JIMHANG CAPITAL
GBA Insight · Columns by Justin Zhan
55 column records on AI, industry, capital, Hong Kong and entrepreneurship. 36 original Chinese articles are available in full here; the remaining originals are being verified and added gradually. Also includes 2 media references.
US–China AI Competition and Shared Application Risks
AI competition and shared risks call for clearer operating boundaries, thoughtful market regulation and practical cooperation in research and commercialization.
Read the original article →AI Training for All: Upgrading Hong Kong’s Productive Capacity
Community AI classes, access to practical tools and stronger research commercialization can help Hong Kong turn investment in technology into everyday productive capacity.
Read the original article →Combining Hong Kong’s Strengths to Nurture Unicorns
Hong Kong can support technology companies well before an IPO by bringing together patient capital, research, professional services and global market access throughout their growth.
Read the original article →Building Humanoid Robotics on Industrial Strengths
Manufacturing depth gives China a strong robotics foundation. The next step is sustained work in real settings, where deployment data and AI capabilities can improve delivery and usefulness.
Read the original article →New Career Paths Open Brighter Prospects for Young People
AI and emerging industries are reshaping career opportunities. Hong Kong’s young people can combine international strengths with Greater Bay Area industry experience, supported by better cross-border career pathways.
Read the original article →Championing Long-Termism to Drive Innovation Breakthroughs
From real estate's 'location, location, location' to a new era of 'technology, technology, technology' — the wealth logic has shifted, and patient, long-term capital is what drives genuine breakthroughs.
Read the original article →China's AI Open-Source Strategy: Winning Through Collaboration
While the West consolidates AI behind closed walls, China is releasing model value into thousands of industries via open source — a bet that the bigger pie beats the captured slice.
Read the original article →The End of the Technology-Route Battle: A Multi-Front Era for the Auto Market
The battle between ICE, BEV and range-extended vehicles is no longer about one winning formula — it is a story of diversifying consumer needs and regional realities.
Summary and source →A New Chapter in Building a Sci-Tech Superpower — Hong Kong's Position and Strengths
Hong Kong must anchor its own coordinates within the national sci-tech agenda — as an internationalization node, an IP conversion hub, and a financing gateway.
Read the original article →Outside Wuhou Shrine: What Chengdu Teaches Cities Chasing Talent
The bond between Liu Bei and Zhuge Liang wasn't just loyalty — it was a masterclass in recognizing, respecting and cultivating talent. That's the mindset AI-era cities need.
Summary and source →Learning from Yiwu to Expand the Greater Bay Area’s Global Trade Links
Yiwu turned ordinary commerce into a world-class trading platform. The GBA has abundant merchants and industry — the next step is organizing them into a systematic, low-friction global platform.
Read the original article →Hong Kong Plays to Its Strengths in the New Space Race
Global aerospace has entered a 'SpaceX era' where cost, connectivity and AI-infrastructure define the game. HK's role isn't launch volume — it's to become the super-connector for China's new space industrialization.
Read the original article →How 'A Love Letter to Grandma' Enriches Cultural Confidence
A Chaozhou-dialect film with no star power became a billion-yuan cultural phenomenon — because authentic local storytelling can reach universal truths about family, duty and roots.
Read the original article →Seize the US-China Cooperation Window to Break Core-Tech Barriers
A Trump-led delegation with Huang, Musk, Cook and Amon signals a possible thaw. For Chinese tech, the real question isn't the cheer — it's whether we can catch the window, absorb the competition, and hold the long game.
Read the original article →Embedding Intelligence into Production: The Case for New Productive Forces
The global AI contest has shifted from 'model race' to 'AGI sprint'. China cannot only be an AI-application power — it must become an AI-infrastructure power, with new productive forces as the anchor.
Read the original article →Applying AI Must Center on Igniting Creativity
'Vibe coding' shows how AI can turn kids from consumers of content into creators of products. The real test for AI-era education isn't memorizing answers — it's building the ability to raise problems and finish real work.
Read the original article →8 Cents to Build a Website: DeepSeek V4's 'Tap-Water Rule'
DeepSeek V4 is not just another model benchmark — it pushes advanced AI toward tap-water economics: cheap, reliable, and available to everyone. Combined with Huawei Ascend, it signals a domestic compute closed loop.
Summary and source →The Right Moment for Cross-Strait Sci-Tech Cooperation
Cross-strait innovation collaboration — youth exchange, industrial linkage, joint research — is entering an unusually productive window.
Summary and source →Turning Green Power into Compute — Making West China an AI Highland
China's next export is not just electricity but tokens: green power → compute → measurable, billable intelligence services. West China could be the new anchor of the AI age.
Read the original article →Chengdu's Net Inflow of Talent Comes from Recognizing, Respecting and Cultivating It
Chengdu's slow-burn charm — livable, culturally confident, industrially awake — is exactly what talent wants in the AI era. The lesson for HK: cities compete on 'bo-le' (horse-spotter) capacity, not just infrastructure.
