CHINA MARKET WIRE
Four Price Hikes, Shrinking Profits: The Squeeze on China’s Tire Giants
China’s Property Developers Pivot to Project-Backed Bond Financing as New Sales Rules Reshape the Funding
AI Compute Boom Drives Glass Cloth Prices to Multi-Year Highs, Supply Gap Expected to Persist Through 2027
PBOC Explains Bond-Market Swap Facility: It Rescues the Market, Not Institutions, and Offers No Implicit Guarantee on Products
Huafa Group’s Deepening Liquidity Crisis: Fitch Downgrades Issuer Rating, Property Arm Terminates Domestic Credit Rating
ICBC and ABC Win Exchange Backing for RMB 260 Bn Capital Raise, Clearing Key Step Toward Recapitalization
Chinese Optical Module Stocks Post Biggest Gains This Year as Capital Returns to AI Compute Trade
UBTech Builds Robotics Closed Loop From Components to Channels, Market Is Pricing It In
Tech Hub Shenzhen’s Resale Transactions Hit Six-Year High for Jan-Oct Period, New Home Inventory Clears Faster
CHINA MACRO & POLICY
Decoding China’s Multitrillion-Yuan “Six Networks” Build-Out: Who Pays, and Will It Pay Off?
China Lifts Key Barriers to Hospital Adoption of Innovative Drugs. Will Prescriptions Follow?
China Vows to Crack Down on Major Financial Fraud, With Tougher Penalties and Closer Audit Scrutiny
China’s Offshore Trust Tax Declarations Top RMB 160 Billion, Driving Oct Individual Income Tax Revenue Up Nearly 90%
China Tightens High-Tech Enterprise Reviews as Thousands Lose Status and Tax Breaks
China’s Coal Heartland Shanxi Posts Slowest Provincial Growth: Can It Break the “Resource Curse”?
CHINA CORPORATE LENS
