China Corporate Lens

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

Gold

China’s Mining Giants Accelerate Global Gold Push – Zijin Eyes Kazakhstan, CMOC Targets Ecuador

Medical

China to Unveil Ten Major Measures to Boost High-End Medical Device Sector, Market Set to Reach RMB 2.8 Tn by 2030

Real Estate

China Vanke’s New Management Says Full Risk Resolution Will Require “Exchanging Time for Space”

Solar

Hillhouse’s LONGi Misstep – What Went Wrong with a Once-High-Flying Solar Giant?

Auto

Several Chinese Regions Suspend “High-Interest, High-Rebate” Auto Loans Amid Regulatory Scrutiny and Market Risks

Kuaishou and ByteDance Race to Lead AI Video Model Battle as Short Dramas Become Testing Ground

Internet

PDD Joins the Fray – China’s Instant Retail War Heats Up as Tech Giants Battle for Trillion-Yuan Market

Crypto

Guotai Junan International Soars Nearly 200% After Securing Hong Kong Approval for Virtual Asset Trading

IPO

Weichai Lovol Tries Hong Kong IPO After A-Share Failure, Debt Ratio Stays Over 80% For Three Years

Behind Lakala’s Stablecoin-Driven Rally: Cross-Border Payment Hurdles and SaaS Headwinds