YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

Hong Kong Secondary Home Price Index Rises for 11th Consecutive Month, Developers Regain Pricing Power

Chinese eVTOL Maker Volant Secures Nearly 1Bn Yuan in Latest Funding Round, Moves Closer to Potential IPO Plan

China Liquor Stocks Rebound On Multi-Year Low Valuations And Emerging Signs Of Sector Bottoming

China’s Memory Giant CXMT Clears Exchange Review for STAR Market IPO Amid Global AI-Driven Supercycle

China Private Fund Scale Hits Record as Quant Strategies Expand Amid Rising AI Influence and Growing Market Concentration

China’s Cement Industry Faces Nationwide Price Hikes Amid Deepening Profit Crisis

Xiaomi Cuts MiMo-V2.5 AI Model API Prices by Up to 99% in Intensifying AI Price War

China’s Power Stocks Rally on Surging Summer Power Demand, Five Southern Provinces See Early Peak Electricity Load

CHINA MACRO RADAR

China Industrial Profits Jump 24.7% in Apr on AI Demand and Commodity Price Surge, Downstream Weakness Widens

Guangzhou Launches Pilot Allowing SOE to Acquire Second-Hand Homes to Facilitate “Old-for-New” Housing Upgrades

China Tightens Regulation on Online Prescription Drug Sales, Targeting Platform Accountability Through New Compliance Guidelines

China’s Housing Market Recovery Fails to Boost Mortgage Demand Amid More Full-Payment Purchases and Early Repayments

China Prepares to Introduce Supporting Policies to Accelerate “AI+” Initiative

PBOC Signals Flexible Liquidity Management as MLF Returns to Net Injection

China’s State Planner Explains “Six Networks” Investment, New-Type Power Grid Investment to Exceed 5 Tn Yuan in 2026 – 2030

China Surpasses US to Become Top Source of Foreign Investment Projects in Germany in 2025

China Corporate Lens