Insights

As AI enables tiny teams to produce films on modest budgets, China’s established studios are being forced to confront who gets to make movies.

The investment model increases the risk of overinvestment in Beijing’s priority sectors.

The US e-commerce giant is phasing out fulfillment services as it trails far behind regional players.

It may lack the gaming roots of Bilibili and HeyBox, but Xiaohongshu’s community dynamics can help smaller titles turn authenticity into attention.

Meituan Youxuan’s shutdown ended a subsidy war and opened a new phase in China’s retail competition.

Swollen inventories, weak sell-through, and strained distributors still weigh on the industry despite the price update.

China’s largest payment platforms are competing to move beyond the final step in a transaction and become the starting point for services.

The video model stands alongside Anthropic’s Claude as a compelling case for AI monetization.