YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

China’s Fuel Car Market in Accelerated Decline, Some JV Models Begin Withdrawing from Dealerships

Z.ai’s Market Cap Tops HK$1 Trillion Amid AI Frenzy – Does “China’s Anthropic” Valuation Hold Up?

China’s Housing Market During Dragon Boat Festival: Shanghai New Home Sales Double, Shenzhen Sales Hit Five-Year High

China Resources New Energy Opens Subscription, Marking Largest IPO in Shenzhen Stock Exchange History

AI Boom Fuels Rally in Computing Power Metals as Tin, Tantalum and Indium Face Tight Supply and Demand Growth

Panda Bond Market Surges: YTD Issuance Reaches 80% of 2025 Total, Full-Year Volume Set to Hit Record High

Iran Briefly Reopens Strait of Hormuz Amid Repeated Closures, Allowing Multiple Chinese Cargo Vessels to Pass

Chinese Copper Foil Stocks Rally on AI Demand Narrative, Valuation Bubble Concerns Rise as Regulators Step Up Scrutiny

CHINA MACRO RADAR

China’s Party Journal Highlights Real Estate’s Role in Consumption Recovery, Signals Continued Policy Support

China Unveils 15-Measure Package to Stabilize and Upgrade Foreign Investment Amid FDI Fluctuations

China Releases Action Plan to Promote Coordinated Development of Large, Medium and Small Companies in Platform Economy

China Adds 10 US Defense, Aerospace and Rare Earth Firms to Export Control List in Retaliatory Move

China Launches 2026 NEV “Going to Countryside” Campaign: Over 100 Models Selected, Trade-in Thresholds Further Lowered

China to Issue Third Batch of 62.5 Bn Yuan Funds for Consumer Goods Trade-in by End of Jun

China Faces “Strong Supply, Weak Demand” Issue, Efforts Needed to Shift Savings to Consumption and Restore Investment, Says Government Economist

China to Deepen Capital Account Opening, Plans FDI Policy Reforms and Additional QDII Quotas, Says PBOC Official

China Corporate Lens