China Deep Dive

China’s Steel Industry Enters New Era of Consolidation Under “Strictest-Ever” Capacity Replacement Rules: Part II

China’s Steel Industry Enters New Era of Consolidation Under “Strictest-Ever” Capacity Replacement Rules: Part I

Sinomine Resource Seeks 5.2 Bn Yuan Placement to Fund Multi-Metal Expansion

Auto

Chinese Automakers Scouting Idle Production Capacity Globally to Accelerate Overseas Expansion

Commercial Satellite Manufacturer MinoSpace Seeks STAR Market IPO Amid High Costs and Commercialization Challenges

M&A

CICC Unveils Draft Plan for Merger with Dongxing and Cinda Securities, Creating Top-Tier Investment Bank

Energy

China’s Hydrogen Energy Industry Faces Major Shake-Up, 40% Firms Could Disappear by Year-End

AI

China’s Three Tech Giants Double Down on AI Investment, Commercialization and Efficiency Strategies Diverge

Solar

PV Industry Giant LONGi Green Energy Sees Losses Deepen as Solar Industry Overcapacity Persists

Consumption

Gambol Pet at Inflection Point: Premiumization Strategy Tests Profitability Amid Shift from Export Dependence to Domestic Growth

ChemicalIPO Watch

Befar Group Refiles Hong Kong IPO Amid Chemical Downcycle, Targets Strategic Expansion into New Energy

AIIPO Watch

Lightelligence Surges Over 400% on Hong Kong Debut as “World’s First AI Optical Computing Stock”

IPO Watch

Leading Optical Module Supplier TFC Eyes Hong Kong IPO, Valuation and Supply Chain Risks Remain

AIAuto

From Autonomous Driving to Embodied Intelligence: Chinese Automakers Turns Spotlight to Physical AI

Lithium Battery Separator Leader Semcorp Posts Sharp Earnings Recovery Amid Broader Lithium Industry Upcycle