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CHINA MARKET WIRE
Shanxi’s Coal Output Falls 31% YoY in Sept as Mine Restarts Falter
Shanxi’s Coal Output Falls 31% YoY in Sept as Mine Restarts Falter
China Tightens Share Reduction Oversight Again, Ramps Up Penalties for Disguised Cash-Out Tricks
China Tightens Share Reduction Oversight Again, Ramps Up Penalties for Disguised Cash-Out Tricks
China’s Hog Prices Test Year’s Lows Again Amid “Weak Reality” and “Strong Expectations”
China’s Hog Prices Test Year’s Lows Again Amid “Weak Reality” and “Strong Expectations”
China’s Embodied Intelligence Funding Cools, Investors Shift From Hype to Real Orders
China’s Embodied Intelligence Funding Cools, Investors Shift From Hype to Real Orders
Sales of Lower-Priced Homes in Tier-One Cities Accelerate as Mortgage Interest Subsidy Takes Effect
Sales of Lower-Priced Homes in Tier-One Cities Accelerate as Mortgage Interest Subsidy Takes Effect
Shanghai Second-Hand Home Prices Rise YoY for First Time in Three Years, Led by Small, Low-Priced Units
Shanghai Second-Hand Home Prices Rise YoY for First Time in Three Years, Led by Small, Low-Priced Units
Tencent Hits One-Year Low as AI Spending Squeezes Profit Outlook, Market Value Down Nearly 40% From Peak
Tencent Hits One-Year Low as AI Spending Squeezes Profit Outlook, Market Value Down Nearly 40% From Peak
CATL’s Q3 Profit Declines QoQ on Tax and Other Changes, Shares Tumble Over 12%
CATL’s Q3 Profit Declines QoQ on Tax and Other Changes, Shares Tumble Over 12%
Smart Money Steps Back From China Jushi Despite Record Profit: Social Security Portfolios Cut Holdings, Major Shareholder Cashes Out
Smart Money Steps Back From China Jushi Despite Record Profit: Social Security Portfolios Cut Holdings, Major Shareholder Cashes Out
CHINA MACRO & POLICY
China Unveils First Policy on Integrated Coal Power and New Energy Development, Outlining Five Scenario Models
China Unveils First Policy on Integrated Coal Power and New Energy Development, Outlining Five Scenario Models
China’s 9M26 Residential Power Use Posts First Cumulative Decline in Decade, Industry and Digital Sectors Keep Total Consumption Growing
China’s 9M26 Residential Power Use Posts First Cumulative Decline in Decade, Industry and Digital Sectors Keep Total Consumption Growing
China Launches State-Owned National Data Group to Drive Data Resource Development and Support AI
China Launches State-Owned National Data Group to Drive Data Resource Development and Support AI
China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods
China Household Snapshot in 9M26: Income Lags GDP, Consumption Lags Income, Services Outpace Goods
China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan
China Pledges Stronger Efforts to Boost Consumption and Stabilize Investment, to Unveil Domestic Demand Expansion Plan
Why Is the PBOC Diversifying Loan Pricing Benchmarks and Retiring the Benchmark Deposit and Lending Rates?
Why Is the PBOC Diversifying Loan Pricing Benchmarks and Retiring the Benchmark Deposit and Lending Rates?
CHINA CORPORATE LENS
CATL’s Q3 Margin Reset: What the Stock Sell-Off Signals for Pricing Power, Cost Pass-Through and Valuation
Semight Instruments Pursues Hong Kong Listing Following RMB 2.1 Billion Funding Round: Capital Strategy in Focus
A 30-Bn-Yuan Konjac Snack Market Hits the Brakes: What Are Leading Snack Makers Betting on Next
Chinese Beverage Brands Raise Supply Prices, Channel Structure and Pricing Rules Shift
Chabaidao Index Removal: Hong Kong’s Record IPO Rigging Probe Widens, Two Syndicates Targeted and HK$4.66 Bn Frozen
Chinese Big Tech’s AI Doctor Race: Heavy Spending, Unproven Business Models, and Open Questions About Equity
Tencent’s $5.7 Bn Bond Deal Signals Global Debt Wave as Big Tech Borrows to Fund AI
Protein Boom Reshapes China’s Dairy Industry: Companies Rush into High-Protein Products
Nike Deepens China Reset, Seeking New Balance Between Global Scale and Local Speed