Read the original article →Harnessing AI Productivity to Upgrade the Industrial Structure
AI Agents are moving from being 'tools' to being 'digital employees'. This shift is not just productivity — it reshapes the labor relationship itself, and Hong Kong has a chance to become the trusted hub.
Read the original article →Hong Kong Must Turn Satellite Data into Productivity
Space is entering its second half — 'compute-precise' outweighs 'see-clearly'. HK's shot is the international interface: intellect density, common-law compliance, and Belt-and-Road connectivity.
Read the original article →Set an Industry Direction, Expand Robotics Applications
The CCTV Spring Gala humanoid robot performance was a starting gun, not a finale. China excels at scaling 1-to-N applications; the real test is moving from tech showcases to reliable industrial, logistics and medical deployments.
Summary and source →From Shekou's First Cannon to a Trillion-Yuan District: What Nanshan Teaches Hong Kong
Nanshan crossed the ¥1 trillion GDP threshold in 2025. Private-sector energy, technology-led iteration and institutional openness are exactly what Hong Kong's innovation ecosystem needs to internalize.
Read the original article →HK Businesses Going North Should Master the Communications Playbook
Hong Kong companies expanding into the mainland must treat narrative risk as first-class operational risk — the tools of PR, community management and crisis response are no longer optional.
Read the original article →Leveraging Hong Kong's Unique Institutional Edge to Aggregate Tech Capital
Hong Kong's common-law system, free capital flow and multi-currency market are not defaults — they are competitive assets that can be sharpened for hard-tech financing.
Summary and source →Reviving the GEM Board: Manage Risk, Encourage Investment
HK's main board is buoyant, but GEM stays stagnant. With sentiment warming and hard-tech IPOs returning, this is the golden window to reboot GEM as the pricing venue for tomorrow's leaders.
Read the original article →Reshaping Sci-Tech Competitiveness with Patient Capital
The AI and hard-tech races require capital that can wait through R&D cycles — and Hong Kong is uniquely placed to organize this kind of patient money.
Summary and source →Dare to Innovate Institutions — Bring Out Hetao's True Function
The Hetao Shenzhen-HK cooperation zone's HK campus is finally live. What matters is not the buildings, but whether institutional experiments — seamless border crossings, cross-boundary research asset flows, joint academic platforms — can actually run through.
Read the original article →Zhijiang Surrender Warns the Future — Remember History, Stand Resilient
Visiting Zhijiang — the last surrender ground of China's War of Resistance — with the 80th victory anniversary approaching. From a GBA lens, linking national anti-war sites with Hong Kong's own occupation memory can strengthen youth patriotic education and cultural tourism.
Summary and source →A New Medical School Should Anchor Research-Driven Care
The HKSAR chose HKUST for HK's third medical school. This is more than one more MBBS pipeline — it's a bet that AI, engineering and clinical research can reshape HK's biomedical future.
Read the original article →San Tin Technopole: Building the Nest, Attracting the Phoenix
The San Tin Technopole is where the Northern Metropolis strategy meets Shenzhen-Hong Kong industrial reality. Getting the spatial and institutional design right is decisive.
Read the original article →The National Games Mirror the Bay Area's New Strength
The first National Games co-hosted by Guangdong, HK and Macao doubled as a technology showcase — autonomous vehicles, robotics and digital fireworks — mainstreaming GBA innovation on a national stage.
Read the original article →Shenzhen Hosting APEC Showcases the Greater Bay Area's Innovation Profile
APEC in Shenzhen is more than a diplomatic milestone — it is a global stage for GBA innovation, and Hong Kong's connectivity role becomes visible in real time.
Read the original article →Meritocratic Selection Drives Hong Kong's Innovation Agenda
Governance and talent selection are the quiet infrastructure behind any innovation ecosystem — Hong Kong's next leap requires both to move together.
Read the original article →Trade Shows as the Fulcrum for Startups to Go Global
For early-stage founders, well-curated trade shows are still the highest-leverage channel to open international markets — Hong Kong should double down on this.
Summary and source →Innovation Meets Capital: Helping Mainland Auto Firms Go Global
The mainland's intelligent-driving supply chain is pivoting from hardware export to system export. Hong Kong's new 'Going Global Task Force' can serve as the capital-and-compliance accelerator.
Summary and source →Teach a Person to Fish — Xinjiang Is Thriving
Following a Guangdong study tour to Kashgar, this essay reflects on sustainable aid: hardware investment matters, but talent cultivation, cultural transmission and sparking self-driven growth are what make prosperity endure.
Read the original article →Aggregating Capital to Build a Global Capital of Youth Entrepreneurship
Hong Kong's Policy Address opens the door to becoming a youth-entrepreneurship capital — the missing piece is coordinated capital and a clearer runway for founders.
Read the original article →What Founders Should Learn from the Mixue Story
Mixue is a case study in supply-chain-first thinking, disciplined pricing and cultural product design — lessons that transfer directly to tech founders.
