Hermes strategygroup, Ltd. provides its clients with knowledge support to better navigate China/Asia markets.
Retweets to be taken with a large grain of salt.
I guess people don’t know this:
Using an American number to access cellular data in China automatically gets past the Chinese firewall. No VPN needed.
Using a Chinese number to access cellular data in the US is still restricted by the Chinese firewall, so can’t use Google/Meta
Alibaba, Baidu, BYD and Unitree
DOW Releases List of Chinese Military Companies in Accordance With Section 1260H of the National Defense Authorization Act for Fiscal Year 2021 > U.S. Department of War > Release | U.S. Department of War https://t.co/5C5NxHgwYK
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
https://t.co/0HKSayvvTK
$18bn is a gross underestimate. We estimated capital spending on polysilicon and solar manufacturing capacity in 2023 alone at well over $100bn and reportedly it was common for local governments to pay for and build the entire factory with firms just bringing in the machines.
It's early, but June figures are showing a signifcant increase in LNG imports by Chinese buyers. The numbers imply spot buying to cover some of the losses from Qatari contracted volumes; an unequivocally bullish sign given the country's higher pricing threshold. @ColumbiaUEnergy
“When Beijing casts structural problems as technical hurdles or pressures from abroad, it limits the reforms it is willing to pursue while offloading responsibility,” writes Francesca Ghiretti.
https://t.co/uRNbUP4vFJ
中国灵活就业人数今年料达3.2亿 占就业人口四成
The number of people in China engaged in flexible employment is expected to reach 320 million this year, accounting for 40% of the employed population.
https://t.co/thlYsd7nvt
Feels like something is moving in Germany.
Conservative leader in EPP Manfred Weber
“Either we fight back, or China will cripple parts of our industry. The EU must now use its trade policy instruments decisively and without hesitation"
In April, I wrote about DeepSeek-V4 as a compute-shaping document. DeepSeek’s own pricing page flagged Ascend 950 for H2 2026 deployment. Now a third-party team has post-trained V4-Pro on the current 910C. The ecosystem is moving ahead of the official roadmap.
My analysis on what DeepSeek-V4 really tells hardware investors: https://t.co/rZiFhMMGx4