Bamboo Works
Doug Young, Ethan ZhuBamboo Works provides news on Chinese companies listed in Hong Kong and the United States.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 253 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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bambooworks.substack.comLatest Issues
New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction
Key Takeaways
· Solar manufacturers like JinkoSolar are attempting to escape massive industry oversupply by pivoting into high-risk AI venture capital investing
· Beijing has paused new energy storage construction to prevent the kind...
BBW Weekly: China gains ground in open AI race, but can its models turn adoption into revenue?
China gains ground in open AI race, but can its models turn adoption into revenue?
Nvidia is moving beyond chips into AI model gateways, while Chinese models are expanding their global reach, as competition shifts to other areas
By Lee...
Shein’s U.S. buyout hits a political wall, as China’s fintech lenders face ruin
Key Takeaways
· Shein’s bid to acquire Everlane has run into a surprising U.S. national security review that appears driven more by politic factors than legitimate security concerns
· China’s private fintech lending sector is spirali...
BBW Weekly: DPC Dash bakes up Domino’s pizza giant with Chinese characteristics
DPC Dash bakes up Domino’s pizza giant with Chinese characteristics
1405.HK | Latest close: 30.5 | 52-week range: 28.42-92
The operator of the Domino’s Pizza chain in China reported 20.8% revenue growth in the first half of the year, d...
China’s state playbook fuels humanoid robot boom, resolves Evergrande crisis
Key Takeaways:
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Chinese state subsidies driving the humanoid robot sector are likely to prompt protectionist steps in the West
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The coordinated liquidation of Evergrande and sentencing of its founder reflect Beijing’s priority...
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