China Deep Dive

Semiconductor

From 37 Bn Yuan Loss to Profit Turnaround: What’s Behind Memory Chip Leader CXMT’s IPO?

Pharma

RemeGen Lands $5.6 Bn Deal – Why Bispecific Antibody Technology Keeps Drawing Multinational Giants

EU “Carbon Tariff” Officially Takes Effect – How Will It Impact Chinese Steel Companies?

COMMUNE Targets Hong Kong IPO as Bistro Chain Leads Lightly Tipsy Market

Sinopec Takes Over CNAF in Major Restructuring, Reshaping Aviation Fuel Industry

Liquor

China’s Liquor Industry Structure Shifts, Battles Among Top Players Intensifies

Pharma

China’s Innovative Drug BD Deal Value More than Doubles to Hit New Record in 2025 – What’s Ahead in 2026?

Winter Stalemate in China’s Food Delivery Market: Subsidies Retreat, Platforms Shift Strategies

Auto

China Starts Collecting NEV Purchase Tax, Automakers Roll Out Creative Incentives to Offset Higher Cost

Solar

China’s PV Industry Quietly Turns a Corner, Leading Firms Return to Profit – What’s Ahead in 2026?

Pharma

InSilico Medicine Surges 45% on Debut – What’s Fueling “First AI Drug Stock” in Hong Kong?

Game

Game Industry’s “Fast Money” Era Fades, New Opportunities Emerge as Single-Player Games Rise and AI Opens New Frontiers

Aerospace

Chinese Commercial Aerospace Startups Race to IPO – Who Will Lead the Wave?

Real Estate

China Vanke’s Two Bond Extension Proposals Rejected — Is One-Month Grace Period Enough to Avert Crisis?

Pharma

Jacobio Strikes $2B+ Licensing Deal with AstraZeneca for Breakthrough Pan-KRAS Cancer Drug