YUAN TALKS

YUAN TALKS

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

CHINA MARKET WATCH

Chinese Securities Brokerages Rally as Markets Factor in Tech-Driven Co-Investment Gains

China Power Semiconductor Industry Sees New Round of Price Hikes Driven by Strong Demand and Rising Costs

LABUBU “Retro Barbershop” Series Sees Mixed Performance, Secondary-Market Prices Decline

Apple’s Sudden Price Hike Triggers Selloff Across Supply Chain, Store Employees Report No Prior Notice

Meituan Signals Stock Undervaluation, Buybacks and AI-Driven Strategy Amid Industry Subsidy Pressure

Multiple AI and Optical Communication–Focused Funds Impose Subscription Limits After Strong YTD Gains

Hong Kong Regulators Push Back Against Overly Promotional and Opaque IPO Prospectuses as Disclosure Standards Improve

China Launches Cross-Border Delivery for TSR 20 Rubber Futures, Designates Three Countries as Overseas Delivery Regions

CHINA MACRO RADAR

China’s 15th Five-Year Energy Plan Unveiled, Mapping 20 Trillion Yuan Investment Strategy

China to Issue Policy to Boost Retail Innovation as Offline Retail Shifts Toward Quality and Differentiation

China Releases 15th Five-Year Energy Plan, Targeting Non-Fossil Energy to Account for Half of Electricity Generation by 2030

PBOC Steps up Mid-Year Liquidity Support with Expanded MLF and New Overnight Reverse Repo Tool

China Launches Mandatory Renewable Energy Consumption Rules, Embedding Green Power Use into Corporate Compliance System

China Becomes First Country to Surpass 4 Billion Kilowatts of Installed Power Capacity

China Broadens Automobile Support: Expanding Beyond New Car Sales to Unleash the Trillion-Yuan “Post-Market”

China’s Fiscal Spending Contracts for Second Consecutive Month: What’s Stopping Local Governments From Spending?

China Corporate Lens