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 Files for STAR Market IPO, 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 Space PV Stocks Rally on Reports of Elon Musk Team’s Large-Scale PV Equipment Purchase

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

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

Alibaba’s E-commerce Revenue Growth Slows, Heavy Strategic Investment Weighs on Profit Margins

Fuyao Glass Posts Record Revenue and Net Profit in 2025 Under Second-Generation Leadership, Growth Moderates

China Merchants Shekou’s 2025 Net Profit Hits Ten-Year Low Amid Prolonged Real Estate Downturn

Pop Mart Teams Up with Sony to Bring LABUBU to the Big Screen

China Macro & Policy Radar