YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence not seen from mainstream headlines.

CHINA MARKET WIRE

China’s Pharma Pullback Continues, Weight-Loss Drug and Vaccine Industry Developments in Focus

Chinese A-Share Market Sees Prominent “Sell the High, Buy the Low” Trend as Defensive Demand Rises

Chinese A-shares Continue to Pull Back, Banks Lead High-Dividend Stock Rally

Chinese GPU Developer Moore Threads Sets IPO Price, Becomes Largest STAR Market Offering This Year

China’s Hog Prices Remain Weak, Hog Farmers Move to Boost Liquidity Amid Growing Financial Stress

China Issues Rules to Strictly Curb Low-End PCB Expansion, Industry Reshuffle Likely to Accelerate

Wingtech Accuses Dutch Government of Deep Involvement in Court Proceedings, Demands Restoration of Control Over Nexperia

Chinese Bank Stocks Surge Again as Interim Dividend Wave Accelerates

CHINA CORPORATE WATCH

China’s “First Hotpot Seasoning Stock” Pursues Hong Kong Listing Amid Earnings Rollercoaster and Fierce Competition

COVID Vaccine Giant Sinovac on the Brink of Nasdaq Delisting Amid Decade-Long Founder Clash and Governance Turmoil

China’s State-Owned Capital Takes Controlling Stake in Evergrande New Energy Vehicle Subsidiaries Amid Crisis

 AI Boom Ignites “Memory Supercycle,” Supply Shortage and Price Hikes to Persist, Says Lenovo

CICC to Absorb Dongxing and Cinda Securities in Major Securities Industry Merger

Property Developer CFLD Enters Pre-Reorganization as Agreement-Based Debt Restructuring Fails

Alibaba Launches “Qianwen” App, Aiming to Become AI Super-Entry for Consumer Market

Beyond E-Commerce: JD’s Strategic Move into Coffee, Food Delivery, and Local Services

China Macro Tracker