China Technology: CBO – China Brief Overnight – June 25, 2026

研报英文原文证据摘录

China Technology: CBO – China Brief Overnight – June 25, 2026

Barclays | China Technology

economic scale of the entire chain includes renewable power, energy storage, electrical

equipment manufacturing, charging and swapping infrastructure, and battery recycling.

•• China publishes a five-year plan for building a new energy system: According to NDRC,

China issued a five-year plan for establishing a new energy system, aiming to map out a way

forward for a sector that is starting to run up against the constraints of its rapid pivot toward

clean electricity. The plan calls for China to peak its coal and oil during the 2026-2030 period,

double non-fossil fuel energy over the next decade, and focus on developing technologies

such as hydrogen and nuclear fusion. China also seek to make progress on boosting capacity

of generating technologies like nuclear, offshore wind and pumped hydro-storage.

Company News

•• Anthropic accuses Alibaba of making unauthorized use and access to Claude AI models:

According to CNBC, Anthropic accused Alibaba of "illicitly" accessing its Claude AI models by

using thousands of potentially fraudulent accounts. Anthropic warned that Alibaba and other

Chinese labs are making systematic and unauthorized use of results from leading US models

to develop a rival generation of chatbots at a fraction of the cost via a practice known as

adversarial distillation. Alibaba has not commented on the article.

•• Huawei and China’s telecom companies are pushing next phase of infrastructure to meet

demand for AI computing: According to Netease News, at the opening of the Mobile World

Congress Shanghai on Wednesday, telecommunication firm and Huawei executives framed

out the next phase of infrastructure including the so-called “air-space-ground-sea” networks