YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals. Beyond mainstream headlines.

CHINA MARKET WATCH

China A-Share Market Divergence in H1: Electronics Sector Overtakes Banking as Top Market Cap, Semight Instruments Surges 2,736%

China’s Battery Industry Moves to Build National Patent Pool to Counter Rising Global IP Litigation

HKEX Standardizes Trading Lot Sizes and Lower Entry Threshold in Major Market Structure Reform

China Mobile Establishes Token Office to Accelerate AI Commercialization and Scale Computing Services

Porsche Confirms Termination Of Multiple Dealer Operations as China Scale-Back Continues

“First AGI Stock in Hong Kong” Unisound Plunges Over 40% as Lock-Up Expiry Triggers Heavy Selloff

Rising Critical Metal Recycling to Reduce Import Dependence, Ease Battery Supply Chain Risks, Industry Body Says

Country Garden Makes First Post-Restructuring Interest Payment, Signaling Progress in Debt Stabilization

CHINA MACRO RADAR

China–EU Establish Trade and Investment Consultation Mechanism with Four Working Groups to Address Mutual Concerns

China Manufacturing Activity Returns to Expansion in June Driven by Improving Demand, Profit Pressure Persists

China’s Local Government Special Bonds Surpass 40 Trillion Yuan for First Time: Growth Engine, Risks and Policy Shift

PBOC Expands Liquidity Tools, Withholds Rate Disclosure on New Overnight Reverse Repo

China Imposes Export Controls on 20 Japanese Entities Over Dual-Use and Military Concerns

China’s Railway Industry Accelerates Overseas Expansion, China–Europe Freight Train Southern Corridor Sees 80% Growth in Train Operations

China Proposes Major Overhaul of Government Procurement Law to Strengthen Fair Competition and Anti-Corruption Controls

China’s 15th Five-Year Energy Plan Unveiled, Mapping 20 Trillion Yuan Investment Strategy

China Corporate Lens