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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
Why Has Coal Become the Best-Performing Sector in the A-Share Market This Year?
Why Has Coal Become the Best-Performing Sector in the A-Share Market This Year?
China’s Active Equity Funds Trim Tech and Add Healthcare in Q3, Zhongji Innolight Stays on Top as Managers Keep Faith in AI
China’s Active Equity Funds Trim Tech and Add Healthcare in Q3, Zhongji Innolight Stays on Top as Managers Keep Faith in AI
Hong Kong’s IPO Boom Meets Liquidity Drought: Postponements, First-Day Breaks and Capital Outflows Mount
Hong Kong’s IPO Boom Meets Liquidity Drought: Postponements, First-Day Breaks and Capital Outflows Mount
Hengrui Pharmaceuticals Q3 Profit Surges Nearly 90% as Innovative Drugs and Out-Licensing Drive Recovery
Hengrui Pharmaceuticals Q3 Profit Surges Nearly 90% as Innovative Drugs and Out-Licensing Drive Recovery
No Bottom Yet: China’s Hog Prices Fall Below 10 Yuan/kg Again, 10 Listed Producers Lose 20 Bn Yuan in Jan-Sept
No Bottom Yet: China’s Hog Prices Fall Below 10 Yuan/kg Again, 10 Listed Producers Lose 20 Bn Yuan in Jan-Sept
Great Wall Motor to Launch Bulgaria Production in 2027 as Chinese Automakers Expand European Localization
Great Wall Motor to Launch Bulgaria Production in 2027 as Chinese Automakers Expand European Localization
CXMT Included in Two Major Indices as No. 1 Weight: Passive Buying Totals RMB 2.5 Bn for Now, More Expected by Year-End
CXMT Included in Two Major Indices as No. 1 Weight: Passive Buying Totals RMB 2.5 Bn for Now, More Expected by Year-End
Unitree’s First Post-IPO Report: Revenue Growth Slows, Profit Declines and Inventory Surges
Unitree’s First Post-IPO Report: Revenue Growth Slows, Profit Declines and Inventory Surges
Fitch Upgrades Viability Ratings of All Six Major Chinese Banks as Operating Environment Improves
Fitch Upgrades Viability Ratings of All Six Major Chinese Banks as Operating Environment Improves
CHINA MACRO & POLICY
Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive
Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive
China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth
China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
CHINA CORPORATE LENS
Chinese Lithium Battery Stocks Drop Nearly 50% on Average This Year, Industry Profit Turning Point Emerges
Seazen Abolishes Regional Companies, Builds Asset Management Platform on RMB 121 Bn Mall Portfolio
Big Players Rush into Battery Swapping, but Profitability Remains Unproven
Deeper Debt Cuts, Lingering Risk: China Property Developers Re-Default Despite Restructuring
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