11.06
·Reported
·Importance III
·Sources 1
·China
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
11.06
·Reported
·Importance II
·Sources 1
·Tokyo, Japan
At the Bu Ming Bai Festival held in Tokyo, the Bu Ming Bai Podcast invited Professor Xu Chenggang to discuss the institutional logic behind China's economic growth and recession, as well as how ordinary people can cope, using his book 'The Institutional Genes' as a starting point.
10.28
·Reported
·Importance II
·Sources 1
·China
According to a report by Nikkei Asia on October 28, due to rising memory storage prices driven by surging demand for AI infrastructure, HP, ASUS, and Acer are shifting some production capacity from Thailand and Vietnam back to China, with Dell also evaluating similar adjustments. Meanwhile, contract manufacturing giants like Quanta and Compal are pivoting toward AI servers, creating opportunities for Chinese manufacturers like Luxshare Precision to expand their PC businesses.
10.26
·Reported
·Importance III
·Sources 1
·China
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
10.25
·Reported
·Importance III
·Sources 1
·China
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
10.20
·Official claim
·Importance III
·Sources 1
·China
On October 20, the Ministry of Industry and Information Technology acknowledged that some automakers engage in bandwagon product launches and have problems such as insufficient testing and verification, and said it will resolutely prevent unreasonable innovation designs from entering the market.
10.14
·Developing
·Importance III
·Sources 1
According to a Voice of Hope report, Chinese brands such as Chery, Huawei and Xiaomi have been recalled abroad over product quality problems (such as broken axles and brake failures), yet they refuse to admit fault at home. This situation has drawn criticism from Party media, but some "Little Pink" groups have instead defended these brands, even "tearing into Party media," claiming that "national brands" only rip off Chinese people.
10.13
·Reported
·Importance III
·Sources 1
·China
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
10.13
·Reported
·Importance II
·Sources 1
·China
On October 13, Autohome confirmed with Maextro customer service that, in addition to the V800, the S800 Dazang Daguan edition can also receive a free upgrade of the brake pedal bracket. Owners need to proactively contact customer service or register at a user center; the plan is expected to be finalized by the end of October and rolled out starting in November. Previously, Maextro had responded that its braking system is developed and verified to standards higher than the national standard, to which netizens sarcastically replied, "If it's already above the testing standard, why replace it at all?"
10.12
·Reported
·Importance III
·Sources 1
·Russia
On October 12, the Federal Agency for Technical Regulation and Metrology of the Russian Federation announced that, because braking systems, seat belt anchorage points, cab protection and other features fail to meet safety requirements and could lead to traffic accidents and casualties, it was suspending sales in Russia of some trucks and special-purpose vehicles from JAC, Dongfeng, Foton and XCMG, and demanded that recall and rectification plans be drawn up.
10.12
·Reported
·Importance II
·Sources 1
·China
On October 12, a netizen posted a video showing extensive rust, peeling coating, and irregular holes along the underside of a Huawei AITO M7 produced in December 2022, along with flaky debris on the ground; the comments section featured jokes such as "just replace the chassis."
10.11
·Reported
·Importance IV
·Sources 1
·China
According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.
10.11
·Reported
·Importance III
·Sources 1
·China
Srinivasan, head of the International Monetary Fund's Asia Department, noted that China's growth model of relying on investment, manufacturing and exports is approaching its limits, and suggested improving the social security system, adjusting local government incentives and the land-finance model, warning that otherwise the country could fall into a prolonged slowdown.
10.11
·Reported
·Importance III
·Sources 1
·China
Research by the Conference Board shows that interest payments on the debt of China's central and local governments are expected to reach 1.4 trillion yuan in 2026, far exceeding the roughly 348 billion yuan in 2014; central government debt service is projected to rise to 19.2% of the general public budget.
10.08
·Reported
·Importance IV
·Sources 1
·China
On October 8, The Wall Street Journal reported that, facing difficulties such as the real estate downturn, insufficient domestic demand, and second-quarter GDP growth slowing to 4.3%, the stimulus measures introduced by the Chinese government — including mortgage subsidies and capital injections into banks — lean toward caution and are unlikely to fundamentally reverse the economic weakness.