As US-China trade tensions escalate and global supply chains restructure, China's shift from exports to domestic sales is becoming a long-term strategy—not a short-term fix. Surging consumer stocks reflect growing investor confidence in the "China for China" model, where local production is tailored to serve local demand

US President Donald Trump has intensified tariff measures in a bid to clamp down on tariff circumvention through Southeast Asia and other third-party locations. His latest actions, aimed at closing long-standing loopholes, have disrupted global solar supply chains and intensified scrutiny on countries serving as intermediaries for Chinese-made products. The new strategy follows years of limited success from previous trade wars and marks a more aggressive posture on trade enforcement

CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year. During its earnings call, the company minimized concerns about recently imposed US tariffs, citing limited exposure to the American market

The US government reportedly plans to create a stockpile of deep-sea metals to lessen its dependency on China for essential battery metals and rare earth elements. This initiative may involve a draft executive order to expedite deep-sea mining applications in the Pacific Ocean and enhance domestic mineral processing, according to sources cited by the Financial Times and Reuters

The escalating trade war between China and the US has led to increased counter-pressure from China. By restricting rare earth exports, subjecting genetically modified agricultural products to national review, and discovering high-purity silicon resources, China is playing its "resource card" to gradually reduce its reliance on imports from the US while enhancing its bargaining power in subsequent negotiations and reshaping supply chain dynamics

The US government announced an executive order for reciprocal tariffs on April 2, 2025, imposing additional tariffs ranging from 11% to 50% on 57 countries with significant trade deficits starting April 9. Taiwan's tariff rate was set at 32%

Trump's steep 25% tariff on imported vehicles plus an additional 25% border tax on cars from Canada and Mexico has upended the US auto market, creating significant supply constraints and pricing uncertainties

Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex dimensions. The real shift, however, lies in business model innovation, not just technical advancement. Lei Zhang, founder of Hillhouse Investment, highlights this evolution, calling China "not only a leader in technological innovation, but a global powerhouse in business model innovation." A new wave of Chinese entrepreneurs is capturing global attention

ByteDance is reportedly developing its AI-powered smart glasses and has entered talks with suppliers, marking its latest move into the competitive AI hardware market

US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades to build, hitting Apple's Southeast Asian network. However, when Trump postponed the application of reciprocal tariffs on countries outside China, it ironically placed Apple at a disadvantage against rivals like Samsung Electronics

Hong Kong is demonstrating its smart city innovations at InnoEX 2025, with a strong focus on robotic applications developed by various government departments

The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability

Auto Shanghai 2025, running from April 23 to May 2, is set to become a critical arena for global automakers. Chinese brands are poised to dominate the spotlight, while European manufacturers—reeling from sluggish sales in China—see the event as a crucial opportunity to reset and reengage

China and Vietnam signed dozens of cooperation agreements during a state visit by Chinese President Xi Jinping, as he aimed to strengthen ties in Southeast Asia on his first overseas trip of the year