China Deep Dive

Consumption

Once “Capital Darling,” Market Value Shrinks 90% – Why Naixue’s Tea’s High-End Strategy Struggles

Mainstream Memory Prices Surged Over 300% Since September Amid AI-Driven “Super Cycle”

China’s SiC Prices Approach Bottom, AI Data Centers Emerge as Key Growth Driver

Real Estate

Debt Resolution Completed and Management Reshuffled, Country Garden Embarks on “Second Entrepreneurship Journey”

Auto

BYD’s DiChain Rectification Underway: Shifting to Cash and Commercial Bills, Eliminating “Double Benefit”

Chemical

China’s Phosphate Rock Sector Sees Accelerated Resource Acquisitions and Capacity Expansion Amid High Prices

Billions Spent, Growth Stalled, Risks Intensifying — Tencent-Backed Soul Targets Hong Kong IPO Comeback

AI

Li Auto Unveils AI Glasses Livis – Why Automakers Are Betting Big on AI Terminals ?

Real Estate

China Vanke Faces Mounting Debt Pressure, Headquarters Holds Less Than 1 Bn Yuan in Cash

Leading Lithium Battery Diaphragm Maker SEMCORP to Acquire Upstream Equipment Firm Amid Rising Demand

Robot

CRP Robot Files for Hong Kong IPO Amid Persistent Losses and Subsidy Dependence as Industrial Robotics Sector Hits Bottleneck

Consumption

Chagee Stalls on Innovation: Few New Drinks as Competitors Pull Ahead

Real Estate

China Vanke Steps Up Land Acquisition Amid Financial Pressures

Copper Prices Hit Record Highs, Exerting Unprecedented Pressure on Downstream Industries

Technology

Xiaomi Q3 Results Top Expectations, Auto Business Turns Profitable for First Time — Why Does the Stock Keep Falling?