YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MAREKT WIRE

NetEase Passively Triggers HKEX “Shift in Trading Focus” Clause, Changing Logic of Chinese Concept Stocks’ Return

How to Promote Reasonable Rebound in Prices? Explanation by Government Work Report Drafting Team Member

China’s Government Work Report Drafting Team Explains 2026 Economic Growth Target

China to Strengthen Central Budgetary Investment and New Policy-Based Financial Instruments – Government Work Report

China Plans 4% Budget Deficit in 2026, Local and Ultra-Long-Term Special Bonds Unchanged from Last Year – Government Work Report

China to Issue 300B Yuan Special Government Bonds in 2026 to Boost Major Bank Capital, Strengthen Smaller Banks’ Risk Resolution – Government Work Report

China’s Iron Ore Prices Seen Strengthening in March

Middle East Conflict Sends Asian Markets Tumbling, Could Accelerate Middle Eastern Investment in China – Analyst

CHINA CORPORATE LENS

Chinese EV Maker Li Auto Plans to Launch Two-Wheeled Robot Within This Year

Bilibili Achieves First Full-Year Profit in 2025 as Advertising and Paid Content Drive Growth

JD.com’s Growth Slows as Subsidy Effects Fade and New Business Investments Drive Quarterly Loss

Alibaba AI’s “Soul Figure” Leaves Amid Qwen Team Restructuring

BYD’s Defining Year: From Market Challenger to Global Defender — Where Is the Next Growth Engine?

Xpeng Advances Next-Gen Robotaxi, Fully Autonomous Driving Expected Within Three Years, Says Chairman

Chinese SOE Minmetals Land Goes Private and Delists From HKEX After 34 Years Amid Real Estate Downturn

BBA Escalates Auto Price War in China as Sales Decline Forces Strategic Reset

China Macro & Policy Radar