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On-the-ground China market intelligence for professionals. Beyond mainstream headlines.
CHINA MARKET WATCH
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CHINA MARKET WATCH
Foreign Investors Diverge on A-Share Allocations, Rebalancing into AI, Manufacturing and Power Grid Sectors
Foreign Investors Diverge on A-Share Allocations, Rebalancing into AI, Manufacturing and Power Grid Sectors
Evergrande Property Services Stock Tumbles Over 20% After Equity Sale Talks Terminated
Evergrande Property Services Stock Tumbles Over 20% After Equity Sale Talks Terminated
Beyond Stock-Picking: Foreign Investors Increasingly Turn to ETFs to Navigate China’s Equity Market
Beyond Stock-Picking: Foreign Investors Increasingly Turn to ETFs to Navigate China’s Equity Market
Hong Kong Fund Assets Jump 19% on Strong Inflows Last Year
Hong Kong Fund Assets Jump 19% on Strong Inflows Last Year
Li Auto Advances In-House Battery Strategy With L8 Launch Amid Rising Industry Competition
Li Auto Advances In-House Battery Strategy With L8 Launch Amid Rising Industry Competition
Unitree Robotics Slashes Robot Prices and Opens Spot Sales to Accelerate Commercialization
Unitree Robotics Slashes Robot Prices and Opens Spot Sales to Accelerate Commercialization
China’s A-share Margin Balance Hits 3 Trillion Yuan Milestone for First Time Amid Heavy Tech Concentration
China’s A-share Margin Balance Hits 3 Trillion Yuan Milestone for First Time Amid Heavy Tech Concentration
China’s Ocean Freight Rates Rise for 8th Consecutive Week with Sharp Hikes on US Routes
China’s Ocean Freight Rates Rise for 8th Consecutive Week with Sharp Hikes on US Routes
CHINA MACRO RADAR
PBOC Steps up Mid-Year Liquidity Support with Expanded MLF and New Overnight Reverse Repo Tool
PBOC Steps up Mid-Year Liquidity Support with Expanded MLF and New Overnight Reverse Repo Tool
China Launches Mandatory Renewable Energy Consumption Rules, Embedding Green Power Use into Corporate Compliance System
China Launches Mandatory Renewable Energy Consumption Rules, Embedding Green Power Use into Corporate Compliance System
China Becomes First Country to Surpass 4 Billion Kilowatts of Installed Power Capacity
China Becomes First Country to Surpass 4 Billion Kilowatts of Installed Power Capacity
China Broadens Automobile Support: Expanding Beyond New Car Sales to Unleash the Trillion-Yuan “Post-Market”
China Broadens Automobile Support: Expanding Beyond New Car Sales to Unleash the Trillion-Yuan “Post-Market”
China’s Fiscal Spending Contracts for Second Consecutive Month: What’s Stopping Local Governments From Spending?
China’s Fiscal Spending Contracts for Second Consecutive Month: What’s Stopping Local Governments From Spending?
China’s Fiscal Revenue Maintains Strong Growth in May, Fiscal Spending Contracts for Second Consecutive Month
China’s Fiscal Revenue Maintains Strong Growth in May, Fiscal Spending Contracts for Second Consecutive Month
China’s Party Journal Highlights Real Estate’s Role in Consumption Recovery, Signals Continued Policy Support
China’s Party Journal Highlights Real Estate’s Role in Consumption Recovery, Signals Continued Policy Support
China Unveils 15-Measure Package to Stabilize and Upgrade Foreign Investment Amid FDI Fluctuations
China Unveils 15-Measure Package to Stabilize and Upgrade Foreign Investment Amid FDI Fluctuations
China Corporate Lens
Mercedes-Benz Accelerates Downsizing in China, Layoffs Spread to R&D and Manufacturing
Strong Exports Mask Domestic Strain: Chery’s China Sales Tumble 40% in May, Fragmented Channels Spark Internal Price Wars
Strait of Hormuz Gradually Reopens; Shipping Companies Receive Passage Rules Under New Operational Framework
ByteDance Prepares to Release Seedance 2.5, Signaling Shift Toward Commercial-Grade AI Video and World Models
Satellite Operator Yuanxin Launches Record 15 Bn Yuan Financing Round, With 200 Satellites Currently In Orbit
Tencent’s WeChat Tests “Xiaowei” AI Assistant: Enables Food Ordering, Chat Summarization and Image Editing, Cannot Send Messages on Users’ Behalf
Taobao Flash Sale Tests High-End Delivery Project Home Banquet, Multiple Michelin Restaurants Participate
China’s Retail Sector Undergoes Structural Transformation Driven by Private Labels and Shifting Channel Power