Chinese mobile phones conquered the market by dividing into a thousand different brands. Now they are doing just the opposite.

A few days ago OPPO made it official: after the merger with OnePlus (although with “independent” operation“), now brings Realme under its umbrella. Thus, both Realme and OnePlus go from going on their own to becoming sub-brands within a differentiated organizational chart. If the beginning of the decade was one of separations, with the division (forced by circumstances) from Honor and Huawei and the “independence” of POCO and Xiaomi following the steps of Redmi and Xiaomithe roaring 20s have taken a turn of the script to do just the opposite: associate even more (with one exception that swims against the current: Nothing and CMF). The quotes are important insofar as these separations, although announced with great fanfare, hid a reality of sharing certain processes and technologies to a greater or lesser extent. Why is it important. OPPO is the fifth best-selling mobile brand in the world, according to CounterPoint data for the third quarter of 2025. And if we go to 2024, Canalys data They show that OPPO (at that time together with OnePlus) had a global market share of 8%. With the merger, the three teams will work together although each continues to develop their own devices to share resources and thus reduce costs. But also, the direct consequence can be sensed in this graph: there is a small piece of Realme’s 4% pie that increases OPPO’s portion. Canalys As confirmed by OPPO and Realme to Xataka Mobilethis decision is a strategic measure to “make better use of resources and amplify synergy (…). This allows OPPO, Realme and OnePlus to present a unified and improved offer, offering more innovative and differential products and more optimized and user-focused customer service worldwide.” In short, to be more competitive. The context. Oppo’s share grows and approaches the top 3 of Apple, Samsung and Xiaomi. In a saturated market with reduced margins, competitiveness low-cost It’s brutal. and with runaway RAM pricessurvival depends on being strong to negotiate in the supply chain and reinforcing an ecosystem to build loyalty. Xiaomi already did it when POCO website loaded to integrate with the matrix in a simplification movement. In fact, OPPO is doing a Xiaomi by differentiating its sub-brands: the main one is the premium one, POCO is the one that offers some groundbreaking features at an eye-catching price and Redmi for tight budgets. The brand has not yet commented, but the history of each one leads us to think of premium devices with the OPPO seal, the good cost-performance ratio of Realme and OnePlus as a kind of flagship killer with differential functions. Inthree lines. In the complex ecosystem of Chinese mobile manufacturersthe huge conglomerate BBK Electronics It makes up a series of brands of different importance: there are the strong ones, led by OPPO and Vivo, and other smaller brands that have been developing their trajectory such as OnePlus and Realme, but also Iqoo. Although each had their own communication, sales and marketing strategies and some development elements, shared production, logistics and R&D&I processes. With this move, OPPO, Realme and OnePlus will share a structure. In Xataka | In the midst of a protectionist retreat, Xiaomi wants to be the new Huawei and knows where to start: with its own chips In Xataka | “The mobile industry was boring and monotonous.” Oppo is willing to change it Cover | Xataka and Wikipedia

The great plan of Chinese brands to open hundreds of dealerships in Spain: a movement against the current

