YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence not seen from mainstream headlines.

CHINA MARKET WIRE

China’s NEV Sales Surpass 50% of New Car Sales for First Time, Domestic and Overseas Sales Surge

China’s Robot Industry Revenue Grows 30% in Jan–Oct, Embodied Intelligence Intensifies Competitive Race

US Suspends 50% Ownership Penetration Rule for One Year, One Chinese Entity Removed from “Entity List”

China’s Consumer Stocks Rebound After Long Lull on Policy and Valuation Boost

Chinese Listed Banks See Shareholders, Executives, and Insurance Funds Rushing In

China and US Mutual Port Fee Suspension Takes Effect, Four COSCO Ships Arrive in US on First Day

China’s Lithium Carbonate Futures Surge as Supply Tightens and Market Sentiment Heats Up

Chinese Public Funds’ Hong Kong Stock Holdings Hit New High, Passive Funds Overtake Active Funds for First Time Since 2017

CHINA CORPORATE WATCH

“Anxious” Haidilao Seeks to Mass-Produce Restaurant Brands, Rapid Expansion Tests Service and Profit Limits

CPE Acquires Exclusive Operating Rights for Burger King China, Targets Over 4,000 Stores by 2035

Chinese Banks Accelerate Direct Property Sales for Faster Asset Disposals, Some Properties Selling for 25% Below Market Value

CATL, JD and GAC Launch Aion UT Super to Promote Battery Swap Model

EU Launches Another Anti-Subsidy Probe into China CRRC Amid Growing Regulatory Scrutiny

Chinese Construction Giants Turn Overseas for Growth – Domestic Business Slumps While Overseas Orders Surge

Ant Group Elevates Healthcare to Core Business, Accelerates AI Health Initiatives

Breakthrough in Anti-Involution in China’s PV Industry: Major Consolidation Planned in Polysilicon Sector

China Macro Tracker