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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
China’s Coal Heartland Shanxi Posts Slowest Provincial Growth: Can It Break the “Resource Curse”?
China’s Coal Heartland Shanxi Posts Slowest Provincial Growth: Can It Break the “Resource Curse”?
Baiyunshan Subsidiary Guangzhou Pharmaceutical Plans RMB 6 Bn Equity Financing, Over 90% for Debt Repayment
Baiyunshan Subsidiary Guangzhou Pharmaceutical Plans RMB 6 Bn Equity Financing, Over 90% for Debt Repayment
China’s Big Six State Banks’ NPL Ratios: Four Improve, Two Slip as Corporate Strength and Retail Strain Rebalance
China’s Big Six State Banks’ NPL Ratios: Four Improve, Two Slip as Corporate Strength and Retail Strain Rebalance
Tesla’s China Sales Sink Below 10,000 for First Time Since 2022: Behind the 66% Collapse
Tesla’s China Sales Sink Below 10,000 for First Time Since 2022: Behind the 66% Collapse
Tongwei Plans RMB 1.44 Bn Investment to Take Control of Tech-Bank Food: Why Is PV Leader Betting on Pig Cycle?
Tongwei Plans RMB 1.44 Bn Investment to Take Control of Tech-Bank Food: Why Is PV Leader Betting on Pig Cycle?
Four RMB Offshore Clearing Banks Start Pilot Onshore FX Trading, Advancing Onshore-Offshore Market Integration
Four RMB Offshore Clearing Banks Start Pilot Onshore FX Trading, Advancing Onshore-Offshore Market Integration
China’s Autumn Property Peak Season Ends: Resale Homes and Core Cities Lead an Uneven Recovery
China’s Autumn Property Peak Season Ends: Resale Homes and Core Cities Lead an Uneven Recovery
China’s Hog Prices Hit 10-Year Low Despite Peak Season, Funds Bet on Cycle Turning Point
China’s Hog Prices Hit 10-Year Low Despite Peak Season, Funds Bet on Cycle Turning Point
Wang Jianlin Retakes the Helm at Wanda Commercial Management After 14 Years Amid Debt and Diluted Control
Wang Jianlin Retakes the Helm at Wanda Commercial Management After 14 Years Amid Debt and Diluted Control
CHINA MACRO & POLICY
China’s Export Holds Near Record Pace in Oct, AI Hardware Offsets Cooling Car Shipments
China’s Export Holds Near Record Pace in Oct, AI Hardware Offsets Cooling Car Shipments
China, US Extend Tariff Exclusions and Suspensions by Two Months to January 2027
China, US Extend Tariff Exclusions and Suspensions by Two Months to January 2027
China’s Oct Data Preview: Exports Stay Resilient as Industrial Output and Consumption Cool, Investment Drag Eases
China’s Oct Data Preview: Exports Stay Resilient as Industrial Output and Consumption Cool, Investment Drag Eases
Decisive Counter-Cyclical Action Needed to Revive China’s Domestic Demand, Says Leading Think Tank
Decisive Counter-Cyclical Action Needed to Revive China’s Domestic Demand, Says Leading Think Tank
China’s Oct Inflation: Surging Producer Prices, Softer Consumer Prices, and Widening Upstream-Downstream Divergence
China’s Oct Inflation: Surging Producer Prices, Softer Consumer Prices, and Widening Upstream-Downstream Divergence
State Council Maps Out Year-End Priorities, Calling for an “Improved Capital Market Stabilization Mechanism” for the First Time
State Council Maps Out Year-End Priorities, Calling for an “Improved Capital Market Stabilization Mechanism” for the First Time
CHINA CORPORATE LENS
Price Tags Hold, Checkouts Give: Laopu Gold and Peers Quietly Discount This Double 11
Zhuhai Moves to Rescue Liquidity-Stained Huafa Group: Idle Land Buybacks, Asset Sales to SOEs, and Loan Extension Talks
Chinese Insurers’ Equity Roller Coaster: 173.8 Bn Yuan Fair-Value Gain Becomes 354.8 Bn Yuan Loss in One Quarter
Great Wall Motor: Overseas Sales Exceed 50% of Total, but Net Profit Plunges Over 50%
Chinese Developers’ 3Q26 Results Diverge: Profits Remain Under Pressure, Cash Flow Improves Through Contraction
China Solar’s Great Divide Amid Oversupply: Downstream Giants Bleed Less, Polysilicon Sinks Deeper into the Red
Record Profits, Collapsing Shares: China’s Optical Module Leaders Hit by Slowing Growth and AI Spending Doubts
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