Asia
Pentagon adds Alibaba, Baidu and BYD to list of firms with alleged Chinese military ties
The Pentagon has designated dozens of Chinese companies, including Alibaba, BYD, Baidu, Unitree, Huawei, and CXMT, as entities with alleged links to the Chinese military.
The move signals an intensifying effort by Washington to broaden the definition of “dual-use technologies” amid heightened national security concerns.
In an updated Section 1260H list released Monday evening, the US Department of Defense (DoD) asserted that these Chinese corporations were found to be supporting the modernization and strengthening of the People’s Liberation Army, despite operating directly or indirectly within the US.
The newly listed entities represent a wide spectrum of technological sectors, including artificial intelligence, semiconductors, autonomous systems, unmanned aerial vehicles, robotics, and battery technology.
A previous version of the list had been briefly published in February before being withdrawn, after it was discovered that memory chip manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) had been mistakenly omitted.
The term “dual-use” refers to technologies that have both civilian and military applications.
While inclusion on the 1260H list does not trigger automatic sanctions, it can result in restrictions on US government procurement, trigger investment reviews, and pose significant reputational or regulatory risks for the affected companies.
Major Chinese firms, including Tencent and CATL, were added to the same 1260H list in January 2025.
Following the latest announcement, American depositary receipts for both Baidu and Alibaba saw slight declines in New York trading, while their shares in Hong Kong remained largely flat on Tuesday.
Winston Ma, an adjunct associate professor at NYU School of Law, told Nikkei Asia that the inclusion of companies like Alibaba, Baidu, BYD, Tencent, and Xiaomi indicates a major expansion of what is considered strategic technology through a national security lens.
Ma noted that the updated Pentagon list aligns with earlier moves by the Committee on Foreign Investment in the United States (CFIUS) to broaden its scope for reviewing commercial mergers and acquisitions.
That expansion, which occurred in early 2025, was aimed at restricting investments from geopolitical rivals, specifically China.
“Both developments reflect a broader reality: the boundary between commercial technology and national security is becoming increasingly blurred,” Ma said.
The updated list was released less than a month after President Donald Trump met with President Xi Jinping in Beijing.
The two leaders secured a fragile ceasefire in the ongoing trade war, leading some analysts to speculate that the administration may have delayed the list’s release until after the summit.
Alibaba and other companies named in the update have pledged to challenge their inclusion.
“There is no basis for concluding that Alibaba should be included on the 1260H List,” an Alibaba spokesperson said. “Alibaba is not a Chinese military company and is not part of any military-civil fusion strategy. We will pursue all legal avenues to contest attempts to mischaracterize our company.”
Baidu also contested its inclusion in a statement to Nikkei Asia. “There is no credible justification for Baidu’s addition to the list. The claim that Baidu is a military company is entirely without merit. We will not hesitate to use all available options to seek the company’s removal from the list,” a Baidu spokesperson stated.
Since Trump returned to power in January 2025, the US has significantly expanded restrictions on Chinese companies through various blacklists and regulatory frameworks, targeting a wider range of sectors even as China’s AI and biotechnology firms continue to advance.
In contrast to the Pentagon’s list, the Bureau of Industry and Security’s (BIS) Entity List carries more immediate consequences by restricting a company’s access to US technology and mandating export licenses.
According to a report by the Center for a New American Security, 95 Chinese entities were added to the Entity List last year, approximately two-thirds of which were linked to China’s military modernization.
Last year, the BIS expanded export controls by introducing the “Affiliated Entities Rule,” which extended licensing restrictions to non-listed foreign affiliates where blacklisted entities hold a 50% or greater stake.
However, the enforcement of that rule is currently suspended.
Asia
Russia and China narrow space race gap with US, reports indicate
Russia and China are progressively narrowing the space gap with the US, according to an assessment by The Washington Post (WP). The newspaper reported that the technological superiority of the US in this domain is beginning to erode, noting that fresh advancements achieved by Moscow and Beijing could create risks for Washington.
The newspaper pointed to China’s recent progress as an example of this trend. In August, a Chinese aerospace company successfully landed a rocket’s first stage on Earth for the first time.
Previously, only US-based companies SpaceX and Blue Origin possessed this technology. The ability to reuse rocket stages significantly reduces launch costs.
The WP also drew attention to Russia’s Rassvet satellite system, which is planned to deliver internet connectivity from space.
The newspaper noted that this system could be utilised by the Russian military. According to the assessment in the report, the Rassvet system could provide Russia with capabilities comparable to those offered by SpaceX’s Starlink satellite network.
According to the newspaper, among the primary challenges facing the US are ageing launch pads and other space infrastructure. Modernising this infrastructure requires securing additional funding from the US Congress.
The WP further emphasised the necessity of streamlining commercial launch licensing procedures, which currently can take an extended period.
Observing that the US maintains its superiority for now thanks to a robust private space sector, the newspaper stated that Washington must increase launch frequency and invest in infrastructure renewals to preserve its leadership.
According to a May 2025 report by The Times, the US has begun sharing certain data on Russian and Chinese space operations with Britain and other members of the “Five Eyes” intelligence alliance.
This measure was taken in line with Washington’s concerns over Beijing’s advances in military space capabilities. In this context, allies were granted access to intelligence from Space Delta 9, the US Space Force unit that tracks Russian and Chinese satellites.
