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E.g., 2020-09-25
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    Fathom China

    Alibaba: Making Nice With The State

    Many observers of China’s internet companies have a perception that Alibaba Group Holding (“Alibaba”) is in trouble with the government. We have heard concerns that Alibaba is too big to control, too rich at a time of looming economic hardship, and that now-retired founder Jack Ma is too powerful. Two developments support that theory: Ma’s resignation, and a new e-commerce law that took effect in January 2019. Yet Fathom China disagrees. We see...

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    Yixintang Pharmacy Chain

    Yixintang Pharmacy Chain (“Yixintang”) is a regional discount pharmacy chain selling over-thecounter (“OTC”) and prescription drugs. It derives all revenue fromone province.

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    Baidu: Falling From The Ranks

    Baidu is falling from the ranks of the great powers. Unlike the other BAT companies, Alibaba Group Holding (“Alibaba”) and Tencent Holdings (“Tencent”), Baidu has not thrived on mobile phones or in markets outside its core search business. Instead, Baidu’s effort to scrape more income from search has alienated users, who increasingly find Baidu’s results irrelevant or even dangerous. Baidu has good prospects in the booming market of cloud...

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    Topchoice Medical Corporation

    Topchoice Medical (“Topchoice”) operates dental hospitals and fertility treatment centers. It earns the bulk of its revenue from East China’s Zhejiang province.

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    New National IC Fund, Vivo Teams Up With Samsung

    In this issue • New chip fund with new goals. Beijing has launched the second iteration of its National IC Fund with a different set of target recipients. • Vivo seeks to reduce reliance on US chips. Chinese handset maker Vivo has unveiled a 5G chip for mobile handsets that it designed jointly with Samsung in an apparent effort to break its reliance on Qualcomm. • YMTC memory chips find in-house buyers. Tsinghua Unigroup subsidiary YMTC is...

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    Chinese VOD Firms Moving Abroad

    In this issue • VOD companies take Chinese content abroad. With government support, Chinese VOD companies are setting up overseas, especially in Southeast Asia. • iQiyi spends big, others cut back. Despite growing net losses, iQiyi is budgeting huge sums on new content even as its competitors slash their content budgets. • Netflix production flops in China. Chinese viewers like a new HBO series but not a new Netflix one. • Western stars at Youku...

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    Foshan Haitian Flavoring And Food Company

    Foshan Haitian Flavoring and Food (“Haitian”) makes and sells condiments that are essential to Chinese cuisine, including soy sauce, oyster sauce and soybean paste.

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    Goertek

    Goertek is a manufacturer and assembler of acoustic components and products for consumer electronics makers. Its main products are MEMS microphones, wireless earphones and intelligent speaker boxes. It has also expanded into smart hardware, including augmented reality/virtual reality (“AR/VR”) goggles and smart wearables.

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    LONGi Green Technology

    LONGi Green Technology (“LONGi”) makes and sells mono-crystalline silicon (“mono-si”) wafers, battery chips and modules for the photovoltaic (“PV”) industry.

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    How VOD Companies Help Make Better Propaganda

    In this issue • VOD firms make propaganda better. The government is improving the quality of its propaganda by pushing “media integration.” • NBA ban great for Tencent Video. With CCTV refusing to show NBA games, Tencent Video looks set to gain a bigger audience for its rebroadcasts. • NRTA official moves to Hunan. China’s top state-owned VOD site has a new leader. • New film festival for online movies. China’s VOD firms want to take another...

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    Handset Makers Want In-House Chip Capabilities

    In this issue • Big Chinese handset makers want chip capabilities. Oppo and Vivo want to design chips; unclear is whether the goal is to replace Qualcomm. • Samsung boosts investment in China fab. Samsung will invest another US$4bn in its NAND fab in Xi’an city. • AMD sales pitch in Beijing. AMD held a big sales meeting to pitch is CPUs and GPUs. • Chengdu city selling fab cheap. Chengdu is putting GlobalFoundries’ abandoned fab on the block at...

