Chinese

Russia is trying to conquer the Chinese pig market. Beijing has just provided it with rates of up to 62% to the EU

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Beijing has decided to strengthen its pressure on the European pig sector in an evening retaliation to The rates applied By Brussels to the electric cars ‘Made in China’. And plan to do it big, adding tariffs of up to 62.4% to EU meat exports. In Spain the employer already He has nuanced That their companies will pay only 20% (some less), but if there is a country that can look with satisfaction, China’s decision is not Spain, but Russia. After all, Moscow has been wanting to win Market share in Asia. What happened? That the European pig has started September with turbulence. Turbulence that also affect one of its large markets: China. On Friday the Ministry of Commerce of the Asian Giant advertisement that since Wednesday will impose provisional tariffs of up to 62.4% To a series of pig products and by -products, a whole malazo for the community sector, which every year sells in China thousands and thousands of tons of pork. According to the Pig333 specialized platform, only during the first quarter of 2025 the EU exported more than 1.1 million tons to countries located outside the community club. Among the nations that contributed the most to that figure are Spain, with 35% of exports, followed by Netherlands, Denmark and Poland. At the other end of the chain, the fate of the meat is China, which was made with 296,500 tons, almost 27% of the total. It is followed by the United Kingdom and the Philippines. What does that rate of 62.4%mean? The figure is overwhelming, but Beijing’s tariff policy will not affect all EU countries equally. In an interporp fact, the agri -food interprofessional organization of the white -layer Portio, stands out that the Spanish industry will be the best standing in Europe. Although the rate will effectively reach 62.4% for the company of other countries in the region, the employer clarifies that for local firms that penalty will be quite lower: 20%or even lower in some specific case. And what is the reason? EFE Precise That the largest tariffs, up to 62.4%, will apply to companies that do not collaborate with Chinese authorities. Those who do will see how that low rate at 20%, the percentage that the well, Noel, Campofrío, Cárnicas Five Villas, Fiselva or Sánchez Romero Cavajal must face. The general photo is however more complex: China plans to do certain exceptions with the companies that his delegation has taken by way of sample for his investigation. Among them are the Dutch Vion, which will face a tariff of 32.7%; Danish Danish Crown, who will assume a rate of 31.3%; and the Spanish Litera Meat, based in Huesca, the most favored with 15.6%. Why those rates? Largely for the automotive. Perhaps the meat and automobile industry do not have much to do, but if we talk about economic policy, commercial flow and tariffs things change. When Brussels decided Upload your rates To the electric cars ‘Made in China’, Beijing reacted pointing to one of the European sectors that depends most on the Asian giant, the pig. As? The Xi Jinping government began an investigation ‘Antidumping’ Focused on EU’s pig imports, a process with which, China alleges wants to avoid the alleged unfair competition that affects its own companies. These investigations began in 2024, but In June Beijing decided to expand the investigation until at least mid -December. Once the process ends, the government will announce the permanent tariffs, but until then it has opted for temporary rates. As remember The Ministry of Commerce, its preliminary study identified a case of dumping Related to pork from the EU, which would have caused “important damage” to Chinese companies. Is it so serious? It is no accident that Beijing has set just in that sector. China is a Important producer of pigs, but also a enormous gigantic market that matters every year hundreds of thousands of tons of meat, a flow that generates in turn thousands of millions of dollars. And that market the EU (and especially countries with broad livestock cabins, such as Spain) plays a key role. Despite having slightly reduced its purchases, in 2024 the Asian giant remained the main destination of community pork, with a flow of 1.12 million of tons. In 2020, when the sector of the country was affected by the African swine plague, that data came to 3.34 million. In the specific case of Spain, which together with Germany and France plays A fundamental role In the European pig industry, the figures are equally eloquent. “China is the main destination market for the meat and by -products of the Spanish pig. In 2024 exports to this country reached 540,000 t, with a value greater than 1,097 million euros, which represents almost 20% of the total exported volume and 12.5% ​​of the value of sales,” remember Interporc. Is it bad for everyone? No. There is a country that probably see with expectation commercial tensions between China and Europe, especially if we talk about the pig sector: Russia. Moscow was set out from the appetizing (and millionaire) Chinese market for about A decade and a half Due to the health restrictions applied by Beijing in 2008 to protect from the African pig plague. That veto was broken in March 2024, when Russia managed to send a first game of 27 tons of pig to the Asian giant. It was a modest amount, true, but a success for Russia, which had been trying to open a hole in the Chinese market for years. Last July, Russian pork exports to China already reached 12.4 million dollars, According to Echemiwhich ensures that this figure represents a 22% increase compared to June. It is not the only sign that Moscow is managing to recover land in the Asian market. Just a few days ago the Intefax agency revealed That Kremlin expects Beijing to increase the number of Russian companies authorized to export meat to China, a possibility that looks with optimism. “We are communicating … Read more

