China Technology: CBO - China Brief Overnight - June 10, 2026

Research evidence excerpt

China Technology: CBO - China Brief Overnight - June 10, 2026

Equity Research

China Technology

10 June 2026

CBO - China Brief Overnight - June

10, 2026

BYD saw exceptional growth in orders of fast-charging China Technology

technology, and current battery production capacity can’t POSITIVE

meet demand; BYD aims for annual production and sales of China Technology

Jiong Shao, CFA

10 million vehicles by 2030; Shopee is cutting hundreds of +1 212 526 5562

developer jobs globally due to the impact of AI on jobs. jiong.shao@barclays.com

BCI, US

Lian Xiu (Roger) Duan

+1 212 526 4633

Our daily product rounds up key stories from the Chinese language media overnight, focusing lianxiu.duan@barclays.com

on developments in the technology space. BCI, US

Xinyao Song

See our latest research on Barclays Live. +1 212 526 6972

xinyao.song@barclays.com

We appreciate your 5-star vote in the 2026 Extel All-America Research Survey in the Internet BCI, US

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June 10, 2026

Government/Industry News

•• China seeks breakthroughs in key technologies for the integration of AI and

communication networks by 2030: According to MIIT official statement, China seeks

breakthroughs in key technologies for the integration of AI and communication networks by

2030. Infrastructure such as networks and computing power will further enhance AI

capabilities and strengthen the R&D of high-end electronic chips and devices such as AI

smartphone, computer and wearable device.

•• China’s CPI climbed to 1.2% from a year ago, and producer inflation accelerated to 3.9%

yoy: According to NBS, the consumer-price index climbed to 1.2% yoy, rising at the same pace

as in the previous month.