9 h. ago China’s AI and EV boom drives record power demand, widening energy gap with US

China’s total electricity consumption hit a record high of 10.4 trillion kilowatt-hours (kWh) in 2025, more than double that of the US, the National Energy Administration (NEA) said on Saturday. The 5 per cent jump from the previous year marked the first time in China’s history that annual electricity consumption had surpassed 10 trillion kWh – the highest in the world and more than the combined total of the European Union, Russia, India and Japan, state broadcaster CCTV said, citing NEA...

Politics

37 h. ago China’s Euro Settlements Jump Most Since 2010 on EU Trade Boom

China’s Euro Settlements Jump Most Since 2010 on EU Trade Boom  Bloomberg.com

Politics

39 h. ago Chinese power stocks surge on State Grid’s record US$574 billion investment plan

Shares of Chinese electricity and grid equipment makers surged after State Grid unveiled a 4 trillion yuan (US$574 billion) plan to upgrade the country’s power networks, as surging demand and the global race in artificial intelligence drive investment in energy infrastructure. Baoding Tianwei Baobian Electric, which makes transformers, climbed 4.6 per cent to 14.50 yuan in Shanghai and power equipment manufacturer Henan Pinggao Electric jumped 4.8 per cent to 20.83 yuan. Suzhou Electrical...

Economics

67 h. ago China’s Export Boom Far From Over After Record Trade Surplus

China’s Export Boom Far From Over After Record Trade Surplus  Bloomberg.com

Politics

3 d. ago China’s Trade Surplus Reaches Record, Defying Expectations of Tariff

China’s Trade Surplus Reaches Record, Defying Expectations of Tariff-Driven Slowdown  The Wall Street Journal

Politics

3 d. ago The AI boom needs electricity, but Western grids are strained. Is power China’s power?

Near the end of last year, thousands of European travellers saw their holiday plans unravel after a prolonged power outage in the Eurotunnel – the underwater train passage linking Britain and France – caused by a fault in the overhead supply. For many, this brought back memories of chaotic scenes the previous April, when rolling blackouts struck much of Portugal and Spain. The United States also suffered from multiple power outages last year, including major disruptions in California – most...

Politics

5 d. ago DeepSeek Founder Liang’s Funds Surge 57% as China Quants Boom

DeepSeek Founder Liang’s Funds Surge 57% as China Quants Boom  Bloomberg.com

Politics

5 d. ago China AI, chipmaking stocks extend rally as IPO boom boosts sentiment

China AI, chipmaking stocks extend rally as IPO boom boosts sentiment  Investing.com

Politics

9 d. ago China's Battery Boom Is Running Into a Very Familiar Problem

China's Battery Boom Is Running Into a Very Familiar Problem  Crude Oil Prices Today | OilPrice.com

Politics

1 week ago China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs

China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs  South China Morning Post

Politics

1 week ago China stocks to see 20% upside on AI boom, overseas expansion: Goldman

China stocks to see 20% upside on AI boom, overseas expansion: Goldman  South China Morning Post

Politics

1 week ago China Imports Drive Vietnam’s 8% 2025 Growth, Record U.S. Surplus

China Imports Drive Vietnam’s 8% 2025 Growth, Record U.S. Surplus  The China-Global South Project

Politics

1 week ago Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

Baidu and Huawei Technologies collectively accounted for more than 70 per cent of China’s market for cloud services built on home-grown graphics processing units (GPUs) in the first half of 2025, as home-grown artificial intelligence chips gain traction amid rising demand for computing power and a wave of public listing plans. The figures, published in a Frost & Sullivan report released on Sunday, defined “GPU cloud” providers as companies that controlled the full chip-to-cloud value chain –...

Politics

2 w. ago China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play

China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play  SiliconANGLE

Politics

2 w. ago China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years  Stocktwits

Politics

2 w. ago China’s box office up 22% in 2025 to US$7.4 billion, led by record

China’s box office revenue jumped nearly 22 per cent in 2025, driven by a record-breaking domestic animated hit that helped the market rebound from a soft patch. Total ticket sales reached 51.8 billion yuan (US$7.4 billion), the second-highest level in five years, according to data released by the China Film Administration on Thursday. While surpassing 2024’s haul, last year’s total trailed the 54.92 billion yuan recorded in 2023. Local films continued to dominate the world’s second-largest...

Economics

2 w. ago LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address

LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address  Business Insider

Politics

2 w. ago Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China  CNBC

Politics

2 w. ago Graphite Mining Stocks Are Flying Amid China Tensions, Battery Boom

Graphite Mining Stocks Are Flying Amid China Tensions, Battery Boom  Crude Oil Prices Today | OilPrice.com

Events

2 w. ago China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up

China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up  CNBC

Events