Keytop hits the skids less than two months after Hong Kong IPO
China’s ‘first smart parking stock’ reported double-digit revenue and profit declines in the first half of 2026, blaming project delays Key Takeaways: Keytop Parking reported its revenue fell 11.9% in…
2272.HK
China’s AI advances mask widening gap with U.S. in private capital investment
The performance gap between leading Chinese and U.S. AI models has narrowed to less than 3%, yet U.S. private AI investment is still 20 times higher than China’s By…
Cancer drug sales power up Kelun-Biotech’s profit engine
The firm made more money from precision oncology treatments than from licensing deals in the first half, after gaining insurance coverage for its core drugs in China Key Takeaways: The…
6990.HK
Its revenue surging, can co-built fleets help Pony AI drive to profits?
The robotaxi operator has even achieved single-vehicle profitability in Guangzhou and Shenzhen, but high R&D and depreciation costs are undermining its high valuation Key Takeaways: Pony AI's robotaxi revenue surged…
2026.HK
PONY.US
Pateo Connect makes strategic shift with drive into kitchen, toilet digitalization
The automotive cockpit maker has agreed to buy a controlling stake in Guangzhou Seagull to expand into China's fast-growing smart home market Key Takeaways: Pateo Connect will buy 20% of…
2889.HK
Bribery arrests and subsidy cuts signal a painful new era for China's green energy companies
"Inevitably, at some point in time, order had to be restored to that market, and definitely some of the projects have been caught with their pants down." — commenting on…
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IPO 
Energized by strong profit growth, Zenergy Battery eyes Shenzhen IPO
The mid-tier EV battery maker is targeting domestic Chinese investors with its new listing plan, as it aggressively expands its capacity Key Takeaways: Zenergy Battery expects to report its net…
From 4G boxes to SOS for motorists: Yodosmart finds second growth curve
The car technology company has filed to list in Hong Kong, as it pivots from automotive communication boxes to automated accident emergency call systems Key Takeaways: Yodosmart has renewed its…
Zhejiang Energy Marine steams ahead on green shipping boom
Revenue nearly doubled this year for the leading provider of green shipping equipment and systems, as it renews its attempt at a Hong Kong IPO Key Takeaways: Zhejiang Energy Marine…
Traditional Chinese medicine leader Yuyantang finds tonic in aging population
The company has filed for a Hong Kong IPO, thriving on China’s growing silver economy and a steady stream of government policies supporting traditional Chinese medicine Key Takeaways: Yuyantang has…
New Energy 
Bribery arrests and subsidy cuts signal a painful new era for China’s green energy companies
"Inevitably, at some point in time, order had to be restored to that market, and definitely some of the projects have been caught with their pants down." — commenting on…
Its revenue surging, can co-built fleets help Pony AI drive to profits?
The robotaxi operator has even achieved single-vehicle profitability in Guangzhou and Shenzhen, but high R&D and depreciation costs are undermining its high valuation Key Takeaways: Pony AI's robotaxi revenue surged…
Energized by strong profit growth, Zenergy Battery eyes Shenzhen IPO
The mid-tier EV battery maker is targeting domestic Chinese investors with its new listing plan, as it aggressively expands its capacity Key Takeaways: Zenergy Battery expects to report its net…
Consumer 
Its revenue surging, can co-built fleets help Pony AI drive to profits?
The robotaxi operator has even achieved single-vehicle profitability in Guangzhou and Shenzhen, but high R&D and depreciation costs are undermining its high valuation Key Takeaways: Pony AI's robotaxi revenue surged…
Xiaocaiyuan shuns takeout delivery for in-restaurant dining
The mid-scale restaurant chain’s in-restaurant dining revenue rose 18.1% in the first half of 2026, more than double its 7% overall revenue growth Key Takeaways: Xiaocaiyuan’s revenue rose 7% in…
From microchips to fast food: How Apple and Burger King are adapting to the Chinese market
"As much as the high-tech sector has become national interest in China, the same thing has happened in the U.S." – commenting on perils Apple could face as it explores…
Losses, losses and more losses. How far down the road is WeRide’s profitability?
