China Deep Dive

Real Estate

Evergrande Real Estate Enters Bankruptcy Liquidation, Nearly RMB 2 Trillion in Debt Subject to Judicial Disposal

Technology

Alibaba’s AI Investment Surge Weighs on Near-Term Profits as Cloud Growth Accelerates

ConsumptionTechnology

Xiaomi Q2 2026: Smartphone Margins Squeezed by Cost Inflation, Auto and AI Fuel Strategic Diversification

Triumph New Energy’s Downward Spiral: PV Glass Overcapacity, Mounting Debt, and No Easy Way Out

Commodity

Tinergy Chemical’s 11B Yuan Bet on Titanium Dioxide and Iron Phosphate Expansion Raises Capacity and Funding Risks

Semiconductor

China’s Storage Module Leader Longsys’ 715-Fold Profit Surge Masks Major Risks

Solar

China’s Polysilicon Giants Launch Stronger Anti–Involution Initiative as Regulators Tighten Enforcement

Robot

Inside Unitree Robotics’ Ownership Map: How Strategic Investors and State Capital Fueled Thousandfold Valuation Rise

Pharma

WuXi AppTec Delivers Strong Earnings Rebound as CRDMO Growth Accelerates, Though CXO Recovery Remains Under Review

Real Estate

China Vanke Enters State-Led Governance Era as New Board Takes Office Amid Deepening Financial Challenges

Battery

China’s Power Battery Reckoning: Quality Issues, Rising Costs, and New Regulations Squeeze Second-Tier Manufacturers

Gold

Zijin Mining Drops Record Allied Gold Takeover, Pivots to Strategic Stake

Semiconductor

GigaDevice’s Stock Plunges from 846 Yuan to 364 Yuan in 22 Days, 330 Bn Yuan in Market Value Evaporated — What’s Behind the Collapse?

AI

Intel-Lens Technology Alliance: Inside the Race for Next-Generation AI Packaging

Nike’s China Reset: Cutting Online Distributors to Reclaim Pricing Power and Rebuild Brand Momentum