YUAN TALKS

YUAN TALKS

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

CHINA MARKET WIRE

Chinese Semiconductor and Optical Stocks Surge as AI Demand and Domestic Lithography Breakthrough Boost Market

Chinese A-Share Buybacks Hit Second-Highest in History, Driving Strong Stock Performance

US Launches Section 337 Investigation Targeting Chinese LCD Companies

China Vanke Bonds Tumble, Stocks Hit Multi-Year Low as Liquidity Pressures Mount 

Hong Kong Retail Fund Net Sales in Jan – Sept Hit Highest in a Decade 

China’s Housing Market Stabilization Awaits Further Policy Boost, Calls Grow for Lower Mortgage Rates and Eased Restrictions

Alibaba to Reduce Investment in Taobao Flash Sale in Q4, No AI Bubble Expected Within Three Years, Says Executives

China’s Shipping Futures Tumble as Year-End Freight Hike Expectations Crumble

CHINA CORPORATE WATCH

Chagee Stalls on Innovation: Few New Drinks as Competitors Pull Ahead

China Vanke Steps Up Land Acquisition Amid Financial Pressures

Some 95% of Fundraising Goes to Listing Fees: Quantgroup’s “Bleeding” Hong Kong IPO Under 1.8 Bn Yuan Bet-On Pressure

Chinese Banks Cut Business Loan Rates to Record Lows Amid Year-End Push, Intermediaries Offer Risky “Packaging” Services

Xiaomi Q3 Results Top Expectations, Auto Business Turns Profitable for First Time — Why Does the Stock Keep Falling?

Copper Prices Hit Record Highs, Exerting Unprecedented Pressure on Downstream Industries

Alibaba Qwen Surpasses 10M Downloads in First Week of Public Beta; Ant Lingguang Reaches 2M Downloads

JD Industrial Clears HKEX Hearing – How It’s Transforming China’s Industrial Supply Chain?

China Macro Tracker