YUAN TALKS

YUAN TALKS

On-the-ground China market intelligence for professionals.

CHINA MARKET WATCH

Chinese Semiconductor Sector Experiences Volatile Rally as Leveraged Capital Rotates into Tech Stocks

Hong Kong SFC Tightens Account-Opening Rules, Targets Mainland Investor Accounts Amid Cross-Border Compliance Crackdown

China Escalates Crackdown on Cross-Border Brokerages, Forcing Tiger, Futu and Longbridge Into Mainland Exit

China’s Europe Route Shipping Futures Surge Over 44% Since Mid-April on Geopolitical Risk and Capacity Controls

Sungrow Wins Another 7.5 GWh Mega Order in Middle East as Chinese Energy Storage Firms Go Global

Panda Bond Issuances Exceeds 120B Yuan This Year as Foreign Investors Embrace China’s Onshore Debt Market

Lenovo Posts Record-Breaking Earnings in FY2025/26 Driven by AI and High-End Products

Xiaomi Launches High-Performance YU7 GT SUV Amid Strong Automotive Growth and Challenging Smartphone Market

CHINA MACRO RADAR

China’s State Planner Explains “Six Networks” Investment, New-Type Power Grid Investment to Exceed 5 Tn Yuan in 2026 – 2030

China Surpasses US to Become Top Source of Foreign Investment Projects in Germany in 2025

Are Overseas Orders Returning to China? Insights from On-the-Ground Research

Shanghai Makes Progress in Second-Hand Home Acquisitions for Affordable Rental Housing, Expands Program to All Core Districts

China’s Fiscal Revenue Rises 6.7% in April on PPI Rebound, Fiscal Spending Returns to Decline

China Expands Green Power Direct Connection Policy to Multi-User Model to Boost Renewable Energy Utilization

China Relaxes Inclusive Loan Targets: Shift from Growth Quotas to Stable, Sustainable Lending

China’s LPR Steady for 12th Month, PBOC Report Signals Move Toward Multi-Benchmark Loan Rates

China Corporate Lens