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Key Insights from Our China Innovation Trip 2026

von Moritz, 20 May 2026

(written by Sascha Kurfiss, delegation lead)

Side note: Our online China Update with Sascha Kurfiss takes place on June 9, 2026 at 5 PM.Register here

One week in China.

Beijing, Shenzhen, Guangzhou.

Together with a group of entrepreneurs, decision-makers and innovation enthusiasts, we traveled through China once again to explore one simple question:

How is China really innovating today?

Not from a distance.
Not through LinkedIn debates or geopolitical headlines.
But directly on site — inside companies, laboratories, robotics factories, shopping malls, startup hubs and in conversations with Chinese entrepreneurs, researchers and institutions.

And as after every trip to China, one feeling remains above all: Europe massively underestimates how quickly entire industries are changing there right now.

Beijing: Platforms, AI and the digital ecosystem

Even entering the country sets the tone for the trip. Scan a QR code and a few minutes later we are outside the airport. At the same time, Beijing feels completely different today compared to just a few years ago: significantly cleaner, more digital and more organized.

After an initial culture day, which for us begins with a small masterclass on old and new China, one thing quickly becomes clear: in China, “big” often simply means even bigger — and “long term” is usually thought even further ahead. Of course, we visit the Great Wall at Mutianyu, walk through the old hutongs around the Imperial Palace, stroll across Tiananmen Square and gain a feeling for how deeply history, power and identity are still intertwined here today.

Fünf Männer in Regenponchos auf der Chinesischen Mauer bei bewölktem Himmel.

Even culinary clichés are quickly disproven. Chinese food tastes significantly better on site than its reputation in Europe suggests.

Especially in the famous Haidilao hotpot restaurant, tradition and technology merge in an almost absurd way: while people dance at the tables, sing karaoke and prepare noodles in a performative way, robots are already taking over parts of the service elsewhere.

Gruppe von Menschen beim Essen in einem traditionellen chinesischen Restaurant mit Rundtisch.

Our first company visit takes us to Kuaishou — one of China’s largest tech companies and a direct competitor to TikTok. More than 30,000 employees work there on topics such as social commerce, livestreaming and AI-generated content production.

Remarkably, Kuaishou has developed one of the most exciting Chinese GenAI models for video generation with Kling AI. People there already openly discuss how AI could automate livestreaming in the future — including virtual hosts and AI-generated sales streams.

What still sounds like the distant future in Europe is already being operationally planned here.

But the real difference goes deeper: in China, content, commerce and payment have long merged into a single ecosystem. Creators sell directly within the stream itself. Entertainment, distribution and conversion happen simultaneously.

While Western platforms still tend to separate these worlds, the Chinese model feels far more integrated.

Geschäftsgruppe vor dem Kuaishou-Logo bei einem Firmenbesuch in China.

Relationships as Infrastructure

In the afternoon, we attend an official reception hosted by the Chinese Friendship Association — inside a historic building once owned by a former general in the middle of Beijing.

And once again, something becomes very clear there that many Western companies still underestimate in China:

Technology alone is not enough. Relationships remain central.

Guanxi is not just a networking term. It describes trust, long-term relationships and personal connections. In many conversations, it became clear: anyone who wants to work sustainably in China needs patience, cultural understanding and a real presence on the ground.

Internationale Geschäftsdelegation bei einem Meeting an einem langen Konferenztisch in China.

Zhongguancun: The Chinese Startup Model

Later, we visit Zhongguancun Internet Park — part of Beijing’s innovation ecosystem that is often referred to as the Chinese Silicon Valley.

The history of this location reveals a lot about China’s innovation model. As early as the 1980s, the first technology companies began settling around elite universities such as Tsinghua University and Peking University. What started with small electronics markets and research clusters evolved over decades into one of China’s most important innovation hubs — now home to companies such as Lenovo, Baidu and numerous AI and robotics startups.

On site, we gain insights into the local startup ecosystem, see prototypes, robotics projects and AI applications. One thing stands out compared to the West: many Chinese startups think extremely fast in terms of scaling and industrialization.

Präsentation zu Metaverse- und Web3-Technologien mit interaktivem Bildschirm in modernem Ausstellungsraum.

And one more thing becomes clear:

China often organizes innovation in highly specialized micro-ecosystems. Sometimes for robotics, sometimes for electric vehicles, sometimes for manufacturing or AI. The closer companies, talent, suppliers and research institutions physically move together, the faster innovation emerges.

Fewer pitch decks.
More execution.

We encounter this speed again and again throughout the entire trip.

JD Mall: When Retail Becomes a Data Laboratory

A particularly strong example of this is our visit to JD Mall in Beijing. 50,000 square meters of retail space — combined with real-time data analysis from JD.com’s online commerce platform. The company is testing a fully “phygital” retail model here.

Visitor flows are analyzed, product tests evaluated and online and offline data merged together. Physical retail is not being replaced — it is being optimized through data.

At the same time, there are already stores from robotics companies such as Unitree, where humanoid robots are now being sold for just a few thousand euros.

Humanoider Roboter bei einer Technologie-Präsentation vor großem Bildschirm.

Humanoid robotics in China is currently moving beyond the pure research stage — and increasingly becoming a consumer product.

Kaffeebecher mit gedrucktem Gruppenfoto auf der Schaumoberfläche als kreative Latte Art.

Even seemingly small details show how experimental the market has become: inside the mall, JD is currently testing robots that could soon prepare coffee autonomously and demonstrate the coffee machines directly to customers before the machines can then be ordered online.

Shenzhen: The Operating System of the Hardware World

After the flight to Shenzhen, the mood within the group visibly changes.

Shenzhen feels less like a traditional city — and more like a gigantic testing environment for new technologies. Between skyscrapers, robotaxis, drones and electric vehicles, you get the impression that innovation here is not treated as an exception, but as the default state.

This becomes especially clear during our first ride with Pony.ai.



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