YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

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

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

China’s Coking Coal Futures Soar as Mongolian Fuel Crunch Threats Coal Trucking

Chinese Insurance Funds Accelerate Participation in Hong Kong IPOs, Targeting Tech and Growth Assets

Hong Kong Unveils World-First Regulatory Framework for Secondary Trading of Tokenized Funds on Licensed Crypto Platforms

Hong Kong Bank Stocks Hit Record Highs Amid Strong Demand for High-Dividend Shares

China’s Robotics and Liquid-Cooled Server Sectors Rally as Humanoid Robot Marathon Reshapes Valuation Dynamics

Geopolitical Tensions and Rising Oil Prices Drive Up Vitamin and Medical Glove Prices

CHINA CORPORATE LENS

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

Orient Securities Launches Full Acquisition of Shanghai Securities, Advancing Shanghai’s Financial Sector Consolidation

Conglomerate Fosun Divests Jinan Landmark Asset to State-Backed Insurer Amid Accelerating Asset Disposal

Evergrande Property Services Sale Advances as SOE Emerges as Leading Buyer

Strangled by Strait of Hormuz: China Freight Forwarders’ Middle East Business Tumble as Shipping Costs Soar

China Macro & Policy Radar