Chinese supply chains AI Edge

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The tariffs reminded US business as far as they still count on Chinese factories.

Now, as more of these factories are referring to technology, artificial intelligence and robotics-for costs and quality control will be even harder to resist buying in China. AI potential for converting production was even highlighted by venture capitalist Mary Mecker Last weekend, the first of its first reported reports on technological trends since 2019.

Chinese companies seek to take new technologies, and launching Cybord believes that its AI quality control tools will find great buyers in China this year, said Oshri Cohen CEO.

Instead of using the Generative II, Cybord applies manageable machine training to identify the disadvantages based on models in its production base, Cohen said. These disadvantages include fake, defective and fake components. Last month, the startup announced that this happens Built into the factory management system from the industrial giant Siemens.

Cohen, who was previously the vice -president on the Nvidia supply chain, expects geopolitical pressure on supply diversification, making Chinese plants more competitive. “The factories will return to China,” he said, but unlike the last decade, China will “be a high quality statement”.

China has installed seven times more robots than in the US in 2023, which is more than half of the industrial robots installed in the world, reports University of StanfordReferring to the report of the International Robotics Federation.

However, the level of automation levels are uneven, with some sectors such as AUTO, require fewer workers, while production lines such as clothing still relies on people working manually.

Beijing has ambitious plans to digitize the country’s factories in the next five years.

China last month released “Action plan” for a digital supply chain Development by 2030. He called for the use of AI, Blockchain and other technologies in production and agriculture – including a plan for growing 100 digital supply chain.

There is already a beginning in the country.

“When you think about digital transformations and the use of digital automation analytics, Chinese companies are real power in the world,” said Karel Elot, Makkins, Karel Elot.

He noted that after the World Economic Forum and McKise began to track Factory digitization In 2018, the number of exemplary cases increased to 189, of which 41% are in China and extended through different industries. They include the Chinese Midea device manufacturer and Chinese GE Healthcare Operations, Astrazeneca and Schneider Electric.

The report notes that some companies such as the joint venture Hisense-Hitachi in Kingo, China, use the Generative II to reduce the time spent on ineffective meetings, instead directed the next change of workers to immediate problems.

Companies are looking for ways to improve productivity, but only from the supply chain to the consumer, said the Elot, noting that in terms of AI integration is growing “a gap between the master’s and the lack.”

“The competitive forces in China are very strong,” he said. “Companies compete with each other very ruthlessly, I would say.”

In recent weeks, the nature of cutting this competition is in full with another round of decline in electricity prices Bakewhich is already dominated by the market and is aggressively expanding in the world.

In his annual BYD report, he started deploying autonomous mobile logistics robots for production. In the automakers also have Investing in robotics companies.

“The supply networks have become so effective and so competitive in terms of costs … that if you have to compete, you should be here” in China, Jens Eskelund, President of the EU Chamber Trading in China, told reporters last week in Beijing.

He said he was concerned about China’s plans, potentially double -sufficient, which would most likely push the main trading partners. “If you still want to have a working relationship with your main trading partners, you also need to make a job actually,” he said.

Other car companies such as Nio and Geely, also made The focus is on their development.

Applications for AI can even offer the reorganization of the automotive industry, said Zhou Zipeng, CICC Executive CEO of CICC research. Although the problems are still in the data collection and storage, AI is already used to develop lithium -rollers and chips in China, Zhou said.

On the side of the software, the Chinese technological giant Alibaba announced a strategic partnership with the SAP business management giant last week. Wide Agreement – which is originally focused on China – includes cloud support for cloud SE control system supply SAPAnd they plan to check the integration of the QWEN AI Alibaba model with SAP apps in China.

Although the first days, the generative AI can quickly create a large number of design solutions by reducing the product launch time, Glen Hou said, a founding partner of China Insights Consultancy. He added that generative II could increase the efficiency of equipment service and help enterprises absorb technical examination faster.

“Considering the next year, AI integration and production are expected to accelerate,” said Hou in Chinese, translated by CNBC. He noted how the combination of data, algorithms and cases of use became a new competitive barrier for business entry.

Hkex Bonnie Chang CEO tells how Hong Kong markets move from the global market volatility, and the factors that stretch in mainland Chinese companies and global companies to list in the city.

Khan van, Financial Director of Lady, Social and Internet Contract in China, discusses profitability, company growth strategy and pressure on AI integration.

Eswar University Prosad, Cornell says the volume of global trade will not fall, but will become much more fragmented, especially since the US and China will not find common ground.

US and Chinese trade negotiations in suspended state. Washington shows that US President Donald Trump and Chinese President Xi Jinping could Talk this weekBut the Chinese Foreign Ministry offers no information. This is after both countries have publicly accused others of violating the trading truce reached in mid -May.

Chinese Defense Minister Dong Jun misses Shangri-la dialogue in Singapore. It was The first absence of 2019Although Chinese low -ranking officials were present. US Secretary of Defense Pete Hegset called on the absence of China, calling on the participants of the summit to push from Beijing’s military pressure on the region.

In May, the leipmator and Huawei-Affiliate Aito deliver cars. New brands on energy vehicles delivered much more than 40,000 cars Each last month, setting records despite the strengthening of the price war under the guidance of byd. Above the Dragon festival on the boat long weekend, official data They showed a 5.7% increase in tourist trips and an increase in appropriate costs by 5.9% compared to a year ago.

Chinese and Hong Kong stocks rose on Wednesday when the Asia-Pacific Markets Trad Nvidia.

Mainland Chinese CSI 300 added 0.5%while Hong Kong Hang the Index .

The 10-year revenue of Chinese government bonds for 10 years is 1.704%.

The Chinese Yuan last traded 0.04% below against the green lapel at 7,190 against Greenbeck.

. Amala Bagrisner

June 9: Trade data, IPC and IPC per May