YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MACRO & POLICY RADAR

China’s Power Output Rises 2.6% YoY in April, Led by Stronger Hydropower Generation

China’s Fixed-Asset Investment Declines Again in Jan – Apr, New-Type Infrastructure Investment Accelerates

China’s Industrial Output Growth Slows Amid Global Supply Pressures, Export Delivery Value Hits New High Since 2022

China’s Retail Sales Growth Hits Lowest Since 2023, Service Consumption Outpaces Goods

China’s Urban Wage Growth Rebounds in 2025, Non-Private Sector Outpaces Private Sector Amid Economic Recovery

China’s Power Battery Recycling Urgently Needs Regulation, Authorities Plan to Advance Legislation

China’s Apr New Loans Turn Negative for Third Time on Record, Bond Financing Partly Replaces Bank Lending

China Establishes New Low-Altitude Economy Department, Focusing on Safety Regulation and Infrastructure Development

CHINA MARKET WATCH

Household Deposit Migration in China: Trends, Flows, and the Shift to Non-Bank Financial Channels

Chinese Tech Stocks Take Over as A-Share “Stock King” Amid Market Rotation

QDII Funds Persistently Trade at High Premiums, Quota Limits Undermine Arbitrage Mechanisms

Chinese Insurance Funds’ Equity Allocation Rises in Q1 While Navigating Solvency Constraints

Hong Kong High Court Hears RMB 57B Lawsuit by China Evergrande Liquidators Against PwC

First-Tier Cities Lead Housing Market Recovery, Second-Hand Prices Continue to Outpace New Homes

iPhone 17 Price Cut in China Sparks Buying Frenzy, Huawei and Xiaomi Follow Suit

Decoding QFII Buying in Q1: Middle Eastern Funds Buy Panels and Gold Mines, Morgan Stanley Goes All-In on Optical Modules

China Corporate Lens