YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MAREKT WIRE

China’s A-Share Market Sees Structural ETF Rotation: Power Grid Funds Surge, Oil & Gas See Outflows

China’s Small and Medium Banks Enter New Round of Deposit Rate Cuts, With Some Reductions Exceeding 30 BP

Hong Kong ICAC and SFC Conduct Joint Operation to Crack Down on Insider Trading and Share Allocation Corruption

Xiaomi, Huawei and Honor Join the “Lobster” Craze as China’s AI Agent Boom Moves to Smartphones

First Chinese-Flagged Ship Crosses Strait of Hormuz After Middle East Conflict, Chinese-Owned Fleet Poised to Resume Transit

China’s Steel Exports Fall 8% YoY to 15.6M Tonnes Over Jan-Feb

Panda Bond Market Off to Strong Start in 2026; Q1 Issuance Set to Jump 50% YoY

Mainland Chinese Investment Banks Raided by Hong Kong Anti-Corruption and Securities Regulators Over Suspected IPO Irregularities

CHINA CORPORATE LENS

Jacobio Pharmaceuticals Expects to Turn Profitable in 2026 Driven by KRAS Pipeline and Strategic BD Partnerships

Luckin Coffee Enters Bottled Ready-to-Drink Market to Expand Retail Presence

Weight-Loss Drug Giant Eli Lilly Announces $3B Expansion Plan in China

Electrolyte Leader Tinci Materials Posts Strong 2025 Earnings on Lithium Market Rebound, Announces Million-Ton Expansion

Laopu Gold Posts Record Earnings in 2025 as “The More It Rises, The More People Buy” Phenomenon Continues

Spacesail Satellite Disclose Financing Plan and Global Expansion Amid Early-Stage Losses

Huge Dental Files for Hong Kong IPO for Third Time Amid Stagnant Growth and Rising Costs

Tencent Reportedly Secretly Developing WeChat AI Agent Capable of Ordering Rides and Food

China Macro & Policy Radar