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Deep research / 深度报告

The long-form intelligence.

When a briefing isn't enough. Market maps, supply-chain teardowns and sector outlooks — the documents we'd want on the desk before making a decision worth seven figures.

Flagship · Robotics

The Humanoid Decade: China's Robotics Supply Chain

How Unitree, UBTech and Fourier turned a research curiosity into a manufacturable category — and why the component stack (actuators, reducers, sensors) is the real story. Includes a maker-by-maker capability map.

48 pagesSupply chain2026 outlookPDF
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AI

Open Weights, Closed Gap: China's Foundation-Model Surge

DeepSeek, Qwen, Zhipu, Moonshot and the efficiency-first playbook that's compressing the frontier-model lead. Training-cost economics, benchmark reality checks and what open releases mean for builders.

36 pagesModel landscapeCost analysisPDF
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Drones & eVTOL

The Low-Altitude Economy Takes Off

From DJI's grip on consumer airspace to EHang's passenger eVTOL certifications. Sizing the low-altitude economy China is building into policy — delivery, agriculture, inspection and air taxis.

40 pagesMarket sizingRegulatoryPDF
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Electric Vehicles

The Battery Moat: BYD, CATL and the EV Cost Curve

Why the EV race is really a battery and vertical-integration race. LFP economics, BYD's blade architecture, CATL's cell dominance, and the price points Western OEMs can't yet reach.

44 pagesCost curveVertical integrationPDF
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Ecosystem

The Cluster Map: Where China's Hardware Gets Invented

Shenzhen, Hangzhou, Shanghai, Beijing, Hefei, Suzhou — what each cluster specialises in, how they connect, and why proximity to the component base is the moat nobody can copy quickly.

32 pagesGeographySupply basePDF
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Strategy

Sourcing in 2026: A Builder's Field Guide

Practical intelligence for founders sourcing from China — Canton Fair strategy, Huaqiangbei navigation, supplier vetting, compliance gotchas and the logistics math that makes or breaks a hardware launch.

28 pagesPracticalSourcingPDF
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Custom research / 定制研究

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Reports shown are representative of China Key's research line. Page counts and scope are illustrative.