Search, compare and if you find something better, buy it It was the 80s and Colón’s detergents had snuck their famous slogan into every house in Spain. 40 years later, a BYD worker explained to me how they sought to break down prejudices in Spain: “We are letting people take the car home. We don’t want to do the typical 20-minute test with the salesperson inside the car. We tell the customer not to be afraid, to take the car and bring it to us the next day” BYD barely had a handful of points of sale in Spain those days in 2023. Shortly before we had attended the official presentation of the brand. The Chinese company arrived with three electric cars (two of them with a clear premium focus) and I saw it clearly: the brand had to attract the customer to the dealership. Let him sit in the car, touch it and feel it. It was the only way to dynamit prejudices. We are just over a month away from the end of 2025. At the end of October, BYD has sold 22,357 exclusively plug-in units in Spain according to data from Anfac. They easily double Fiat. They surpass Mazda and Volvo. They left Tesla behind a long time ago. They have Opel or Cupra on the near horizon. They begin to approach Ford. At the same time, BYD will close 100 dealerships this year (96 are already active throughout Spain) and they plan to open another thirty next year. At the same time, Chery has placed 31,493 cars in our country at the end of November between Ebro, Omoda and Jaecoo. And we are facing the first full year in which they have sold cars in our country. The sum of all of them also easily exceeds one hundred points of sale. MG adds 38,989 units between January and October 2025. With 11 points of sale available throughout Spain. The irruption is such that 10% of the cars purchased in Spain they are Chinese. It was a figure that was difficult to imagine just a few years ago. A figure that has been achieved by taking the customer to the dealership. And dynamiting their prejudices. The importance of being on the street There are many factors that explain the brutal growth of Chinese brands in our country. We can talk about its low prices, about offering a gateway to a technology (electric or plug-in hybrid) that has made the product more expensive or the extensive equipment offered in each car. But in addition to the price, which overrides all the previous arguments, we find an expansive effort by all these brands to be on the street, at the customer’s feet, with the dealers. “We had been waiting for its arrival for a long time. Already 15 years ago, in the brand’s first foray, we had one of its models, now I don’t remember exactly the name. In terms of volume, manufacturing capacity and development, it is a really excellent product. We think it is above the rest of the Chinese brands that are arriving in our country.” The speaker is José María Blitz, Project Director at the dealership that BYD has on Concha Espina Street in Madrid (next to the Santiago Bernabéu) and which belongs to Astara Retaila distributor with a presence in 19 countries and that sells you a Bentley or a Rolls-Royce as well as a BYD. This time it is the Chinese brand he is referring to. He tells us that the public has welcomed the company with open arms and that since they opened their first dealership, this one next to the Madrid stadium, interest has only increased. “The client It has already surpassed that of ‘unknown brand’. There could have been one at the beginning, three or four years ago, but I think it is practically expired. What’s more, the customer’s perception of the brand is excellent,” he explains. Added to that, “the European product was very expensive and the equipment was very fair. Chinese brands offer a quality product at a competitive price with a much higher level of equipment. We can easily be 20% or 25% below competing brands with higher equipment levels,” says Blitz. BYD is just one of the Chinese brands that sell in our country. Together with MG and the Chery Group (Omoda, Jaecoo and Ebro) they form a kind of quintet representative of the 28 Chinese brands that already sell in our country, according to Faconauto. The dealer association of our country says it has about 600 points of sale right now, between dealers and official services. Of course, they point out to us that “it is convenient to contextualize this figure: the majority of points of sale in Spain continue to correspond to consolidated manufacturers – European, Japanese, Korean or American – whose presence is structural and has developed over decades. Right now, Faconauto has 28 Chinese companies selling cars through 600 dealerships spread throughout the country. What happened to find us with this explosion? Blitz is clear, the product, he assures, is part of the success. But also who these brands have partnered with. “Their strategy has been to close agreements with large groups of dealers, people who are really professional,” they say from this dealership owned by Astara. The same is the opinion of Faconauto, who point out that “they have decided to enter our market with a ‘traditional’ model, taking advantage of the establishment of business dealers. And the key is the word ‘businessmen’, who choose where to invest their money. It is evident that many dealer groups have seen a good opportunity in investing in the distribution of Chinese brands.” This commitment generates trust in the customer, which has allowed them to grow “to the level of any other European brand,” for Blitz. The key: a disruptive product and good after-sales service. “They are very agile and they want their employees to be agile too. There is a sense of … Read more

Investors are beginning to bet more and more on Chinese firms

Things would have to be twisted a lot for The United States does not end up winning the AI ​​race. Has the most capable models and the most powerful chipsand has also prevented China, its biggest rival, from having access to its technologies. So how is it possible that more and more investors are putting their money in Chinese companies? what’s happening. They count in Reuters that many international investors are beginning to diversify their bets in artificial intelligence companies towards Chinese companies. Shares of Chinese companies listed abroad such as Alibaba, Tencent either Baidu have grown significantly in recent months. It’s not that investors have stopped believing in big tech Americans, they are covering their backs. Why is it important. He fear of the AI ​​bubble has been taken seriously by many investors and firms are recommending reducing exposure to a possible blowout. Furthermore, China’s efforts to create your own chips and be self-sufficient have caused a change in perception: one in which China is closing the technological distance with the US. This is what the British financial company Ruffer says: “the gap may not be as wide or as deep as many think. The competitive landscape is changing.” A smaller, but safer bet. The Swiss firm UBS Global Wealth Management recently published a report titled “look for opportunities in China” in which they highlight that “China’s domestic technological innovation is accelerating.” AI in China receives more political supportis cheaper and they are managing to monetize it much faster than the American one. Perhaps it is not presented as such a lucrative bet, but it is more reliable. National chips. The US blockade left China unable to use its chips for AI and Beijing’s response was to make it technological self-sufficiency was a national priority. The push to manufacture our own chips is bearing fruit and recently two companies dedicated to the task have had a spectacular debut on the stock market. One of them was Moore Threads, known as Chinese NVIDIA, which had a growth of 500%. Shortly after I followed in his footsteps MetaX and increased its shares by 688%. They are not the only companies looking for the holy grail of chips, there is also Cambricon, Biren Technology and of course Huawei and SMIC, which are also squeezing all the possibilities to get the best chips with the technology they have. At the moment China is still behind when it comes to technology, but the prudent bet for an investor in the face of uncertainty is to diversify. Image | Karola G, Pexels In Xataka | Thousands of trucks saturate the Vietnam border: it is the back door through which China avoids US tariffs

