E.g., 2021-05-16
E.g., 2021-05-16
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    Fathom China

    Lexin: Fintech Regulations Take Their Toll

    LexinFintech Holdings (“Lexin”) is a leading online consumer-finance company. The well-run private firm has found its niche in loans for university students and young professionals. Its main challenge is regulators who are alarmed by fintech firms that provide unlicensed financial services, and that market to students.

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    Fathom China

    Yealink Network Technology

    Yealink Network Technology (“Yealink”) develops desktop voice-over-internet protocol (“VoIP”) phones and video conferencing systems.

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    Fathom China

    National Chip Champions Falter

    In this issue • Tsinghua Unigroup is in trouble. China’s national champion chipmaker looks like it is about to lose, and its high-profile chairman has vanished from public view. • DRAM champion is in trouble too. China’s greatest hope for DRAM is not looking good either. • Infineon expands in China. German analog chip giant Infineon is opening a center to help its customers in Shenzhen. • Chinese acquisition faces Korean regulators. A Chinese...

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    Fathom China

    Beijing United Information Technology

    Beijing United Information Technology (“BUIT”) sells industrial products, mainly ingredients for paint, on its websites.

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    Fathom China

    Shenzhen Megmeet Electrical

    Shenzhen Megmeet Electrical (“Megmeet”) makes power electronics products, includingpower electronics units (“PEU”) for electric vehicles (“EVs”).

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    Fathom China

    MediaTek’s Boon, Five-Year Plan, Poaching In Taiwan

    In this issue • Chip shortage helps MediaTek. Taiwan’s leading maker of mobile SoCs seems to be benefitting from privileged access to production capacity. • Five-Year Plan wants everything. China’s latest economic blueprint does little to set priorities for the semiconductor industry because it calls for more of everything. • Poaching from Taiwan makes a difference. Several superstar executives from Taiwan have had an outsized impact on China’s...

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    Fathom China

    Hithink Royal Flush Information Network

    Hithink RoyalFlush Information Network (“RoyalFlush”) is a leading provider of online financial information services and trading systems.

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    Fathom China

    China And Shortages

    The global chip crunch presents China with more problems than opportunities. As if crippling US sanctions weren’t bad enough, the shortage of all kinds of chips highlights China’s extreme dependence on foreign chips, machinery, and knowhow. If there’s a silver lining for Beijing, it is that the shortage has hit the car industry hardest, and the leading makers of many types of car chips are European firms with deep ties in China. Those firms...

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    Fathom China

    Ping An Bank

    Ping An Bank provides corporate and retail banking services.

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    Fathom China

    The Scramble For Chip Security

    In this issue • The domestic x86 server-chip market is booming. Chinese data centers are snapping up domestic chips even when those chips have no paths to future upgrades. • Arm-based server chips are also booming. Huawei’s stockpiled Armbased chips are a top choice for data centers even though US sanctions mean the chips are unlikely to be upgraded. • MediaTek challenges Qualcomm. Chinese mobile-phone makers are switching to MediaTek for its...

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    Fathom China

    Shenzhen Sunline Tech

    Shenzhen Sunline Tech (“Sunline”) provides financial IT solutions for commercial banks and other financial institutions.

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    Fathom China

    Dada: Booming Market, Intensifying Competition

    Dada Nexus (“Dada”) is one of China’s biggest on-demand delivery services, especially for fresh groceries. It will likely grow quickly as Chinese order more perishable foods online. The well-run company’s strength is its close relationship with top shareholders, JD.com (“JD”) and Walmart. Yet Dada’s reliance on those relationships is also its weakness. JD provides 50% of Dada’s revenue, much of which comes from old-fashioned logistics deliveries...

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    Fathom China

    Cambricon Technologies

    Cambricon Technologies (“Cambricon”) is one of China’s most advanced “artificial intelligence” chip designers. It makes money from licensing AI processor IP, selling acceleration cards integrated with AI chips and providing integrated software and hardware solutions to cloud datacenters.

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    Fathom China

    Huawei Buys A Supply Chain, SMIC Expands

    Huawei invests in local suppliers. China’s most important technology company is investing in domestic suppliers in hopes of breaking its dependence on the US and its allies.

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    Kangde Xin Composite Material Group

    Kangde Xin Composite Material Group (“KDX”)makes high-techfilms used in packaging, consumer electronics, car windows and other items. The firm became one of China’s biggest A-share scams in 2019 after it was caught faking its numbers and its chairman was arrested.

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    Fathom China

    VOD Spending Up, Moving Into Asia, Netflix’s New Chinese-Themed Film

    China’s VOD companies all want many more scripted dramas, meaning even bigger budgets in a money-losing industry. Alibaba is showing its loss of faith in Youku by taking a stake in one of Youku’s biggest competitors. And Beijing’s VOD diplomacy reaches a new high as the industry’s regulator convenes a meeting with Asian governments and VOD executives.

