RebeccaFannin

Daniel Craig: The New Face of BYD's DENZA Luxury EVs. What an amazing ad.

China is increasingly dominating high-tech industries, while the low-value manufacturing sectors that powered the country’s rise are becoming less important economic drivers on.wsj.com/4eEqXGA

as I've noted, innovation in the world's most ambitious economy is under pressure!

Next stop, LA! for the annual China-California Business Forum, May 12, about cross-Pacific trade and investment opportunities. My panel is ready to go! Meeting leaders from @BayAreaCouncil @PortofLA, @CGCCUSA, Hainan Province #SiliconDragon cgccla.org

For our global #battery community - let me share a short summary of China's Five-Year Plan (2026–2030) - for all of us who work in this area, it is critically important to know 👇 The FYP officially designates batteries and energy storage as part of the "New Quality Productivity" (新质生产力). The plan moves beyond just expanding capacity to focus on a "triple closed loop" of energy #infrastructure, #application scenarios, and #materials support. 1. The plan shifts significant R&D and industrial subsidies toward next-generation #chemistries to reduce lithium dependency and increase #energydensity. All Solid-State Batteries (ASSB) is designated as a "critical breakthrough" area, supporting a move from #pilot lines to mass #manufacturing, specifically for high-end EVs and aerospace applications. #Sodium-Ion Batteries are elevated to a strategic alternative to lithium. The goal is to establish a complete industrial chain by 2030, targeting grid-scale storage and low-to-mid-range EVs to mitigate lithium price volatility and supply risks. Aqueous and Flow Batteries is recommended for long-duration energy storage (#LDES) to support the national grid's stability. (note that China's grid is not privatized) 2. The 15th FYP aims to solve the "curtailment" problem of wind and solar through a massive #storagemandate. Mandatory Pairing: New utility-scale renewable projects in "Sha-Gobi-Huang" (desert/barren) regions are generally required to pair with 20% to 30% storage capacity with at least 4-hour durations. Pumped Hydro: A target to reach 100GW of operational pumped-storage hydropower by 2030. New-Type Storage: Targeting over 80GW of "new-type" storage (batteries, compressed air, flywheels) by 2030, a significant jump from 2025 levels. 3. The "#BatteryPassport" & Carbon Tracking - For the first time, a FYP explicitly links battery production to a national "Carbon Accounting System" The plan mandates the establishment of carbon labeling and footprint #standards for batteries. This is partly a response to international regulations (like the EU) to ensure Chinese exports remain competitive. #Recycling & #Circularity: Implementation of a "Triple Closed Loop" system that mandates high recovery rates for lithium, cobalt, and nickel. It encourages battery as a service and standardized #batteryswapping modules to simplify recycling. 4. Integration & Infrastructure Vehicle-to-Grid (#V2G): Policies to incentivize EVs to act as mobile storage units, allowing owners to sell power back to the grid during peak demand. Zero-Carbon Industrial Parks will serve as "#sandboxes" for integrated solar-storage-charging #microgrids, aimed at achieving 100% renewable energy use at the factory level. (and the plan is 100 such parks in the next five years) Strategic #MineralStockpiling:The plan emphasizes "sovereign digital stacks" and "resource security," calling for increased domestic exploration and overseas joint ventures for battery minerals.

China’s Cars Aren’t in the U.S., but Its Auto Parts Are Everywhere—Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America @ryanfelton wsj.com/business/autos… wsj.com/business/autos…

Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America. on.wsj.com/49x7EeH

I'm on the bookstore stage at 1pm this Friday.

great to do this interview with maverick investor @jkrane68 @KraneShares, one of the first to realize the potential of China tech. @SiliconDragon youtube.com/watch?v=t6Kon_…

The last time these guys got together, Geely bought Volvo for $1.7 billion. Ford Motor and China’s Geely held talks as recently as this year exploring whether the European tie-up they are negotiating could extend into the U.S.—a collaboration that would be politcally fraught wsj.com/business/autos… via @WSJ

seeing more China tech to Silicon Valley events, @DreameGlobal event packs in AI pioneer @SebastianThrun, Apple co-founder @SteveWozniak, tech futurist @scobleizer & my panel ww Berkeley prof @B_Eichengreen, Microsoft tech Jim Chen & @LilyMeiFremontMayor tinyurl.com/43y6kvph

So glad to participate!

going to the AI Expo in DC! Glad to participate as author of New Tech Titans of China. My book talk and signing is May 8, 1pm. web.cvent.com/event/ab85e697…

going! AI+ Expo in DC, May 7-9. Meet 'n greet at my book talk and signing, May 8, 1pm web.cvent.com/event/ab85e697…

With Bianca Chen m.weibo.cn/status/QxnpgdB…

We recently brought together an incredible group to celebrate the launch of The New Tech Titans of China by @rfannin — and to hear directly from one of the leading voices on global tech and US–China dynamics. Through a moderated discussion and fireside chat with Mitch Presnick, Rebecca unpacked the forces shaping China’s evolving tech and investment landscape — from generative AI and digital currencies to the global scale of platforms like TikTok and Temu. With Mitch’s decades of on-the-ground experience building and operating in China, the conversation offered a rare blend of perspective: both how innovation is accelerating under pressure, and what that means in practice for investors and operators. Expertly moderated by @rontrepreneuer, it was a thoughtful, nuanced discussion on one of the most important and complex areas of global innovation today. Grateful to Rebecca, Mitch, Ron, and everyone who joined us for such an engaging evening. #AlumniVentures #GlobalTech #VentureCapital #USChina #Innovation #EmergingMarkets #AI #TechInvesting #TheNewTechTitansofChina

Human agency, China’s tech surge, & India’s rise: Ep. 432 of #DisrupTV dives into how AI, algorithms, and global competition are shaping the next decade. Guests Marcus Fontoura & @rfannin explore: AI empowerment, Chinese EVs, & India’s tech boom. zurl.co/cCkQ5 @rwang0 @ValaAfshar

Read your excellent oped piece on China AI getting ahead About time mass media gets it! @TechTitansofChina and the just-launched 2nd edition.

for a techie stay in Boston, I tried out @YotelHQ, a futuristic microhotel in the trendy area of Seaport, close to downtown. It delivered, even with its own robotic butler. Compact rooms that pack in most things you need are good for a solo traveler

Totally agree!