China’s corporate forces underlining its economic strength – Kaiser Kuo

 

Kaiser Kuo

China veteran Kaiser Kuo examines the ten Chinese companies, which are booming in China’s economy, despite the pressure it is under. Most names might be new to the non-Chinese, but these ten are worth putting on your China watch list, if they are not yet, he writes at the World Economic Forum: CATL (宁德时代), Envision Energy (远景能源), Haier (海尔集团), Huawei (华为), JinkoSolar (晶科能源), LONGi Green Energy Technology (隆基绿能科技股份有限公司), Meituan (美团), Pop Mart (泡泡玛特), Seres Group (赛力斯), Xiaohongshu (小红书 / RedNote),

Kaiser Kuo on Haier:

Status: Public (SSE: 600690), also listed in Hong Kong

Founded: 1984 by Zhang Ruimin

Headquarters: Qingdao, Shandong province

Main Businesses: Smart appliances, IoT, home automation solutions, digital factories

Why It Matters:
The oldest company on our list, Qingdao-based Haier revolutionized Chinese entrepreneurship — famously when its CEO used a sledgehammer to destroy a defective fridge in the year of its founding. In the 40 years since, it’s grown from a white goods company known mainly for its dormitory refrigerators into a global IoT appliance leader, integrating AI across its platforms and operating micro-factories in over 20 global markets while targeting zero-carbon operations.

What You Probably Didn’t Know:
Haier spun off nearly a dozen micro-factories: small, flexible production units focused on local demand and customization. In Qingdao, one “dark factory” — so-called because there’s no need for lights in this almost fully robotic operation — produces washing machines and fridges autonomously, with no more than three human overseers.

Think of it as…
GE Appliances meets Bosch’s precision engineering, with a dash of Netflix’s AI-driven personalization and modular, user-centric flair.

Nine more at the World Economic Forum.

Kaiser Kuo is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.

Are you looking for more strategic experts at the China Speakers  Bureau? Do check out this list.

The contentious future of CATL – Kaiser Kuo

 

Kaier Kuo

The international march forward of China’s EV producers profoundly influences the supply chains. China veteran Kaiser Kuo looks at the World Economic Forum in Davos, especially at CATL, the market leader for batteries in China, and a magnet for geopolitical tensions, he writes at the WEForum.

Kaiser Kuo:

China’s rise as a superpower in the electric vehicle (EV) industry has reshaped global supply chains, and at the centre of this transformation is Contemporary Amperex Technology Co. Ltd. (CATL). As the world’s largest EV battery maker, CATL has become a critical player in the clean energy transition – and a lightning rod for geopolitical tensions. Co-chairman and co-founder Pan Jian of CATL, speaking recently at the World Economic Forum Annual Meeting in Davos, underscored the global nature of the EV revolution: “It’s not going to be a one-country effort in terms of EVs. It’s going to be a global effort.”…

The road ahead for CATL is strewn with obstacles. The Trump administration’s tariffs on Chinese EVs and proposed bans on Chinese software – the very thing Pan credits for China’s edge in EVs – in US-sold vehicles are likely to complicate CATL’s operations. Furthermore, the Pentagon’s designation could deter US automakers from deepening partnerships with CATL, despite the company’s importance to their supply chains.

Yet CATL’s leadership remains confident. Pan’s optimism reflects a broader belief in the inevitability of EVs and the necessity of global collaboration. “It’s a massive cultural shift,” he said, referring to the transformation of the auto industry, “but it’s going to happen.”

As the EV revolution accelerates, CATL’s ability to navigate these geopolitical and market complexities will shape not only its future, but also the contours of the global energy transition. Its story is emblematic of a world grappling with the contradictions of competition, cooperation and the urgent need for sustainability.

More at the WEForum.

Kaiser Kuo is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

Are you looking for more strategic experts at the China Speakers Bureau? Do check out this list.