Baiguan - China Insights, Data, Context
Baiguan, Amber Zhang, Robert Wu, Bob Chen, Olivia Plotnick, Aaron, China Engine Room, Baiguan China TourActionable insights for anyone who has a real stake in China
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 440 | Founded | 4 years ago | Last Issue | 5 days ago |
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baiguan.newsLatest Issues
The power grid trade: China's most certain spending
China built the power, now it has to move it
We are hosting an upcoming China Tour from November 2 to 6 in Shanghai, Suzhou, and Hangzhou, focused on China’s energy transition. Highlights include visits covering frontier nuclear fusion tec...
Xi's Busy Travel Schedule, Long-Form AI Video, Dating Scam Bust by Anthropic, Moonshot IPO - Baiguan Radio #42
Episode in Brief
- Xi heads to Washington. Xi Jinping is set for his first US state visit since 2015, capping his busiest travel stretch since 2019. Expectations for the Trump-Xi meeting itself are low — stabilization, not a reset — t...
When exactly will China’s semiconductor industry catch up with the West?
A conversation with a true industry insider
Last call: Apply for the Autumn 2026 Baiguan China Tour before this Sunday (Sep 13) to claim early-bird discounts.
China aired the country’s first AI long-form drama
China's AI video is quietly printing cash
Let’s start with a number that could feel impossible: in the two trading days after Mango TV announced China’s first satellite-broadcast AI long-form drama, its parent Mango Excellent Media (300413...
Last Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China Tour
This is the last call for the 2026 Autumn Baiguan China Tour early-bird discount (10% off all tour programs), valid only until 11:59 PM Beijing Time on September 13, 2026. After that, standard pricing applies and remaining seats will be rel...
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Authors
The writers behind this newsletter.
Baiguan - China Insights, Data, Context Your trusted source for credible, multi-faceted and actionable insights about China.
Follow me for data-driven insights on China
CEO of BigOne Lab, \ud83c\udde8\ud83c\uddf3's leading alt data company. Write 1) Baiguan, data-driven insights about \ud83c\udde8\ud83c\uddf3 biz 2) China Translated, a practical review of events with long-term impact, 3) Robert Wu’s Portfolio, my personal portfolio
Currently a venture capitalist and a former macroeconomist based in China. University of Chicago alumni, so you know how much I favor free market and Gothic. https://www.linkedin.com/in/bob-chen-96bb9521/
10+ yrs in China. On-the-ground observations of retail, consumer behavior, digital platforms and coffee shops. Lots and lots of coffee shops ☕️
Co-Editor of VoC & Baiguan. Experienced investor. Be bold, at the right timing.
Engineer-operator intelligence on China's industrial and technology system, covering AI, biotech, advanced manufacturing, and the companies shaping China's next economy.
Baiguan China Tour
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