YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MAREKT WIRE

Tencent’s Market Value Drops Below HK$5 Trillion Amid Investor Concerns Over Lower Buybacks

SFC Urges Hong Kong Exchange to Tighten Scrutiny of Listed Companies’ Abrupt Auditor Changes

Shanghai Futures Exchanges Tighten Hedging Limits Amid High Energy Price Volatility

Black Sesame Share Placement to Infini Capital Terminated Amid Hong Kong Anti-Corruption Operation

High Premiums Persist in QDII Products Amid Oil Price Volatility: Fund Companies Issue Risk Warnings

China’s Alumina Prices Inch Higher on Tight Spot Availability, Rising Freight Costs

Chinese Funds Swarm to Research HALO Stocks, One Company Receives Intensive Visits from 60 Funds

Alibaba Cloud and Baidu Smart Cloud Announce Price Hikes Amid Token-Driven Demand

CHINA CORPORATE LENS

Fuyao Glass Posts Record Revenue and Net Profit in 2025 Under Second-Generation Leadership, Growth Moderates

China Merchants Shekou’s 2025 Net Profit Hits Ten-Year Low Amid Prolonged Real Estate Downturn

Pop Mart Teams Up with Sony to Bring LABUBU to the Big Screen

China’s No. 1 Infant Formula Stock Sees Shareholder Restructuring Accelerate, State-Owned Assets Likely to Take Control

Tencent to Launch Hunyuan 3.0 Model in Early April; Pony Ma Says “Lobster” Inspired WeChat Agents

Tencent Posts Strong 2025 Results as AI Investment Accelerates and High-Margin Businesses Boost Growth

NVIDIA Approved to Sell H200 Chips in China, Production Resumes and Orders Underway, Says Jensen Huang

Apple Executives Tour Chinese Supply Chain Partners Foxconn and Sunwoda, Highlighting Smart Manufacturing and Sustainability

China Macro & Policy Radar