YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

Chinese Polysilicon Firms Narrow Losses in 2025 Amid “Anti-Involution” Efforts, But Supply-Demand Imbalance Persists

Zhongji Innolight Tops RMB 1 Tn in Market Value, Leading Public Equity Fund Holdings

BHP Finalize Long-Term China Contract, Incorporating RMB-Denominated Spot Index in Iron Ore Pricing

China’s 10-Year Government Bond Yield Breaks Below 1.75% – Will Bond Bull Market Sustain?

Foreign Institutions Deepen Research in China A-Shares Amid Market Rebound, with Focus on Hard Tech Sectors

Surging Raw Material Costs Trigger Industry-Wide Price Hikes in the Building Materials Sector

China Opens Nickel Futures and Options to Foreign Investors to Expands Commodity Market Internationalization

China’s Vanke Secures Another Onshore Bond Extension, Liquidity Pressure Intensifies Ahead of 2026 Repayment Peak

CHINA CORPORATE LENS

Horizon Robotics Launches 5nm Cockpit-Driving Chip and In-Vehicle AI Agent

DJI Enters Large Cargo Drone Market as China’s Aerial Transport Sector Accelerates Rapidly

Zijin Mining Post Record Q1 Profits Driven by Surging Gold, Lithium Emerges as Third Growth Engine

Sigenergy Technology Faces Roller-Coaster After Hong Kong IPO Amid Patent Dispute and Structural Risks

X Square Robot Secures New Funding From Xiaomi, Targets Household Deployment by May

CATL Unveils Next-Gen Ultra-Fast Charging Batteries, Sodium-Ion Mass Production Plan, and Large-Scale Swapping Network

Lithium Giant Tianqi Reports Explosive Q1 Profit Growth, Signals Turning Point as Lithium Cycle Rebounds

China’s State Construction Giants Remain Under Profit Pressure, Cash Flow Shows Signs of Recovery

China Macro & Policy Radar