YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence not seen from mainstream headlines.

CHINA MARKET WIRE

China to Impose Export Licenses on Steel Products to Regulate Booming Steel Exports

China Issues First Batch of General Export Licenses for Rare Earths

China’s Lithium Carbonate Futures Surge Above 100,000 Yuan/Ton Amid Mixed Spot Market Signals

Chinese Yuan Strengthens Toward 7.05 / USD Amid Fed Rate Cuts and Economic Resilience

Chinese and Foreign Cruise Lines Withdraw from Japan Routes Amid Deteriorating Bilateral Relations

China’s Top Snack Chain Mingming Henmang Receives Regulatory Approval for Hong Kong Listing

Kweichow Moutain’s Flagship Liquor Falls Below Guidance Price for First Time Amid Industry Pressure

China’s Auto Market Shows “Cool Domestic, Hot Export” Trend in Nov, Consumers Await 2026 Policies

CHINA CORPORATE WATCH

Once “Capital Darling,” Market Value Shrinks 90% – Why Naixue’s Tea’s High-End Strategy Struggles

Alibaba’s Qwen App Surpasses 30M Users in 23 Days, Ranks Among Fastest-Growing AI Applications Worldwide

Mainstream Memory Prices Surged Over 300% Since September Amid AI-Driven “Super Cycle”

China’s SiC Prices Approach Bottom, AI Data Centers Emerge as Key Growth Driver

Xiaomi Launches Major Personnel Reshuffle and Store Optimization Amid China Market Pressure

Debt Resolution Completed and Management Reshuffled, Country Garden Embarks on “Second Entrepreneurship Journey”

BYD’s DiChain Rectification Underway: Shifting to Cash and Commercial Bills, Eliminating “Double Benefit”

China’s Phosphate Rock Sector Sees Accelerated Resource Acquisitions and Capacity Expansion Amid High Prices

China Macro Tracker