YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MAREKT WIRE

China’s Government Work Report Drafting Team Explains the 2026 Economic Growth Target

China to Strengthen Central Budgetary Investment and New Policy-Based Financial Instruments – Government Work Report

China Plans 4% Budget Deficit in 2026, Local and Ultra-Long-Term Special Bonds Unchanged from Last Year – Government Work Report

China to Issue 300B Yuan Special Government Bonds in 2026 to Boost Major Bank Capital, Strengthen Smaller Banks’ Risk Resolution – Government Work Report

China’s Iron Ore Prices Seen Strengthening in March

Middle East Conflict Sends Asian Markets Tumbling, Could Accelerate Middle Eastern Investment in China – Analyst

China Sets 2026 GDP Growth Target at 4.5%–5% – Government Work Report

Middle East Conflict Triggers Spike in Defense-Linked Metal Prices, Related Stocks Rally

CHINA CORPORATE LENS

Alibaba AI’s “Soul Figure” Leaves Amid Qwen Team Restructuring

BYD’s Defining Year: From Market Challenger to Global Defender — Where Is the Next Growth Engine?

Xpeng Advances Next-Gen Robotaxi, Fully Autonomous Driving Expected Within Three Years, Says Chairman

Chinese SOE Minmetals Land Goes Private and Delists From HKEX After 34 Years Amid Real Estate Downturn

BBA Escalates Auto Price War in China as Sales Decline Forces Strategic Reset

Soochow Securities Moves to Acquire Controlling Stake in Donghai Securities Amid Industry Consolidation

Galbot Secures Another 2.5 Bn Yuan in Strategic Financing, Solidifying Leadership in China’s Humanoid Robotics Sector

Insta360 Cleared in US 337 Investigation, Most Patent Infringement Claims Rejected by Regulators

China Macro & Policy Radar