YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WIRE

China’s Transportation Hydrogen Costs Expected to Match Fuel Prices by 2030, Industry Body Says

Meituan Surges as Regulators Signal End to Food Delivery Price Wars, Boosting Tech Sector Valuations

COSCO Shipping Lines Resumes Far East to Middle East Bookings After 21-Day Suspension

Pop Mart’s 2025 Revenue Hits Record High, Stock Plummets Over 20% Amid Investor Concerns

Rising Oil Prices Drive Courier Price Hikes, Freight Rates Increased Across Multiple Regions

Shenzhen Housing Market Sees Structural Recovery: Single-Day Second-Hand Home Transactions Hit 5-Year High, Prices Begin to Stabilize

Helium Prices Surge Amid Geopolitical Tensions and Semiconductor Demand Boom

Contrarian Buying Surges: Over 10B Yuan Flows into A-share Broad-Based ETFs Amid Market Sell-Offs

CHINA CORPORATE LENS

Chery’s Overseas Revenue Surpasses Domestic for First Time Ever, Chinese Automakers Begin to Pursue Global Profitability

H Word and Atour Post Strong 2025 Earnings — How Do They Safeguard Profits in Increasingly Challenging Hotel Market?

Xiaomi Posts Strong Full-Year Growth in 2025, but Face Mounting Structural Pressures Across Core Businesses

Mixue Posts 35% Revenue Growth in 2025, Expands Further into Lower-Tier Domestic Markets While Scaling Back Overseas

Country Garden Achieves Profit Turnaround After Debt Restructuring, Paving the Way for “Second Entrepreneurship”

China Hongqiao’s Revenue Tops 160B Yuan, Expects Electrolytic Aluminum Prices to Rise Over 2,000 Yuan/Ton This Year

Zijin Mining’s 2025 Net Profit Tops 50 Bn Yuan for First Time, Remains Confident in Sustained High Gold Prices

DJI Sues Arashi Vision Over Employee-Linked Patent Disputes Amid Intensifying Drone Market Competition

China Macro & Policy Radar