Ferdinand Porsche devised the first car with an electric motor in each wheel. Today a Chinese manufacturer is going to make it possible

Just a few days ago we were talking about Dongfeng at the Santana plant, since it will be the Dongfeng Z9, brought in pieces from China, that will end up being assembled in Linares to end up traveling Spanish roads under another name: the Santana 400. However, the brand also has a presence in Spain with the boxan urban vehicle that we have known since the end of last year. Dongfeng in China is another world, as the brand has much more impressive and innovative vehicles. One of them is the eπ 007, which has led the brand to become the first established manufacturer in the world to bring a sedan with four motors integrated into the wheels into mass production. The electric motor that is attached to each wheel What’s special about it. In-wheel motors eliminate traditional components such as the differential, drive shaft and semi-transmissions. The eπ 007 is equipped with four independent units of 100 kW each, manufactured by Shanghai Automobile Electric Drive, which add up to a combined power of 400 kW (536 HP). This architecture promises to reduce mechanical losses approximately 30% and the firm claims that it allows individual control of each wheel with torque responses in milliseconds. The advantages. According to official documentation, the system provides improvements such as a 10% to 15% smaller turning radius, 25% higher energy regeneration efficiency thanks to better braking control on all four wheels, and 20% to 30% lower maintenance costs. In addition, by eliminating the transmission tunnel, the cabin gains interior space with a completely flat floor and greater flexibility in locating the batteries. It’s not the first attempt. Although other manufacturers have attempted to market vehicles with in-wheel motors, such as the Lightyear 0 or the Lordstown Endurance, all came from startups that later went bankrupt. Dongfeng is one of China’s leading state-backed car companies, making the eπ 007 the only model to enter mass production with this technology. The vehicle will be the litmus test to find out if the invention, first devised by Ferdinand Porsche in 1900, it may end up having a commercial place, beyond concepts. The good thing is that the miniaturization of electronics over the last few decades has allowed manufacturers to opt for ideas as revolutionary and as old as including an electric motor in each wheel of the car. In the past, the problem with this system was the excess weight it brought to the vehicle. Today, Dongfeng wants to demonstrate that this idea can become viable. It remains to be seen if it will be so attractive that the general public will bet on it. More traditional versions. At the same time, Dongfeng also recently launched the updated eπ 007+, with three finishes that combine 100% electric and extended autonomy. The price started at about 139,900 yuan (about 16,788 euros). The pure electric variant is offered with a 200 kW rear motor and 650 km of CLTC range, or with a 400 kW dual motor and 565 km. Both use lithium-ferrophosphate batteries. The version with range extender combines a 1.5-liter generator with a 160 kW rear electric motor, achieving 308 km in electric mode and up to 1,308 km in total. In Xataka | Porsche owners in Russia woke up this morning without being able to start their car. And they have a suspicion

A Chinese tire company decided to take its factory to Serbia. And now it cannot export to the US

