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MutuaValue
Pinduoduo: Anatomy of Engineered Hypergrowth
In less than a decade, Pinduoduo (PDD) has evolved from an unknown startup to a global e-commerce giant, surpassing $100 billion in...
Jun 4
Tech Titans 2024: Contrasting Profiles of the United States and China
Two super-powers, two profiles In 2024 the twenty-two largest U.S. technology companies generate roughly €2.44 trillion in revenue and...
Jun 2
Cambricon Technologies: Keystone of China’s AI-Chip Autonomy ?
Founded in March 2016, Cambricon Technologies Corporation Limited grew out of a Chinese Academy of Sciences (CAS) project launched in...
Jun 1
SMIC: China’s Foundry Between Rapid Expansion and Strategic Dependence
Between 2019 and 2025 Semiconductor Manufacturing International Corporation (SMIC) rose to third place among global foundries. Its...
May 31
Xiaomi in 2025: from smartphones to smart cars—building a global ecosystem
Activities and value creation Smartphones remain Xiaomi’s centre of gravity (still over half of revenue), but the group is accelerating...
May 30
JD.com: Vertical Integration and New Growth Drivers
A Fully Integrated End-to-End Retailer Founded in 1998 by Liu Qiangdong and listed on the Nasdaq since 2014, JD.com has become China’s...
May 29
Lenovo in the AI era: diversification, margins and outlook
Lenovo, the Chinese tech giant that became the world’s largest PC maker after buying IBM’s PC division in 2005, has radically widened its...
May 28
Alibaba: Re-igniting Growth Between Domestic Saturation and Global Expansion
Founded in 1999 as a simple B2B website, Alibaba has morphed into a digital empire spanning online commerce, cloud computing, logistics,...
May 27
Baidu 2025: reigniting growth through AI and the cloud
Founded in 2000 by Robin Li, Baidu long served as China’s main gateway to the internet. Its search engine—often dubbed “China’s...
May 26
Tencent: Can the Chinese Digital Colossus Still Accelerate Its Profitability?
With 1.4 billion active users on WeChat/Weixin, a record quarterly revenue of RMB 180 billion (+13 % in Q1 2025) and a 14 % rise in net...
May 24
Bilibili: Gen-Z video hub on the road to profitability
Bilibili has established itself as the cultural crossroads of China’s Generation Z: more than 340 million monthly active users, roughly...
May 24
PDD Holdings: From Pinduoduo to Temu, the Rise of an E-Commerce Giant
PDD Holdings Inc. is a digital commerce group. Its two flagship platforms dominate the business model: Pinduoduo, created in China in...
May 23
iFLYTEK: Chinese leader in voice and conversational AI
iFLYTEK is a Chinese leader in voice and language technologies, organised around several segments: automatic speech recognition (ASR) and...
May 22
Transsion: The Chinese Smartphone Giant for Emerging Markets
Transsion and Its Brands Transsion is primarily a Chinese manufacturer of mobile phones dedicated to emerging markets. Its flagship...
May 21
Tencent Music Entertainment (TME) 2019–2024: Chronicle of an Accelerated Transformation
Between 2019 and 2024, Tencent Music fundamentally reshaped its business model. The period began dominated by social karaoke and virtual...
May 20
China’s software sector
General Overview: A Market Still Hidden Behind Internet Giants Enterprise software has long been the blind spot of Chinese tech, media...
May 19
Meituan, the Chinese super-app for local services
Meituan is a Chinese “super-app” for local services, founded in Beijing in 2010 by Wang Xing. The company merged in 2015 with the review...
May 18
Chinese Technology Sector: State of Play
China’s technology industry remains one of the world’s most vibrant, propelled by a huge domestic market and government ambitions for...
May 17
NetEase: Diversification, Innovation and Resilience in Chinese Gaming
NetEase, Inc. (网易) is a Chinese Internet company founded in 1997 by William Lei Ding. First known for its web portal and online games (...
May 16
Kuaishou Technology: From Breakneck Growth to Sustainable Profitability
Strategy and Market Position Kuaishou is a Chinese short‑video and livestreaming platform built as a community‑centric social network....
May 15
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