What the Chinese market is talking about.
Each narrative is a reviewed set of English and Chinese terms. The radar counts real articles that contain them, links the companies they name, and compares the last 7 days with the 7 before.
- China Cloud & Large Models云计算与大模型
China's cloud platforms and foundation models: capacity, pricing, releases and enterprise adoption.
Alibaba85Zhipu AI2NVIDIA2SAIC Motor1Lenovo Group1179sources · 7dNo baseline yetFirst detected 2026-09-144 hours ago1 Muse - Humanoid Robotics人形机器人
General-purpose humanoid and embodied-AI robots, their makers and the actuator, reducer and sensor supply chain behind them.
Tesla20UBTech Robotics5Changan Automobile4Unitree Robotics3Dobot3138sources · 7dNo baseline yetFirst detected 2026-09-145 hours ago2 Muses - AI Applications & AgentsAI应用与智能体
Consumer and enterprise AI apps and autonomous agents built on Chinese models, and their adoption.
Alibaba6Baidu2Xiaomi2Qualcomm2Tencent2129sources · 7dNo baseline yetFirst detected 2026-09-152 hours ago1 Muse - Autonomous Driving智能驾驶
Driver assistance, urban navigation, robotaxis and the lidar and compute behind them.
WeRide11Tesla6Pony AI6GAC Group3BYD3119sources · 7dNo baseline yetFirst detected 2026-09-133 hours ago2 Muses - Premium Consumer Recovery高端消费
High-end spending in China: luxury, premium baijiu, gold jewellery and duty-free.
Kweichow Moutai81Laopu Gold5Alibaba1Foxconn Industrial Internet1Tencent1117sources · 7dNo baseline yetFirst detected 2026-09-142 hours ago1 Muse - AI GlassesAI眼镜
AI and AR smart glasses from Chinese makers, and their optics and chip suppliers.
Apple4Qualcomm3Goertek1Xiaomi1112sources · 7dNo baseline yetFirst detected 2026-09-156 hours ago0 Muses - Industrial Automation工业自动化
Industrial robots, servo and control systems, and automated 'dark factories' in Chinese manufacturing.
Alibaba1NIO1NVIDIA1Tongwei1Hygon195sources · 7dNo baseline yetFirst detected 2026-09-143 hours ago1 Muse - Solid-State Batteries固态电池
Semi-solid and all-solid-state cells: pilot lines, vehicle installs and the electrolyte supply chain.
BYD36CATL8Li Auto5GAC Group1SAIC Motor190sources · 7dNo baseline yetFirst detected 2026-09-142 hours ago2 Muses - Low-Altitude Economy低空经济
eVTOL aircraft, passenger drones, flying cars and the rules and routes being built for them.
XPeng7Changan Automobile3GAC Group1CATL180sources · 7dNo baseline yetFirst detected 2026-09-148 hours ago0 Muses - Domestic AI Chips国产AI芯片
China-designed AI accelerators and the domestic compute build-out replacing imported GPUs.
Cambricon8Alibaba5NVIDIA4MetaX2Moore Threads257sources · 7dNo baseline yetFirst detected 2026-09-143 hours ago1 Muse - Chip Equipment Localisation半导体设备国产化
Domestic lithography, etch and deposition tools and the fabs qualifying them.
ASML6TSMC2CXMT1Seres1Naura140sources · 7dNo baseline yetFirst detected 2026-09-145 hours ago0 Muses - EV Price War汽车价格战
Price cuts, subsidies and 'involution' competition among China's carmakers, and the regulatory response to it.
XPeng1BYD1Leapmotor1GAC Group113sources · 7dNo baseline yetFirst detected 2026-09-1510 hours ago2 Muses - Battery Export Expansion电池出海
Chinese battery makers' overseas plants, export volumes and localisation deals.
BYD5CATL37sources · 7dNo baseline yetFirst detected 2026-09-143 days ago2 Muses - Overseas EV Factories车企海外建厂
Chinese carmakers building or localising vehicle production outside China.
Leapmotor1BYD13sources · 7dNo baseline yetFirst detected 2026-09-203 days ago2 Muses