USA ordered last thursday the immediate seizure of all shipments of tires manufactured by Linglong in Serbia. The decision by the Customs and Border Protection (CBP) service affects all US ports and is based on ‘reasonable indications’ of forced labor at the Zrenjanin plant, in the north of the Balkan country. “The message is clear: the United States will not tolerate forced labor in supply chains,” said CBP Commissioner Rodney S. Scott. Linglong, a Chinese manufacturer specializing in tires, has been operating in Europe since 2022, when its first tires went into production from the Zrenjanin plant. Why Washington is acting now. The measure comes three years after the European Parliament ask for investigations about trafficking of Vietnamese workers in this same factory. The CBP says it has based its order on workers’ testimonies, documents, photographs, NGO reports, press articles and academic research. According to the agency, the evidence demonstrates nine indicators of forced labor established by the International Labor Organization: withholding of identity documents, intimidation and threats, isolation, excessive overtime, non-payment of wages, debt bondage, abusive working conditions, deception and abuse of vulnerability. Questionable track record. The Linglong plant was the subject of great controversy in 2021, when hundreds of Vietnamese workers went on strike during the construction phase. The complaints spoke of deceptive practices in recruiting employees. Just like account According to L’Automobile, in February 2024, Serbian civil society organizations reported the case of 14 additional Indian workers allegedly subjected to forced labor. Each time, Serbian authorities rejected the accusations. The Chinese company declined all responsibility, arguing that the workers had been hired by one of its subcontractors. The underlying problem in Serbia. The Balkan country, a candidate for accession to the European Union, has multiplied its contracts with large Chinese companies in recent years. The European Parliament express already in 2021 its “concern about China’s growing influence in Serbia and the Western Balkans”, calling on the country to strengthen “its rules on regulatory compliance for Chinese business activities”. The European resolution stated that Serbian labor legislation should also apply to Chinese companies operating in the country, something that everything indicates has not happened. Beijing and Belgrade. Serbia signed a free trade agreement with China in July 2024. Serbian President Aleksandar Vučić called the Linglong factory “the largest foreign direct investment in the history of Serbia” during the opening ceremony in September 2024, noting that the plant employs more than 1,200 workers. However, the US State Department pointed out in its report on human trafficking that the Serbian government “has made little progress in the ongoing investigation into allegations of forced labor at this factory.” What happens to retained tires?. As can be read in the CBP noteimporters of seized shipments now have three options: destroy the merchandise, re-export it, or prove that the products were not manufactured using forced labor. The agency reiterates that it is the fifth detention order issued by CBP in 2025 and the second in fiscal year 2026. Cover image | Robert Laursoo In Xataka | The US bans Chinese drones and turns DJI into the new Huawei. It’s an absolutely crazy idea.

The US bans Chinese drones and turns DJI into the new Huawei. It’s an absolutely crazy idea.

The Federal Communications Commission (FCC) of the United States has decided ban all drones and critical components of these vehicles that have been manufactured in foreign countries. In addition to this, he has vetoed any team of communication and video surveillance from the largest Chinese manufacturers, and there is one name above all others: DJI. It’s another shot in the foot for the Trump administration. what has happened. Does almost a decade that some government officials in the US were asking for a veto on drones manufactured by Chinese companies, and that veto is now official. The FCC decision It will prevent this body from authorizing drones or critical drone components, something that is essential to be able to import them into the United States. The measure clearly affects DJI, which becomes the new Huaweialthough there is another firm, Autel, that will also be greatly impacted by the decision. Both come to form part of the so-called “covered list”. The reason is the usual one: to protect national security. It only affects (for now) future drones. The existing drones They will not be affected for the moment by the veto and their users will be able to continue using them. Stores that had models in their inventory and warehouses will be able to sell them normally, as the FCC’s action focuses specifically on future models. Thus, the decision is not retroactive, but that could change in the future and affect many models. What DJI says. Those responsible for DJI indicate in The Wall Street Journal that the company is prepared to be audited and highlights that independent analyzes have indicated that its products are completely safe. “DJI’s data security concerns are not based on evidence and instead reflect protectionism, contrary to the principles of an open market.” Drone pilots cry out to the sky. There are nearly half a million certified drone pilots in the United States, and in this segment between 70 and 90% of commercial drones used by local governments and hobbyists come from DJI. The measure therefore has an enormous impact on this entire industry in the United States. Many of these pilots are collecting drones and components to mitigate the impact of the measure. bad future. Greg Reverdiau, co-founder of the Pilot Institute in Arizona, conducted a survey in which 8,000 pilots participated. 43% indicated that the veto would be “extremely negative” and “potentially a cause of business closure”, and nearly 85% said they could stay in business for up to two years due to the prospect of not being able to access future DJI equipment and components. As this expert said, “People don’t buy DJI drones because it’s Chinese, they buy it because it’s available, very affordable, and capable.” DJI has no competition. And less, American. Eric Ebert, owner of a construction firm and user of these drones, explained the problem. “I’m American through and through. I drive a Chebrolet truck. But American drones can’t compete.” Ebert has a team of seven drone pilots who monitor wind turbine and solar panel installations. These weeks they have not stopped hoarding DJI drones and components “knowing what was going to come our way in 2026.” Protectionism…One of the companies that will benefit from the measure is Brinc Drones, a Seattle firm that sells them to more than 700 state agencies. Blake Resnick, its founder, explained that “it is impossible to compete with DJI unless you are subsidized by the state.” …and rear doors. In November XTI Aerospace, which makes helicopters, acquired a DJI distributor called Drone Nerds and also Anzu Robotics, which makes drones by licensing technology from DJI. As part of the agreement, the drone component manufacturing firm Unusual Machines invested 25 million. Guess who is a shareholder and board member of Unusual Machines: Donald Trump Jr, President Trump’s son. Image | jonas In Xataka | China conquered us with its cheap drones. Now the price of their pieces is skyrocketing for a reason that is not coincidental.

