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Company Overview
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CHINA MACRO & POLICY RADAR
China’s Power Output Rises 2.6% YoY in April, Led by Stronger Hydropower Generation
China’s Power Output Rises 2.6% YoY in April, Led by Stronger Hydropower Generation
China’s Fixed-Asset Investment Declines Again in Jan – Apr, New-Type Infrastructure Investment Accelerates
China’s Fixed-Asset Investment Declines Again in Jan – Apr, New-Type Infrastructure Investment Accelerates
China’s Industrial Output Growth Slows Amid Global Supply Pressures, Export Delivery Value Hits New High Since 2022
China’s Industrial Output Growth Slows Amid Global Supply Pressures, Export Delivery Value Hits New High Since 2022
China’s Retail Sales Growth Hits Lowest Since 2023, Service Consumption Outpaces Goods
China’s Retail Sales Growth Hits Lowest Since 2023, Service Consumption Outpaces Goods
China’s Urban Wage Growth Rebounds in 2025, Non-Private Sector Outpaces Private Sector Amid Economic Recovery
China’s Urban Wage Growth Rebounds in 2025, Non-Private Sector Outpaces Private Sector Amid Economic Recovery
China’s Power Battery Recycling Urgently Needs Regulation, Authorities Plan to Advance Legislation
China’s Power Battery Recycling Urgently Needs Regulation, Authorities Plan to Advance Legislation
China’s Apr New Loans Turn Negative for Third Time on Record, Bond Financing Partly Replaces Bank Lending
China’s Apr New Loans Turn Negative for Third Time on Record, Bond Financing Partly Replaces Bank Lending
China Establishes New Low-Altitude Economy Department, Focusing on Safety Regulation and Infrastructure Development
China Establishes New Low-Altitude Economy Department, Focusing on Safety Regulation and Infrastructure Development
CHINA MARKET WATCH
Household Deposit Migration in China: Trends, Flows, and the Shift to Non-Bank Financial Channels
Household Deposit Migration in China: Trends, Flows, and the Shift to Non-Bank Financial Channels
Chinese Tech Stocks Take Over as A-Share “Stock King” Amid Market Rotation
Chinese Tech Stocks Take Over as A-Share “Stock King” Amid Market Rotation
QDII Funds Persistently Trade at High Premiums, Quota Limits Undermine Arbitrage Mechanisms
QDII Funds Persistently Trade at High Premiums, Quota Limits Undermine Arbitrage Mechanisms
Chinese Insurance Funds’ Equity Allocation Rises in Q1 While Navigating Solvency Constraints
Chinese Insurance Funds’ Equity Allocation Rises in Q1 While Navigating Solvency Constraints
Hong Kong High Court Hears RMB 57B Lawsuit by China Evergrande Liquidators Against PwC
Hong Kong High Court Hears RMB 57B Lawsuit by China Evergrande Liquidators Against PwC
First-Tier Cities Lead Housing Market Recovery, Second-Hand Prices Continue to Outpace New Homes
First-Tier Cities Lead Housing Market Recovery, Second-Hand Prices Continue to Outpace New Homes
iPhone 17 Price Cut in China Sparks Buying Frenzy, Huawei and Xiaomi Follow Suit
iPhone 17 Price Cut in China Sparks Buying Frenzy, Huawei and Xiaomi Follow Suit
Decoding QFII Buying in Q1: Middle Eastern Funds Buy Panels and Gold Mines, Morgan Stanley Goes All-In on Optical Modules
Decoding QFII Buying in Q1: Middle Eastern Funds Buy Panels and Gold Mines, Morgan Stanley Goes All-In on Optical Modules
China Corporate Lens
Ganfeng Lithium’s Argentine Project Receives Major Government Incentives, Boosting Expansion Plans
Chinese Memory Chipmaker CXMT Posts Explosive Earnings in IPO Filing, Market Anticipates Over RMB 2 Trillion Valuation
Luckin Coffee Expands into Alcoholic Beverages with “Day Coffee, Night Alcohol” Strategy
China’s Hydrogen Energy Industry Faces Major Shake-Up, 40% Firms Could Disappear by Year-End
Chinese DRAM Manufacturer CXMT Reports Over 22B Yuan Profits in Q1, Market Share Reaches 7.67%
CATL Accelerates Computing-Energy Integration with Strategic Stake in VNET
Adaspace Technology Makes Third Attempt at Hong Kong IPO Amid Rapid Growth in Commercial Space Sector
BYD Plans to Expand Overseas Presence, Negotiating to Take Over Idle Capacity