CHINA MARKET WATCH
China’s Auto Profit Divergence Deepens: Major Listed Automakers Combined Earn Less Than Half of CATL
China’s Auto Profit Divergence Deepens: Major Listed Automakers Combined Earn Less Than Half of CATL
Rare Earth Earnings Diverge: Upstream Miners Feast as Midstream Magnet Makers Struggle for Margins
Hundreds of A-Shares Still Below Sept 2024 Levels, Traditional Sectors Stage Tentative Rebound
China’s National Team Repositions: Technology Bets Expand as Financial Holdings Anchor Q2 Strategy
ByteDance Secures $29.6 Bn Loan as China’s AI Investment Race Accelerates
China Announces First Capital Injections into Five State-Owned Insurance Companies
China Completes Second Round of Special Treasury Bond-Funded Capital Injection into Banks, Totaling RMB 230 Bn
Li Auto to Become Sunwoda Power’s Second Largest Shareholder as Automakers Shift to Diversified Battery Supply
Insurance Funds Rebalance A-Share Portfolios in Q2: Favoring High-Dividend Stocks While Reshuffling Tech Holdings
CHINA MACRO RADAR
China Deploys First Batch of RMB 800B New Policy-Based Financial Instrument to Support Investment
China Holds Three “Six Networks” Coordination Meetings in Two Weeks, Accelerating Major Project Rollout
Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?
Chinese Local Governments Accelerate Bond Issuance in Aug: Where Did RMB 7.8T Bonds Go in Jan – Aug?
China Ends 30-Year Dividend Tax Exemption for Foreign Investors, Introducing Individual Income Tax
China’s Summer Tourism Demand Disappoints Amid Shifting Travel Preferences: Where Is Growth Moving?
China’s Solar Power Capacity Surpasses Coal for First Time, Industry Overcapacity Persists
CORPORATE DEEP DIVE