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    Fathom China

    Mindray: A Helping Hand From Covid

    Shenzhen Mindray Bio-Medical Electronics (“Mindray”) is well positioned in a booming industry. It is China’s biggest maker of medical equipment, especially patient monitors and ultrasound machines. Its products are considered a good value, although with fewer functions than more expensive machines made by multinationals.

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    Will Semiconductor

    Will Semiconductor ( “Willsemi”) designs and distributes integrated circuit (“IC”) components. Its main product is a self-designed CMOS image sensor (“CIS”), an electronic chip that converts photons to electrons for digital processing. CISs are used mainly in smartphone cameras, which account for over 80% of the global CIS market.

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    Fathom China

    Wasteful Projects Cut, Allen Wu Reappears, The Long Staves Return

    Beijing aims to cut waste. Beijing is irked by wasted money in the chip industry, and rumors say it is scrutinizing memory-chip champion Tsinghua Unigroup.

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    Fathom China

    Chinese Success in Asia, New Propaganda, New Licenses

    iQiyi’s runaway hit. iQiyi’s new teenage suspense drama is considered pathbreaking television, and the censors are displeased.

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    Midea Group

    Midea Group (“Midea”) makes home appliances, robotics and automation systems.

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    Gavekal Research

    Webinar: China's Fintech Showdown

    China’s financial technology industry has been chaotic for two decades, with Ant Group launching pioneering new products while regulators and competitors play catch-up. With Ant Group ready for its IPO, the push-and-pull between the firm and regulators is grabbing institutional investors’ attention. Matthew Forney and Laila Khawaja of Gavekal Fathom China addressed this tension and also the broader impact of regulation on the country's...

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    Maccura Biotechnology

    Maccura Biotechnology (“Maccura”) makes and distributes in-vitro diagnostics (“IVDs”), which are clinical tests performed on blood, urine and other human biological samples.

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    Ovctek China

    Ovctek China (“Ovctek”) makes contact lenses and lens care products. Its main product is orthokeratology lenses (“OKlenses”), a type of gas-permeable hard lens worn at night that reshapes the cornea to improve vision.

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    Fathom China

    SMIC Improves, New Response To US “Stranglehold,” More On Arm China

    SMIC’s technology improves. China’s top foundry is ready to make its most complex chips just as new US sanctions look set to bite.

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    Fathom China

    Bilibili Seeks A Broader Audience

    Bilibili’s challenge. Rising VOD star Bilibili must broaden its appeal without alienating its core young audience, and so far it has succeeded.

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    Fathom China

    Venustech Group

    Venustech Group ( “Venustech”) provides network security products and services.

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    Fathom China

    Jiangsu Yuyue Medical Equipment & Supply

    Jiangsu Yuyue Medical Equipment & Supply (“Yuyue”) makes medical equipment for home and hospital use under the main brand “Yuwell” and a few acquired brands.

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  • Fathom China

    Alipay’s Big-Transactions Advantage, Surveillance, And Digital Currency

    Gavekal Fathom China is launching a new special syndicated report series on China’s financial technology industry, with a focus on Ant Group. The series, China Fintech, provides deep-dive research for a small number of participants. To ensure that our project is on the mark, participants themselves pose the questions. Click the "Download PDF" button to read the first report in the series.

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    Fathom China

    Zhejiang Chint Electrics

    Zhejiang Chint Electrics (“Chint”) makes low-voltage electrical devices like switches and converters. It also engages in photovoltaic (“PV”) manufacturing and power plant construction.

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    Fathom China

    Vocal Opposition To Nvidia-Arm

    Arguments in China against the Nvidia-Arm merger are taking shape. The main line of anti-merger reasoning so far come from an influential media group that publishes professional-looking articles and videos on socialmedia. The group, Bu Yi Dao, which translates roughly as “Stab Them Again,” strongly supports a tough Beijing tough stance on a range of foreign-policy issues. It has released an unambiguous call for Beijing to block the Nvidia- Arm...

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    Fathom China

    Nvidia-Arm, New Chip Technologies, Trouble At SMIC

    In this issue • Alarm in China over Nvidia-Arm deal. Chinese commentators are concerned but few are publicly calling for Beijing to block the deal. • Support for new chip technology. Beijing is putting money behind third-generation chip technology even though its contribution to tech independence is questionable. • SMIC on death row. The US is reportedly considering sanctions on China’s top foundry, and China’s government and industry are...