Read the original article →Clearly Label 'Prepared Meals' — Reduce Disputes, Build Trust
The 'Luo Yonghao vs. Xibei' spat is really about scaled dining and consumer trust. The core issue isn't whether prepared meals exist — it's whether consumers are told.
Read the original article →Robots Dancing or Folding Clothes — Which Is More Impressive?
Flashy 'showcase moves' bring robots closer to public imagination, but the real breakthrough lies in mundane tasks like folding laundry — which demand advanced AI reasoning, not just choreography.
Summary and source →DJI Enters Robot Vacuums — A Test of Strategic Discipline
DJI's ROMO isn't just a home-appliance foray — it's an engineering-migration bet from drones to indoor robotics. Whether the 'red ocean' can grow a 'new continent' depends on execution discipline.
Read the original article →Hong Kong Is Precisely the Ideal Place to Start Up
Between world-class universities, capital markets and a legal system respected globally, Hong Kong offers a founding environment that is easy to underestimate.
Read the original article →The Career Choices of Hong Kong's Top Scorers Deserve Reflection
When 8 of 16 DSE top scorers pick medicine and none choose engineering or computer science, it mirrors a structural problem: Hong Kong's innovation future needs talent pipelines beyond the 'golden professions'.
Summary and source →Viewing 'Guangdong Cars Going South' Through the Lens of Autonomous Driving
'Guangdong Cars South' isn't just physical connectivity — it's a collision of rule cultures. Autonomous driving is a mirror of a city's relationship with its rules.
Read the original article →Learn from Suzhou's Innovation Playbook to Empower Hong Kong Sci-Tech
Suzhou's 'double-sided embroidery' model — protecting heritage while advancing third-generation semiconductors and cross-border research — offers a template for Hong Kong to merge its cultural assets with hard-tech competitiveness.
Summary and source →Embodied AI Is Trending Hot — Real-World Application Needs Cold Thinking
Humanoid robots are punching each other in arenas, but the path from demo to deployment is paved with sensor limits, ethics gaps and data-privacy risks. Both general and specialized AI must advance in parallel.
Read the original article →Attract Top VC Firms to Accelerate HK's Sci-Tech Development
A joint proposal for a HK$10B annual sci-tech guidance fund — with 70% peak subsidy for child funds, 70% local reinvestment, 12-year investment cycles and 12 supporting policies — to attract global VC firms and build a thriving local ecosystem.
Summary and source →Chasing Dreams in the GBA — Building a Sci-Tech Industrial Hub
Reflection on 75 years since the founding of New China: as a HK entrepreneur in Shenzhen for many years, the deep integration between HK and the mainland in sci-tech and industrial upgrading is driving the development of new productive forces.
Summary and source →Lessons from ChatGPT and Autonomous Driving for the GBA
From policy support to cross-border data sharing, what the ChatGPT moment and L4 autonomy reveal about the GBA's next chapter in innovation infrastructure.
Summary and source →HK Founder Meets a 'Super Project' — Building the GBA's First Unmanned Port
HK youth Justin Zhan brought unmanned-terminal navigation tech to Nansha Port, helping it become the GBA's first unmanned container terminal. His fleet also served Shenzhen's Covid-era locked-down communities, hotels and 'city villages'.
Summary and source →HKUST-Born Unmanned Vehicles Set for a 3-Year Service Explosion
Kin's Magazine profile: Unity Drive co-founder Justin Zhan on building HK's first autonomous vehicle at HKUST in 2017, mass-serving Foxconn/Huawei/SF/Kaisa industrial parks, running 'zero-contact' Covid deliveries across Shenzhen/Suzhou/Zibo — and why unmanned services will boom in logistics, ports, airports and theme parks over the next three years.
Summary and source →Multi-Pronged Approach to Grow Hong Kong's Innovation Industry
President Xi's HKSTP visit signals top-level commitment to HK innovation. To unlock the sector, HK needs strategic industry designation, a 'Bauhinia Cup' global startup contest, a 'Lion Rock' talent scheme, and a HK$5-10B angel mother fund.
Read the original article →The Signalling Significance of President Xi's Visit to HK Science Park
In under 24 hours in HK, President Xi chose to visit the Science Park — signalling three things: sci-tech is HK's future industry; youth should be drawn into it; and only mainland-facing integration secures HK's next chapter.
Summary and source →President Xi's HK Science Park Visit as a Weather Vane for Innovation
In a tightly packed HK itinerary, President Xi made a point of visiting HK Science Park — a clear signal of the leadership's emphasis on sci-tech innovation. Only by playing to its research strengths and deeply integrating into the GBA, facing both domestic and international markets, can Hong Kong secure a more brilliant future.
Summary and source →The Greater Bay Area's Autonomous Driving Race
Low-speed commercial autonomous driving is set to explode within three years. The GBA — with world-class universities, supply-chain depth and port demand — can shape this global race if capital markets and regulation keep pace.
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