YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WIRE

China’s LGFV Bond Rate-Cut Wave Deepens, Nearly 200 Bonds Slash Coupon Rates in March — What It Signals

Rising Oil Prices Drive Butadiene to Nine-Year High, Pushing Up Prices of Disposable Gloves

Energy Storage Firm Sigenergy Doubles on Hong Kong Debut, Market Value Tops HK$160B

Multiple Chinese Cities See Housing Prices Rebound in Mar, All Tier-One Cities Post Gains in Second-Hand Home Prices

Positive Signals: China’s Housing Sales Decline Narrows, Inventory Falls for First Time in 51 Months

Chinese Public Fund Managers Rotate Toward AI Infrastructure and Resources Amid Heightened Volatility

Chinese Automakers Accelerate Payment Cycle Compression as Supply Chain Financing Practices Shift Under Policy and Competitive Pressure

China’s Construction Steel Buying to Rise Further in April – Mysteel Global

CHINA CORPORATE LENS

Strangled by Strait of Hormuz: China Freight Forwarders’ Middle East Business Tumble as Shipping Costs Soar

Kweichow Moutai Posts First-Ever Dual Decline in Annual Revenue and Net Profit, Accelerates Strategy Shift

CATL Q1 Net Profit Surges on Strong Battery Demand, Announces RMB 30B Upstream Resources Expansion

Alibaba Releases Zero-Code AI Development Tool to Accelerate AI Agent Strategy

Xpeng Enters Large Six-Seat SUV Race with Parallel Passenger and Robotaxi Versions

China Vanke Seeks Another Debt Extension as Restructuring Plan Remains Unresolved

Evergrande Property Services’ Equity Sale Enters Exclusive Negotiation Phase as Buyer Pool Narrows

Automakers’ 2025 Results Released: Industry Enters Brutal Shakeout Amid Falling Profits and Intensifying Competition

China Macro & Policy Radar