Latin America and Africa are a juicy caramel for car manufacturers. And the Chinese industry is already moving file

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The Chinese automotive industry has launched to the ambitious adventure to conquer the world. Yes last year We were talking about tariffs And both the United States and Europe looking for trying stop the expansion of the Chinese electric carnow we talk about huge ships from the main companies bringing their cars. But China Not only is your eye on Europe. It is already moving towards Africa and Latin America. Restrictions. Apart from bringing their cars to our borders, Chinese companies are moving forms for expand your dealer network in Europeas well as They operate their own factories. To ‘skip’ tariffs and restrictions, instead of manufacturing cars in the usual way, they do so by removal kits and put. But it is evident that these tariffs imposed on the electric car have been the trigger for the export to the West to cover other territories. In fact, brands such as ByD came to rethink their international strategy in some markets, and those alternative destinations outside the traditional axis are those that have lower commercial protection and greater growth potential. Africa (the north, especially) and some Latin American countries stand out for their lower customs obstacles and local policies that encourage the industry.

More than half come from four Chinese manufacturers

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In the aspirating robots segment, THE ROOM They seemed to dominate everything with iron hand. However, in recent times the situation has changed radically, and the protagonist of that revolution is China, which does not stop conquering more and more segments that seemed untouchable before. What happened. The Last data From the IDC consultant they reveal that in the first quarter of the year, the first four world vacuum robots manufacturers come from China. All of them have ended up unseating the traditional market leader, Irobot, a company known for developing the Robot Roba Robots Family. Chinese robots conquer the world. Chinese manufacturers who have broken the market are Beijing Roborock Technology (19.3%market share), Ecovacs Robotics (13.6%), Dreame Technology (11.3%) and Xiaomi (9.9%). Together those four companies managed to monopolize 54.1% of the total units distributed in that period, when the previous quarter that percentage had been 47.2%. Source: IDC Irobot sinks. Meanwhile, the Roomba falls significantly. A year ago they were in the first position in number of distributed units, but their current market share is only 9.3%, and their global sales have fallen 30.6% compared to the same period of 2024. Recall that Amazon was about to buy Irobot for 1.4 billion dollars, when the company today It is worth seven times less. Source: IDC. The aspiring robot are fashionable. Chinese firms have benefited in addition to a positive trend in this segment. At the global level they were distributed (not necessarily the same as “sold”) 5.09 million units in the first quarter, 11.9% more than in the same quarter of 2024. And the commercial war, what? China benefited especially from a curious fact: its best client is none other than the United States, and it seems that commercial war and tariffs are not significantly affecting this market. As indicated In Nikkeiexport tariffs of this type of products have been reduced to 30, although both countries must continue to negotiate since this tariff truce has the expiration date on November 10. In China the competition is fierce. Claire Zhao, an analyst at IDC, highlighted how these Chinese manufacturers face “fierce” competition in China, and there they barely manage to get benefits. New competitors also appear everywhere. DJI, known for his drones, has entered this segment with his family of Romo aspiring robots that adapt technologies of their air navigation systems. Meanwhile, Narkal Robotics, a Shenzhen startup, built 100 million dollars in April with investors such as Tencent. There were few … Roborock, for all. The market leader, Roborock, indicated that he has achieved “a significant increase in income in our business abroad” thanks to the development of new sales channels and expansion to new markets. The company’s revenues in the first half of 2025 are 79% higher than those of the same period last year, and have reached 1,100 million dollars. Ecovacs follows closely. Second is ecovacs, whose sales have grown by 86.5% in the second quarter with respect to the same period of 2024. Again the reason is in the Sales of your robots Outside China, in addition to the opening of new production lines to meet the growing demand that comes from the United States. China does not stop innovating. Chinese manufacturers do not stop launching new models and innovations, such as vacuum robots with arms and pier. The new X11 ecovacs have a new mop and new elements to clean corners more effectively. The model, which in Shanghai costs $ 840, costs $ 1,500 in the US, a price clearly affected by the sarancels. Roborock is, like its competitors, insatiable in terms of innovationalready end of June had increased the template of its R&D division by 73.5% compared to the previous year: it has 1,364 employees thinking how to improve its devices. In Xataka | Mopa is one of the skinny points of vacuum robots. Dreame’s proposal: change it for a roller

