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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
Hong Kong Strengthens Tax Oversight of Crypto-Assets, Adopting OECD’s Crypto-Asset Reporting Framework from 2027
Hong Kong Strengthens Tax Oversight of Crypto-Assets, Adopting OECD’s Crypto-Asset Reporting Framework from 2027
China Makes New Progress on World’s First Large-Scale Nuclear–Petrochemical Coupling Project
China Makes New Progress on World’s First Large-Scale Nuclear–Petrochemical Coupling Project
Two Chinese-Funded Banks Suspend Some Bank-Brokerage Transfer Services in Hong Kong
Two Chinese-Funded Banks Suspend Some Bank-Brokerage Transfer Services in Hong Kong
Multiple Chinese Regions Roll Out Off-Peak Cement Production Plans, Structural Headwinds Remain
Multiple Chinese Regions Roll Out Off-Peak Cement Production Plans, Structural Headwinds Remain
A-Share Buybacks Surge After Policy Boost: Relending Made Permanent at 1%, Cancellation-Style Buybacks Go Mainstream
A-Share Buybacks Surge After Policy Boost: Relending Made Permanent at 1%, Cancellation-Style Buybacks Go Mainstream
China’s 10-Year Government Bond Yield Dips Below 1.59% as Year-End Rally Gathers Pace
China’s 10-Year Government Bond Yield Dips Below 1.59% as Year-End Rally Gathers Pace
Sungrow Rallies Four Sessions Despite Weak Q3 as Management Guides to Near-Doubling of 2027 Shipments
Sungrow Rallies Four Sessions Despite Weak Q3 as Management Guides to Near-Doubling of 2027 Shipments
China’s Rare Earth Leaders Post Earnings Growth in 9M26, So Why Are Their Shares Sliding?
China’s Rare Earth Leaders Post Earnings Growth in 9M26, So Why Are Their Shares Sliding?
Chinese Banks’ Q3 Scan: NIMs Rebound on Falling Deposit Costs, Revenue and Profit Growth Accelerate
Chinese Banks’ Q3 Scan: NIMs Rebound on Falling Deposit Costs, Revenue and Profit Growth Accelerate
CHINA MACRO & POLICY
Securing the Energy Future: China’s 15th Five-Year Plan Blueprint for Oil, Gas and Power Resilience
Securing the Energy Future: China’s 15th Five-Year Plan Blueprint for Oil, Gas and Power Resilience
China Details the 15th Five-Year Plan Blueprint for Transport, Water and Logistics Infrastructure
China Details the 15th Five-Year Plan Blueprint for Transport, Water and Logistics Infrastructure
Rich but Restrained: Mapping China’s 2025 Household Consumption Across 31 Provinces
Rich but Restrained: Mapping China’s 2025 Household Consumption Across 31 Provinces
China Races Toward 400 km/h: CR450 Nears Commercial Service as 15th Five-Year Plan Sets New Rail Agenda
China Races Toward 400 km/h: CR450 Nears Commercial Service as 15th Five-Year Plan Sets New Rail Agenda
China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules
China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules
China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says
China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says
CHINA CORPORATE LENS
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
Record Profits, Collapsing Shares: China’s Optical Module Leaders Hit by Slowing Growth and AI Spending Doubts
From RMB 516 to RMB 138: Chinese Memory Giant Biwin Storage Wipes Out 73% of Value as Memory Boom Hits a Wall
Chinese Lithium Stocks Drop Nearly 50% on Average This Year, Industry Profit Turning Point Emerges
Seazen Abolishes Regional Companies, Builds Asset Management Platform on RMB 121 Bn Mall Portfolio