Weekly Investment Overview
Market Leader in Dexterous Hands
Energy Storage Scale
Smart Computing Power
First L3 Autonomous Driving License
The Chinese investment market showed strong momentum this week, with strategic emerging industries such as artificial intelligence, new energy, biopharmaceuticals and advanced manufacturing attracting significant capital. Companies with core technologies and innovative capabilities continue to be the focus of investors, particularly in AI, new energy, biotech, and high-end manufacturing sectors identified as national strategic priorities.
Investment Highlights
Key Deals
| Company | Sector | Amount | Deal Type |
|---|---|---|---|
| Shenshi Technology | Artificial Intelligence | 800+ million yuan | Series C |
| Deepal | Electric Vehicles | 6.122 billion yuan | Series C |
| Weineng | Energy Storage | Nearly 1 billion yuan | Series C |
| Hailike Biotechnology | Biopharmaceuticals | Nearly 60 million yuan | Angel Round |
| Zhili IoT | Energy | 100 million yuan | Series B |
This week's investment landscape reveals a clear strategic focus on innovation-driven sectors across China. The government's initiatives are increasingly aligned with private capital to foster technological self-reliance, particularly in areas like AI computing infrastructure, new energy solutions, and advanced healthcare technologies. The significant funding rounds in companies developing core technologies like high-freedom robotic hands, scientific AI engines, and advanced energy storage systems highlight China's push toward the high-end of global value chains.
Particularly notable is the National Entrepreneurship Investment Guidance Fund's establishment of three regional sub-funds in Beijing, Shanghai, and Shenzhen, which have attracted nearly 1 trillion yuan in social capital. These funds, with an unusually long 20-year duration, signal China's commitment to long-term investment in frontier technologies like artificial intelligence and quantum technology, providing patient capital for innovations requiring extended development cycles.
China Market & Policy Weekly Update
Internet Platform Price Regulation
Foreign Investment Categories
NEV Trade-in Subsidy
This week witnessed significant policy developments in China aimed at promoting high-quality economic growth, optimizing the business environment, strengthening social security, and advancing ecological civilization. Multiple regulatory frameworks and support measures were introduced to ensure sustainable development across various sectors.
Policy Analysis
China's policy landscape this week reveals a sophisticated approach to economic governance, balancing regulation and stimulation. The introduction of the Internet Platform Price Behavior Rules marks a significant maturation in China's digital economy regulation, addressing key issues like algorithmic discrimination and deceptive pricing that have plagued the sector. These rules aim to create a more transparent and fair competitive environment while protecting both platform operators and consumers.
The updated Encouraged Foreign Investment Catalog with its 205 new items demonstrates China's continued commitment to opening up, particularly in strategic areas aligned with industrial upgrading goals. The geographic emphasis on central, western, and northeastern regions highlights efforts to balance regional development while directing foreign capital toward areas of national priority. Complementing this investment focus, the enhanced trade-in subsidy policy serves multiple objectives: stimulating domestic consumption, accelerating the transition to green transportation, and supporting the continued dominance of China's new energy vehicle market globally.
The latest economic indicators show China's industrial economy continuing its structural transformation. While overall industrial enterprise profits grew marginally at 0.1% year-on-year from January to November, there's a clear divergence between traditional and emerging sectors. Equipment manufacturing and high-tech manufacturing showed robust profit growth of 7.7% and 10.0% respectively, underscoring the effectiveness of industrial upgrading policies.
Tech Market Overview
The Chinese technology market demonstrated remarkable vitality this week, with breakthroughs across artificial intelligence, smart manufacturing, new energy vehicles, and green energy sectors. Companies are increasingly focusing on commercializing AI technologies and integrating them into various industry applications, while also advancing foundational technologies in autonomous driving, battery innovation, and high-performance computing.
First L3 Autonomous Driving License
First 30MW Pure Hydrogen Gas Turbine
Industrial Humanoid Robot Production
Maglev Test Platform Speed Record
Tech Frontiers
China's technological ecosystem is showing increasing maturity and self-reliance across multiple domains. The AI sector continues its rapid development with a dual-track approach of advancing foundation models while simultaneously focusing on industry-specific applications. Alibaba's open-sourcing of advanced image processing models reflects the growing trend of democratizing AI capabilities to foster broader ecosystem innovation, while specialized models like ByteDance's Seed Prover 1.5 demonstrate China's progress in developing domain-specific AI excellence.
