 Trillion Auto Market
In China’s fiercely competitive new energy vehicle (NEV) market, where penetration rates continue to rise, prices keep falling, and product concentration intensifies, making money has never been easy.
Technology
Exclusive Interview: NAVEE GOLF Is Building a Smart Golf Ecosystem, Starting with Push Carts
In an interview with EqualOcean, Wentao Shi, Head of NAVEE GOLF, discussed the company's strategic rationale for entering the golf industry, explained how it adapted its mobility and robotics technologies for golf courses, and elaborated on why user insights had become the key differentiator in global markets.
Embodied AI · Analysis
Chinese Embodied AI Company AI² Robotics: The Real Bottleneck in Embodied AI Is Scenarios, Not Just AI
The embodied AI sector gained clear momentum at the start of 2026. Against this backdrop, Yongping Yang, General Manager of EqualOcean, recently visited AI² Robotics in Shenzhen for an on-site interview.
AI · Analysis
Vietnam’s Law on Artificial Intelligence Comes into Force: New Dividends and Deep-Water Zones for Chinese AI Enterprises Going Global (2)
Following Part I’s analysis of Vietnam’s AI regulation and market landscape, this section focuses on the strategic choices facing Chinese AI enterprises.
Embodied AI · Analysis
Investment Is Booming, Orders Are Rising, but Robots Are Still Learning How to Deliver
Since the beginning of 2026, embodied intelligence has become one of the most frequently mentioned sectors. Financing news has been rolling in with figures in the hundreds of millions, and almost every day new companies are entering the public eye. 127 Financing Rounds, 44 Companies Going Global); on the Spring Festival Gala stage, robots are no longer merely showcasing technology, but have begun to perform alongside human actors, becoming part of the “cast.”
Mobility · Analysis
Thinking of ASEAN as a single market is the biggest miscalculation for Chinese companies
For a long time, multinational corporations have often held a dangerous "holistic" bias when examining the Association of Southeast Asian Nations (ASEAN). This perspective views ASEAN—a region with over 690 million people and interwoven diverse cultures—as a single emerging market, attempting to capture one country as a model and then replicating that pattern across other member states.
LEARN MORE