YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WIRE

China’s Top Market Regulator Imposes RMB 3.6B Fines on Seven Major E-Commerce Platforms Over “Ghost Food Delivery” Violations

China’s Construction Machinery Sector Rebounds in March: Excavator Sales Rise Nearly 30%, Operating Rates Surge

Portugal Becomes First Eurozone Sovereign to Issue Dim Sum Bond, Raising Nearly RMB 2 Billion

Gold Price Pullback Attracts Buy-the-Dip Demand in China, Gold ETF Inflows Hit Record in Q1

China Sees Capital Outflows in March Amid Global Volatility, Securities Investment Records Over 50B Net Outflows

Tire Industry Faces Another Round of Price Hikes Amid Surging Raw Material Costs

China’s LGFV Bond Rate-Cut Wave Deepens, Nearly 200 Bonds Slash Coupon Rates in March — What It Signals

Rising Oil Prices Drive Butadiene to Nine-Year High, Pushing Up Prices of Disposable Gloves

CHINA CORPORATE LENS

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

Kweichow Moutai Posts First-Ever Dual Decline in Annual Revenue and Net Profit, Accelerates Strategy Shift

CATL Q1 Net Profit Surges on Strong Battery Demand, Announces RMB 30B Upstream Resources Expansion

Alibaba Releases Zero-Code AI Development Tool to Accelerate AI Agent Strategy

Xpeng Enters Large Six-Seat SUV Race with Parallel Passenger and Robotaxi Versions

China Vanke Seeks Another Debt Extension as Restructuring Plan Remains Unresolved

Automakers’ 2025 Results Released: Industry Enters Brutal Shakeout Amid Falling Profits and Intensifying Competition

China Macro & Policy Radar