China Deep Dive

CATL and Leading Battery Makers Lock in LFP Supply, Driving High-End and Overseas Capacity Expansion

Robot

China’s Humanoid Robots Rush into Factories, But but Commercial Viability Remains Uncertain

China’s PV Industry Diverges Amid Anti-Involution Drive – Upstream Polysilicon Recovers While Downstream Modules Remain Under Pressure

Real Estate

Several Hong Kong-Listed Property Firms Exit Amid Forced Delistings and Privatizations

Chinese AI Chipmaker Cambricon Profitable for Four Consecutive Quarters, Marks Performance Inflection Fueled by Booming AI Demand

China’s First Cancer Early-Screening Stock Set for Delisting: From Breakthrough to Collapse 

World’s Top Wind Turbine Maker Goldwind Accelerates Global Expansion, Overseas Sales Poised to Account for 1/3 of Revenue

Gold

Chinese Gold Miners Accelerate Global Expansion, Three Expected to Join World Top Ten Within 3–5 Years 

MINISO Opens First MINISO LAND in Southeast Asia, Plans 100 New Stores in Thailand 

Ultraman Snack Maker Jintian Files for Hong Kong IPO to Tap IP Boom — But It Lacks Exclusive IPs

Semiconductor

Chinese Computing Chip Firms See Surging Orders as Industry Shifts from Technology Breakthrough to Scale Application

Unmanned Delivery Startup Neolix Raises Another $600M, Eyes Full Profitability by 2026

CIFI Unveils $8.1 Bn Offshore Debt Restructuring Plan Featuring $4.1 Bn Mandatory Convertible Bonds

Alibaba Buys Causeway Bay Office Tower in Hong Kong’s Biggest Office Deal Since 2021 — Is the Market Bottoming Out?

Robot

Unitree Unveils H2 Humanoid Robot as Chinese Robotics Firms Accelerate Market Push