CHINA MARKET WATCH

CommodityAnother Chinese Company Announces Major Investment as Graphite Anode Capacity Expansion Accelerates

SemiconductorAI Demand Sends MLCC Spot Market Into Frenzy, High-End Products Increasingly Hard to Source

ConsumptionJD.com Launches 101HOME in Shanghai: Why It Is Betting on Large-Format Home-Furnishing Retail

Real EstateChina Property Stocks Continue to Rally on Mortgage-Subsidy Hopes, Expected Supply Shortfall

AutoLi Auto Adds CALB as Battery Supplier to Further Diversify Battery Sourcing and Reduce CATL Dependence

Real EstateShenzhen Property Market Gains Momentum in Sept: Second-Hand Home Transactions Accelerate, Buyer-Seller Dynamics Shift

SolarCanada Ends 11-Year Anti-Dumping and Countervailing Measures on Chinese PV Products

ShippingChina–US Ocean Freight Rates Surge Amid Capacity Constraints and Rising Geopolitical Risks

RobotHumanoid Robotics Company PaXini Begins A-Share IPO Guidance, Valuation Exceeds RMB 10 Billion

ConsumptionChina’s Emerging Makeup Brands Exit as Beauty Industry Polarization Deepens

AIAnt Group Reorganizes Alipay Operations to Accelerate Agentic Commerce Strategy

AutoJAC Motors Shares Hit Limit-Up on Huawei Partnership Momentum and Renewed Maserati Cooperation Speculation

BatteryChina’s Sodium-Ion Battery Industry Advances Toward Commercialization as Supply Chains Scale and Cost Competitiveness Improves

CommodityChina’s Tire Industry Faces Broad-Based Price Adjustments Amid Rising Raw Material Costs

Real EstateChina’s New 40-Year Mortgage Policy: Early Bank Responses and Implementation Challenges