The achievements in embodied intelligence are particularly noteworthy. UBTECH's production milestone of 1,000 industrial humanoid robots indicates that China is moving beyond research prototypes toward commercial-scale deployment of sophisticated robotic systems. Similarly, the joint release of bipedal and wheeled humanoid robots by Harbin Institute of Technology and Boshi Stock represents the growing integration of academic research with industrial applications, accelerated by the incorporation of large language models that enhance robots' understanding and interaction capabilities.
In the energy and transportation sectors, breakthrough technologies are addressing critical national priorities. The world's first 30MW pure hydrogen gas turbine represents a significant advancement in green energy generation, while CATL's sodium battery technology promises to reduce China's dependence on lithium resources while maintaining competitive performance metrics. The maglev speed record by National University of Defense Technology highlights China's continued investment in next-generation transportation technologies that could revolutionize both domestic connectivity and create exportable infrastructure solutions.
Trending Tech Keywords
Selected News
Harbin Institute of Technology and Boshi Stock Jointly Release Two Humanoid Robots
Harbin Institute of Technology and Boshi Stock jointly released bipedal and wheeled humanoid robots featuring 7-DOF mechanical arms and full joint force control functionality. The robots are equipped with HIT's "Huozi-Rixin" large language model, enabling voice dialogue and instruction comprehension, with leg joints capable of maximum torque of 400Nm.
Alibaba's Tongyi Qianwen Open Sources Qwen-Image-Layered Model
Alibaba's Tongyi Qianwen has open-sourced the Qwen-Image-Layered model, which can decompose an image into multiple RGBA layers with transparency information. Users can perform fine-grained modifications, significantly enhancing image editing flexibility and precision.
World's First 30MW Pure Hydrogen Gas Turbine Achieves Stable Operation
China's independently developed 30MW pure hydrogen gas turbine has successfully achieved pure hydrogen power generation with stable operation, marking the successful implementation of the world's first 30MW-level "electricity-hydrogen-electricity" demonstration project, capable of reducing carbon emissions by over 200,000 tons annually.
CATL Announces Large-Scale Application of Sodium Batteries in 2026
CATL has announced that sodium batteries will achieve large-scale application in battery swapping, passenger vehicles, commercial vehicles, and energy storage in 2026. New sodium battery passenger vehicles will achieve pure electric range exceeding 500km and have already passed new national standard certification.
UBTECH's 1,000th Industrial Humanoid Robot Walker S2 Rolls Off Production Line
UBTECH's 1,000th industrial humanoid robot Walker S2 has rolled off the production line, with production capacity exceeding 1,000 units and deliveries surpassing 500 units. The company plans to increase annual capacity to 10,000 units by 2026, with applications in automotive manufacturing, smart manufacturing, and smart logistics.
NDRC, SAMR, and CAC Jointly Issue Internet Platform Price Behavior Rules
The National Development and Reform Commission, State Administration for Market Regulation, and Cyberspace Administration of China have jointly issued the "Internet Platform Price Behavior Rules" consisting of 29 articles. The rules aim to regulate price competition order, prohibit price dumping, price discrimination, and other behaviors, and will take effect on April 10, 2026.
NDRC and MOC Release 2025 Edition of Encouraged Foreign Investment Catalog
The National Development and Reform Commission and Ministry of Commerce have released the "Encouraged Foreign Investment Catalog (2025 Edition)" effective from February 1, 2026. The new catalog contains 1,679 items, adding 205 and modifying 303 compared to the 2022 edition, focusing on guiding foreign investment into advanced manufacturing, modern services, and high-tech sectors.
Finance Minister Announces Continued Support for Trade-in Subsidies in 2026
Finance Minister Lan Fo'an has announced that in 2026, the government will continue to allocate funds to support the national consumer goods trade-in subsidy policy with optimized scope and standards. New energy vehicle subsidies will increase from 10,000 to 20,000 yuan, and fuel vehicle subsidies from 7,000 to 15,000 yuan, with 300 billion yuan in ultra-long-term special treasury bonds to be issued in 2025 to support this policy.
Three Regional Sub-funds of National Venture Capital Guidance Fund Completed Registration
Three regional sub-funds under the National Venture Capital Guidance Fund completed business registration on the same day in Beijing, Shanghai, and Shenzhen, with registered sizes of 29.646 billion yuan, 47.1 billion yuan, and 45.05 billion yuan respectively. Covering the Beijing-Tianjin-Hebei region, Yangtze River Delta, and Greater Bay Area, they are expected to attract nearly 1 trillion yuan in local and social capital.