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Hello China Tech

Poe Zhao, Yanting
Hundreds of paid subscribers

Decoding China tech for global minds

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Substack
PricingFreemiumPublishesDaily
Issues180Foundeda year agoLast Issue37 hours ago
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Latest Issues

3D Printing and the Exported Factory

Why Shenzhen’s 90% grip on consumer 3D printer shipments is turning hardware exports into platform-controlled manufacturing capacity.

A father in England wanted to make his son a toy sword. He lacked his own father’s carpentry skills. A de...

37 hours ago
6
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China Puts AI on the Phone Bill

China’s carriers are selling AI inference by the month. The economics echo a costly precedent.

In May 2026, China’s three state-owned telecom carriers launched AI token subscription packages within days of each other. China Telecom, the co...

3 days ago
4
Paid

WeChat Becomes the Gatekeeper for China’s AI Agents

WeChat’s new access protocol shows why China’s AI agent layer is being shaped by super apps, not operating systems.

In December 2025, WeChat, China’s ubiquitous super app with 1.4 billion monthly users, forced users of ByteDance’s Doubao P...

4 days ago
7
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DeepSeek Moves From Token Logs to Expense Reports

OpenRouter saw the token shift first. Ramp now shows DeepSeek entering U.S. corporate spending.

DeepSeek has moved into a harder dataset: corporate spend.

8 days ago
5
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Meituan Borrows to Build

Behind the Q1 loss narrowing, Meituan is taking on more debt as it shifts from marketplace economics toward self-operated retail.

When Meituan reported Q1 2026 results on June 1, the headline figure dominated coverage: adjusted net loss na...

10 days ago
4
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Authors

The writers behind this newsletter.

  • Poe Zhao

    China tech analyst covering AI, robotics, EVs & chips from Beijing 12+ years tracking global innovation. Bringing insider perspective to global audience.

  • Yanting

    I’ve been living in Beijing for over 15 years, closely following business, technology, market strategy, and the broader forces shaping companies and industries.

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