China wants Chinese people to have more children. So he’s going to put a special tax on condoms

China wants more babies. Many more. Enough to increase their birth rate and stop the population loss which has allowed India ahead as the most populous nation on the planet. After repealing his ‘one child’ policy and display a wide range of measurements pro-natalism at a political, social and economic level, Xi Jinping’s Government has made a radical decision: make condoms more expensive and other contraceptive items. By first time in 30 yearswhoever wants to buy them will no longer enjoy a VAT exemption. In summary: sex becomes more expensive…at least the insurance. Sex with a condom? Pay more. have sex you will be more expensive in China from now on. At least if you want to do it with contraceptives. In the context of a broader tax reform that basically affects the value added tax (our VAT), Xi Jinping’s Government has decided remove exemption tax that condoms enjoyed until now. The decision is not exactly new. The law on which it is based was approved at the end of 2024, but it is now generating noise on social networks and the media for a very simple reason: its effects will begin to be felt shortly, from the January 1, 2026which is when Chinese couples will encounter rising prices on contraceptives. One figure: 13%. The change is important because this type of contraceptive items enjoyed a VAT exemption since 1993when China implemented the rate nationwide. From now on the scenario will be different and those who want to buy condoms will find themselves with a VAT of 13%. Today, precise Guardiana package of standard prophylactics costs between 40 and 60 yuan ($5.7-8.5). The contraceptive pill, available in the country without a prescription, ranges between 50 and 130 yuan, from 7.1 to 18.5 dollars. The price increase will not be exorbitant, but it has generated criticism on networks such as Weibo. “I was very angry when I saw that condoms were going to have taxes and increase in price,” he complained recently a user on RedNote. “Is it so easy to profit from us workers? I got so angry that I placed an order at night for the condoms that I like… I accidentally bought too many.” Why now? The million dollar question. The Chinese government has not simply imposed taxes on condoms. The measure is framed in a broader initiative that seeks to modernize the tax system and check the list of products and services exempt from VAT. At the end of the day, the consumption tax represents a crucial part of the tax revenues that feed the Chinese coffers. All in all, it is striking that Beijing decides to make contraceptives more expensive precisely at a time when the country loses population and look for ways to encourage their birth rate, which has led the State to act as a matchmaker, help to couples with babies or even go household by household to encourage women to have children. It has also not gone unnoticed that the same tax reform contemplates a tax reduction for childcare services. There is more at stake than Chinese demographics: there is the country’s economy, supported by its enormous domestic market, and the challenge of what to do with million pensioners. “Unlikely”. The other question is… Does the Government really expect that applying a 13% tax on condoms will result in more babies? An IndexBox report shows that in 2020, close to 5.4 billion condoms. There is who thinkslike Quian Cai, from the University of Virginia, that a price increase may “reduce access” to contraceptives, especially among the poorest population, but warns of the consequences. “It could lead to more abortions and increased health care costs,” prevents Cai. The risk? That in an attempt to increase the birth rate, China finds itself with more terminations of pregnancies and a resurgence of diseases sexually transmitted. Others are simply skeptical that making condoms more expensive is going to influence the number of pregnancies, especially if one takes into account that one of the brakes on birth rates is the high cost of parenting. “The tax itself is unlikely to have a noticeable effect on birth rates,” explains to TIME Yuan Mei, professor at the School of Economics, Singapore Management University. “Decisions about having children in China are mainly influenced by economic and lifestyle factors, such as the cost of raising a child and long working hours. These factors outweigh small changes in the price of condoms.” So what for? There is who considers that the rate has a symbolic nature and really seeks to delve into a message. “Now that China’s birth policy has shifted toward promoting birth and no longer promotes contraception, it is reasonable to tax condoms again,” reflect He Yafu, Guangdong demographer. Nor does it seem that the initiative will have a notable economic impact. Not at least if you put it in context. Lee Ding of Dezan Shira & Associated explains to Guardian that taxing condoms will add around 5 billion extra yuan a year to state coffers (about $710 million). It is a considerable figure, but very small when compared to the billions that the country collects in general. “We don’t believe that income generation is the main motivation.” Images | Fenghua (Unsplash) 1 and 2 and CDC (Unsplash) In Xataka | While the birth rate in China plummets, a region does not stop having children. Their secret: being a large family has a reward