The Xpeng CEO is clear about the future apocalyptic of Chinese cars

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China is following a very clear strategy with its cars: flood Europe. And is doing it with both factories on the continent and Large ships that bring thousands of cars from China. Are Battery leaders and The electric car is its avant -gardebut we must not forget Your combustion models. There are more and more models And there are those who think that this wild competition can be what leads to the failure of many companies. To the point that only a handful of them will be short -term. Specifically … five. At least, according to the CEO of The promising xpeng. Spearheads. The proper names of the Chinese car are, now, well known. There are brands like Byd, Omoda either Mg that are increasingly seen in European streets. They are following strategies to Live with big fish In a very competitive market, expanding dealer networks, manufacturing in Europestriving to Understand the European user and associating with brands like Stellantis To create strategic relationships. To those that are already here you can add other proper names of great weight, such as a Xiaomi whose models are awakening so much interest that the brand has turned its main factory into A kind of amusement park. Increasingly. There are more that they have a smaller portion of the cake at the moment, but they have ambition. Xpeng landed in Spain in 2024 And it has been reaching other markets such as the United Kingdom. Its intention is to be present in 60 countries by the end of this year, concessionaires included, and there are still other names that are yet to come. Chery (owner of Ebro, Omoda and Jaecoo), is preparing the landing of a new brand, LEPASand outside the automotive segment, we have brands like Dreame (manufacturers of vacuum cleaners and Pool cleaning robots) that too They have interest In this market with the aim of competing … against the Bugatti Veyron. Only five will remain. And in this panorama in which there are more and more brands of Chinese cars, either for having many models or because they get into the car due to the government impulse, a controversial statement of he Xiaopeng enters. This is the CEO of the aforementioned Xpeng and, in a recent Pódcast, commented that the Chinese automotive sector has entered a elimination phase. Their comments are radical, stating that “no Chinese manufacturer is safe from a elimination round that will reach its end in five years and in which only five brands will remain.” The reasons are the same as not so much They hit the solar panel industry in China. After flood West With its technology, A bestial price war caused sellers to have to operate at losses and do the logical: manufacture less. There are brands like Byd that were profitable, but others depend on reaching a certain scale to survive and there are already analysts that estimate that, although state aid They promoted initial sales, withdrawal of incentives to consumers will impact a very fragmented market. It is not a crazy idea. Alixpartners is a consultant who coincides with the predictions of He Xiaopeng, pointing That the number of viable brands of electric and hybrids will exceed the current 129 to just 15 from 2030, with only a few giants dominating the market. It is something that would take brands like children, which has sought to differentiate (even creating mobiles to complete the experience of their cars), but has suffered financial and capacity problems. And you don’t have to go to China to be catastrophic. Ola Källenius is Mercedes-Benz’s CEO already described last year The current market as “a Darwinian price war” in which many of the current actors will disappear in five years. The Keys of analysts for a brand to survive? Manufacturing capacity, scale to other markets and battery leadership. Images | Byd, xpeng In Xataka | Byd did not go to the Shanghai Auto Salon to show cars. Went to exhibit power

