Appendix C

Status of figures cited

Every figure in the report falls into one of four categories:

Public
Published by an institution or in an annual report.
Company presentation
Announced during a visit.
Interpretation
Given in English by an interpreter, sometimes different from the Chinese original.
Host estimate
Put forward without validation by the speaker.

The table lists the figures that call for caution. On the site, each figure concerned links here.

FigureValue citedOriginStatus
Automation of the Honor line85% since 2024Company presentationPresented during the visit
Honor production rate18.5 seconds per phoneVisit noteObserved during the visit
Huawei R&DNearly 25% of revenue in 2026 (forecast)Internal presentation seen during the visit, not publicSource deemed reliable by the author
Huawei R&D headcount114,000 people, or 50% of the workforceInternal presentation. The annual report states 53.7%Minor gap
Shein patentsMore than 200Presentation at Shein's innovation centreConfirmed, attributed to Shein
Fewer defects at Shein's suppliers30 to 40%Presentation in Chinese. The interpreter gives 38 or 39%Range kept
Systems developed for Shein's suppliers3 000Presentation. The speaker said the figure is not officialKept, attributed to Shein
Shein suppliers6 500Shein France representative. Public documents give 7,500 active suppliers on average in 2025Ambiguous
Vipshop shipments8 million a dayVisit note. Public: 732 million orders in 2025, around 2 million a dayPresented during the visit
Vipshop return rate60 to 70% for clothing, 30 to 50% for electronicsHost estimate, not validated by the speakerUnofficial
Vipshop on-time deliveriesAbout 80%Speaker during the visitConfirmed
Vipshop delivery time48 hoursVisit note, confirmed by the authorConfirmed
AION plant visited200,000 cars a year, close to 2,000 people, 90% of processes automated outside assemblyGuide during the visit (delegation video)Presented during the visit
BYD production rate52 seconds per vehicle, 70 an hourVisit noteRaw figure, reported by the company
Operator wage€1,000 to €1,200Honor (visit note); Shein (representative, not verified)Consistent with the public average, about €900
Operator cost noted during a visit€1,500 to €3,000 a monthVisit noteSet aside: probably an employer cost, or technicians' pay
BYD vehicle pricesAbout 40% cheaperVisit noteNot verified, not used