China Corporate Lens

Hydrogen

Envision Launches First Phase of World’s Largest Green Hydrogen-Ammonia Project in Chifeng

Coal

Coal Prices Remain Low – How Are Coal and Thermal Power Companies Responding?

NEV

China’s Industry Ministry Reviews Five-Year NEV Subsidies, BYD and Chery Face Over 140 Mln Yuan in Cuts

Foxconn Industrial Internet Reports Explosive Dual-Engine Growth, Three Risks Loom

Sinovac Biotech’s Power Struggle Escalates Amid Massive Dividend Distribution and Disputed Shareholder Vote

Shipbuilding

China CSSC and China Shipbuilding Industry to Merge in Largest Absorption A-Share Deal, Creating World’s Largest Listed Shipbuilding Powerhouse

Multiple Chinese Regions Launch Low-Altitude Flight Service Platforms to Accelerate Low-Altitude Economy Development

Battery

Behind EVE Energy’s Upcoming Hong Kong IPO – Power Battery Growth Slows Amid Intensifying Market Competition

Real Estate

China’s Top 100 Developers Spent Over 500 Bn Yuan on Land in H1, Target Core Cities Amid Diverging Market Trends

Solar

China’s PV Industry Battles Overcapacity, Local Protectionism Barriers Need to Be Torn Down

Steel

Behind the Steel Stock Surge – Policy Hopes Fuel Capacity Cut Expectations, Supply and Demand Tell Different Story

Real Estate

Sunac China Chairman Sun Hongbin Appears in Person in Shareholder Meeting for First Time in Two Years, Says “The Hardest Times Are Behind Us”

China’s Cement Industry Launches Campaign to Curb “Involution” and Rein in Overcapacity

Real Estate

New World Development Dodges Default with Last-Minute HK$88 Bn Refinancing, but Debt Woes Linger

Battery

Chinese Material Giant Shanghai Pret Scraps RMB 10 Bn Battery Project, Shifts RMB 1 Bn Investment to Humanoid Robot Materials