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    ADAMA

    Adama is the world’s 6th largest agrochemical firm. Its main products are off-patent pesticides, which are pesticide products made from active ingredients with expired patents. Most of its sales are earned from overseas markets.

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    Centre Testing International Group

    Centre Testing International Group (“CTI”) provides independent testing services for product quality, safety and performance, on everything from toy cars to real cars.

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    Lepu Medical Technology (Beijing)

    Lepu Medical Technology (Beijing) (“Lepu”) is a leading provider of medical equipment, drugs and medical consulting services, with a focus on cardiovascular (“CV”) diseases.

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    Meinian Onehealth Healthcare Holdings

    Meinian Onehealth Healthcare Holdings (“Meinian”) is China’s largest private operator of health screening clinics. It serves individual customers and corporate clients that provide health checkups as staff benefits.

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    Big Week For Memory, And For Huawei

    In this issue • 3D NAND breakthrough. China’s national memory champion, Yangtze Memory Technologies, says it is launching mass production of 3D NAND, and its parent company says it is moving into DRAM. • DRAM breakthrough. China’s national DRAM champion, YMTC, says it too is almost ready for mass production. • Arm resumes licensing to Huawei. Top Arm executives say their chip architecture is unaffected by US export sanctions. • Apple under fire...

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    VOD Industry Faces Lockdown

    In this issue • Welcome to high political season. Censorship and “media integration” rise to new heights as the Communist Party prepares to celebrate 70 years in power. • Youku launches a new marketing campaign. Youku has paired with China’s version of Twitter to promote new shows. • The NRTA wants shorter dramas. The regulator thinks long drama series are boring. • Youku and Intel promote AI. A co-produced series explains that artificial...

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    Dingli: Poised For A Lift

    Zhejiang Dingli Machinery (“Dingli”) enjoyed first-mover advantage in China’s soaring market for aerial work platforms—machinery like cherry pickers that allow workers to operate safely from several stories high. Dingli started early, built a technology advantage and has a strong distribution network. Although it is considered expensive in China, its equipment still sells at 20% less than that of foreign competitors. Dingli is poised to benefit...

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    Beijing Shiji Information Technology

    Beijing Shiji Information Technology (“Shiji”) provides the hospitality and other industries with information management solutions like point-of-sale software and hotel front-desk systems. It also distributes third-party hardware like point-of-sale machines and printers.

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    Dian Diagnostics Group

    Dian Diagnostics Group (“Dian”) provides hospitals and medical institutions with diagnostic products, and also outsourced diagnostic testing including genome sequencing and cancer.

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    Zhejiang Weixing New Building Materials

    Zhejiang Weixing New Building Materials (“Weixing”) makes mainly high-end plastic pipes for water, gas and sewage in buildings ranging from private homes to Beijing’s Olympic stadium.

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    Han’s Laser: A Story With More Holes Than Swiss Cheese

    Han’s Laser Technology Industry Group (“Han’s Laser”) misled shareholders about a huge real-estate investment in Switzerland. The company bought a property in the ski village of Engelberg and called it a research center. As the small renovation budget swelled to US$140mn, Han’s Laser told a series of half-truths to hide its real plan: owning a tourism hotel. The investment creates manifold opportunities for undisclosed related-party transactions...

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    Beijing Hints At VOD Market Opening

    In this issue • Beijing mulls foreign ownership of VOD sites. Statements from Beijing city officials suggest that reforms under consideration include allowing the likes of Netflix into China. • Government restrictions on TV stations affect VOD sites. It is high political season, and VOD sites are looking for cover. • Big Map Attack. A Chinese production company joins the list of foreign airlines and travel agencies that have fallen afoul of the...

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    Huawei’s Deadline, Tsinghua Unigroup Cancels Revamp

    In this issue • Huawei’s crucial deadline approaches. A reprieve on US export sanctions ends on August 19. • Huawei’s operating system goes live. The Harmony OS system is on Huawei’s big-screen TVs but will not be on phones for at least a year. • Tsinghua Unigroup restructuring canceled. Tensions between China and the US seem to have led to scrapping the restructuring plan. • SMIC working toward 14nm. If what SMIC says is accurate, then the...

