「Week's Hot Series (8/30–9/5)」1.BYD H1 Revenue Surpasses Tesla; 2. Chinese Electronics Brands Surpass 20% Market Share in Brazil in H1 2025; 3. US Postal Parcels: 6-Month Fixed Duty Transition; 4. Alibaba’s International Commerce Leads Growth; 5. WeRide Robotaxi Debuts in Southeast Asia; 6. Shanghai H1: Export Resilience, Private-Sector Lead; 7. OpenAI Plans 1-GW Data Center in India; 8. AliExpress “Top-Tier” Brand Push; 9. FlowerKnows Series B; Proya Becomes No.2 Shareholder
1. BYD H1 Revenue Surpasses Tesla;
On Aug 29, BYD reported H1 2025 revenue of CNY 371.3B (+23.3% YoY), a record high that surpassed Tesla’s revenue (~CNY 299.5B) for the same period. Net profit reached CNY 15.51B (+13.79% YoY), while gross margin slipped to 18.01% amid price competition. New energy vehicles remained the core driver (>80% of revenue), backed by CNY 30.9B in R&D (+53%, >8% of revenue). BYD unveiled the “Super e-Platform,” “Universal Intelligent Driving,” and a 10C fast-charging battery to bring advanced features to ~CNY 100k models. Overseas revenue hit CNY 135.4B (+130% YoY) across 110+ countries, with accelerated localization and capacity build-out in Europe and Southeast Asia. The electronics arm focused on AI data-center solutions (servers, liquid cooling, power), shaping a “vehicle + electronics” dual-engine strategy for global expansion.
2. Chinese Electronics Brands Surpass 20% Market Share in Brazil in H1 2025;
NielsenIQ data show Chinese electronics brands achieved a 21% revenue share in Brazil in H1 2025 (up from 16% in 2019), crossing the 20% threshold for the first time. Online channels accounted for 54%, overtaking offline retail. In appliances and consumer electronics, Gree, Midea, Hisense, and TCL expanded rapidly; in smartphones, Oppo and Jovi gained ground against Samsung, Motorola, and Apple. Analysts see this as the third wave of East Asian brand ascendance in Latin America—after Japanese brands in the 1990s and South Korean brands in the 2000s—driven by localized manufacturing, sports sponsorships, and marketing investment, plus rising e-commerce penetration. The mix creates durable momentum for Chinese companies to deepen their footprint across Brazil and wider Latin America.
3. US Postal Parcels: 6-Month Fixed Duty Transition;
On Aug 30, the US introduced a six-month transition (through Feb 28, 2026) for postal parcels to mitigate impacts from new tariffs. During this period, shippers may opt for fixed duties: $80 per parcel for countries with tariff rates <16% (e.g., the UK, Australia), USD 160 for 16%–25% (e.g., Mexico, Norway), and USD 200 for >25% (e.g., China, Canada). After the transition, duties shift to an ad valorem basis. For cross-border sellers and logistics providers, the short-term lever is pricing/channel optimization under fixed duties, paired with forward cost modeling for post-transition scenarios and re-balancing between postal and commercial express options based on destination-market tax burdens.
4. Alibaba: AIDC Leads, Cross-Border and On-Demand
On Aug 29, Alibaba reported FY26 Q1 (calendar Q2 2025) revenue of CNY 247.65B (+2% YoY) and net profit of CNY 42.382B (+76%). The Alibaba International Digital Commerce Group (AIDC) delivered CNY 34.741B (+19%), driven by cross-border strength; the China e-commerce group posted CNY 118.58B (+9%), with Taobao’s Flash Sale boosting orders and pushing MAUs +25% in the first three weeks of August. Alibaba completed the integration of Taotian, Ele.me, and Fliggy, and reclassified Cainiao, Amap, and Digital Media & Entertainment. The emerging dual engine—cross-border (AIDC) plus on-demand retail—positions Alibaba to capture globalization upside while reinforcing domestic user engagement and fulfillment efficiency ahead of major shopping festivals and brand internationalization pushes.
5. WeRide Robotaxi Debuts in Southeast Asia;
On Sept 1, WeRide announced that its first Robotaxi GXR units arrived in Singapore and began simulated road testing at CETRAN (NTU), marking the first entry of a Chinese Robotaxi model into Southeast Asia. The program targets M1 certification, with public-road deployment by end-2025 pending approval and operations alongside a leading regional mobility partner. The move advances the regional commercialization of China’s AV tech: success in Singapore—known for stringent testing and compliance—could become a reference case for scaling in Southeast Asia and catalyze outbound opportunities for sensors, retrofits, and fleet operations services.
6. SSE Interim Report: Export Resilience, Private-Sector Lead;
H1 2025 reports from Shanghai-listed manufacturers show CNY 1.1T in overseas revenue (+5% YoY) across 830+ firms; private companies contributed >CNY 740B (+6%), underpinning innovative globalization. Market diversification and logistics networks supported growth: Yiwu Commodity City added 13 outbound projects, while Ningbo-Zhoushan Port leveraged 300+ container routes as a hub connecting the BRI and Yangtze River Economic Belt. Technology/brand upgrades stood out: Huayou Cobalt accounted for 57% of China’s exports of ternary cathode materials; Sino Medical’s HTSupreme stent received US FDA conditional approval, the first Chinese original high-end implant in the US. Overall, high value-add + branding is enabling Chinese manufacturers to escape price wars and expand margins abroad.
7. OpenAI Plans 1-GW Data Center in India;
OpenAI is reportedly planning a 1-gigawatt mega data center in India under its Stargate program, seeking local partners and potentially creating one of the country’s largest sites. CEO Sam Altman may announce details during a September visit; he recently confirmed OpenAI will open its first office in India and noted the country is already its second-largest user market after the US. The company launched ChatGPT Go at ₹399/month, well below Plus and Pro, to accelerate adoption. With Microsoft, Alphabet, and Reliance also building GW-scale facilities and renewables, the project—if realized—would advance localized AI compute, compliance, and cross-border data frameworks, while catalyzing outbound opportunities across chips, power, and thermal solutions.
8. AliExpress “Top-Tier” Brand Push;
AliExpress is preparing a “top-tier” brand-globalization initiative to launch before Double 11, inviting Fortune Global 500 and leading brands. A circulating “Double 11 Brand Strategy” screenshot shows Xiaomi and Pop Mart shortlisted for deep cooperation. The program may add a new brand section in-app, with traffic boosts and localized operations for selected partners. A veteran brand executive called the growth targets “extremely ambitious,” signaling a pivot from low-price volume to brand-driven GMV. Strategically, this offers Chinese brands higher certainty and better conversion during the Double 11/Black Friday window, while aligning with local logistics and service build-out.
9. FlowerKnows Series B; Proya Becomes No.2 Shareholder
On Sept 1, Chinese beauty brand FlowerKnows closed a Series B round with Proya taking a 38.45% stake via a new Hainan investment arm, becoming the second-largest shareholder; a longtime OEM shareholder exited. Proceeds will fund global expansion, supply-chain integration, and content innovation. Founded in 2016, Flower Knows built a distinct “girlish aesthetic,” entered Japan in 2019, launched US/EU DTC sites in 2022, and now counts the US as its largest overseas market; overseas revenue is about 10%, with 3M+ followers on Instagram and TikTok. With capital more selective, industrial investment is emerging as a key catalyst for C-beauty globalization, although the brand must keep broadening its audience beyond its niche positioning.