China Insider

As a global company, Huawei's development story in the international market is highly representative. After experiencing severe sanctions and challenges, how was Huawei able to survive?While ordinary consumers may think that Huawei would collapse due to US sanctions, Huawei has stubbornly persevered. The fundamental reason is that the sanctions did not strike at the core of Huawei's business. In Huawei's annual reports before and after the sanctions , consumer business, particularly smartphones , did not occupy much space. Instead, the focus was on the ICT infrastructure business, which remained Huawei's primary business. The 2019 Huawei annual report stated, "ICT infrastructure business is one of Huawei's core businesses," and the latest 2022 annual report data shows that ICT infrastructure revenue accounts for over half of Huawei's total revenue. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

Recently, China's leading power battery manufacturer, CATL, released its 2023 half-year financial report. Now we wanna know how profitable this giant is, and what are the prospects for its ambitious overseas expansion?What’s your opinion on the development of CATL? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

By capitalizing on strategic acquisitions, securing major E-commerce players, and a unique business model, J&T has earned itself a spot in the competitive Chinese logistics landscape. However, there are still some opportunities and threats faced by J&T. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

As Jack Ma's recent activities spark discussions on his potential return to mainland China, the timing couldn't be more interesting with China's "Two Sessions" annual political meetings on the horizon and a new central government about to be formed. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

As you may have noticed, many overseas podcasts discussing China tend to be one-sided and fail to understand the changes happening in China. Similarly, China's official media tends to focus on promoting China's policy guidelines, rather than providing an objective reflection of the current situation. With this podcast, we hope to bridge this gap and provide a new perspective for overseas listeners to better understand China. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com