Hydrogen Push: China’s National Energy Administration report says renewable hydrogen capacity topped 250,000 tons/year in 2025, with 620 refueling stations and 350 km of pure-hydrogen pipelines by June 2026, aiming for major breakthroughs in 2026-30 and a value of the full chain above 1 trillion yuan. AI Infrastructure: DeepSeek and other Chinese AI firms are hiring to build their own computing infrastructure, signaling a shift from “asset-light” models toward data-center and power/engineering capacity. Rare Earth Supply: China Northern Rare Earth Group plans a 50% expansion at Bayan Obo in Inner Mongolia with a $74m investment to boost ore processing, reinforcing China’s grip on critical minerals. Semiconductor Economics: A report says Apple is testing memory chips from CXMT, a Pentagon-blacklisted supplier, as US chip pricing strains push companies to take geopolitical risks for supply and cost. Auto Industry Shift: Chinese automakers are increasingly exporting to Europe and also localizing in Africa; ZF began series production of an eight-speed hybrid transmission in Shanghai, deepening electrified powertrain localization. Weather & Disruption: Typhoon Dolphin’s remnants battered Beijing with record downpours, triggering major road flooding and transit disruptions. Space & Science: China’s Long March 7A launch failure destroyed the Zhongxing 4B communications satellite, adding another setback to 2026 orbital missions. Biotech & Food Innovation: Chinese scientists are preparing market trials for a lychee-longan hybrid “Cuimi,” bred for cold resistance and higher yield.