CICC: Haier Zhijia was rated as "outperforming the industry" for the first time, with a target price of HK $36.82

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

Unpacking China | Key Chinese Firms to Watch This Week （29/03/2026-04/04/2026）

Amid fast-paced changes that fill the business community with excitement, angst and trepidation, EqualOcean will publish a series of roundup articles to document the major events related to Chinese companies going global every week.

Vietnam’s Law on Artificial Intelligence Comes into Force: New Dividends and Deep-Water Zones for Chinese AI Enterprises Going Global (1)

Amid a profound restructuring of the global technological landscape and the deep shift of supply chains toward Southeast Asia, Vietnam is rapidly evolving from a “factory” that merely undertakes labor-intensive industries into a battleground for the digital economy and cutting-edge artificial intelligence technologies.

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.

The Real Bottleneck in Embodied AI: Not Just AI, but Scenarios

“Without AI, it’s just metal. Without hardware, it’s just code. Without scenarios, it’s just a demo.” In EqualOcean’s interview with Kristine Mo, Head of Overseas Business and Ecosystem at AI² Robotics, she quoted this line from the company’s founder, Dr. Guo Yandong.