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    Fathom China

    Shandong Sinocera Functional Material

    Shandong Sinocera Functional Material (“Sinocera”) makes ceramic materials, including multilayer ceramic chip capacitor (“MLCC”) formula powder, the main material used in the electronics component MLCC

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    Fathom China

    iQiyi And Netflix Go Head-To-Head

    iQiyi and Netflix go head-to-head. iQiyi has begun production of a ghost drama set in Southeast Asia to compete with a similar Netflix feature

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    Fathom China

    Fuling Zhacai: Steady, Not Trendy

    Chongqing Fuling Zhacai Group (“Fuling Zhacai”) created a national market for a salty niche side dish from China’s remote hinterland: hot pickled mustard tubers. That success would be like putting anchovies in every American kitchen. The well-run state-owned company has room to grow. The problem is the product: it is an inexpensive condiment, lasts a long time, is eaten in tiny quantities, lends itself to a small set of dishes, and is not a...

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    Fathom China

    Jiajiayue Group

    Jiajiayue Group (“Jiajiayue”) is a leading regionalsupermarket chain operator

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    BY-Health

    BY-Health develops, makes and sells vitamins and dietary supplements (“VDS”), including vitamins, protein powder and probiotics, mainly under the brands “BY-Health,” “Keylid,” and “Life-Space.”

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    Fathom China

    Synopsys’s Joint Ventures

    The well-known problems in China facing chip-architecture giant Arm raise questions about joint ventures in China run by other technology leaders. UKbased Arm provided key technology to its minority-controlled joint venture in China, which has since declared independence from its parent. Could other Western firms with irreplaceable technology also have transfered their jewels and knowhow to Chinese joint-venture partners that will take the IP...

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    Fathom China

    Jinyu Bio-Technology

    Jinyu Bio-Technology ( “Jinyu”) makes vaccines for swine, poultry and ruminants.

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    Fathom China

    Shanghai Weaver Network

    Shanghai Weaver Network (“Weaver Network”) develops collaborative management software that companies use for things like project management, expense control and text messaging. Most of its products are on-premise, not in the cloud.

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    Fathom China

    iQiyi Charges Ahead In The Race Overseas

    iQiyi pulls ahead of Tencent overseas. iQiyi is China’s leader in building an overseas market, with a spate of new senior hires in key markets.

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    Fathom China

    Ant Financial And Tencent: Satisfying Fintech Regulators

    Regulatory scrutiny of Ant Financial and the fintech arm of Tencent Holdings (“Tencent”) has raised concerns that Beijing wants to restrict China’s fintech industry, or to hand big parts of it to state-owned companies. A close examination of Beijing’s actions so far, however, reveal that recent controls stem from a financial de-risking campaign launched in 2017. Beijing wants to avoid Wirecard-like frauds and other instability by ensuring that...

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    Fathom China

    Arm China Escalates Its Dispute

    Arm’s breakaway subsidiary in China says it can legally use Arm’s technology even without Arm’s cooperation, and is calling on the Chinese government for protection. Arm China is framing its dispute with UK-based Arm as one of national interest, with Arm China presenting itself as advancing China’s ability to develop its own high-end chips. If Arm China succeeds, then China’s ability to design high-end chips would enjoy a huge boost but would...

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    Fathom China

    Wuxi Lead Intelligent Equipment

    Wuxi Lead Intelligent Equipment (“Lead Intelligent”) is a leading maker of high-tech automation equipment for the lithium-ion (“li-ion”) battery and photovoltaic (“PV”) industries.

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    Fathom China

    SKSHU Paint

    SKSHU Paint (“SKSHU”) develops and sells coating products, including wall paint, woodpaint and waterproof coiled materials, all under the “3trees”brand.

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    Fathom China

    iQiyi’s Big Hit, Youku Shifts Executives, Netflix Trailer Ignored

    iQiyi’s runaway hit. iQiyi’s new teenage suspense drama is considered pathbreaking television, and the censors are displeased.

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    Fathom China

    360 Security Technology

    360 Security Technology (“360”) is China’s top cyber security firm. It has military ties, and in May 2020 became a target of US sanctions.

    0
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    Fathom China

    Jiangsu Hengli Hydraulic

    Jiangsu Hengli Hydraulic (“Hengli”) makes hydraulic components and systems used mainly in heavy equipment and engineering vehicles.

    0
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    Fathom China

    Chips Watch: New Tsinghua Unigroup Shareholder, Arm China’s Disaster

    In this issue • New shareholder for Tsinghua Unigroup. After two failed efforts to bring in a new state-owned shareholder, Tsinghua Unigroup is trying again.

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    Fathom China

    Wondfo Biotech

    Guangzhou Wondfo Biotech (“Wondfo”) is a leading Chinese supplier of point-of-care testing (“POCT”) reagents and instruments. POCT allows medical staff to conduct tests at the point of care and get quick diagnoses.

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