China Corporate Lens

Rare Earth

Northern Rare Earth’s H1 Profit Surges 19-Fold on Low Base, Can 200 Bn Yuan Market Value Sustain?

Pharma

B&K Makes Third HKEX IPO Attempt – Core Pipeline Enters “Valley of Death” Phase, Near Zero Revenue and Bet-On Agreement Add Pressure

Atour’s Net Profit Climbs 31% in H1 on Dual-Driven Model, New Retail Contributes 40% of Revenue

PV

Wuxi Autowell in Deep PV Winter – Controllers Cash Out, Inventories Pile Up, Profits Slide

Insurance

Ping An Insurance’s H1 Earnings Picture Splits, Bets on AI and High-Dividend Stocks

AI

Cambricon Briefly Overtakes Kweichow Moutai as China’s New “Stock King” – What’s Behind the AI Chipmaker’s Rally?

Pet Economy

China’s Pet Market Enters Rapid Expansion: Young Consumers Drive the Upgrade of the “Pet Economy”

Auto

Dongfeng Motor to Delist, Voyah Takes the Stage: A Breakthrough Battle to Reset Valuation

PV

Five Chinese Photovoltaic Ginats Lose Over 15 Bn Yuan in H1 as Industry Continues to Struggle

Chinese Mining Company MMG’s Peru Copper Mine Boosts Output, Charts New Path for Community Integration

Laopu Gold Posts Strong H1 Earnings but Stock Struggles, “Dividends in One Hand, Financing in the Other” Sparks Controversy

Coal

Chinese Coking Giant Meijin Energy Plans Hong Kong Listing Amid Losses and Transformation Hurdles

China’s First Silicon Carbide Substrate Stock SICC Debuts in Hong Kong, Plans to Expand Large-Size Substrate Capacity

Pop Mart’s Americas Revenue Skyrockets 1,142.3% in H1, CEO Hints at New Initiatives

AI

Alibaba’s Qwen-Image-Edit Ignites Multimodal AI Race as Industry Speeds Toward AGI