Meituan US$37 billion quick commerce: still in its early chapters
This article is a translated excerpt of a blog post written by Zouma Caijing, a China-based blogger and stock analyst focused on the digital...
Do Xiaomi cars still have a future? | Impulso E116
In this episode, we dive into Xiaomi’s bold leap from consumer electronics into the electric vehicle space. What sparked the buzz around the SU7...
Will Chagee become the “Starbucks of tea” globally?
Last Friday, Chagee, a leading chain of tea drinks from China, went public on Nasdaq. On its first trading day, the share price closed...
What Chinese businesses really think of the tariffs
As many of you know, in addition to TheLowDown blog in English, Momentum Works also runs a blog in Chinese, which is actively followed...
A brief history of quick commerce in China
How quick commerce becomes a trillion-yuan market in China
In February this year, JD.com, a leading ecommerce platform in China, entered the food delivery...
Meituan launches drone delivery in Hong Kong
On 20 March 2025, Meituan, China’s market leader in food delivery and quick commerce, officially launched drone delivery service in Hong Kong.
At the launch...
Douyin opens quick commerce to influencers
Douyin (the Chinese version of TikTok) has expanded its Xiaoshida（“小时达”）Instant Delivery Service to all e-commerce influencers, allowing them to sell products with one-hour local...
Another quick commerce company becomes profitable, and expands to Saudi Arabia
Last week, Dingdong Maicai (NYSE: DDL), a Chinese quick commerce company based out of Shanghai, reported its 1st full year of net profit.
Founded in...
“AI will make the Metaverse feasible.”: conversation with a Chinese AI...
This interview was extracted from an interview with Jensen Wu during the Impulso Podcast E112 “How AI humans are killing marketing.”
You spent 13 years...
What does Mixue have in common with Temu and J&T?
Mixue, China’s and world’s largest F&B chain by store count, went public in Hong Kong Stock Exchange. The market was obviously excited - the...
