China tech stocks crush US rivals 📊 Ne Zha 2 shatters Disney record 🎬 Optical fibers 10,000x faster 🚀

2025-02-17 | subscribe | homepage

Welcome back to this week’s edition of the China Insights Weekly Newsletter!

Some of the key highlights this week:

• China's "terrific ten" stocks up 27.5% YTD, outperforming US "magnificent seven".

• China holds 63% of global humanoid robot supply chain.

• Daikin and Syngenta expand China R&D, increasing foreign investment in Suzhou & Shanghai.

• "Ne Zha 2" tops global animated films with USD 1.8 billion, surpassing Disney.

Dive deeper into these stories and more by clicking the headlines below. We value your feedback. Let us know your thoughts or suggestions on LinkedIn, X or Facebook.

🚀 Headlines

China's “Terrific Ten” stocks outperform US’ “Magnificent 7” amid DeepSeek boom (link)

China’s “Terrific Ten” tech stocks (Alibaba, Tencent, Meituan, Xiaomi, BYD, JD.com, NetEase, Baidu, Geely, SMIC) have outperformed their U.S. counterparts, rising an average of 27.5% year-to-date. Alibaba led with a 53.28% gain. In contrast, the U.S. “Magnificent 7” (Apple, Microsoft, Alphabet, Tesla, Meta, NVIDIA, Amazon) rose 1.3%. Longer-term, from Dec 31, 2023, to Feb 12, 2025, the Terrific Ten gained 77.4% versus 76.6% for the Magnificent 7. This growth is driven by optimism around DeepSeek, sparking renewed interest in China’s AI and cloud computing potential.

China leads with a 63% market share of the global humanoid industry supply chain (link)

Morgan Stanley’s report, “The Humanoid 100,” highlights China’s dominance in the global humanoid robotics supply chain, with a 63% market share. Among humanoid robot developers, 73% are in Asia, including 56% in China. The sector includes three core segments: brain (AI chips, software, semiconductors), body (sensors, batteries, motors), and integration (complete robot systems). Shenzhen leads with seven firms in the top 100. By 2050, China’s humanoid robot market could reach CNY 6 trillion with 59 million units deployed. Globally, this could create a USD 60 trillion market, significantly reshaping civilian occupations and workforce dynamics.