Solar panel costs dropped more than 80 percent over the last decade. Shipments grew more than 10x. Yet many manufacturers still struggled, and the industry saw major losses. In this episode of Tech Innovation Deep Talk, we sit down with the President of CSI Solar to unpack what is really driving the cycle. We cover Why rapid capacity expansion created a supply glut Why grid limits and curtailment are slowing demand growth in many regions Why policy and currency risks reshape emerging market project economics The cost breakdown shift that surprised us most modules can be under 10 percent of total EPC cost once storage is included Why solar is increasingly a solar plus storage story What consolidation may look like over the next 2 to 3 years How a global operating model and local teams change execution in energy infrastructure Why AI data centers could become an unexpected driver of storage demand This is not a hype episode. Just a clearer way to understand where the industry is heading. #Solar #EnergyStorage #RenewableEnergy #CleanTech #Grid #Batteries #Infrastructure #Manufacturing #GlobalSupplyChain #TechInnovation

Margins in emerging markets are now higher than in China. But winning there takes more than low prices.In this episode, we look at how a Chinese medtech firm deployed its lab automation system in one of Southeast Romania’s largest hospitals—and helped cut lab operating costs by 34%. Not through subsidies. Not through discounts. But by streamlining workflows, consolidating testing platforms, and delivering measurable operational value.This isn’t just a case study. It’s a signal: In markets under pressure, companies that lead with innovation—not price—are starting to win. What drives success across markets is universal: Innovation that customers feel in their bottom line. #CNQQ #Rayliant #China NextGen tech wave #EmergingMarkets #MedTech #HealthTech #Automation #DeepTech #GlobalTrends #Investing

When people talk about “China’s innovation,” it often centers on policy or subsidies. But here’s a different story. This company chose a slower, harder path: • Investing 10% of its revenue into R&D every year—consistently, for over three decades • Entering the UK market in 2000, the US in 2004, and going public in 2006 • Competing in the high-end market where most Chinese firms don't even enterIt didn’t win by being cheaper or louder. It stayed alive by being better—globally. This clip reflects not just a business strategy, but a mindset shift: Long-term R&D, international learning, and climbing the value chain through products, not narratives. #CNQQ #Rayliant #China NextGen tech wave #TechInnovation #GlobalTrends #Investing #SupplyChain #DeepTech #Manufacturing

In this episode of Tech Innovation Deep Talk, we examine how some of China’s most R&D-intensive companies are scaling their innovations globally. Rather than talking about dominance or disruption, we focus on long-term growth logic: • 10% of revenue invested into R&D every year • 50%+ of revenue already from international markets • Emerging markets expected to drive fastest future growth • AI and large language models are transforming even traditional hardware businesses into software-style platforms This isn’t just about new products — it’s about new revenue models, new market structures, and how AI reshapes capital equipment into recurring-value businesses. If you’re tracking global industrial trends, this is a case worth watching. #CNQQ #Rayliant #ChinaNextGenTechWave #TechInnovation #GlobalStrategy #EmergingMarkets #AIinIndustry #Investing

The global pharmaceutical and healthcare landscape is changing faster than many expected. China is now the world’s second largest healthcare market, valued at over one trillion US dollars. But the real shift isn’t about demand. It’s about capability. In the first half of 2025 alone, Chinese biotech transactions accounted for 44 percent of global deal volume. This signals something deeper than market expansion. We are seeing a transition from manufacturing to innovation. From producing for global markets to developing original therapies that compete internationally. This episode looks at China’s healthcare sector from an overseas observer’s perspective. Not as a story of national growth, but as a case study in how innovation ecosystems evolve, how capital flows follow capability, and where future healthcare breakthroughs may come from. Understanding these shifts matters for investors, researchers, and anyone watching the next generation of global technology. #CNQQ #Rayliant #ChinaNextGenTechWave #Healthcare #Biotech #GlobalHealthcare #TechInnovation #Investing

For 15 years, China has been the world’s largest manufacturing economy. But what’s really changing is how things are built. No longer just the world’s factory, China is now leading innovation across multiple industries. In this episode of Tech Innovation Deep Talk, we dive into the massive transformation happening in China’s manufacturing sector and its global impact. From aerospace to high-speed rail to green manufacturing, China is shifting from cost-driven production to intelligent, scalable systems that learn and adapt. Key insights include: • How China’s aerospace and high-speed rail sectors are rewriting global standards • The role of AI, automation, and industrial systems in next-gen manufacturing • Why China’s green manufacturing initiatives are leading the global transition to clean tech • The shift from traditional manufacturing to a data-driven, innovation ecosystem As global supply chains evolve, China is not just participating—it’s shaping the future of industry. Are you ready for what’s next #CNQQ #Rayliant #China NextGen tech wave #TechInnovation #Investing #AI #Automation #GreenManufacturing #GlobalTrends #Sustainability