Stellantis awaits a ship with open arms. One loaded with Chinese cars to assault the SUV of 30,000 euros

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China has an objective with its automotive industry: flooding Europe and other main markets with its cars. Its main bet is the electricbut Chinese brands are consolidating in the West with All types of motorizations. Saic, Geely, Byd and, of course, Xiaomithey are increasingly recognizable brands in the market, but at the end of 2024, Another joined the party: Leapmotor. Its objective is to compete in the most tight price segment, and for this they joined Stellantis. Now, the first ship loaded with the new LEAPMOTOR B10 China has left Rumbo to Europe. And it is a serious bet to assault the urban electric SUV segment of 30,000 euros. Stellantis 🤝 China. Stellantis is one of the largest automotive groups, but in recent years he has had to face a Image crisis due to its Puretech engines. Millions of cars with potentially defective engines translate into A guarantee extension (with the cost that this implies for the brand), Millions of euros have burned in unsuccessful developments and have even managed to anger the Italian police. To try to bite in the electricity share of the electric, at the end of 2023 He invested 1,500 million euros in Leapmotor for have 21% of the company. With that movement it became a Strategic shareholder of the Chinese companybut they also created a joint venture called Leapmotor International led by Stellantis (51%) and Leapmotor (49%) that gives Stellantis exclusive rights to export, sell and manufacture Leapmotor products outside China. In a nutshell: Stellantis assembles and sells Chinese models in Europe and other markets and Leapmotor takes advantage of the Stellantis distribution network to consolidate its position in the global market. And a very important model is the B10. LEAPMOTOR B10. Leapmotor has designed the B10 with the international market in mind. It has a 218 hp motorization and something common with the rest of Chinese cars (and following the trend that It has swallowed until the identity of Mazda), a 14.6 -inch screen dominates the interior. After the steering wheel there is an instrument frame that is also a panel of 8.8 inches. It has a length of 4.52 meters by 1.89 meters wide and will arrive with two battery options. On the one hand, 56.2 kWh that allows up to 361 kilometers WLTP. On the other, 67.1 kWh for up to 434 kilometers. The load is up to 168 kW, allowing 80% of the battery to recover in half an hour. Leven Anclas. The commercial debut of the SUV will occur in the IAA Munich Mobility. It is one of the most important windows for electric vehicles and, both Stellantis and Leapmotor, they want to ensure a good inventory for possible buyers. China wants to dominate the electric cars sector in Europe (And not just electric), And companies do not conform to rent huge ro-ro ships To transport your product. We have already seen cases like byd either SAIC opening a flotTo transport their cars, and Leapmotor has also secured his, but without having his own fleet. An alliance with the Italian Grimaldi Group is the one that will allow the Chinese company to use its ships, including the latest generation, for its operations. The fact that It has already started from China With 2,500 units of B10 is the great Tianjin, which holds imposing figures: 200 meters of length. 38 meters manga. Capacity for up to 9,241 units. Electrical system to avoid emissions during scales. Low emissions man engines prepared for future conversion to fuels without carbon. Rivals. The idea is that the great Tianjin arrives on time for both the presentation at the German event and for the start of sales in concessionaires. In addition, its arrival will allow Stellantis to have a car to compete, directly, with the most settled electronic SUVs in our market such as the Renault Scénic E-Techhe Volkkswagen ID.4he Byd Atto 3 And the most ‘dangerous’, the MG ZS EV. The version with less autonomy is expected to be positioned for less than 30,000 euros, a figure lower than those of those direct rivals, but we must wait for the official presentation to confirm it. Climbing. Although the IAA Mobiliy is the event that marks the start of Stellantis and Leapmotor operations with the B10, companies will not limit this model to the European market. Apart from 20 countries on the continent, the intention It is selling it in the Middle East, Asia, Africa and South America at the end of this year. Images | Stellantis In Xataka | Family and friends keep asking me if “it is worth buying a Chinese car.” This is my answer

