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On-the-Ground China Intelligence to Global Institutional Investors.
CHINA MARKET WATCH
ABOUT US
CHINA MACRO RADAR
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
PBOC Extends Gold-Buying Streak to 21 Months, China’s FX Reserves Edge Higher in July
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s Foreign Trade Remains Resilient in July Driven by AI Exports, but Growth Slows from June’s Surge
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
China’s July Inflation Expected to Ease as CPI Growth Narrows and PPI Recovery Loses Momentum
China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute
China’s Local Government Finances Recover Slightly in H1, but Fiscal Pressures Remain Acute
China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition
China Launches Broad Countermeasures Against US Tech and Trade Restrictions, Highlighting Supply Chain Competition
China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus
China’s Local Bond Issuance Slows Again in July — H2 Fund Deployment in Focus
Hong Kong Insurers Face Emerging Tax Policy Risks as China Strengthens Oversight of Offshore Investment Income
Hong Kong Insurers Face Emerging Tax Policy Risks as China Strengthens Oversight of Offshore Investment Income
China’s Mixed Economic Momentum in July: Softer Industrial Activity, Improving Consumption, and Resilient Exports
China’s Mixed Economic Momentum in July: Softer Industrial Activity, Improving Consumption, and Resilient Exports
CHINA MARKET WATCH
Export Ban Drives Surge in China’s Nonferrous Metal Stocks, Supply Impact Expected Be Limited
Export Ban Drives Surge in China’s Nonferrous Metal Stocks, Supply Impact Expected Be Limited
CATL’s Yichun Lithium Mine Remains Suspended, Restart Process Advances Amid Lithium Market Uncertainty
CATL’s Yichun Lithium Mine Remains Suspended, Restart Process Advances Amid Lithium Market Uncertainty
ByteDance Reviews AI Progress at Company-Wide Meeting: Admits Falling Behind Overseas Rivals, Doubles Down on Long-Term AGI Push
ByteDance Reviews AI Progress at Company-Wide Meeting: Admits Falling Behind Overseas Rivals, Doubles Down on Long-Term AGI Push
From AI Hype to Valuation Reset: Why Manycore Tech Lost Nearly 80% of Peak Just Three Months After Listing
From AI Hype to Valuation Reset: Why Manycore Tech Lost Nearly 80% of Peak Just Three Months After Listing
China’s Machinery Industry Posts Strong Growth in H1, but Faces Rising Cost and Demand Pressures
China’s Machinery Industry Posts Strong Growth in H1, but Faces Rising Cost and Demand Pressures
Unitree Robotics’ IPO Valuation Reaches 60 Bn Yuan, DeepSeek Participates in Strategic Placement
Unitree Robotics’ IPO Valuation Reaches 60 Bn Yuan, DeepSeek Participates in Strategic Placement
Sub-3% Loans Return as Chinese Banks Chase Borrowers Amid Asset Shortage
Sub-3% Loans Return as Chinese Banks Chase Borrowers Amid Asset Shortage
China’s Top Innovative Drugmakers Post Strong H1 Results: Blockbuster Products Ramp Up as Industry Moves Toward Profit Realization
China’s Top Innovative Drugmakers Post Strong H1 Results: Blockbuster Products Ramp Up as Industry Moves Toward Profit Realization
CHINA DEEP DIVE
China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement
Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise
WuXi AppTec Delivers Strong Earnings Rebound as CRDMO Growth Accelerates, Though CXO Recovery Remains Under Review
China Vanke Enters State-Led Governance Era as New Board Takes Office Amid Deepening Financial Challenges
China’s Power Battery Reckoning: Quality Issues, Rising Costs, and New Regulations Squeeze Second-Tier Manufacturers
Zijin Mining Drops Record Allied Gold Takeover, Pivots to Strategic Stake
GigaDevice’s Stock Plunges from 846 Yuan to 364 Yuan in 22 Days, 330 Bn Yuan in Market Value Evaporated — What’s Behind the Collapse?
Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging