Newsletter Research Trips Projects Partners Media About Subscribe →
Projects

Maps, trackers, reports, and indexes for China tech

Some China tech markets are too messy for one article. So we build the database, add the context, and make it searchable. These projects let readers work with the reporting after the article ends.

Screenshot of the China AI Atlas people and lab matchup interface
Interactive field guide

China AI Atlas

A map of China's leading foundation-model labs, the people behind them, and the money and institutions around them. This is not a directory of every AI company with a press release. It is a field guide to the labs that matter and the researchers, schools, investors, and government links around them.

10active labs
61researchers
188network nodes
8model matchups

Includes lab profiles, people profiles, talent-flow views, PhD cohort views, lab-to-lab comparisons, model arena data, financial overlays, and key-takeaway summaries. If you want to know why DeepSeek, Zhipu, Moonshot, MiniMax, StepFun, Qwen, ByteDance Seed, Tencent Hunyuan, and the rest are not interchangeable, start here.

Explore the atlas →
Screenshot of the China Humanoid Robotics Tracker homepage
Live industry tracker

China Humanoid Robotics Tracker

A free tracker for China's humanoid robotics market: robot makers, component suppliers, embodied-AI software companies, sensors, reducers, dexterous hands, actuators, batteries, controllers, chips, and the less glamorous parts everyone discovers they need after watching the demo video.

426companies
$17.6Bfunding
19categories
66cities

The tracker has company profiles, funding rounds, product categories, geography, news, reports, and cross-links into related Physical AI coverage. China's robotics story has moved past "which humanoid looks cool on video." It is reducers, motors, hands, chips, software stacks, integration partners, and city-level industrial policy. Less sexy, much more useful.

Open the tracker →
Screenshot of the China Physical AI Index dashboard
Rules-based market index

China Physical AI Index

A rules-based index of listed Chinese companies tied to AI in the physical world: robots, autonomous vehicles, drones, sensors, components, AI compute, and the manufacturing equipment behind them.

41constituents
$380Bmarket cap
28pure plays
40-60target range

The index publishes the methodology, constituent logic, sector allocation, live market data, company pages, event feeds, and a backtest. The weighting is float-adjusted market cap multiplied by estimated Physical AI revenue exposure, with concentration caps. Without those caps, it becomes a hardware mega-cap basket, which would be less interesting and probably less honest.

View the index →
Screenshot of the China Advanced Manufacturing Hubs Atlas homepage
Manufacturing atlas

China Advanced Manufacturing Hubs

A map of where advanced manufacturing is actually happening in China. Beijing, Shanghai, and Shenzhen matter, obviously. But so do Changzhou, Hefei, Ningde, Suzhou, Liyang, Wuhan, and a long list of places that rarely make it into English-language coverage.

49hubs
14sectors
116companies
32parks

The atlas includes city profiles, sector rankings, map filters, park pages, company examples, output estimates, local histories, policy context, and notes for people who may actually want to visit these clusters. It takes smaller cities seriously because, in China manufacturing, smaller does not mean irrelevant. Often it means the supply chain is right there.

Explore the hubs →
Flagship report

The State of Chinese AI Applications 2025

A public report on 50+ Chinese AI applications across consumer chatbots, productivity tools, education, enterprise software, image and video generation, and other categories where user scale and revenue tell very different stories.

50+apps analyzed
8sectors
2025data vintage
PDFfree download

The short version: Chinese AI apps have serious reach, but they are not monetizing like their US peers. The report looks at where the gap shows up, why it exists, and what that says about Chinese AI companies trying to build global software businesses.

Why Projects

Not everything fits neatly into a newsletter.

A tracker, an atlas, an index, and a public report are not the same thing. Fair. But they all start from the same problem: the market is too sprawling, the English-language coverage is too thin, and a one-off article would force too many shortcuts. So we do the database work and let readers check the map, the company list, the methodology, or the annoying edge case themselves.

Get in touch →

Get the report

Enter your email to download the State of Chinese AI Applications 2025 report.

We'll only use your email as described. No spam.