Information Infrastructure Push: China’s MIIT unveiled a 2026-30 plan to invest 3.8 trillion yuan in information infrastructure by 2030 and lift intelligent computing power to 9,800 EFLOPS, aiming for a next-gen, secure communications network and stronger governance and cybersecurity. Financial Sector Capital Boost: China is set to inject 360 billion yuan into eight state-owned banks and insurers to strengthen risk resistance and expand credit to the real economy. AI Goes Consumer-First: Alibaba’s Tmall is selling AI subscriptions via an “AI Space Station,” as developers like Z.ai and Moonshot AI chase recurring revenue beyond app downloads. Enterprise Automation Battle: China’s office agent market is shifting from desktop tools to enterprise workflows, with big tech integrating AI assistants into workplace platforms like DingTalk and WeCom. Semiconductor Supply Chain Friction: China will collect security deposits on Japanese dichlorosilane imports from Sept 8, escalating an anti-dumping move tied to thin-film chip manufacturing inputs. Energy Storage Manufacturing: Powertrac ordered a 10 GWh automated BESS manufacturing line from China’s SUNKA LEAD for a Gujarat facility using AGVs, robotics, and automated testing. EV Supply Chain Split: CATL and other battery makers nearly doubled profits in H1 while EV makers’ profits fell amid weaker demand and price wars. China-Nepal Disaster Response: South Korea’s rescue team released footage of saving a Chinese survivor from a hydropower tunnel in flood-hit Nepal, while China shared monitoring data with Nepal during the crisis.