YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals. Beyond mainstream headlines.

CHINA MARKET WATCH

US Expands Chinese Military Companies List to Tech, EV and Semiconductor Giants; Baidu, Alibaba, BYD, NIO and Unitree Added

Energy Storage Firm Gold Electronic Surges Over 600% on ChiNext Debut Amid AI Data Center Boom

China’s Core City Office Markets Show Signs of Structural Recovery Driven by AI Boom

AI-Fueled Semiconductor Rally Faces Profit-Taking Wave as Major Shareholders Accelerate Stock Reductions

China’s Top Cities Defy Rental Market Slowdown, Beijing, Shanghai and Shenzhen Rents Climb for Third Straight Month

Alibaba Reorganizes AI Business Again, Establishes Token Foundry Division

CATL Secures 770,000-Ton Electrolyte Supply from in Two Days, to Begin Mass Production of Sodium-Ion Battery Products This Year

China’s Lithium Carbonate Futures Retreat Over 20% from Recent Highs – What’s Driving the Pullback?

CHINA MACRO RADAR

China’s Exports Beat Expectations in May, Trade Surplus Hit Record High as AI-Related Exports Surge

China’s Industrial Production Likely Accelerated Slightly in May, Internal and External Demand Remain Divergent, Shows Survey

China’s Four Ministries Explain Priorities and Funding Sources for 15th Five-Year Urban Renewal Plan

China’s State Council Sets Direction for Development of Future Industries, Several Regions Advance Forward-Looking Plans

China Advances Nationwide Housing Provident Fund Reform to Unlock Dormant Funds, Three Key Changes to Watch

PBOC to Revise Deposit and Loan Interest Rate Rules, Removing Fixed Penalty Rates and Strengthening Disclosure Requirement

China Issues Guidelines to Strengthen Oversight of Private Investment Funds

China for First Time Elevates Gene Editing to Strategic Core Technology for Agricultural Development

China Corporate Lens