Scooter, Chinese and with the last name “ADV”. The Zontes 368G is destroying the Spanish market for good reason

Spain It’s scooter country. They are cheap to maintain, they hardly use fuel and some of them did not need a driving license to buy them. And I speak in the past tense because the DGT It already requires you to take a small driving course for new drivers who want to get a 125cc motorcycle with the B license (the car license). Taking into account that for years it has been possible to drive scooters without a license and the economy of maintenance, it is more than logical that these small vehicles have occupied the top 3 sales for years. What was not so predictable is that a Chinese manufacturer, launching an A2 license scooter, has blown up the ranking of the best-selling motorcycles in Spain and has catapulted itself to the top 3, very close to the historic Japanese Yamaha. We talk about Zontes with his 368Gand take a good look at the photo, since once you recognize it you will not stop seeing it on the Spanish streets. The reason for this motorcycle. Zontes has been in Spain since 2018 and, since then, has had a very modest presence. In China, The culture of copying has nothing to do with how we perceive it in Spain: For the Asian country it is a way of recognizing that a product is well made. For years, traditional Chinese education was based on memorization, tracing and exact reproduction of classical texts. Copying was the correct way to learn, and if a student could exactly replicate their teacher’s work, it demonstrated respect and having achieved a high level of skill. So, analyzing that the best-selling A2 scooter in Spain is the Honda 350 ADVZontes decided to make his own. The anti-ADV. A motorcycle for the city, road and (some) countryside, all with an aesthetic similar to Honda’s most expensive ADV, the X-ADV. The Zontes 368G is the third best-selling motorcycle in Spain according to Anesdor, dangerously close to the Yamaha Nmax. That’s key for several reasons. It is the best-selling Chinese scooter in Spain. It is the first time that an A2 license scooter is close to surpassing a B license scooter in sales. This Zontes model has surpassed Voge, a Chinese manufacturer that seemed unbeatable in Spain. While Chinese manufacturers are betting on a fragmented distribution strategy, Zontes has bet practically everything on this model. Why is it devastating?. Zontes has touched the x pillars necessary for a motorcycle to sweep sales in Spain. The price is absurdly low. Zontes asks 5,529 euros for a 368G with almost 40 HP and fully equipped. On a technological level, it is one of the most ambitious proposals on the market: heated grips, 8-inch TFT screen with mirroring connectivity, rear camera, front camera, keyless start, electric seat opening, full LED lights. Expansion of dealer network in Spain and good response from technical service. The small print. Like practically all Chinese manufacturers (except for some high-displacement models from Voge), the toll to pay for buying an Asian motorcycle is that you have to go to the workshop quite a bit. The Voge’s maintenance is every 4,000km, compared to 12,000km for its direct rival, the Honda ADV 350. A point to keep in mind for all those drivers who drive close to 10,000km annually. 2026 is coming even stronger. Zontes has made a splash in 2025, and has even more reason to do so in 2026. They are going to increase the maintenance interval to 5,000km thanks to an oil cooler. The bike will come with a heated seat. New display. Cruise control. Suspension improvements. On the other hand, in China, it is sold at the same price as the current model, so hardly any price increase is expected. 2026 will be a key year in the motorcycle world: it is more than likely that Chinese manufacturers will take the top 1 for the first time. Zontes is not alone. Zontes has become a manufacturer capable of surpassing giants such as BWM, Kymco and Kawasaki in registrations. But just look at the top 10 units registered in Spain to understand that it is not alone. Position four is occupied by Voge, a Chinese manufacturer that has managed to place its 900 DSX as the best-selling trail in Spain. In 10th place, QJmotor is beginning to make its mark. The future of the motorcycle in Spain is inevitable: it passes through China. Image | Zontes In Xataka | Chinese motorcycles are sweeping Spain: who is who in this puzzle of brands

The US electrical grid depends on Chinese devices. And that worries their national security

