YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals, beyond mainstream headlines.

CHINA MAREKT WIRE

China’s Major Automakers Shorten Supplier Payment Terms to 54 Days Amid Anti-Involution Campaign

Zhipu AI Launches Next-Gen Model and Announces Sharp Price Hike, Fueling Over 30% Stock Surge

Chinese Yuan Break 6.9 per Dollar Intraday, Hit Strongest Level in Nearly Three Years

China’s SOE Solar Module Procurement Prices Return to 1 Yuan/W as Industry Costs Climb

Beijing Summons Online Platforms Including Trip, JD and Meituan Over “Ticket-Snatching” Services

China’s “No. 1 Electronics Street” Widely Pulls White-Label Smart Glasses Amid Weak Consumer Demand

China May Lift Domestic Coal Output to Offset Indonesian Supply Crunch – Mysteel Global

China’s Chemical Industry Set for New Upward Cycle from 2026–2028

CHINA CORPORATE LENS

Chinese Lithium Battery Equipment Giant Lead Intelligent Debuts in Hong Kong at 30% Discount

SMIC Sees Industry Reshoring Continue Driving Growth After Record 2025 Revenue, Consumer-Grade Memory May Rebound in Q3

China’s Spring Festival AI App Battle Intensifies as ByteDance’s Doubao Joins with Cash Red Envelopes and Robots

Alibaba, Tencent Race to Build Embodied Intelligence Brains for Robots

Winnovation Culturaltainment Development Faces Market Skepticism After High-Premium Semiconductor Acquisition Amid Widening Losses

BYD Joins US Legal Challenge Against Trump-Era IEEPA Tariffs, Seek Refund

Chinese Consumer Electronics Giant Ugreen Seeks Hong Kong Listing After Explosive Growth

Tianqi Lithium to Sell Part of SQM Stake After Losing Lawsuit Against Nationalization in Chile

China Macro & Policy Radar