Archive - Baiguan - China Insights, Data, Context

China aired the country’s first AI long-form drama

China's AI video is quietly printing cash

22 hrs ago • Amber Zhang

Last Call: Early-Bird Ends Sept 13 — 2026 Autumn Baiguan China Tour

This is the last call for the 2026 Autumn Baiguan China Tour early-bird discount (10% off all tour programs), valid only until 11:59 PM Beijing Time on…

Sep 8 • Baiguan China Tour

Alibaba's $10B AI Equity Raise, Niu Lai, and Beijing's ‘Going Global’ Support Plan - Baiguan Radio #41

Notice: Early bird pricing for Baiguan China Tour will end on September 13.

Sep 4 • Robert Wu and Olivia Plotnick

48:24

What does the “most capitalist” city in China tell about the future of globalization

A conversation with David Fishman

Sep 3 • Robert Wu

What China’s Markets Are Really Saying

Micro Evidence & Non-Consensus Observations — August 2026

Sep 2 • Baiguan and Aaron

Our view on Chinese assets: August 2026

On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Sep 1 • Baiguan

August 2026

After solar and EV, what’s next for China’s energy sector?

Q&A with an industry insider

Aug 31 • Robert Wu

How would Chinese technology look like five years from now?

A Q&A with a true industry insider

Aug 26 • Robert Wu

Field notes from the World Robot Conference in Beijing

I spent some time at the World Robot Conference (August 19–23) in Beijing.

Aug 25 • Amber Zhang

Data Update — July 2026

*On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…

Aug 21 • Baiguan

What you will actually learn in Baiguan China Tour?

16 essential quesitons

Aug 21 • Robert Wu and Baiguan China Tour

Unitree’s IPO, Chinese Premier, Chinese Mayor - Baiguan Radio #40

And what you can expect to see in our upcoming robotics tour

Aug 19 • Robert Wu and Olivia Plotnick

49:54

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