YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WIRE

China’s “Fixed Income+” Funds See Redemption Wave Amid Global Volatility, Net Values Plunge

China’s Import Iron Ore Prices Stay Rangebound at Highs

Hong Kong “New Consumption Three Sisters” Surge on Strong 2025 Results and Gen Z-Driven Demand

China Discovers World’s Second-Largest Light Rare Earth Mine, Targets 100B Yuan Output by 2027

China’s PV Modules See New Round of Price Hikes, Some Manufacturers Raise Prices by Up to 50%

China’s Broad-Based ETFs Heavily Held by “National Team” See Trading Surge Amid A-Share Sell-Offs

Chinese A-Shares Suffer Steepest Selloff of 2026 Amid Middle East Escalation, Global Market Slump and Liquidity Fears

China Takes First Proactive Action in 13 Years to Curb Refined Oil Price Hike Amid Soaring Crude Prices

CHINA CORPORATE LENS

Mixue Posts 35% Revenue Growth in 2025, Expands Further into Lower-Tier Domestic Markets While Scaling Back Overseas

Country Garden Achieves Profit Turnaround After Debt Restructuring, Paving the Way for “Second Entrepreneurship”

China Hongqiao’s Revenue Tops 160B Yuan, Expects Electrolytic Aluminum Prices to Rise Over 2,000 Yuan/Ton This Year

Zijin Mining’s 2025 Net Profit Tops 50 Bn Yuan for First Time, Remains Confident in Sustained High Gold Prices

DJI Sues Arashi Vision Over Employee-Linked Patent Disputes Amid Intensifying Drone Market Competition

Qwen Officially Launches AI Ride-Hailing, Competition Between Amap and Didi Intensifies

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

China Macro & Policy Radar