YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals, beyond mainstream headlines.

CHINA MAREKT WIRE

China’s “No. 1 Electronics Street” Widely Pulls White-Label Smart Glasses Amid Weak Consumer Demand

China May Lift Domestic Coal Output to Offset Indonesian Supply Crunch – Mysteel Global

China’s Chemical Industry Set for New Upward Cycle from 2026–2028

Chinese Banks Roll Out Aggressive Campaigns to Attract Deposits Ahead of 2026 Maturity Wave

EU Accepts Volkswagen Anhui’s Price Commitment, Some Chinese Automakers Consider Following Suit

China’s Domestic Car Sales Under Pressure in Jan, NEV Sales Slide Amid Policy Shifts

Hong Kong Unveils New Virtual Asset Measures, Allowing BTC and ETH as Margin Collateral

Memory Prices Surge 90% in Q1, Industry Profit Margins Expected to Hit Record Highs

CHINA CORPORATE LENS

Chinese Lithium Battery Equipment Giant Lead Intelligent Debuts in Hong Kong at 30% Discount

SMIC Sees Industry Reshoring Continue Driving Growth After Record 2025 Revenue, Consumer-Grade Memory May Rebound in Q3

China’s Spring Festival AI App Battle Intensifies as ByteDance’s Doubao Joins with Cash Red Envelopes and Robots

Alibaba, Tencent Race to Build Embodied Intelligence Brains for Robots

Winnovation Culturaltainment Development Faces Market Skepticism After High-Premium Semiconductor Acquisition Amid Widening Losses

BYD Joins US Legal Challenge Against Trump-Era IEEPA Tariffs, Seek Refund

Chinese Consumer Electronics Giant Ugreen Seeks Hong Kong Listing After Explosive Growth

Tianqi Lithium to Sell Part of SQM Stake After Losing Lawsuit Against Nationalization in Chile

China Macro & Policy Radar