YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

China’s Vanke Secures Another Onshore Bond Extension, Liquidity Pressure Intensifies Ahead of 2026 Repayment Peak

Shenzhen Office Vacancy Falls on Emerging Industry Demand, Retail Growth Driven by Emotional Consumption

China Pork Prices Rebound After Extended Decline, Policy Intensifies Capacity Cut Efforts Amid Persistent Supply Overhang

China’s Urea Futures Hit Near Two-Year High on Market Rumors

China’s Private Equity Market Enters Consolidation Phase Amid Exit Diversity and Fundraising Pressure

Chinese Yuan Hits Strongest Since Mar 2023 Amid Dollar Weakness and Improving Economic Fundamentals

A Rare Strategic Metal at the Heart of Semiconductors Quietly Hits Decade High

China Coal Stocks Rise as Coal Prices Show Strengthen in Off-Season – Is New Rally Underway?

CHINA CORPORATE LENS

Sigenergy Technology Faces Roller-Coaster After Hong Kong IPO Amid Patent Dispute and Structural Risks

X Square Robot Secures New Funding From Xiaomi, Targets Household Deployment by May

CATL Unveils Next-Gen Ultra-Fast Charging Batteries, Sodium-Ion Mass Production Plan, and Large-Scale Swapping Network

Lithium Giant Tianqi Reports Explosive Q1 Profit Growth, Signals Turning Point as Lithium Cycle Rebounds

China’s State Construction Giants Remain Under Profit Pressure, Cash Flow Shows Signs of Recovery

Moonshot AI Open-Sources Long-Horizon Coding and Agent Model, Challenging Multiple Foreign Closed-Source Models

Chinese AI Model Providers Caught in “Token Crunch” Amid Service Overloads, Sellouts, and Outages

JD.com Acquires Prime Commercial Land in Hangzhou to Anchor Zhejiang Regional Center

China Macro & Policy Radar