YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WIRE

Over Half of China’s Auto Dealerships Miss Sales Targets in 2025 Amid Widespread Losses

Unitree Robotics’ STAR Market IPO Filing Accepted, Robot Gross Margins Near 60%

Guangzhou and Shenzhen Housing Markets Enter “Mini Spring”: Second-Hand Homes Lead, New Homes See Structural Recovery

Middle East Conflict Causes Disruption Across China’s Energy, Chemicals, and Metals Markets

Chinese Banks Scale Back Precious Metals Business as Gold Prices Fall Over 10% This Month

Chinese PV Stocks Rally on Reports of Elon Musk Team’s Large-Scale PV Equipment Orders

China’s Live Hog Futures Hit New Record Low Amid Oversupply, Spot Prices Slide Over 30% YoY

China’s Polysilicon Prices Break Key Threshold, Accelerating Industry Restructuring

CHINA CORPORATE LENS

XPeng Motors Achieves First Quarterly Profit, Accelerates Global Expansion and Physical AI Strategy

Tencent Dissolves AI Lab, Merges Some Staff into Hunyuan in Latest AI Restructuring

Rising Housing Vacancies Squeeze Property Manager Onewo, 2025 Net Profit Tumbles Nearly 40%

Xiaomi Releases Three Self-Developed Large AI Models, AI Investment to Reach 60B Yuan in Three Years

Saudi Arabia’s Savvy Games Agrees to Acquire Moonton Games from ByteDance for $6 Bn

Xiaomi Unveils Upgraded SU7 Electric Vehicle, Emphasizing Safety and Market Competitiveness

BYD Faces Dual-Front “Battle” in 2026 as Geely and Chery “Squeeze from Inside and Outside”

Alibaba Group Q3 FY2026 Earnings and the Evolution of the “Agent-Driven” Era

China Macro & Policy Radar