China

Intelligence for Better Decision Making

China Accelerates AI Integration with Nationwide Data Initiatives and Sector Reforms
Jan. 2, 2026 | Technology & Innovation

China is accelerating efforts to integrate artificial intelligence across its economy and regulatory framework.

**China’s “AI Plus” initiative drives a national push to embed AI deeply into six key sectors by 2027 and to achieve widespread adoption of AI-driven applications by 2030.**
This initiative aligns with a broader strategy to establish the data infrastructure, systems, and markets required for high-quality, AI-driven economic growth.

**By 2025, the National Data Administration and 26 other ministries have coordinated the creation of more than 100,000 high-quality datasets totaling over 890 petabytes.**
These efforts included selecting 72 leading organizations to pilot dataset construction in science, education, and embodied intelligence, completing 140 critical dataset tasks that now serve as foundational resources for AI development.

**That same year, the National Data Administration reinforced five core elements—systems, infrastructure, scenarios, markets, and industries—to improve data-driven problem solving.**
Reforms advanced the market-oriented allocation of data elements, accelerating the commercialization and valorization of data assets, while international cooperation in the data sector yielded positive outcomes.

**Under the “East Data, West Computing” project, China consolidated 80 percent of its smart computing resources into eight major hubs.**
A nationwide monitoring and scheduling system began overseeing 857,000 petaflops of computing capacity and allocating 96,000 petaflops for use. At the same time, a unified public data resource registration platform reached full provincial coverage, logging over 130,000 distinct data items.

**The digital economy posted robust growth in 2024 and 2025, with China leading the world in invention patents granted within core digital industries.**
Digital consumption and trade expanded steadily, and the digital economy’s value-added output is projected to reach 49 trillion yuan in 2025—around 35 percent of GDP—while the share contributed by core digital industries continues to rise.

**In 2025 the National Data Administration also spearheaded standardization efforts, issuing 48 national standards and technical documents on data infrastructure and products and publishing four new international standards on metadata and data quality.**
It launched standard validation pilots, formed six industry application groups, and conducted data annotation trials in seven cities, generating over 85 petabytes of annotated data to support the development of 260 AI models.

**Looking ahead to 2026, designated the “Year of Data Element Value Release,” China plans to enhance data flows, optimize resource allocation, boost market activity, and nurture a thriving ecosystem.**
The government will focus on ensuring data availability, usability, security, and seamless integration into economic value-creation processes to drive further economic and social progress through AI and digital innovation.
MiniMax Drives AI IPO Surge Amid Growing Competition Among Chinese Startups
Jan. 2, 2026 | Competitiveness

Chinese AI startups are making significant strides as they pursue public listings and fresh capital.

**MiniMax Group has filed for an initial public offering on the Hong Kong Stock Exchange, aiming to raise between HK$3.8 billion and HK$4.19 billion (approximately USD 490 million to USD 538 million) by selling 25.4 million shares at HK$151 to HK$165 each.**
This pricing implies a market valuation between HK$50.4 billion and HK$54.4 billion (around USD 6.5 billion to USD 7.0 billion). China International Capital Corp and UBS sponsor the offering, while Goldman Sachs and Morgan Stanley coordinate the IPO.

**Founded in early 2022 by former SenseTime executive Yan Junjie, MiniMax develops multimodal AI models that process text, audio, images, video and music.**
Its flagship large language model powers the Hailuo AI app, the Talkie chatbot, the Xingye virtual character generator and open platforms for enterprise and developer integration. By September 2025, the company had reached over 212 million users worldwide.

**In the first nine months of 2025, MiniMax nearly tripled revenue year-on-year to USD 53.4 million, with more than 70 percent coming from international markets.**
Despite this growth and expanding user engagement, the company remains unprofitable. It reported net losses of USD 269 million in 2023, USD 465 million in 2024 and USD 512 million as of September 30, 2025. Under non-IFRS measures, adjusted net losses totaled USD 186 million for the nine-month period ended September 2025.

**MiniMax plans to invest about 90 percent of the IPO proceeds in research and development over the next five years, allocating the remaining 10 percent to working capital and general corporate purposes.**
Fourteen cornerstone investors, including Aspex Management, Eastspring Investments, Mirae Asset Financial Group, Alibaba Group Holding and E Fund Management, have committed around HK$2.7 billion in subscriptions.

**This public offering reflects growing investor interest in China’s domestic AI sector, driven by the success of local generative AI services such as DeepSeek.**
It also coincides with a similar listing attempt by Zhipu Huazhang Technology, illustrating the intense competition among Chinese AI firms to capitalize on rising market demand.

Monitored Intelligence for China - Jan. 2, 2026


News
Media
533

Government
Releases
49

City/State
Releases
38

Embassy
Releases
7
Foreign
Service
Advisories
0
Academic/
Think
Tank
29


Podcasts
0


Videos
0

Social
Media
0

Business
Releases
2

Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.

The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.

Risk Categories Reported on Today

Risk Category
Items Reported On
Geopolitical Conflict and Disputes
27
Regulation
33
Political Scandal or Corruption
5
IP Protection
8
Epidemics and Pandemics
1
Shifting Geopolitical Alliances
11
Crime
2
North Korea
1
Privacy
4
Climate Change
5
South China Sea
2
Cyber Attacks and Data Loss
1
Corporate Corruption or Fraud
1
Extreme Weather Events
1

Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.

We categorize key intelligence into one of 30 different operations intelligence categories.

Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.

