CHINA MARKET WATCH

China’s Major Developers Post RMB 2.26 Tn in Sales in Jan – Sept, Moderate Recovery Emerges in Sept

AutoJAC Motors Confirms Talks with Huawei and Stellantis Over Potential Maserati Partnership

PharmaHengrui Grants Novo Global Rights to Weight-Loss Drug in $2.6 Billion Deal

BankChina Banks at New Highs: Assessing the Impact of Mortgage Subsidies and Structural Rate Cuts

PharmaAstraZeneca Bets on China’s Star Bispecific Cancer Drug, Investing $2 Bn in Summit Therapeutics

Real EstateHong Kong Central Office Rents Surge as Financial Demand Strengthens and Premium Supply Tightens

IPOHong Kong IPO Market Sees Weakening First-Day Performance Amid Surging New-Share Supply

BatteryGotion High-Tech and Volkswagen Team Up on Major Battery Investment in Europe

Capital FlowsAsia’s Capital Flows Are Shifting — Is China Back in Focus?

BatteryCATL’s Hungary Battery Plant Begins Production Amid Heightened Environmental Scrutiny

ConsumptionChina’s Home Appliance Market Faces Weak Holiday Demand, Manufacturers Shift From Price Wars to Product Upgrades

Real EstateChinese Real Estate Stocks Rally as China Signals Further Support Through Incremental Policies

CoalChina’s Top Coal-Producing Region Launches Campaign to Stabilize Coal Production and Ensure Supply

ConsumptionChina’s Huangjiu Sector Surges Over 50% in One Month as Channel Transformation Triggers Revaluation

E-CommerceSHEIN Faces Further Slowdown Amid Rising Tariff, Freight and Regulatory Pressures