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YUAN TALKS
On-the-Ground China Market Intelligence for Professionals.
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CHINA MARKET WIRE
CXMT Included in Two Major Indices as No. 1 Weight: Passive Buying Totals RMB 2.5 Bn for Now, More Expected by Year-End
CXMT Included in Two Major Indices as No. 1 Weight: Passive Buying Totals RMB 2.5 Bn for Now, More Expected by Year-End
Unitree’s First Post-IPO Report: Revenue Growth Slows, Profit Declines and Inventory Surges
Unitree’s First Post-IPO Report: Revenue Growth Slows, Profit Declines and Inventory Surges
Fitch Upgrades Viability Ratings of All Six Major Chinese Banks as Operating Environment Improves
Fitch Upgrades Viability Ratings of All Six Major Chinese Banks as Operating Environment Improves
Pop Mart’s Q3 Revenue Nearly Halves: Can the Growth Story Survive Post-LABUBU?
Pop Mart’s Q3 Revenue Nearly Halves: Can the Growth Story Survive Post-LABUBU?
Dongshan Precision Debuts in Hong Kong Below Offer Price After Weakest Retail Subscription Since Feb 2025
Dongshan Precision Debuts in Hong Kong Below Offer Price After Weakest Retail Subscription Since Feb 2025
Chinese Public Funds Pare Back Crowded AI Trade in 3Q26, Core Conviction in Computing Power Remains
Chinese Public Funds Pare Back Crowded AI Trade in 3Q26, Core Conviction in Computing Power Remains
China’s Home Sales Reform Reshapes Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings
China’s Home Sales Reform Reshapes Land Supply: Core Cities Launch Auctions with Leaner, More Developer-Friendly Offerings
QFIIs Quietly Load Up on China’s Sector Leaders, Global Banks Say A-Share Valuations Look Attractive
QFIIs Quietly Load Up on China’s Sector Leaders, Global Banks Say A-Share Valuations Look Attractive
China’s Mortgage Interest Subsidy Shows Early Results, Boosting Demand for Lower-Priced Homes in Top-Tier Cities
China’s Mortgage Interest Subsidy Shows Early Results, Boosting Demand for Lower-Priced Homes in Top-Tier Cities
CHINA MACRO & POLICY
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
China’s 800 Bn Yuan New Policy-Based Financial Instruments Fully Disbursed, Focus on Digital Economy, AI and Other Fields
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
From Tibet’s 6.2% to Shanxi’s 0.5%: China’s Regional Growth Is Splitting Apart
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
At Least 13 Chinese Cities Have Housing Sales Reform Rules in Place, Deposit Caps Differ
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
China’s Population Decline Quickens: Fourth Annual Drop Widens to 3.39 Million
China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials
China’s Industrial Profit Growth Accelerates to 14.4% in Sept Driven by Electronics and Raw Materials
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 CORPORATE LENS
Chinese Lithium Battery Stocks Drop Nearly 50% on Average This Year, Industry Profit Turning Point Emerges
Seazen Abolishes Regional Companies, Builds Asset Management Platform on RMB 121 Bn Mall Portfolio
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