Europe invested 15,000 million euros in Northvolt to compete with Chinese batteries. Now it is from the US for a very small part

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Lyten has bought Northvolt. If you have no idea who Lyten is or what Northvolt is, don’t worry, you are not the only one. The basic thing you have to know is that Northvolt was European and had managed to attract 15,000 million euros with a very potential investment of European manufacturers and institutions. But he broke and is now in the hands of Lyten (American). Step by step, we will understand how the greatest hope for the production of electric car batteries in Europe has collapsed and has ended up in the hands of a United States company for a ridiculous price. Lyten Buy Northvolt. For a figure that is not public but that points to just over 600 million euros. Although the terms of the final agreement have not been made public, it is known that Lytena Silicon Valley startup specialized in the supply of lithium-sugar batteries has achieved financing of 650 million dollars until the time of purchase, As reflected on their own website. The final price has not been revealed but in media such as Reuters It is ensured that the company had achieved another 200 million dollars for this purchase. At the moment, it is known that Americans have bought Northvolt “at a small price,” as explained in the news agency. What is Northvolt? This Swedish company was simply the great European hope in the production of batteries for electric cars. In The New York Times They explain that the facilities of this company in Sweden and Germany are among the most advanced in Europe, so they describe the purchase of Lyten as “bold”. His goals were ambitious. They assured that with NorthvoltEurope would go from producing 3% of the total volume of batteries around the world to 25%. To achieve this, the company had 6,500 employees distributed by Sweden and Germany, with facilities that had to reach a production of 60 GWh in Germany. Sustained by a huge investment in R&D. What happened? That broke at the end of last year. The company had announced that I couldn’t cope with their debts (5,800 million euros) and that had to dismiss 1,600 employees. A few months before, BMW canceled an order of 2,000 million dollars In batteries after Northvolt confirmed that he could not give them in time. As domino pieces, everything ended up falling. And, consequently, with the banking company, its facilities, workers and resources were a bargain for anyone. For anyone who dares to face years of losses in the hope of earning money. Lyten has been the company that has taken the front. Lyten. The American company specialized in the production of sulfur-lithium batteries (which is contributing to the US armed forces) has been the one that has confirmed the purchase of Northvoltincluding all its assets (also the projects they had in Canada) but, of course, assuming its debt of almost 6,000 million euros. The company, of which Jeep (Stellantis) owns 2%, believes that with the purchase some of the customers who left the company can return before their fall. The objective is to focus more on the production of batteries for electric cars and return the illusion for a competitive European production against China. However, in Reutersexperts remember that China has cost between 15 and 20 years dominate the supply chain and battery production so it is not realistic to think of short -term benefits. “If you think you can shorten it (this time), then you simply do not understand batteries,” says Rob Anstey, CEO of the Silicon Battery Batteries developer GDI. Lost investments. The most dramatic thing about Northvolt’s bankruptcy is that billions of euros of European companies may have been lost. But, above all, of European public institutions. Volkswagen was the main shareholder of the company (21%) and it is estimated that injected at least 1.4 billion euros. They were not the only ones. It is known that Volvo lifted a Joint Venture with Northvolt by Value of 2.7 billion euros. BMW also invested about 1,000 million euros and had committed another 2,000 million of euros for the purchase of batteries. Scania was also part of the investments. They joined them Financial groups such as Goldman Sachs and various venture capital funds. But we must not forget that in Northvolt he also put public money at stake. The European Investment Bank made available to Northvolt More than 1 billion eurosof which 280 million euros had been contributed and whose last departure (943 million euros) had not been disbursed entirely. To this we must add 700 million euros in direct subsidies committed by Germany and that they have not been delivered but of which Lyten can benefit if, finally, the project of its plant in Heide (Germany) is finished. And also the Quebec government contributed 160 million euros, with the promise of supporting with almost 500 million euros. Photo | Northvolt In Xataka | A new battery made in Europe aspires to solve the cheap electric car puzzle. The key: sodium