Russia and China, meanwhile, continue to pursue joint space projects. Russian President Vladimir Putin stated in April 2025 that Moscow and Beijing have “grand” and “magnificent” plans in this field.
In 2024, Russia ratified an agreement with China regarding the International Lunar Research Station, which is planned to be established on the lunar surface or in lunar orbit.
Former NASA Administrator Jim Bridenstine called on Russia, the US, and China in October 2025 to cooperate in space. Stating that the interests and activities of nations could intersect in space, Bridenstine said the parties could not operate alone.
Bridenstine also recalled that space cooperation between Moscow and Washington had commenced during the Cold War.
Asia
China-Nepal border flood leaves at least 160 dead, over 1,000 missing
A massive mudslide and flash flood struck the Gyirong Port area along the China-Nepal border on Wednesday, leaving at least 160 people dead on both sides of the frontier and more than 1,000 others missing. Search operations have been extended across both sides of the border.
According to the latest official information released during a press conference held by the Shigatse municipal government on Thursday morning, three fatalities have been confirmed on the Chinese side, whilst 558 people remain missing.
Two individuals were rescued alive. Following the expansion of search operations, the number of missing persons was revised upwards from an earlier figure of 265.
Chinese authorities have dispatched more than 1,500 personnel to the region, including firefighters, military troops, and engineering teams. Vice Premier Zhang Guoqing has also arrived at the scene to direct operations.
According to state broadcaster CCTV, a landslide dam lake has formed near the border crossing, complicating rescue efforts.
Nepal Police reported late Wednesday that 157 bodies had been recovered.
According to the Office of the Prime Minister of Nepal, the 484 missing tourists include 391 foreign nationals from at least 26 countries. These comprise 142 citizens from India, 47 from the US, 34 from Australia, 33 from the UK, and 24 from Canada.
Nepal Tourism Board spokesperson Sunil Sharma told the Associated Press that 133 of the missing tourists were Indian pilgrims.
The disaster struck Gyirong County in the Tibetan city of Shigatse at around 10:30 on Wednesday and originated on the Nepalese side.
The region is situated along an important pilgrimage route leading to Tibet’s sacred Mount Kailash and Lake Manasarovar. Particularly during this peak period of the year, hundreds of pilgrims from India and other countries visit the area.
Initial assessments by Nepalese authorities indicated that an earthquake may have triggered a collapse in the lower section of a glacier, releasing the destructive floodwaters.
Asia
India intel push on China risks dangerous miscalculation, study says
A Chinese scholar has warned that Indian intelligence agencies increasingly treating China’s routine activities as threats raises the risk that New Delhi could miscalculate and adopt “unilateral countermeasures” against Beijing.
According to Zhao Ruoxi, a researcher at the Macau University of Science and Technology, India stepped up its intelligence-gathering operations following the deterioration of relations with neighbouring China in recent years.
Zhao made the assessment in an article analysing Indian intelligence operations targeting China across the 2020–2026 period. The study was published in the 31 July issue of the Chinese-language Journal of Intelligence, issued by the Shaanxi Information Institute of Science and Technology, and reported by the South China Morning Post.
According to Zhao, China’s political and economic presence in South Asia, its emphasis on emerging technologies, and its naval activities in the Indian Ocean have been monitored more closely by India since a 2020 border clash.
In that clash in the Galwan Valley, 20 Indian and four Chinese soldiers were killed, dragging relations between the two countries to one of their lowest points in history.
Zhao noted that India has expanded its intelligence collection tools in recent years, drawing on space-based reconnaissance systems, drone surveillance, and cyber intelligence to establish a multi-agency network targeting China.
According to the article, India has also cooperated with the US and Middle Eastern nations to enhance its capacity to track Chinese naval operations in distant waters and exert informational pressure along Beijing’s maritime energy supply routes.
However, Zhao described India’s heavy reliance on foreign-sourced data as a “structural weakness”, arguing that it leaves New Delhi’s assessments of China vulnerable to the strategic agendas of third parties.
Zhao observed that while relations between Beijing and New Delhi began to improve in late 2024, India’s expanded intelligence activities directed at China have persisted.
The two countries took steps to mend ties after reaching an agreement in 2024 on resuming border patrols. Direct flights resumed after a five-year hiatus, Beijing once again permitted Indian pilgrims to visit the Tibet Autonomous Region, and India resumed issuing visas to Chinese tourists.
Last year, in another sign of easing tensions, Indian Prime Minister Narendra Modi visited China for the first time in seven years. In his meeting with Modi in Tianjin, Chinese President Xi Jinping said border issues should not define bilateral relations.
Following the reopening of the Lipulekh Pass in June, which Beijing viewed as a goodwill gesture, the two countries also resumed cross-border trade in August through the Himalayan passes of Nathu La and Shipki La.
In the article, Zhao stated that India is expected to ramp up technical surveillance in border areas, which will compel China to bolster its information security.
Zhao also warned that New Delhi could “systematically disrupt” Beijing’s diplomatic engagements with its South Asian neighbours, particularly its efforts to build regional trust and advance projects under the Belt and Road Initiative.
According to Zhao, the expansion of India’s intelligence operations against China heightens the risk of miscalculation, as routine Chinese activities are increasingly perceived as threats.
“As a result, the likelihood of triggering unilateral countermeasures increases,” Zhao assessed.
Zhao said China must make its strategic messaging more effective and reinforce communication with South Asian states and Indian Ocean littoral nations to counter this pressure.
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