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In today’s Daily Dragon: Beijing is tightening enforcement on social security contributions, a fix that arrives years late and risks hammering consumer confidence and private-sector investment at the same time; China’s inflation data revives deflation risk as the Iran-war oil shock fades; rare earths become a three-government tug of war; Hong Kong’s Northern Metropolis deepens the city’s pull back toward the mainland; AgiBot dethrones Unitree as the world’s top humanoid-robot maker days before Unitree’s IPO is oversubscribed 5,526 times over; and CATL’s flying-car battery breakthrough sits next to a lithium mine that’s been shut for a year.
Today we also introduce Views from Substackland, with a collection …