The robotaxi leader’s latest financial report shows its losses remained stubbornly high in the first half of this year, despite a substantial revenue increase Key Takeaways: WeRide reported its revenue…
RLX casts smoke screen with new European acquisition, overseas revenue blip
The vaping company announced its recent purchase of 51% of a leading European distributor of smoke-free products and fast-moving consumer goods Key Takeaways: RLX said its revenue rose 14.8% year-on-year…
Healthcare/biotech 
Cancer drug sales power up Kelun-Biotech’s profit engine
The firm made more money from precision oncology treatments than from licensing deals in the first half, after gaining insurance coverage for its core drugs in China Key Takeaways: The…
Cash-strapped Sirnaomics seeks lifeline in cosmetic treatments
The biotech is suing its former CEO over an ill-fated $20 million investment as it pursues a short-term pivot from skin cancer drugs to body-contouring therapies Key Takeaways: After the…
Alphamab seals $2.2 billion licensing deal with AI biotech
The Chinese drug firm has chosen to partner with an AI specialist rather than Big Pharma on a dual-target cancer therapy, netting an upfront payment of $125 million Key Takeaways:…
Angelalign finds new smile in central procurement era
Despite swallowing lower prices under a government procurement program, the leading ‘invisible’ dental braces maker posted strong profit and revenue gains in the first half of 2026 Key Takeaways: Angelalign’s…
Finance 
Linklogis swings back to the black amid pivot away from property
The company returned to profitability in the first half of 2026 after three years of annual losses, but whether it can sustain that momentum remains to be seen Key Takeaways:…
Lufax reshuffles board as delisting clock ticks down
Four directors at the Ping An-backed online loan facilitator, including its CFO, resigned as it races to resolve its prolonged Hong Kong trading suspension Key Takeaways: Four Lufax board members…
CICC chases wealthy Chinese as hedge against cyclical investment banking
Net profit for the elite dealmaker's wealth management subsidiary more than doubled in the first half of the year, providing crucial earnings stability as investors shun real estate Key Takeaways:…
JF SmartInvest harnesses AI in drive into lucrative financial intelligence services
The company unveiled an AI-powered terminal at its new showroom in Hong Kong’s financial district as it chases high-net-worth individuals seeking investment advice Key Takeaways: JF SmartInvest opened a physical…
Ecommerce 
JD.com slows its bleeding, but investors want growth
The e-commerce giant has reduced the pain from its entry to food delivery, but weak retail sales and crowded new battlefields show its next growth engine remains elusive Key Takeaways:…
State subsidies and partner panic: What the latest cross-border deals reveal about business in China
From European regulatory scrutiny to sudden licensee changes, multinational deals are facing new tests of trust and transparency Key Takeaways: European regulatory scrutiny over JD.com’s Ceconomy acquisition reflects a new…
TikTok, Southeast Asia boost prospects for Miduoduo IPO
China’s fifth-largest marketing services provider for cross-border e-commerce customers is shifting to social media platforms and its own direct sales for growth Key Takeaways: Miduoduo has chalked up three years…
Who needs Dingdong? Alibaba answers Meituan with super-sized Pupu bid
Alibaba is reportedly offering $1.5 billion for regional online grocer Pupu, more than double the $600 million offered by a previous bidder Key Takeaways: Alibaba is reportedly bidding $1.5 billion…
AI/Infrastructure/Resources 
Keytop hits the skids less than two months after Hong Kong IPO
China’s ‘first smart parking stock’ reported double-digit revenue and profit declines in the first half of 2026, blaming project delays Key Takeaways: Keytop Parking reported its revenue fell 11.9% in…
Pateo Connect makes strategic shift with drive into kitchen, toilet digitalization
The automotive cockpit maker has agreed to buy a controlling stake in Guangzhou Seagull to expand into China's fast-growing smart home market Key Takeaways: Pateo Connect will buy 20% of…
SICC returns to growth and profits. But China’s SiC industry faces a tougher test
The silicon carbide substrate maker has built a leading position in a strategic semiconductor market, but now faces the harder task of turning the technology into a sustainable business Key…
Kingsoft Cloud finds sunnier skies in AI cloud
The company’s revenue grew strongly and its loss narrowed sharply in the first half of the year, as it aggressive its develops AI cloud services Key Takeaways: Kingsoft Cloud reported…
