Independent China Technology Analyst
Poe Zhao
Independent analysis of China's AI, semiconductor, robotics, and EV sectors, built on Chinese-language primary sources.
Cited by Reuters, The Economist, CNN, AFP, WIRED, South China Morning Post, The Wire China, The Straits Times, and Rest of World.
Research profile
- 170+ analyses
- 3 deep dives / week
- Chinese-language primary sources
- Beijing-based
Research products
English newsletter
Hello China Tech
English-language analysis of China's AI, semiconductor, robotics, and EV sectors for global investors, founders, and policy professionals.
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Institutional Access
Written analysis, question credits, and direct access for investment firms and strategy teams tracking China's tech sector.
Learn more →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.