E.g., 2021-12-07
E.g., 2021-12-07
We have found 426 results.
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    Fathom China

    Spring Airlines

    Yixintang Pharmaceutical Group (“Yixintang”) is China’s largest operator of discount pharmacies.

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    VOD Firms Produce Less At Home, More Abroad

    Programming slate in 2022 shrinks. For the first time, VOD firms will produce fewer shows than in the previous year.

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    Oppo’s Chip Progress, Alibaba’s Possible Acquisition

    Oppo’s chip makes progress. Chinese mobile-phone giant Oppo seems to be making progress in designing its own mobile SoC.

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    Zhongji InnoLight

    Zhongji InnoLight (“ZJ InnoLight”) istheworld’ssecond-largestmakerofoptical transceivers,whicharedevicesusedtoconvertelectricsignalsinto light, orviceversa,indataandtelecommunicationsnetworks.

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    Streamax Technology

    Streamax Technology (“Streamax”) is the world’s largestmaker of in-vehicle video surveillance devices, mostly to monitor drivers and cargo in commercial cars and trucks.

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    Censors Target Cartoons, State Media Condemns Netflix

    Censors target cartoons. Beijing’s tight control over video content has extended from idol competitions and boy-love dramas to cartoons.

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    Ming Yang: The Struggle Without Subsidies

    Ming Yang Smart Energy Group (“Ming Yang”) is a leading Chinese maker of wind turbines. Its customers are mostly state-owned operators of wind farms that generate electricity. China’s wind-power industry faces short-term pain but long-term promise. The pain comes from Beijing recently ending a key subsidy to wind-farm operators, who in turn are demanding cost reductions from Ming Yang and other turbine suppliers. Because Ming Yang is the only...

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    Yixintang Pharmaceutical Group

    Yixintang Pharmaceutical Group (“Yixintang”) is China’s largest operator of discount pharmacies.

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    Beijing Huafeng Test & Control Technology

    Beijing Huafeng Test & Control Technology (“AccoTEST”) makes semiconductor automated test systems, also known as automated test equipment or “testers”. Its testers are mostly used for testing analog and mixed-signal chips.

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    StarPowerSemiconductor

    StarPower Semiconductor (“StarPower”) designs insulated-gate bipolar transistor (“IGBT”) power semiconductor devices and modules. IGBT modules convert electric current in highvoltage and high-current applications.

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    Beijing’s Chip Goals, Advances In Memory Chips

    Beijing confident about 28nm. New evidence points to Beijing’s confidence that it will make 28nm chips using only domestic technology.

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    EVE Energy

    EVE Energy ( “EVE”) develops and makes lithium batteries.

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    Zhejiang Meida Industrial

    Zhejiang Meida Industrial (“Meida”) makes integrated stove products.

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    Top Shows Vanish From VOD Platforms

    Top shows vanish. The Communist Party has forced the cancelation of entire genres of popular shows.

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    Xinjiang Goldwind Science & Technology

    Xinjiang Goldwind Science & Technology (“Goldwind”) makes power-generation wind turbines for onshore and offshore installations.

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    Zhejiang Weiming Environment Protection

    Zhejiang Weiming Environment Protection ("Weiming") builds and operates plants that burn solid waste to generate electric power, collecting fees from both municipal authorities for disposing the waste and from State Grid for the power.

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    Pinduoduo: Taking Big Regulatory Risks

    Pinduoduo is China’s go-to online marketplace for low-priced goods in low-income places. It wins customers through rock-bottom prices and innovative team-based buying. After only six years, Pinduoduo is China’s third biggest e-commerce company by sales and number-one by users who buy at least once a year. It now wants to move into wealthier cities, aided by a massive product-subsidy scheme launched in 2019. Yet Pinduoduo faces big regulatory...

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    Autobio Diagnostics

    Autobio Diagnostics (“Autobio”) develops and makes reagents and instruments for in-vitro diagnostics (“IVD”), which are clinical tests performed on blood, urine and other human biological samples.

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    VOD Industry Under Fire

    Regulators target VOD. China’s empowered regulators have the VOD industry in their crosshairs, and want an end to fan clubs that the government regards as harmful and threatening.

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    Shanghai Kinetic Medical

    Shanghai Kinetic Medical (“KMC”) develops, makes and sells orthopedic devices.

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    Huawei's big plans, and handset makers design chips

    Huawei’s operating system and chip ambitions. Huawei hopes that its new operating system will become popular and enable the company to rekindle its chip business.

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    Arm China’s Independence, Huawei’s Servers, New Foundry

    • Arm China’s independence plan. Arm China is launching new products to boost its odds of survival if it breaks completely with UK-based Arm.

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    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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    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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    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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    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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    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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    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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    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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