YUAN TALKS

YUAN TALKS

Expert China intelligence. Always Relevant.

CHINA MARKET WIRE

Bilibili Returns to Loss in Q1, AI Drives Advertising Growth

China Sees Deposit Migration Amid Falling Rates – Wealth Management Products Hit New High, Hong Kong Equity Strategies Increase

China’s Fiscal Revenue Rises 1.9% in Apr, Tax and Land Transfer Income See First Growth This Year

Several Large Chinese Banks Announce Deposit Rate Cuts Amid Expectations of LPR Reduction

China-US Shipping Routes See Severe Space Shortage With Tariff Savings Eaten Up by Freight Rate Surges

Global Capital Shows Renewed Interest in Chinese Assets, “A+H” Listings Enter a New Upcycle, Says UBS

Most Policies to Stabilize Employment and Economy to Be Implemented by End of Jun, Says State Planner NDRC

China Cuts Benchmark Lending Rate LRP by 10bps as Expected, Further Rate Cuts Possible in Second Half

CATL’s H-Shares Open Over 3% Higher Than A-Shares in Hong Kong Debut

Chinese Exporters Shift from Rushed Transshipments to Building Stable Non-US Markets Amid Uncertain US Trade

WEEKLY SUMMARY: Improved Sentiment Boosts China’s Major Steel Prices – Mysteel Global

Leapmotor Q1 Revenue Tops 10 Bn Yuan – Net Loss Narrows to 130 M, Gross Margin Hits Record 14.9%

China’s Housing Market Sees Signs of Stabilization in Sales and Inventory, Though Investment Pressure Remains

China’s Major Economic Indicators Weaken in Apr – How Significant Is the Impact of Tariff Shocks?

China Stocks Upgraded to Neutral, Technological Innovation to Support Economy and Market, Says Morgan Stanley Economist

Huawei Launches HarmonyOS PCs, Over 1,000 Applications Have Been Adapted

CHINA CORPORATE WATCH

Tencent and Alibaba Embark on Long Journey to Monetize AI

China’s Game Industry Shake-Up – Tencent and NetEase Hold the Throne as Top-10 Revenue Threshold Climbs to 5 Bn Yuan

Chinese Bank Stocks’ Market Cap Tops 10 Tn Yuan for First Time on Record – Who Are Buying?

China’s Auto Price Wars Ease as Policy Drives Growth, Auto Dealers See Signs of Recovery

Chinese Battery Giant CATL Seeks Second Growth Curve by Doubling Down on Battery Swapping

China’s Home Appliance Industry Sees Intensifying “Matthew Effect” – Technological Edge and Supply Chain Deployment Become Key to Competition

China’s AI Glasses Battle Escalates as Tech Giants Join the Fray, Leaving Startups on Edge

Number of New Games Hits Three-Year High – How Is Tencent Powering Up Its Game Business?

Chinese AI Chip Pioneer Cambricon Finally Turns Profitable, Value of Domestic Substitution Emerges

Northbound Funds Boost A-Share Holdings in Q1: Which Stocks Are Foreign Investors Buying?

Brazil Has Replaced US as Top Supplier — Is China’s Soybean Supply Sufficient?

From Rock Bottom to New High: Pop Mart’s Three-Year Comeback Journey

YUAN TALKS

FREE
VIEW