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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
Chinese Banks’ Q3 Scan: Net Interest Margins Rebound on Falling Deposit Costs, Revenue and Profit Growth Accelerate
Chinese Banks’ Q3 Scan: Net Interest Margins Rebound on Falling Deposit Costs, Revenue and Profit Growth Accelerate
Hong Kong Tech Surges While Korean Stocks Plunge as US Midterm Results Reshape AI Trade
Hong Kong Tech Surges While Korean Stocks Plunge as US Midterm Results Reshape AI Trade
Chinese Shipping Companies Post Strong Earnings as Tankers Lead and Container and Dry Bulk Markets Rally
Chinese Shipping Companies Post Strong Earnings as Tankers Lead and Container and Dry Bulk Markets Rally
AI Floods Micro-Drama Market: China’s 10-Month Output Hits 17 Times 2025 Total, Over 94% AI-Made
AI Floods Micro-Drama Market: China’s 10-Month Output Hits 17 Times 2025 Total, Over 94% AI-Made
China’s Steel Prices Expected to Slide Further in November
China’s Steel Prices Expected to Slide Further in November
A-Share IPO Market Cools in 2H26: Acceptances and Reviews Slow Sharply as Terminations Climb
A-Share IPO Market Cools in 2H26: Acceptances and Reviews Slow Sharply as Terminations Climb
Shanghai’s October Resale Transactions Hit Nearly Six-Year High, Supported by First-Time Buyer Demand
Shanghai’s October Resale Transactions Hit Nearly Six-Year High, Supported by First-Time Buyer Demand
Tencent Releases New Hunyuan Model Hy4 with Visual Understanding for the First Time, Open-Source Weights Coming Soon
Tencent Releases New Hunyuan Model Hy4 with Visual Understanding for the First Time, Open-Source Weights Coming Soon
Unitree Rallies After Founder Wang Xingxing Says Next Year May Be Robotics’ Tipping Point
Unitree Rallies After Founder Wang Xingxing Says Next Year May Be Robotics’ Tipping Point
CHINA MACRO & POLICY
China Details the 15th Five-Year Plan Blueprint for Transport, Water and Logistics Infrastructure
China Details the 15th Five-Year Plan Blueprint for Transport, Water and Logistics Infrastructure
Rich but Restrained: Mapping China’s 2025 Household Consumption Across 31 Provinces
Rich but Restrained: Mapping China’s 2025 Household Consumption Across 31 Provinces
China Races Toward 400 km/h: CR450 Nears Commercial Service as 15th Five-Year Plan Sets New Rail Agenda
China Races Toward 400 km/h: CR450 Nears Commercial Service as 15th Five-Year Plan Sets New Rail Agenda
China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules
China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules
China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says
China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says
China’s State Planner Maps Strategy to Double Emerging Pillar Industries to Over 10 Trillion Yuan by 2030
China’s State Planner Maps Strategy to Double Emerging Pillar Industries to Over 10 Trillion Yuan by 2030
CHINA CORPORATE LENS
Zhuhai Vows to Seek Multi-Party Coordination to Help Liquidity-Strapped Huafa Group Cope with Challenges
Great Wall Motor: Overseas Sales Exceed 50% of Total, but Net Profit Plunges Over 50%
Chinese Developers’ 3Q26 Results Diverge: Profits Remain Under Pressure, Cash Flow Improves Through Contraction
China Solar’s Great Divide Amid Oversupply: Downstream Giants Bleed Less, Polysilicon Sinks Deeper into the Red
Record Profits, Collapsing Shares: China’s Optical Module Leaders Hit by Slowing Growth and AI Spending Doubts
From RMB 516 to RMB 138: Chinese Memory Giant Biwin Storage Wipes Out 73% of Value as Memory Boom Hits a Wall
Chinese Lithium 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