United States national security has always been measured on aircraft carriers, missiles and satellites. Today, however, a growing part of that security depends on something much more everyday: electricity. The grid that powers homes, hospitals, data centers and military bases is going through —despite political resistance from the Trump administration— an accelerated transformation towards renewable sources. But that transition, key to the country’s energy future, has introduced a silent vulnerability. The back door open. The expansion of solar energy has made the US electrical grid depend massively of inverters made in China, essential devices for converting solar energy into electricity usable by the grid. They are not simple pieces of hardware: they are digital systems, connected, with software, remote communication capabilities and, in many cases, manufactured by companies with direct or indirect links to Beijing. For years, this dependency was seen as an industrial or commercial problem. Today, for those responsible for national security, it has become something very different. The agency notice. The Cybersecurity and Infrastructure Agency (CISA), the National Security Agency (NSA) and the FBI published a joint notice in which they alleged that cyber actors sponsored by the People’s Republic of China had compromised and maintained persistent access to critical US infrastructure. The identified group, known as Volt Typhoonhad managed to infiltrate organizations in key sectors such as energy, water, transportation and communications. The objective was not to steal data or obtain financial benefits. According to the security agencies documentthe behavior detected “is not consistent with traditional espionage” and points, with “high confidence”, to a different strategy: enter critical systems, remain hidden for long periods and wait. Wait for a crisis or conflict scenario in which those same infrastructures may be interrupted or degraded. It’s exactly the scenario that FBI Director Christopher Wray has described before Congress warning that China is positioning itself to attack American civilian infrastructure as part of its strategic planning. From stealing secrets to preparing chaos. For years, cyber activities attributed to China focused on the theft of intellectual property and trade secrets. Today, according to security officialsthe objective is different: to create the ability to cause internal chaos in the United States and limit its room for maneuver in a conflict, especially in the Indo-Pacific. The systems attacked by Volt Typhoon—such as ports, regional power grids, or water utilities—have no immediate economic or political value. Precisely for this reason, experts conclude that the only reason to infiltrate them is to be able to sabotage them later. It is not necessarily about causing a national blackout. As government sources explainselective interruptions, cascading failures or highly visible incidents would be enough to generate social panic, put pressure on policy makers and condition decision-making. Towards the transition. The U.S. power grid is increasingly reliant on solar inverters and storage systems—so-called investor-based resources— which are not simple pieces of hardware. They are digital, connected systems that regulate the flow of energy, stabilize the frequency and constantly communicate with other elements of the network. According to the In Broad Daylight reportprepared by Strider Technologies, since 2015 China has exported nearly 2.68 billion kilograms of inverters to the United States, dominating two-thirds of the world market. To understand the scale of the phenomenon: 86% of electricity companies analyzed by Striderwhich represent about 12% of the installed capacity in the United States, use at least one Chinese supplier considered risky. Together, these devices are present in 5,400 megawatts of solar capacity spread across 22 states, enough electricity to keep more than a million homes powered for a year. The concern is not trivial. A Chinese manufacturer remotely disabled inverters installed in the United States and other countries amid a contract dispute, demonstrating that manufacturers retain operational control on already deployed equipment. Furthermore, research cited by The Washington Post reveal the existence of undocumented communication components in some inverters, capable of connecting to external networks without the operators’ knowledge. According to Striderthe problem is compounded because Chinese academic and military institutions have produced thousands of studies on foreign power grid vulnerabilities, many of them focused on deliberate disruption scenarios. China has come forward against the accusations. A spokesman for its embassy in Washington responded to Reuters and Washington Post rejecting that there is a security problem and denouncing what he described as a “generalization” of the concept of national security to discredit Chinese advances in energy infrastructure. Beijing has not announced technical reviews, external audits or changes to the control mechanisms of these devices. A dilemma without a simple solution. In the short term, US authorities have ordered electric companies to limit or monitor external communications from these devices. However, as officials recognizethe fragmentation of the electricity sector—with thousands of operators and unequal standards—makes a uniform response difficult. In the medium term, the dilemma is more complex. A massive recall of Chinese hardware could put energy supplies at risk at a time of strong demand growth. Maintaining it implies accepting a strategic vulnerability. In the long term, the consensus among analysts is clear: energy is no longer just an economic or climate issue, but a matter of national security. As Strider’s report concludesensuring the transition to clean energy without creating new strategic dependencies has become a defensive priority. The new dimension of national security. The US power grid does not need to be attacked tomorrow to become a pressure tool today. The vulnerability already exists, integrated in the form of everyday devices, invisible to the end user but critical to the functioning of the country. The question raised by the official documents themselves is not whether that capacity will be used, but in what context and for what purpose. Because, in the strategic competition of the 21st century, the control of energy can be as decisive as the control of territory. Image | Unsplash and freepik Xataka | The US and China are involved in a controversy over renewable devices: what we know (and, above all, what we do not know) so far

