China Corporate Lens

Technology

Apple and Tencent Reach Agreement on “Apple Tax” for Mini-Programs, Slashing Commission Rate to 15% 

Semiconductor

SMIC Posts Strong Q3 Results Amid Domestic Chip Substitution, Capacity Utilization Hit Highest Since 2022

Technology

Tencent Q3 Net Profit Rises Nearly 20%, AI App Yuanbao Integrated with WeChat and Other Core Products

Technology

JD.com’s Q3 Revenue Beats Expectations, Profit Plunges Over 50% Amid Food Delivery Battle 

Electricity

SST Hype Sends Newonder Special Electric Stock Soaring—But Fundamentals Lag

Pharma

AI Pharma Leader Insilico Medicine Files for Hong Kong IPO for Fourth Time

Hong Kong IPO

Guoxia Technology Refiles Hong Kong IPO Amid AI+Energy Storage Push and Profit Volatility

Lithium

CATL’s Jinxiawo Mine Nears Production Restart After Key Regulatory Step, May Need to Pay Additional Fees

Solar

JA Solar Face Triple Dilemma: Continuous Losses, High Debt, and Risky Expansions

Chinese Infrastructure Firms Expand Middle East Presence, Win Half of Saudi Arabia’s Top Power Company’s Projects

CPE Acquires Exclusive Operating Rights for Burger King China, Targets Over 4,000 Stores by 2035

Real Estate

Chinese Banks Accelerate Property Disposals with Direct Sales, Some at 25% Below Market Value

Auto

CATL, JD and GAC Launch Aion UT Super to Promote Battery Swap Model

EU Launches Another Anti-Subsidy Probe into China CRRC Amid Growing Regulatory Scrutiny

Chinese Construction Giants Turn Overseas for Growth, Domestic Business Slumps While Overseas Orders Surge