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Luckin of noodles? Qu Xiaomian Chongqing noodle restaurant
Posted inViews

Luckin founder’s new noodle shop is no Luckin

by David Cohen Aug 12, 2021Aug 12, 2021

We tried Qu Xiaomian, the new noodle chain from the founder of Luckin. It looks to us like it’s just another noodle shop in a crowded market.

Customers of Luckin Coffee wait in line to place their order at the counter in Pudong, Shanghai on April 4, 2019. (Image Credit: TechNode/Eugene Tang)
Posted inOn the Cusp

INSIGHTS | Luckin—out of luck

by David Cohen and Emma Lee Apr 6, 2020Apr 27, 2020

The Olympics may have been delayed, but we saw a gold medal dive from Luckin Coffee’s shares. Its fraud is a cautionary tale—but about what?

Lu zhengyao Luckin charles chairman founder
Posted inOn the Cusp

Charles Lu: The man behind Luckin and China’s fastest IPOs

by Emma Lee May 19, 2020May 19, 2020

Who is Luckin chairman Charles Lu, and why is he still running the show after the company admitted to major revenue fraud?

Posted inOn the Cusp

Starbucks or Luckin? Consumers voice support for locally brewed coffee king

by Shi Jiayi Mar 27, 2019Feb 17, 2022

Chinese consumers have reacted positively to the brand, which positions itself as an alternative to Starbucks.

Hefu Noodles
Posted inHeavy Hitters

INSIGHTS | Is noodle chain the new blue ocean for China tech VCs?​

by Emma Lee May 9, 2022May 10, 2022

Chinese-style noodle chain restaurants first became tech investor darlings in 2021 when the industry faced tightened regulation.

Posted inHeavy Hitters

The Big Sell | China’s grocery delivery fever is cooling down

by Emma Lee Aug 19, 2021Aug 20, 2021

A new round of consolidation in China’s community grocery delivery market is wiping out all but the largest players.

Wechat ban apps facebook wechat yo
Posted inOn the Cusp

INSIGHTS | The apps you need in China, in 2017 and today

by Wang Boyuan Jul 20, 2020Jul 20, 2020

We’ve updated our list of top apps for living in China in 2020 to reflect how phone home screens have changed—and to think about what it says about the market.

Jiang Fan Alibaba
Posted inOn the Cusp

INSIGHTS | Founders behaving badly

by John Artman May 4, 2020May 4, 2020

After a week of personal scandals involving guys like Jiang Fan and Li Guoqing, we’ve been thinking about how common bad behavior is in tech.

ziroom, second landlord, apartment rental
Posted inOn the Cusp

INSIGHTS | ‘Second landlord’ platforms get tenants in debt to fund growth

by Capucine Cogné Jun 29, 2020Jun 4, 2021

China’s second landlord platforms are highly susceptible to downturns. Many have already collapsed—and there’s no guarantee even the largest will survive.

DingTalk is an communication and collaboration platform for enterprises developed by Alibaba. (Image credit: TechNode/Eugene Tang)
Posted inViews

INSIGHTS | China’s shift to enterprise: a quiet evolution

by John Artman Jun 6, 2019Apr 27, 2020

Business tools aren’t always sexy, but they’re one of the biggest stories shaping up in Chinese tech.

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