Xiaomi is doubling down on its future with a projected $30 billion in R&D investment this year alone, focusing on AI, operating systems, and chipsets. But here’s the twist: they’re not building for the global market—they’re building for themselves. In this episode of Tech Innovation Deep Talk, we dive into Xiaomi’s long-term strategy and the investment in technology that powers everything from smartphones to electric vehicles. Key insights include: • Xiaomi’s plan to invest over RMB 200 billion in R&D over the next five years • How Xiaomi’s AI and operating systems power smartphones, IoT, and EVs • Why Xiaomi is focusing on in-house development of AI and chipsets instead of selling large language models to external customers This isn’t just about products—it’s about creating a self-sustaining tech ecosystem. #CNQQ #Rayliant #China NextGen tech wave #Xiaomi #AI #TechInnovation #Investing #FutureTech #R&D #EV #IoT

Xiaomi isn’t just focused on expanding its product lineup; it’s investing heavily in R&D, with a projected $30 billion in spending this year alone. But what makes their strategy stand out is their focus on building AI, operating systems, and chipsets for in-house use—not just selling large language models to external customers. In this episode of Tech Innovation Deep Talk, we dive into Xiaomi's long-term strategy to dominate in AI and IoT, where they’re investing, and how this internal development will fuel their future growth. Key insights include: • Xiaomi’s plan to invest over RMB 200 billion in R&D over the next five years • How their AI systems and operating systems power everything from smartphones to EVs • Why Xiaomi is developing AI and chips specifically for their own ecosystem, not for the broader market This isn’t just about building products—it’s about creating a tech ecosystem that thrives on internal innovation and long-term investment. #CNQQ #Rayliant #China NextGen tech wave #Xiaomi #AI #TechInnovation #Investing #FutureTech #R&D #EV #IoT

A few years ago, many global investors put China in the “uninvestable” box. In this Tech Innovation Deep Talk clip, the conversation explains why that framing is being challenged again. Key ideas in this segment China shifting from value chain manufacturing to innovation competition in a winner takes all tech race What it means if parts of the China market become less reachable through US brands and more reachable through local leaders Why the valuation gap matters if you are allocating to AI and growth assets This is not a cheerleading story. It is a portfolio question about access, competition, and pricing. #CNQQ #Rayliant #China NextGen tech wave #ChinaTech #Investing #ETFs #GlobalInvesting #AI #GrowthStocks

Is China still just a manufacturing piece inside a global ecosystem, or is it entering a new phase where it can compete as an innovator and sometimes as a first mover In this Tech Innovation Deep Talk clip, we unpack one idea the DeepSeek moment, a signal that capability in software and hardware innovation is changing, and that the old allocation mode may need a rethink. If you follow global tech trends and how investors interpret shifts in innovation, this is a useful perspective to sit with. #CNQQ #Rayliant #ChinaNextGenTechWave #Xiaomi #EmergingMarkets #Investment #ETFs #GlobalMarkets

Is China tech still a risk you avoid, or a cycle global investors are misreading？ In this Tech Innovation Deep Talk episode, Richard Peng sits down with Jason Hsu from Rayliant and Xiaomi CFO Alan Lam to look at China through an overseas investor lens. From the 85 percent move in the Hang Seng Tech Index to the launch of CNQQ on NASDAQ, they unpack what is signal, what is noise, and where innovation is actually showing up in earnings and products. No cheerleading, no doom narrative, just a grounded conversation on valuation, research and development, and how AI and EVs are reshaping the opportunity set. Subscribe to Tech Innovation Deep Talk to follow China’s changes as part of a global story, not a separate one. #CNQQ #Rayliant #ChinaNextGenTechWave #Xiaomi #EV #Investment #ETFs #GlobalMarkets

Every leap in human productivity has been a materials revolution — from bronze to silicon, from coal to carbon fiber. In this episode, we explore how China is positioning itself in the global race for next-gen materials: solid-state batteries, gallium nitride semiconductors, biodegradable plastics, and more. Rather than just scaling manufacturing, China’s deep-tech supply chain now plays a critical role in driving down costs, improving global sustainability, and enabling future breakthroughs in EVs, healthcare, and energy. This is not about dominance. It’s about evolution — and the materials shaping tomorrow’s industries. #CNQQ #Rayliant #ChinaAMC #ChinaNextGenTechWave

China’s healthtech game is changing fast. Ten years ago, no one believed in China’s new drug dream💊. Today, 43 breakthroughs in half a year —✅ tested, approved, and ready. This isn’t just data. It’s a story of belief, scale, and boldness. 💥 #CNQQ #Rayliant #ChinaAMC #ChinaNextGenTechWave #HealthTech #PharmaReform