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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
10 Trillion Yuan Erased in Four Months: China’s AI Hardware Rally Meets the Valuation Wall
10 Trillion Yuan Erased in Four Months: China’s AI Hardware Rally Meets the Valuation Wall
Tech Crashes, Banks Break Records: The Great Market Seesaw and Who’s Winning
Tech Crashes, Banks Break Records: The Great Market Seesaw and Who’s Winning
China’s Thermal Coal Rally Stalls as Beijing’s Output Push Cools Sentiment
China’s Thermal Coal Rally Stalls as Beijing’s Output Push Cools Sentiment
Record-Low Yields, Then a Sudden Stall: Why China’s Bond Rally Is Losing Steam
Record-Low Yields, Then a Sudden Stall: Why China’s Bond Rally Is Losing Steam
Unitree Robotics Surges 65% in Seven Days, Triggering Abnormal Trading Alert
Unitree Robotics Surges 65% in Seven Days, Triggering Abnormal Trading Alert
Hong Kong Launches First 24/7 Secondary-Market Trading of Retail Tokenized Funds
Hong Kong Launches First 24/7 Secondary-Market Trading of Retail Tokenized Funds
iPhone Duo Screen Failures May Stem from Hinge, Foxconn Source Says Production Unaffected
iPhone Duo Screen Failures May Stem from Hinge, Foxconn Source Says Production Unaffected
China’s Car Imports Halve for Second Straight Month, Luxury Brands Lose Ground in Wealthy Cities
China’s Car Imports Halve for Second Straight Month, Luxury Brands Lose Ground in Wealthy Cities
PetroChina Hits Highest Since 2008 as Surging Oil Prices and High Dividends Lift Oil and Gas Sector
PetroChina Hits Highest Since 2008 as Surging Oil Prices and High Dividends Lift Oil and Gas Sector
CHINA MACRO & POLICY
PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions
PBOC Formally Launches Bond Market Liquidity Support Tool for Non-Bank Institutions
China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End
China Expected to Front-Load Over 3 Tn Yuan of 2027 Local Government Bond Quota Before Year-End
China Issues New Outbound Investment Rules: Individual Residents Brought Within Regulatory Scope, Reporting Requirements Strengthened
China Issues New Outbound Investment Rules: Individual Residents Brought Within Regulatory Scope, Reporting Requirements Strengthened
China’s Sept Fiscal Revenue Posts First Decline of 2026 as Land Revenue Slump Deepens After New Policies
China’s Sept Fiscal Revenue Posts First Decline of 2026 as Land Revenue Slump Deepens After New Policies
China’s Lower-Tier City Launches Housing Sales Rules; Shiyan’s Move Signals Room for Local Tailoring
China’s Lower-Tier City Launches Housing Sales Rules; Shiyan’s Move Signals Room for Local Tailoring
From Energy Control to Carbon Control: China’s Industrial Sector Charts Path to Carbon Peak, 2026–2030
From Energy Control to Carbon Control: China’s Industrial Sector Charts Path to Carbon Peak, 2026–2030
CHINA CORPORATE LENS
Big Players Rush into Battery Swapping, but Profitability Remains Unproven
Deeper Debt Cuts, Lingering Risk: China Property Developers Re-Default Despite Restructuring
CATL’s Q3 Margin Reset: What the Stock Sell-Off Signals for Pricing Power, Cost Pass-Through and Valuation
Semight Instruments Pursues Hong Kong Listing Following RMB 2.1 Billion Funding Round: Capital Strategy in Focus
A 30-Bn-Yuan Konjac Snack Market Hits the Brakes: What Are Leading Snack Makers Betting on Next
Chinese Beverage Brands Raise Supply Prices, Channel Structure and Pricing Rules Shift
Chabaidao Index Removal: Hong Kong’s Record IPO Rigging Probe Widens, Two Syndicates Targeted and HK$4.66 Bn Frozen
Chinese Big Tech’s AI Doctor Race: Heavy Spending, Unproven Business Models, and Open Questions About Equity
Tencent’s $5.7 Bn Bond Deal Signals Global Debt Wave as Big Tech Borrows to Fund AI