Episodi

  • vol.064:China's Blockchain Revolution
    Jan 22 2026

    The source provides a detailed overview of the increasing adoption and strategic importance of blockchain technology in China, positioning it as a key mechanism for addressing the nation's "social credit formation" weaknesses. Authored by IT journalist Makino Takefumi, the text explains that blockchain's characteristic of being highly resistant to tampering makes it crucial for ensuring the reliability of recorded information, particularly in areas like food traceability. Beyond digital currency such as the digital yuan, the article highlights numerous applications across eight major sectors, including finance, healthcare, judiciary, and government administration. The text also includes a technical explanation of how hashing and decentralized ledgers function to secure the blockchain's integrity, noting that the central government's designation of the technology as a national strategy has spurred rapid development across cities, banks, and universities. Overall, the source demonstrates that blockchain is actively being integrated into various aspects of Chinese society and commerce to enhance transparency and trust.

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    24 min
  • vol.063:Tradition Transformed:Tech-Transformed Spring Festival
    Jan 18 2026

    The provided text is an excerpt from a newsletter or article titled "まぐまぐ春節" by IT journalist Takemi Makino, focusing on the changes to the Chinese New Year, or Spring Festival (Chūnjie), due to the COVID-19 pandemic and the pervasive influence of technology. The article explains that travel restrictions led to a new phenomenon of people staying in cities to celebrate, known as "Yuánnián rén" (原地過年的人), and the rise of digital traditions like video greetings ("Yún bài nián") and mobile payment gifts ("Yún hóngbāo"). Furthermore, the text details how tech companies view the Spring Festival as a crucial period for expanding their services into less penetrated areas, specifically the "sunken market" of smaller cities and rural areas and the "silver-haired market" of the elderly, leveraging returning urban youth to teach their relatives about new technologies and digital services.

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    21 min
  • vol.062:China's Sudden EV Boom
    Jan 14 2026

    The source, an issue of the newsletter "Keywords for Deeply Understanding Chinese IT," focuses on the recent surge in electric vehicle (EV) sales in China, which many media outlets describe as happening "suddenly." This growth is attributed partly to the COVID-19 pandemic, which shifted consumer preference toward private transportation, minimizing contact, and also to the rise of "smart" EV features that appeal to younger consumers (Z Generation), who view cars as a "technology device" extension of their smartphones. While affordable micro-EVs like the Wuling Hongguang MINI EV are hitting record sales, higher-end models from companies like Tesla, BYD, and Nio are also performing well, challenging the previous view that China's EV shift was struggling. Despite this positive trend, the article notes that EVs still represent only a small portion of overall car sales and that hitting the government’s 2025 sales target of 20% will depend on successfully penetrating the mass-market price segment.

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    15 min
  • vol.061:The Real Story of Unmanned Stores
    Jan 10 2026

    The source provides an extensive analysis of the evolution and current status of unmanned retail technology, primarily focusing on the Chinese market. It details the initial excitement and subsequent challenges faced by early ventures like Alibaba's TaoBao Cafe and BingoBox, which initially struggled due to issues like architectural compliance and poor user experience. Crucially, the text emphasizes that the appeal of unmanned retail extends beyond labor cost savings, noting significant advantages in facilitating 24-hour operation and providing a non-contact experience, especially relevant during the COVID-19 pandemic. The article also explores how this technology is being applied in various settings, such as hybrid human/unmanned stores, robot-driven milk tea stands, and autonomous kitchen cars, arguing that automation fundamentally addresses the massive staffing, retention, and management costs associated with human employees in high-turnover industries.

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    20 min
  • vol.060:The Case of the Empty Malls:The Shopping Mall Crisis
    Jan 6 2026

    The source text provides an in-depth analysis of the struggles faced by Chinese shopping malls, attributing their decline not solely to the COVID-19 pandemic but to a failure to adapt to the broader retail industry's transformation. This transformation, accelerated by the pandemic, emphasizes shortening the distance and time between people and goods, a trend embraced by urban supermarkets, convenience stores, and the "New Retail" concept exemplified by Alibaba's Hema Fresh. While other retail sectors like department stores and restaurants have utilized online platforms, delivery services, and live commerce to recover and thrive, shopping malls have lagged significantly in implementing digital and New Retail strategies, primarily due to the complexities of revenue-sharing models with their tenant stores. The article highlights that the shift from "people look for goods" to "goods look for people" suggests that the home is becoming the primary retail "place," marking a structural change that malls must urgently address alongside their issues of overcompetition.

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    14 min
  • vol.059:Post-Pandemic Consumers:Behavior Keywords
    Jan 2 2026

    The provided text is an excerpt from a Japanese-language newsletter or online article titled "59まぐまぐコロナ後ビジネス.txt," written by IT journalist Makino Takemi, focusing on China's post-COVID-19 consumer behavior and business trends. The author uses China, which began emerging from the pandemic earlier than Japan, as a case study to predict future changes in consumer habits after the global health crisis subsides. The article examines how consumption patterns have evolved from the pre-pandemic state through the crisis and into the "new normal," highlighting shifts like the growth of in-home consumption (内食化), an increased focus on health and sophisticated living (精緻生活), and the rise of new retail formats such as live commerce. Ultimately, the piece identifies five key post-pandemic trends, including "family consumption" and "domestic circulation" (内循環), to help businesses prepare for the lasting changes in consumer demand.

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    13 min
  • vol.058:ByteDance's Global Conquest
    Dec 29 2025

    The source provides an in-depth analysis of the Chinese tech company ByteDance, operator of TikTok (known as Douyin in China), focusing on its competitive rise against established giants like Tencent and Baidu. The text highlights ByteDance's aggressive expansion into new areas, including e-commerce (live commerce) and payments (Douyin Pay), signaling its ambition to become a super app like WeChat or Alipay. Central to ByteDance's success is its superior machine learning and artificial intelligence-driven recommendation engine, which revolutionized content delivery and fostered explosive growth by bypassing traditional social influencers. The article also traces the unique background of founder Zhang Yiming and details how ByteDance's core technology and business strategy are poised to reshape the landscape of the Chinese tech industry, along with rival firm Pinduoduo.

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    13 min
  • vol.057:China's 996 Work Culture
    Dec 25 2025

    The source provides an in-depth analysis of the "996 work schedule" prevalent in Chinese tech companies, which mandates working from 9 a.m. to 9 p.m., six days a week. The article explains how this intense work schedule, which sparked the "996ICU" controversy in 2019, has recently resurfaced due to tragic employee incidents at companies like Pinduoduo and the rise of unmonitored "hidden overtime" with remote work. Furthermore, the text contrasts the legality of 996 under Chinese labor law with the philosophical defense of overwork by figures like Alibaba founder Jack Ma. Finally, the analysis uses survey data to highlight the widespread non-compliance with labor laws regarding working hours and overtime pay, offering solutions like stricter oversight of compensation and labor arbitration reform.

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    20 min