Operations Categories Reported on Today

Operations Category
Items Reported On
Political Policy Resistance
7
Real Estate
6
Economic Growth
34
Trade Issues and Numbers
8
Bizdev-Partnering
10
Taxes
2
Tech Development/Adoption
23
Operating Results
8
Demographics
2
Legal Exposure
1
Politics and Elections
7
Asset Price Change
11
IP Protection
3
Energy Prices
3
Initiative
3
Mergers & Acquisitions
1
Supply Chain Issues
1
Financial System Problems
1

以核心问题导航,优化保护范围!

Kangxin Partners PC | English | AcademicThink | Jan. 2, 2026 | UndeterminedIP Protection

In patent application drafting, the background technology section is not an isolated description but forms a legally logical "contract" with the claims, especially independent claims. A key principle is that independent claims must include all necessary technical features to solve the specific technical problem addressed. According to patent regulations and guidelines, independent claims should reflect a technical solution as a whole and solve one or more closely related technical problems, rather than addressing all problems mentioned in the background.

An example using winter melon meatball soup illustrates the pitfalls of an overly broad independent claim attempting to solve multiple problems simultaneously, resulting in a narrow protection scope. If all issues like excessive saltiness, lack of freshness, cooking time discrepancies, and seasonal flavor difficulties are combined into one claim, competitors can easily bypass the patent protection by omitting any single feature.

The solution is to identify and focus on the "core problem" that the invention primarily addresses, allowing the independent claim to be concise and targeted. For instance, if the main innovation solves the cooking time mismatch through core steps like frying meatballs and blanching winter melon, the independent claim should focus on these necessary features. Other optimizations can be included as dependent claims, creating a hierarchical and resilient protection system.

When drafting the application, it is essential to prioritize the central technical problem and craft independent claims as a precise "vanguard" addressing that core issue. Additional improvements should be protected through dependent claims, forming a clear and robust patent framework rather than attempting to cover all possible issues in a single claim.

S.Korean president to visit China in January trip to ‘play positive role in advancing ties’

Global Times | English | News | Jan. 2, 2026 | Shifting Geopolitical Alliances

South Korean President Lee Jae-myung will visit China from January 4 to 7, 2026, marking his first state visit to China since taking office. The Chinese Foreign Ministry expressed hope that the visit will positively advance the China-South Korea strategic cooperative partnership under the guidance of the two heads of state.

The trip follows a November meeting in Busan between Chinese and South Korean leaders that helped stabilize relations and is seen as a chance to build a more substantive consensus on the future trajectory of bilateral ties. Lee's visit reflects a pragmatic diplomatic approach and a clear prioritization of relations with China compared to the previous South Korean administration.

During the visit, Lee will spend time in Beijing for official engagements before traveling to Shanghai to mark the 150th anniversary of the birth of independence leader Kim Koo and the 100th anniversary of the Provisional Government of the Republic of Korea site. The events commemorate the shared anti-fascist history between China and South Korea and emphasize support for the post-World War II international order.

President Lee's itinerary also includes efforts to promote partnerships between South Korean and Chinese companies in the venture startup sector, with economic and trade cooperation expected to be a core focus of the visit. The visit has been broadly covered by South Korean media as a significant step in restoring and advancing bilateral relations.

储能行业重回高景气

Energy Storage Industry Returns to High Prosperity

Guangming Daily | Local Language | News | Jan. 2, 2026 | UndeterminedEnergy Prices

The energy storage industry in China is experiencing a return to high prosperity driven by clarified targets, improved revenue models, and decreasing system costs. By the end of September 2025, the installed capacity of new-type energy storage exceeded 100 million kilowatts, becoming a key factor in promoting new energy consumption and ensuring power supply reliability. The sector has attracted over 200 billion yuan in project investment since the 14th Five-Year Plan, stimulating more than one trillion yuan across the industrial chain.

The National Development and Reform Commission and the National Energy Administration have set development targets for 2025 to 2027, aiming to add over 100 million kilowatts to reach more than 180 million kilowatts of installed capacity by 2027. This expansion is expected to drive project investments of approximately 250 billion yuan. The energy storage market is being boosted by clarified capacity goals, optimized pricing mechanisms, and increased company investment enthusiasm. Globally, rising demand in Europe, the Middle East, and Asia-Pacific aligns with domestic growth.

Cost reductions are a key contributor to recent industry growth, with energy storage system costs falling about 80% compared to three years ago and some regions seeing costs below 0.2 yuan per kilowatt-hour. Continued technological breakthroughs and increased industrial scale have enhanced energy storage performance while reducing prices. In 2025, over 300 new energy storage products were launched, emphasizing large capacity and high power. Leading companies like Ningde Times New Energy Technology Co., Ltd. have scaled commercial use of large-capacity cells, such as the 587 Ah cell, projected to ship 3 GWh by year-end.

The development of large-capacity cells improves system economics but also raises higher safety and reliability requirements. Technologies such as high-safety electrolytes and explosion-proof valves are key to meeting these demands. Industry leaders advocate for a focus on true safety and efficiency rather than overstated performance claims. Looking forward to the 15th Five-Year Plan, the market is expected to transition toward market-driven growth, leveraging the green value of energy storage, expanding application scenarios, and innovating business models. Stable value return mechanisms are anticipated to shift industry competition from price-based to value-based.

Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.

Have a service or subscription question? We'd be happy to hear from you.

How can we help?
Full Name:
Email Address:
Type of Inquiry:
Country of Interest:

Contact us for a free trial of the Daily Briefing for your country of choice.


We currently cover:
South Korea
Japan
China
Taiwan
Vietnam
India

info@eruditerisk.com

The Daily Briefing is delivered Monday through Thursday via email.

Each day's reports include a combination of:

Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.

Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.

Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.

Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.

Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.

Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.

The Daily Briefing is comprehensive!

The Daily Briefing can run 50-100 pages each day!

Luckily, Erudite Risk tailors every report specifically to you.

Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.

To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.

Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.