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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
China’s Steel Industry Under Strain: Profits Plunge 27.4% in Jan – Sept, Supply-Demand Imbalance Persists
China’s Steel Industry Under Strain: Profits Plunge 27.4% in Jan – Sept, Supply-Demand Imbalance Persists
Xiaomi Invests RMB 1.7 Bn in Sunwoda EVB to Become Its Third-Largest Shareholder
Xiaomi Invests RMB 1.7 Bn in Sunwoda EVB to Become Its Third-Largest Shareholder
“Golden Sept, Silver Oct” Is Gone: Geely Says Competition Has Never Been Fiercer
“Golden Sept, Silver Oct” Is Gone: Geely Says Competition Has Never Been Fiercer
Proya Faces Profit Squeeze as Rising Marketing Costs and Stagnant Core Brand Drag Performance
Proya Faces Profit Squeeze as Rising Marketing Costs and Stagnant Core Brand Drag Performance
PAG to Take Over Evergrande Property Services, Ending Its Ties to China Evergrande
PAG to Take Over Evergrande Property Services, Ending Its Ties to China Evergrande
Tencent Turns WorkBuddy Into Its Agent Gateway With the New Buddy One Workbench
Tencent Turns WorkBuddy Into Its Agent Gateway With the New Buddy One Workbench
Why Has Coal Become the Best-Performing Sector in the A-Share Market This Year?
Why Has Coal Become the Best-Performing Sector in the A-Share Market This Year?
No Bottom Yet: China’s Hog Prices Fall Below 10 Yuan/kg Again, 10 Listed Producers Lose 20 Bn Yuan in Jan-Sept
No Bottom Yet: China’s Hog Prices Fall Below 10 Yuan/kg Again, 10 Listed Producers Lose 20 Bn Yuan in Jan-Sept
China’s Active Equity Funds Trim Tech and Add Healthcare in Q3, Zhongji Innolight Stays on Top as Managers Keep Faith in AI
China’s Active Equity Funds Trim Tech and Add Healthcare in Q3, Zhongji Innolight Stays on Top as Managers Keep Faith in AI
CHINA MACRO & POLICY
China’s 3Q26 Loan Allocation: Corporate Lending Carries Growth, Tech and Green in Front, as Property and Household Credit Contract
China’s 3Q26 Loan Allocation: Corporate Lending Carries Growth, Tech and Green in Front, as Property and Household Credit Contract
Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive
Major Projects Accelerate Across Multiple Chinese Regions; Full-Year Infrastructure Investment Growth Could Turn Positive
China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth
China’s Power Demand Cools in Q3 as Solar Overtook Coal, Data Centers and EV Charging Drive Growth
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
CHINA CORPORATE LENS
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
Deeper Debt Cuts, Lingering Risk: China Property Developers Re-Default Despite Restructuring
CATL’s Q3 Margin Reset: What the Stock Sell-Off Signals for Pricing Power, Cost Pass-Through and Valuation
Semight Instruments Pursues Hong Kong Listing Following RMB 2.1 Billion Funding Round: Capital Strategy in Focus
A 30-Bn-Yuan Konjac Snack Market Hits the Brakes: What Are Leading Snack Makers Betting on Next
Chinese Beverage Brands Raise Supply Prices, Channel Structure and Pricing Rules Shift