China Technology: CBO – China Brief Overnight – July 14, 2026

Research evidence excerpt

China Technology: CBO – China Brief Overnight – July 14, 2026

Equity Research

China Technology

14 July 2026

CBO – China Brief Overnight – July

14, 2026

Honor is set to announce a major partnership with Alibaba on China Technology

next-gen Agentic OS at WAIC 2026; StepFun launched world’s POSITIVE

first LLM-native AI phone and first agentic-native OS; WeRide China Technology

Jiong Shao, CFA

to begin local on-road testing of its intelligent driving solution +1 212 526 5562

in Germany, France, Japan and other global markets. 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

July 14, 2026 BCI, US

Government/Industry News

•• China’s imports and exports grew faster than expected in June, driven by surging chip

prices and hardware demand for data centers: According to Bloomberg, China’s growth in

exports and imports grew faster than expected in June, driven by surging chip prices and

global demand for hardware needed to power AI data centers. The exports climbed 27% yoy,

while imports surged 36% yoy, leaving a trade surplus of USD 125.6 billion.

•• Premier Li Qiang hosted a seminar with business leaders and experts to discuss

economic situation and work: According to 36kr, Premier Li Qiang hosted a seminar with

analysts and business leaders on Monday to listen to opinions on the current economic

situation and economic work. China will step up countercyclical policy adjustment, unlock

the potential of domestic demand, intensify efforts to stabilize employment and support