Taking the Chinese machines out of their factories

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TSMC and the US government have been stormy relationship for many years. Probably since this Taiwanese chips manufacturer, The Major on the Planetsnatched the leadership of the semiconductor production industry to Intel. “Our goal is to be number 1. Without exception. And to be it you have to spend three times more than your next competitor. ” Morris Changthe founder of TSMC, He pronounced these words In 1997. Intel dominated the chips industry. Currently the market share of this Asian company Broken 60% And in its client portfolio Nvidia, Apple, AMD, Broadcom or Qualcomm, among other US companies are sheltered. This is the reason why the US market is very important for TSMC. However, today This country cannot do without this company. Intel It has advanced lithography nodesbut the competitiveness of his Taiwanese rival is difficult to match. Even so, the Trump administration is exerting pressure on TSMC difficult to support. TSMC has decided to stop using Chinese machines in its avant -garde nodes He has just confirmed it Nikkei Asia. According to this means of Japanese communication, the TSMC Board of Directors has decided to stop using wafering processing equipment of Chinese origin in its most advanced lithography nodes. Its integrated circuit manufacturing plants are full of machines of the Dutch company ASMLthe Japanese Tokyo Electron and the American Apply materialsbut TSMC also uses Chinese equipment. TSMC is a customer at least of the Amyc and Mattson Technology companies Pulin Technology, Naura Technology, Amec (Advanced Micro-Fabrication Equipment Inc. China), Mattson Technology or Piotech Inc. are some of the Chinese manufacturers of lithography equipment and most important wafering processing machines. TSMC is customer At least from Amec and Mattson Technologybut it seems that it will not be for a long time. The decision to dispense with their machines seeks to avoid possible US restrictions that could in interrupt the production of semiconductors. Until now the US government He is doing everything in his hand to prevent the most advanced chip manufacturing equipment from arriving in China, but, according to Nikkei AsiaHe is about to take another step. And it is that several US legislators led by Senator Mark Kelly have proposed to put a law that will prohibit companies that receive federal support and tax loans buy teams of “worrying foreign entities.” There is no doubt that they are very serious. Otherwise TSMC, which He has received subsidies of the US administration, I would not have made this decision even before Senator Kelly’s law thrives. More information | Nikkei Asia In Xataka | Intel was about to snatch Apple as a client from TSMC. Having achieved its story would be another

A Chinese city has had an idea to simplify changes in meaning: to fly 180º in the middle of the highway

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Changing meaning on some roads is a real nightmare. If we go for a National Highway It is relatively simple, but skip a highway exit or in large avenues of some of the larger and more congested cities on the planetit involves going huge to change the meaning of the march. And in a Chinese city they are applying a solution that facilitates the maneuver: the ‘U -urn‘, or “U turning”. The videos are not very convincing if we talk about security. U -urn. There are several designs when making changes to meaning. The idea is to make as many maneuvers as possible and that these are safe. Roundabouts are an efficient design for this, but on roads with a large number of lanesThey are little practical. You can always turn in the street and turn the block to rejoin the main road, but it takes longer. There the U-Turn that has begun to apply in cities such as Jinancapital of Shandong. The concept is simple: a lane stuck to the median that allows not to turn left, but to make an even more closed turn to join the opposite direction of march. AAAAAHORA. The video that we leave just on these lines is revealing: several cars stop in several numbered squares and wait for their turn to make that change of meaning. A continuous white line makes the difference between that lane and the rest of its march, and a yellow makes medium. How do you get the impatient drivers wait for your turn? Through a traffic light, which is the one that regulates the maneuver. The coordination between the traffic lights allows to stop the traffic of the lane to which we want to incorporate while opening the traffic light that gives green light to the incorporation maneuver, and discontinuous lines on the ground serve as a guide for drivers. Jinan’s U-Turn Risks. Now, although in This video Posted by People’s Daily and In this other Published by MAO NO, spokesman for the Chinese Foreign Ministry, the maneuvers seem idyllic, if we look at both videos and in the above we can see two of the problems, and consequent risks, of this maneuver. On the one hand: the scope that can be produced by the vehicles that already circulated in that direction. There is a traffic light that cuts trafficbut … what happens if they jump it or if they circulated at more speed? The same goes for those who want to incorporate. As the turn is so closed, there may be touches between them. In fact, there are several cars that must lessen or even correct the trajectory so as not to “eat” any of those that are incorporated. An example in the United States. In Florida, specifically Nothing exotic. Now, this U turning is not exclusive to China and, although the implementation in Jinan has caught attention, There are other areas in which it is allowed. The United States or Taiwan are two of them, but in the case of the North American country, it depends on the State and the implementation varies from a discontinuous line on the ground, the regulation through a traffic light or more extreme cases such as a road design that, in Spain, seems exotic: Therefore, although very colorful, that Jinan lane is another implementation of this 180 degree turn to change meaning. In countries outside Europe, where apples are usually smaller and narrower roads, it is normal to see this type of implementations, but in the case of the solution applied in Jinan, the striking is the amount of cars simultaneously that can make the change of meaning. And the problem is that, although functional because it allows a road with a large number of lanes Several cars can make a 180 degree turn simultaneously, in the published videos you can perfectly see that the possibility of a range is there. Images | Mrswagger21 In Xataka | It looks like a 240 -kilometer roller coaster, but it is one of the most amazing and complicated highways in China (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news A Chinese city has had an idea to simplify changes in meaning: to fly 180º in the middle of the highway It was originally posted in Xataka by Alejandro Alcolea .

