YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

Unitree Robotics Rapidly Advances Toward STAR Market IPO Amid Embodied AI Boom

24 Chinese Chip Stocks Hit Record Highs, 12.7 Bn Yuan Sell-Off Fails to Halt AI-Fueled Rally

Cambricon Hits New High in Sector-Wide Rally Fueled by Huawei’s Tau (τ) Law and Multiple Catalysts

Huawei Presents “Tau (τ) Law” for Semiconductor Development, Targeting 1.4nm-Equivalent Chips

DeepSeek Announces Permanent 75% Price Cut for V4-Pro API Amid Intensifying Global AI Price Competition

DJI Casts Doubt on Near-Term Commercial Viability of Drone Delivery and Passenger eVTOLs

Wingtech Sues Nexperia Netherlands Amid Control Dispute, Seeking 8B Yuan in Compensation

Chinese Semiconductor Sector Experiences Volatile Rally as Leveraged Capital Rotates into Tech Stocks

CHINA MACRO RADAR

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

Are Overseas Orders Returning to China? Insights from On-the-Ground Research

Shanghai Makes Progress in Second-Hand Home Acquisitions for Affordable Rental Housing, Expands Program to All Core Districts

China’s Fiscal Revenue Rises 6.7% in April on PPI Rebound, Fiscal Spending Returns to Decline

China Expands Green Power Direct Connection Policy to Multi-User Model to Boost Renewable Energy Utilization

China Corporate Lens