YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MAREKT WIRE

Middle East Conflict Triggers Spike in Defense-Linked Metal Prices, Related Stocks Rally

China’s A-Share New Accounts and Margin Trading Activity Strong in February; Leveraged Funds Stay Eager

Middle East Conflict Disrupts Chinese Energy Storage Export Outlook, Driving Lithium Carbonate Futures Down

China’s Live Hog Market Outlook: Deflationary Pressure and Capacity Rebalancing Amid Post-Festival Oversupply

PetroChina Market Value Tops 2.14 Tn Yuan, Reclaims A-Share Market Value Crown After Seven Years

China Unveils New Guidelines to Advance PV Module Recycling Ahead of Retirement Surge

Shanghai ‘s Property Easing Measures Boost Luxury Real Estate and Attract Returning Out-of-Town Buyers

China’s Car Market “Financial Battle” Begins: Over 20 Automakers Launch Ultra-Long Loans

CHINA CORPORATE LENS

Alibaba AI’s “Soul Figure” Leaves Amid Qwen Team Restructuring

BYD’s Defining Year: From Market Challenger to Global Defender — Where Is the Next Growth Engine?

Xpeng Advances Next-Gen Robotaxi, Fully Autonomous Driving Expected Within Three Years, Says Chairman

Chinese SOE Minmetals Land Goes Private and Delists From HKEX After 34 Years Amid Real Estate Downturn

BBA Escalates Auto Price War in China as Sales Decline Forces Strategic Reset

Soochow Securities Moves to Acquire Controlling Stake in Donghai Securities Amid Industry Consolidation

Galbot Secures Another 2.5 Bn Yuan in Strategic Financing, Solidifying Leadership in China’s Humanoid Robotics Sector

Insta360 Cleared in US 337 Investigation, Most Patent Infringement Claims Rejected by Regulators

China Macro & Policy Radar