E.g., 2020-12-04
E.g., 2020-12-04
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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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    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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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    Fathom China

    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.

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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.

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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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    Fathom China

    SG Micro

    SG Micro is a leading fabless designer of analog chips. It develops amplifiers and comparators, as well as switch, translation and battery management chips used for power supply monitoring and signal-processing chains.

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    Fathom China

    Ping An Good Doctor: Living Off Its Parent

    Ping An Good Doctor seems like a candidate for a short attack. The company earns about half its money from related-party transactions with its parent. It also spent nearly US$100mn to buy a firm from its parent for reasons that are unclear, then recorded nearly all the assets as intangible. The structure of PAGD’s variable-interest entity in China was strange from the start, and now that the owners of the VIE have resigned from PAGD’s board, it...

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    Fathom China

    Boardroom Struggle At Arm China

    A boardroom struggle over control of the China operations of one of the world’s most powerful technology companies remains unresolved, and could threaten the access of Chinese companies to key chip know-how. UK-based Arm says it fired the chairman of Arm Technology (China) (“Arm China”) for corruption. Arm holds 49% of the venture; a Chinese consortium with government ties controls the rest. The chairman, who holds the deciding vote on the...

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    Fathom China

    SMIC Warns Of Production Halt For Huawei

    China’s top foundry says in a statement that compliance with US export sanctions will likely mean cutting off Huawei Technologies (“Huawei”). Shanghai-based Semiconductor Manufacturing International (“SMIC”) recently hit its technological high-water mark with mass production of a chip for use in Huawei’s mobile phones. Now, the company suggests that such production will likely cease.

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    Fathom China

    Nari Technology

    Nari Technology (“Nari”) is a leading provider of software and hardware products for power grid automation, railway traffic control, industrial control and power generation.

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    Fathom China

    US Export Sanctions Hit China’s Industrial Policy

    In this issue • Huawei’s role in industrial policy. Huawei was almost single-handedly responsible for advancing the government’s goal of popularizing a type of server chip, and US sanctions will likely upend that effort. • Rumors fly. As Chinese industries try to figure out the impact of US sanctions, rumors are flying, many relating to support that Chinese companies will provide to Huawei in the face of US export sanctions.

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    Fathom China

    Rough New Huawei Sanctions

    We have been here before: the US Department of Commerce hits Chinese technology firms with export sanctions that appear to be a death sentence, then end in a reprieve. Yet the new set of US sanctions unveiled on May 15, if enforced, could kill China’s most important technology company, Huawei Technologies (“Huawei”). Whether Huawei actually dies, or becomes globally uncompetitive, or something else, will be answered over the next 120 days as the...

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    Fathom China

    Yonyou Network Technology

    Yonyou Network Technology (“Yonyou”) develops business process management software, including software for enterprise resource planning (“ERP”). It offers both on-premise software and cloud-based services.

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    Fathom China

    Sangfor Technologies

    Sangfor Technologies (“Sangfor”) is a leading provider of IT infrastructure solutions. It specializes in network security and cloud computing, including hyper-converged infrastructure (“HCI”), virtual private networks (“VPN”) and internet access management (“IAM”).

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    Fathom China

    Retaliation Against US Firms, Unisoc’s Internal Struggles

    In this issue • A bull’s-eye on Apple. Rumors that new US export controls have already disrupted China’s chip supply chain have elicited calls within China for retaliation against US firms, with Apple heading the list so far. • Unisoc chief consolidates control. The head of China’s number-two maker of mobile SoCs has ousted rivals, brought in allies, and told top executives to shape up or ship out. • Rumor: Oppo chip plan excludes baseband....

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    Fathom China

    The State Of China’s VOD Industry

    In this special issue of China VOD, we take a step back and examine the state of the China’s video-on-demand industry. We look especially at political pressures on the big-three companies, and conclude that they have figured out how to satisfy censors while still producing content that viewers want to see. Government exhortations to take positive messages about China to overseas audiences have not yet translated into major expansion abroad,...

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    Fathom China

    East Money Information

    East Money Information (“East Money”) is China’s biggest online brokerage—like E-Trade but with more functions. It earns commissions through trades and the sale of fund products.

    0
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    Fathom China

    Double Medical Technology

    Double Medical Technology (“Double Medical”) is a leading maker of orthopedic devices, including implants like nails and locking plates used in trauma, spine and joint surgeries.

    0
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    Fathom China

    Haier Smart Home

    Haier Smart Home (“Haier”) is a leading maker of home appliances. It operates three selfdeveloped brands, includingmain brand“Haier,”and has acquired four overseas peers, including GE Appliances.

    0
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    Fathom China

    Targeting US Firms For Retaliation

    In this issue • Huawei calls for protection. Huawei’s chairman says if the US tightens sanctions on Huawei, then Beijing should retaliate against US companies, and Qualcomm seems like the number-one candidate. • Unisoc receives state financing. The government increases its investment in China’s biggest non-Huawei maker of mobile SoCs. • More hints that Huawei will sell chips. A senior executive at Xiaomi says Huawei sounded him out about buying...

    0
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    Fathom China

    Hongfa Technology

    Hongfa Technology (“Hongfa”) makes relays—electromagnetic switches that control circuits — for industries including cars, home appliances and telecoms.

    0
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    Fathom China

    JD: Seeking A Growth Strategy

    China’s number-two e-commerce company is known for quick deliveries of genuine products, especially electronics. Yet JD’s traditional strengths provide fewer advantages today. Competitors who operate third-party platforms, like Alibaba Group Holding (“Alibaba”), provide more products, deliver almost as fast and have earned consumers’ trust. In response, JD wants to expand toward lower-income users in the countryside, and to promote its own third...

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