China’s Technological Shift: From Copycat to Global Innovation Engine

Blue Bay Asset Management /

01-09-2025

RBC Global Asset Management’s Notes from the Road (August 2025) highlights China’s transformation into a leader in advanced technology, supported by on-the-ground research across major cities.

R&D strength: China is now the world’s second-largest R&D spender, with global patent filings rising from 7.5% in 2009 to 25.5% in 2023.
EV leadership: Over 57% of new cars sold are “smart,” while China controls ~85% of global EV battery production.
AI & robotics: National strategies and startups like DeepSeek and Unitree are accelerating adoption, despite chip supply challenges.

Which sectors stand to benefit most from China’s innovation surge? The full report explores targeted investment opportunities.

China

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