Insights

China does not need
explaining more often.
It needs explaining better.

Analysis, experiences and business cases on economic, technological, cultural and social developments in China. Based on personal experience, business insight and verifiable sources. Not to make China look better or worse than it is, but to understand it better.

Sections

  1. 1Market opportunity
  2. 2Technological build-up
  3. 3Scale and chain integration
  4. 4Lower cost, stable quality
  5. 5Influence on market structure

Economy and technology · 14 Jul 2026

How China takes over an industry, explained through caviar

Five steps: market opportunity, technological build-up, scale and chain integration, cost reduction with stable quality, and finally influence over the structure of the market itself.

It happened to solar: from about €5 per watt in 2000 to under €0.15 in 2024. To batteries: from $1,200 per kWh in 2010 to around $100 in 2024. To electric cars. And, improbably, to caviar, where a Caspian monopoly became a Chinese market share of over fifty percent.

Read the full piece

China Business Mission 2026

Cities and companies
of the mission

For every city and company of the October 2026 mission, China Connect made a film and a presentation. They are all here, with the full slides.

Read the case

Shanghai 上海
Hangzhou 杭州
Hefei 合肥

Reading for the mission · five book reviews

All insights

Cases, videos and presentations · Guide · 17 Oct 2026

The Forbidden City

Nine by nine nails on every gate, one axis through the whole city. A five-minute film and a 25-slide presentation on the heart of Beijing.

Cities and companies · City · film and presentation · 17 Oct 2026 · 10 min

Beijing, the capital

Economic strength, Zhongguancun, AI and space, the Belgian connection from Verbiest to the railways, Peking duck and the Forbidden City. Ten-minute film and 29-slide presentation.

Cities and companies · Company · film and presentation · 16 Oct 2026 · 6 min

USTC Silicon Valley

科大硅谷 · Innovation · Hefei

Innovation zone around the USTC university: how Hefei turns a university into a startup factory.

Cities and companies · Company · film and presentation · 16 Oct 2026

BOE Technology

京东方 · Displays · Hefei

Display technology from Hefei: the world’s largest screen maker, from TV panels to OLED.

Cities and companies · Company · film and presentation · 15 Oct 2026 · 5 min

iFlytek

科大讯飞 · Speech and AI · Hefei

Speech technology and AI, from student lab to machines that listen and speak.

Cities and companies · Company · film and presentation · 15 Oct 2026 · 4 min

NIO

蔚来 · Electric cars · Hefei

Premium electric cars with battery swapping, rescued by the city of Hefei.

Cities and companies · Company · film and presentation · 15 Oct 2026 · 5 min

JAC Motors

江淮汽车 · Automotive · Hefei

Car maker from Hefei, partner of Volkswagen.

Cities and companies · Company · film and presentation · 14 Oct 2026 · 5 min

Alibaba Group

阿里巴巴 · E-commerce and cloud · Hangzhou

Visit to the headquarters of China's e-commerce and cloud giant.

Cities and companies · Company · film and presentation · 14 Oct 2026 · 4 min

Jack Ma Foundation

马云公益基金会 · Philanthropy and education · Hangzhou

Meeting and conversation with the foundation of Alibaba founder Jack Ma.

Cities and companies · Company · film and presentation · 14 Oct 2026 · 5 min

BrainCo

强脑科技 · Neurotech · Hangzhou

Brain-computer interfaces and smart prostheses, one of the 'Six Little Dragons'.

Cities and companies · Company · film and presentation · 14 Oct 2026 · 5 min

Rokid

灵伴科技 · AR and wearables · Hangzhou

AR glasses and AI wearables from Hangzhou.

Cities and companies · Company · film and presentation · 13 Oct 2026

Unitree Robotics

宇树科技 · Robotics · Hangzhou

Quadruped and humanoid robots, from student project to China's best-known robot maker.

Cities and companies · Company · film and presentation · 12 Oct 2026 · 4 min

Dewu (POIZON)

得物 · E-commerce · Shanghai

Marketplace for sneakers, streetwear and luxury, where every product is verified first.

Cities and companies · Company · film and presentation · 12 Oct 2026 · 5 min

Model Space

模速空间 · AI ecosystem · Shanghai

Shanghai's incubator in Xuhui for companies building large AI models.

Cities and companies · Company · film and presentation · 12 Oct 2026 · 5 min

π Space, Jing’an

视听静界·π空间 · Audiovisual · Shanghai

Showcase of Jing'an's cluster for ultra-HD, XR and audiovisual technology.

Cities and companies · Company · film and presentation · 12 Oct 2026 · 5 min

Hema (Freshippo)

盒马 · New retail · Shanghai

Alibaba's supermarket where store, app and fast delivery come together.

Cities and companies · City · film and presentation · 11 Oct 2026 · 10 min

Shanghai, the city on the sea

From fishing village to world city, the Belgian connection, the economic leap, where the city is betting, its people, food and where to get lost. Ten-minute film and 34-slide presentation.

Analysis and opinion · Book review · 8 Oct 2026 · 4 min

Breakneck

Dan Wang · W. W. Norton, 2025

China as an engineering state: what it builds, what it costs people and what Europe can learn.

Analysis and opinion · Book review · 8 Oct 2026 · 4 min

Terug naar China

Tom Van de Weghe · Borgerhoff & Lamberigts, 2025

The story behind the Chinese century: control, power and the new world order.

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Most insights start as a post by Jun on LinkedIn; the films appear on the China Connect YouTube channel. Every piece has its own page you can share.

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