Barclays raises Xiaomi’s performance expectations with booming EV demand and strong growth in IoT and lifestyle business 2025-03-04 2025-03-04
WEEKLY SUMMARY: China’s major steel prices decline, sentiment softens – Mysteel Global 2025-03-04 2025-03-04
Global copper supply gap to widen to 160,000 tons by 2026, copper prices to average $11,000 – JPMorgan 2025-03-04 2025-03-04
“Export Rush” drives China’s manufacturing PMI back into expansion, but turning point nears, more policy stimulus expected – research 2025-03-03 2025-03-03
China’s power battery shipments set for strong growth in Mar, CATL stock poised for 38% upside – Goldman Sachs 2025-03-03 2025-03-03
Major Chinese cities’ average land premium surpasses 10% for first time since 2021 amid land market recovery 2025-02-28 2025-03-04
Humanoid Robot technology’s turning point remains unclear, meaningful applications at least five years away – Goldman Sachs 2025-02-27 2025-02-27
China’s PV industry faces profit struggles despite production growth, installation growth to slow this year – industry body 2025-02-27 2025-02-27
China’s solar module demand rebounds, polysilicon producers set to benefit from potential supply-side reforms – JPMorgan 2025-02-27 2025-02-27
Latest market rebound different from 9.24 rally, driven by re-recognizing China’s industrial chain advantages – Morgan Stanley 2025-02-27 2025-02-27
Multiple dimensions of real estate sector show positive signals, the worst may have passed – Huatai Securities 2025-02-27 2025-02-27
Vision perception system undergoing arms race amid humanoid robot boom – Goldman Sachs 2025-02-27 2025-02-27
China to begin small-scale installations of solid-state batteries in vehicles by 2027 – think tank 2025-02-27 2025-02-27
China’s top three telecom operators are key beneficiaries of AI boom, AI potential undervalued – Goldman Sachs 2025-02-26 2025-02-26
CICC raises Li Auto’s target price by 21%, citing SUV i8 launch, supercharging network expansion, AI push 2025-02-26 2025-02-26
