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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
DJI Raises Prices as Memory Chip Surge Reaches Handheld Imaging, Insta360 Faces Strategic Choice
DJI Raises Prices as Memory Chip Surge Reaches Handheld Imaging, Insta360 Faces Strategic Choice
Tinci Materials Announces 500,000-Tonne Electrolyte Project After Scrapping Another Plant: Inside Industry Pivot to Integrated Expansion
Tinci Materials Announces 500,000-Tonne Electrolyte Project After Scrapping Another Plant: Inside Industry Pivot to Integrated Expansion
CATL Signs Two eVTOL Makers in One Month as Battery Suppliers Race into Low-Altitude Aviation
CATL Signs Two eVTOL Makers in One Month as Battery Suppliers Race into Low-Altitude Aviation
Fabs Full, Prices Rising: AI Drives Record Quarters at China’s Top Two Foundries
Fabs Full, Prices Rising: AI Drives Record Quarters at China’s Top Two Foundries
“It’s Already a Bit Late”: Pony Ma Presses Tencent for a Make-or-Break AI Overhaul
“It’s Already a Bit Late”: Pony Ma Presses Tencent for a Make-or-Break AI Overhaul
Growing Share, Shrinking Margins: Chinese Carmakers in the UAE
Growing Share, Shrinking Margins: Chinese Carmakers in the UAE
China’s Large Equity Private Funds Keep Buying as A-Shares Dip, Betting on Structural Opportunities
China’s Large Equity Private Funds Keep Buying as A-Shares Dip, Betting on Structural Opportunities
China’s Double 11 Shopping Festival Hit 1.78 Tn Yuan, but the Fastest Growth Came From Services, Not Goods
China’s Double 11 Shopping Festival Hit 1.78 Tn Yuan, but the Fastest Growth Came From Services, Not Goods
Four Price Hikes, Shrinking Profits: The Squeeze on China’s Tire Giants
Four Price Hikes, Shrinking Profits: The Squeeze on China’s Tire Giants
CHINA MACRO & POLICY
PBOC Conducts 7-Day Reverse Repos for First Time Under New Rate Framework, Injecting RMB 664 Bn to Smooth Tax-Period Liquidity
PBOC Conducts 7-Day Reverse Repos for First Time Under New Rate Framework, Injecting RMB 664 Bn to Smooth Tax-Period Liquidity
Beijing City Unveils Three-Year Roadmap to Build World-Class Humanoid Robot Industry
Beijing City Unveils Three-Year Roadmap to Build World-Class Humanoid Robot Industry
Global Risk Focus Shifts, Market-Stabilization Tools Step Up: Reading the Signals in PBOC’s Latest Policy Report
Global Risk Focus Shifts, Market-Stabilization Tools Step Up: Reading the Signals in PBOC’s Latest Policy Report
Decoding China’s Multitrillion-Yuan “Six Networks” Build-Out: Who Pays, and Will It Pay Off?
Decoding China’s Multitrillion-Yuan “Six Networks” Build-Out: Who Pays, and Will It Pay Off?
China Lifts Key Barriers to Hospital Adoption of Innovative Drugs. Will Prescriptions Follow?
China Lifts Key Barriers to Hospital Adoption of Innovative Drugs. Will Prescriptions Follow?
China Vows to Crack Down on Major Financial Fraud, With Tougher Penalties and Closer Audit Scrutiny
China Vows to Crack Down on Major Financial Fraud, With Tougher Penalties and Closer Audit Scrutiny
CHINA CORPORATE LENS
Why Is Satellite Chemical Pouring RMB 20.7 Bn into a Money-Losing Business?
JD.com Bets on Free Short Dramas, Aiming to Turn Viewers Into Buyers
Golden Solar’s RMB 1.536 Bn Computing Bet: A Record Order, Negative Margins and Looming Share Unlock
Price Tags Hold, Checkouts Give: Laopu Gold and Peers Quietly Discount This Double 11
Zhuhai Moves to Rescue Liquidity-Stained Huafa Group: Idle Land Buybacks, Asset Sales to SOEs, and Loan Extension Talks
Chinese Insurers’ Equity Roller Coaster: 173.8 Bn Yuan Fair-Value Gain Becomes 354.8 Bn Yuan Loss in One Quarter
Great Wall Motor: Overseas Sales Exceed 50% of Total, but Net Profit Plunges Over 50%
Chinese Developers’ 3Q26 Results Diverge: Profits Remain Under Pressure, Cash Flow Improves Through Contraction
China Solar’s Great Divide Amid Oversupply: Downstream Giants Bleed Less, Polysilicon Sinks Deeper into the Red