Chinese startups are unseatting the owner and lady of Asian technology: Baidu

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In the stock market there is a metric that is observed almost with reverential respect. It is about Per (Price to Earnings Ratio), which It allows us to know If an action is expensive or cheap. And when we observe the technological market in China, there is a company with a worrying per: Baidu. Fall of a giant. This Thursday Baidu has published terrible financial results: Fall of quarterly income It is the worst of the last three years and that has caused a 3% drop in the value of the shares in the Hong Kong Stock Exchange. Source: Bloomberg. Per worrying. Not only that: Baidu is now around 9.7, which is the least of all the companies that are in benefits in the Hang Seng Tech index (Hstech) than It serves as a reference When comparing Chinese technology companies. The action, speaking in silver, is too cheap. The search engine loses bellows. For decades Baidu has been considered “the Chinese Google”, but over time its relevance has been blurred. The Chinese young They do not know what is to search in Baidu or Googleand have come to other ways to find answers. Fierce competitors. Platforms such as Tiktok or Instagram have become a spectacular alternative for new generations, and in China we have seen as similar social networks –Xiaohongshu and Douyin– They are getting that. Eric Shen, analyst at the consultant Third Bridge, explained How “these rivals have created content ecosystems that seem more dynamic and attractive, which moves users of the most static and Baidu website.” A disappointing 2025. But there is also AI. And there Baidu has a problem. Baidu’s action has lost a 3% value since the year began. The figure is surprising, especially since its competers focused on AI have a 24%win. Where is Baidu AI? Baidu reacted relatively fast and presented its competitor to Chatgpt in March 2023. It was called Ernie, but from the beginning The performance of that model gave problems. Since then his trajectory has been irregular, and the rise of Deepseek and of Other Chinese models like Qwen (Alibaba) or Doubao (Bytedance) has put it in more and more problems in that market of “IAS Socialist”. An AI that tries to overcome. In February Baidu wanted not to get off the revolution caused by Depseek, so he offered a free version of Ernie last April. Your last model, Ernie 4.5, It’s Open Source – initially they had adopted a proprietary model – but even that does not seem to have encouraged things for now, and there is not too much talk about their capacity: the popularity of other models such as Deepseek or Qwen is now greater. Baidu Lance Ernie 5.0 is expected at the end of August, and it will be then when we can check if this edition does compete in a specially frantic market. Back in view? Analysts believe that Baidu’s latest strategic decisions could help her recover the good path. Among them include investments In Robotaxis And, of course, in new initiatives to boost their AI models. Image | Baidu In Xataka | Deepseek has given the starting gun in the race for a cheaper AI. And China starts with advantage

