Independent China Technology Analyst
Poe Zhao
Independent analysis of China's AI, chips, robots, and EVs, read from Chinese filings, tenders, and policy papers.
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The first DeepSeek moment looked exceptional. The recent releases suggest China now has a repeatable system for producing models close to the global frontier.
DeepSeek was a surprise. K3 is evidence that China's progress is becoming more repeatable.
Latest from Hello China Tech
Full archive →-
Oct 19, 2026
A Top-10 Test for China's AI Exports
Beijing's proposed top-10 test counts global usage, and the choice of ranking changes which Chinese models it could reach.
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Oct 18, 2026
On ByteDance’s own list, WeChat, Taobao and Alipay said no
A 4x order book, a 150-app refusal list, a Rmb 50bn robot round, and my August robot piece, open until October 20.
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Oct 16, 2026
The Second Seat in China’s Consumer AI
Qwen passed DeepSeek while Alibaba paid for promotions and ads, and I read that as a sign that paid acquisition still matters in China’s AI apps.
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Hello China Tech
China's AI, chips, robots, and EVs, read from Chinese filings, tenders, and policy papers. For global investors, founders, and policy professionals.
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A new report each month, each one a complete read of a single sector or question, delivered as a PDF.
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Team access, every research report, and one written question a month for investment firms and strategy teams tracking China's tech sector.
What I bring to China tech analysis
Primary sources
Chinese-language filings, IPO prospectuses, procurement records, policy databases, and industry reporting.
Analytical frameworks
Reusable ways to understand companies, policy shifts, and competitive structures.
Signals to watch
Named indicators that show whether a thesis is strengthening or weakening.