30 years ago a young Chinese man set up an ice cream stand. Now he leads an emporium with more stores than McDonald’s

It’s hard to believe in a world dominated by big brands and multinationals, but there is a hospitality chain with more stores than McDonald’s and Starbucks that you’ve probably never heard of. His name is Mixue (Mìxuě Bīngchéng) was founded in the late 90s by a university student from Zhenghou, China, and today it is considered the largest food and beverage chain in the world. This is how it is recognized, for example, by the magazine TIMEwhich has included it in your listing of the 100 most influential companies of 2025. It is estimated that it has more than 46,000 stores spread throughout Asia, Australia, the Middle East and South America, a vast network of stores offering a menu based on ice creams, smoothies, coffees, traditional teas and bubble teas. Bigger than McDonald’s? Yes, if we talk about the number of establishments. The benefits already they are something else. While McDonald’s boasts of having more than 43,000 restaurants spread across more than a hundred countries and Starbucks managed 40,576 stores At the end of the first quarter of fiscal year 2025, Mixue surpasses (and quite comfortably) both figures. A few months ago the magazine TIME assured that the chain has more than 45,000 spread mainly throughout mainland China, although it also operates in other regions. Do you have so many stores? Yeah. Fortune calculate which exceeds 46,000 points of sale throughout Asia, Austria, the Middle East and South America. Other sources speak of more storesraising the total network to 53,000 points selling. Beyond these dancing numbers, one thing is clear: Mixue is normally considered the food and beverage chain with a greater deployment of establishments in the world. In addition, its branch network continues to expand to good If in the West its brand is less known to us than McDonald’s or Starbucks, it is because (despite the international jump that has given in recent years) most of the Mixue stores they remain focused in China. The firm also has another handicap that helps understand its global expansion: while in the case of Starbucks more than 50% of the stores are in the hands of the company itself, in Mixue practically all They operate through franchises. What is your story? Mixue’s is the typical story of improvement and accelerated growth that gives shine to the classes of coaching business. The father of the company is Zhang Hongchao, who laid its foundation almost 30 years ago from scratch. Your story starts in 1997in Zhengzhou, when Zhang, then a university student, managed to get his grandmother to lend him 3,000 yuan ($420) to set up a small slushie and soft drink stand. Despite the challenges that were encountered along the way (and some other business failure), Zhang moved forward, managed to adapt to the changes in Zhenghou, reinvested in machinery and found the key to creating a million-dollar business. Sam Tang account that his first success came in 2006, when he launched ice creams for one yuan. In 2014, its brand already had 1,000 stores. In 2020 there were 10,000. And how has it succeeded? The big question. Mixue’s business model has several clear characteristics. The first, its commercial approach. The chain basically sells ice cream. soft servesmoothies, tea drinks and bubble teasalthough in your menu coffee and Fortune assures which in the future plans to expand its offering with beer. The other great features of your menu are the affordable priceswith ice creams for less than one euro. Other peculiarities of the company are its commitment to dominate the supply chainits commitment to a clearly identifiable brand thanks to symbols such as its mascot (Snow King) and, above all, an expansion through franchises. In a report from a few months ago the company itself recognizes that almost all of its stores (99%) are opened and operate through franchises. Mixue is responsible for supervising businesses, choosing locations, decoration and assessing the capacity of the staff. For her, the business is not so much in the fee that those stores then pay as in the equipment, merchandise and packaging that she sells to them. And the future? It doesn’t look bad. In spring the company went public in Hong Kong and managed to raise nearly 450 million of dollars, starring in one of its best premieres of the first half of 2025. The company seems willing also to get into the powerful (and disputed) US market. According to precise Fortuneduring the first half of the year the company reached a revenue volume of 2,000 million dollars (40% more than in 2024) with profits of 370 million. Despite its humble origins, its founder and his brother now manage a fortune of billions of dollars. Images | Choo Yut Shing (Flickr) 1 and 2 and Jeremy Thompson (Flickr) In Xataka | One of the biggest wine critics is French and has toured China. There is no good news for French wine

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