Tesla has launched in China a Model and L. It is the most Chinese (and logic) bet that could do in the short term

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After months in which he has signed up for a Tesla Model and smallsomething cheaper to boost sales in Europe and press the competition for price, Tesla has surprised us with quite the opposite: a tesla model and longer. Only for China. And it makes all the meaning. The new Tesla Model Ylthat is, the elongated body version of the well -known electric SUV, increases the 150 millimeter wheelbase and its height in another 44 millimeters. A six -seater configuration is adopted (2+2+2) Therefore, a third row of seats is added that has been somewhat controversial. But it is also provided with heating and ventilation to the seats, electrical plates and integrated speakers. They are small improvements to increase the comfort of the passengers that are in tune with the bets of the L versions that the rivals usually offer in China. A category of vehicles that are based on three fundamental pillars: more space and more comfort for passengers. And that, curiously, they are transverse to all types of sizes. Purely Chinese With the presentation of Tesla Model YL, the opinions between criticism and public have been divided as usually happens with Elon Musk’s company. In Hybrids and electric They point out that some media qualify the third row like “going mounted in a convertible”given the little size between the head of the passenger and the roof. They ensure that the space that is free in the legs for a 1.70 -meter person is minimal and that it is an emergency solution for adults. In social networks a whole debate has been mounted following some images in which the same adult is seen sitting in the third row of seats. In one of them You see how it has a lot of free height between the head and the roof and ensures that it measures almost 1.90 meters. In another image it is observed as, with the trunk open, that same adult I would have serious problems traveling comfortably. Personally, I am inclined to think that the second option is the real but that does not mean that Tesla’s bet is bad. Yes, there are rivals that have a third row of more comfortable or practical seats. We have verified it in the Hyundai ioniq 9 or his brother, the KIA EV9. However, they are cars created from scratch with this intention in mind. Tesla is adding a third row of seats with a body L to improve the versatility of the car but, above all, with the intention of improving the comfort of the second row. That third row is an emergency solution and the really interesting is in a second row of a 2+2 configuration car with two good seats with all the comforts desired by a passenger. And in China the bodies L are usual. These cars are versions with longer bodies, with more wheelbase to generate a greater interior space. Europe has tired of selling this type of cars and Audi there, for example, demonstrates that the phenomenon is transverse to the size of the vehicle. The Germans have sold in China the Audi a3 l But also in those cars that, for European standards, already seem huge and do not need more interior space. Example? An Audi A8 L. To get an idea, this last car can exceed 5.19 meters to some endless 5.32 meters or impressive 5.45 meters. The latter refer to Audi A8 l horch. But the most interesting is in its interior seats with resting function or the possibility of adding a fridge in the central compartment, among other possibilities within the company’s customization program. Obviously, we talk here about a luxury car that Tesla does not intend to match but the company’s movement clearly points to proposing an experience in the cabin that is very sought in the Chinese car, transforming the interior into a kind of lounge with more space where feeling as comfortable as possible. Keep in mind that the great Chinese metropolis are huge and that the paths can languish for many minutes before the driver reaches his destination. This has made Chinese cars (and Europeans who want to sell there) have thrown into the arms of the screens and connectivity. But also that very wide rear seats are prioritized. Even sacrificing a good part of the trunk where Chinese cars tend to lose in front of the rivals. This happens because, despite its enormous sizes, in China the car is a Priority urban vehicle. It is rare that you travel with them since the distances are so long and the trains so competitive that either it is traveling in high speed or by plane. That is, cars are spaces with wheels where it is about giving the highest comfort to the client (another good example is the rise of their luxury minorities). And that is why the L -bodies L versions do not seek to have a third row of very comfortable seats. It is about prioritizing central seats in a 2+2+2 configuration and, in the best case, add a third emergency option. That is what Tesla has done. Photo | Tesla In Xataka | Tesla wants to keep certain accidents of accidents with her cars. A judge will decide if they should be made public

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