China Insider EqualOcean

As a global company, Huawei's development story in the international market is highly representative. After experiencing severe sanctions and challenges, how was Huawei able to survive?While ordinary consumers may think that Huawei would collapse due to US sanctions, Huawei has stubbornly persevered. The fundamental reason is that the sanctions did not strike at the core of Huawei's business. In Huawei's annual reports before and after the sanctions , consumer business, particularly smartphones , did not occupy much space. Instead, the focus was on the ICT infrastructure business, which remained Huawei's primary business. The 2019 Huawei annual report stated, "ICT infrastructure business is one of Huawei's core businesses," and the latest 2022 annual report data shows that ICT infrastructure revenue accounts for over half of Huawei's total revenue.



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Recently, China's leading power battery manufacturer, CATL, released its 2023 half-year financial report. Now we wanna know how profitable this giant is, and what are the prospects for its ambitious overseas expansion?
What’s your opinion on the development of CATL?



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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

By capitalizing on strategic acquisitions, securing major E-commerce players, and a unique business model, J&T has earned itself a spot in the competitive Chinese logistics landscape. However, there are still some opportunities and threats faced by J&T.


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit equalocean.substack.com