E.g., 2021-08-03
E.g., 2021-08-03
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    Fathom China

    Maxscend Microelectronics

    Maxscend Microelectronics (“Maxscend”) is a fabless chip designer that sells radio-frequency front-end chips, known as RF front ends, to makers of mobile phones and consumer devices.

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    Fathom China

    Xi Jinping Issued VOD Orders, And Trouble With Short Videos

    Xi Jinping wants VOD firms to take China’s message abroad. China’s top leader wants VOD firms to make China look good overseas, which will put pressure on foreign content producers to fall into line.

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    Fathom China

    Beijing’s 28nm Quest, Chiplets In China, And Industry Jubilation

    Beijing seeks to secure 28nm. Chinese firms are on the verge of making 28nm chips using only domestic machines and technology.

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    Feihe: Evidence Of Undisclosed Related Parties

    China’s best-selling infant formula is made by Beijing-based China Feihe (“Feihe”). Short seller Blue Orca Capital (“Blue Orca”) in July 2020 accused Feihe of faking profits by using undisclosed related-party transactions with suppliers and service providers to over-report revenue and under-report expenses.

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    Beijing Kingsoft Office Software

    Beijing Kingsoft Office Software (“KS Office”) develops and sells office software. Its flagship, WPS Office, is known as the “Microsoft Office of China”.

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    Jiangxi Copper

    Jiangxi Copper (“JCCL”) is engaged in the mining, dressing, smelting and processing of copper. It makes money from producing refined copper products.

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    Shenzhen Inovance Technology

    Shenzhen Inovance Technology (“Inovance”) makes industrial control and automation products. Its main product is inverters, which switch direct current to alternating current.

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    Bilibili: Moving Beyond Anime And Games

    Young Chinese who are wild about anime and games love Bilibili. The video platform is a cross between YouTube and Netflix: Bilibili lets users post their own content, and offers licensed or self-produced shows. Bilibili makes money through game distribution, advertising and paid memberships. Efforts to offer more general content without upsetting the loyal fan base have so far proven successful but drive up costs. A problem is that too much of...

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    Hundsun Technologies

    Hundsun Technologies (“Hundsun”) develops and sells securities trading systems and other software products.

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    Hengli Petrochemical Co.

    Hengli Petrochemical (“Hengli Petro”) refines crude oil into petrochemicals for use in plastics and textiles.

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    Fathom China

    Beijing’s Tech Answer, Another Dead Chip Project

    Beijing forges an answer to the US. Evidence suggests Beijing will combat US efforts to deprive China of technology by focusing more on advanced new tech and less on closing existing gaps.

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    iQiyi Punished, Party Wants Exports, Netflix Show A Smash

    Regulators suspend iQiyi’s top show. Regulators have punished iQiyi by blocking production of the platform’s most popular show.

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    Yunnan Energy New Material

    Yunnan Energy New Material (“YENM”) sells chemical films that separate components in the cells of lithium-ion batteries.

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    Shanghai MicroPort Endovascular MedTech (Group)

    Shanghai MicroPort Endovascular MedTech (Group) (“Endovastec”) makes stents for the treatment of aortic and peripheral vascular diseases

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    TSMC’s Expansion Stokes Debate, AMD’s Merger Does Not

    TSMC accused of undermining China’s chip makers. Critics of the world’s most advanced chip maker say TSMC’s expansion plans will destroy Chinese competitors and help the US.

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    Tencent vs. ByteDance, New Pressure On Boy-Love Dramas

    Tencent confronts ByteDance. Tencent plans to invigorate its also-ran platform for short videos, and needs the government to crack down on ByteDance for copyrighted violations.

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    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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    Hangzhou Tigermed Consulting

    Hangzhou Tigermed Consulting (“Tigermed”) provides outsourced clinical researchservices to pharmaceutical firms and medical device makers.

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    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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    Beijing United Information Technology

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

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    Hope For Korean Shows, China’s Cancel Culture, iQiyi In Asia

    Possibility of lifting Beijing’s ban on Korea. Relations between Beijing and Seoul have warmed but Beijing has not yet lifted its ban on new Korean entertainment.

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    Fathom China

    Overseas Hits, Hot Propaganda, Accusations Against Bilibili

    Chinese shows hit big abroad. iQiyi and Tencent Video are winning big audiences in Southeast Asia and beyond by allowing overseas viewers to vote on contestants in reality talent shows.

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    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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    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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    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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    Ping An Bank

    Ping An Bank provides corporate and retail banking services.

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    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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    Shenzhen Sunline Tech

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

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    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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    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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    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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    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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    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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    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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    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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    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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    Venustech Group

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

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    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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    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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