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    Han's Laser Technology Industry Group

    Han's Laser Technology Industry Group (“Han’s Laser”) is China’s largest maker of laser machinery, which uses lasers to engrave, etch, cut or weld leather, plastics, metals and other materials. Its clients are industrial manufacturers, mainly consumer electronics makers.

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    Kingmed Diagnostics Group

    Kingmed Diagnostics Group (“Kingmed”) provides hospitals and medical institutions with outsourced diagnostic testing including prenatal, cancer and others.

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    Beijing Oriental Yuhong Waterproof Technology

    Beijing Oriental YuhongWaterproof Technology (“Oriental Yuhong”) is China’s top supplier of waterproofingmaterials for industrial construction and infrastructure.

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    Wuhan RaycusFiber Laser Technologies

    Wuhan Raycus Fiber Laser Technologies (“Raycus”) makes fiber lasers, a core component of laser machinery. Laser machinery cuts, engraves, etches or welds leather, plastics and metals.

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    Fathom China

    Debate Over Semiconductor Policy Deepens

    Chinese government officials and tech-industry leaders are locked in debate over the country’s best response to US export controls. Hanging in the balance is nothing less than China’s semiconductor policy. Beijing will invest billions of dollars to offset the impact of US export sanctions. Who that money helps will impact the fortunes of chip firms in China and abroad. The debate in China is not yet settled. Fathom China’s impression is that the...

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    Surviving Censorship

    In this issue • How VOD producers respond to censorship pressure. Producers of rap shows and costume dramas have figured out how to satisfy censors, and talk-show producers had better do the same, fast. • iQiyi hits 100mn paying subscribers. China’s leading VOD platform wins the race to a key milestone. • Youku and Huawei cooperate. Users can now access Youku content through the video app of China’s leading handset maker. • Rumors of impending...

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    Sino Biopharm: Industry Reforms Are A Tough Pill

    Sino Biopharmaceutical (“Sino Biopharm”) is one of China’s most successful drug makers, but it faces headwinds. The politically well-connected firm is a holding company with 30 subsidiaries, and this report focuses on the three most important. All are under pressure from government efforts to cut drug prices, and sales revenue is falling for many of Sino Biopharm’s top drugs. In search of new markets, Sino Biopharm is shifting from its...

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    Focused Photonics (Hangzhou)

    Focused Photonics (Hangzhou) (“FPI”) is one of the world’s leadingmanufacturers of analytical instruments for environmentalmonitoring, lab analysis and industrial process analysis.

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    GigaDevice Semiconductor (Beijing)

    GigaDevice Semiconductor (Beijing) (“GigaDevice”) is one of China’s leading fabless chip firms. It designs and sells flash memory chips and microcontrollers, and recently started working on random-access memory chips.

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    Hualan Biological Engineering

    Hualan Biological Engineering (“Hualan”) is one of China’s leading makers of blood plasma products and vaccines.

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    Yifeng Pharmacy Chain

    Yifeng Pharmacy Chain (“Yifeng”) is a leading discount pharmacy chain selling over-thecounter and prescription drugs through directly-owned and franchised stores.

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    Confident Huawei, Whacked AMD, Qualcomm’s Clients

    Fathom China attended the Mobile World Congress in Shanghai on June 25-28 to take the pulse of Huawei Technologies (“Huawei”). We found the company outwardly confident but highly scripted, with employees at its exhibition tight-lipped about the impact of sanctions. The company’s deputy chairman, Ken Hu, proclaims that Huawei’s 5G capabilities are completely unimpeded by US export sanctions, which sounds far-fetched. Yet Hu’s comments take added...

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    Xi Jinping Wants Tighter VOD Controls

    In this issue • China’s top leader signals new VOD controls. Xi Jinping led a meeting of top officials and called for a more thorough system of reviewing film, drama and VOD. • iQiyi releases new season of Rap of China amid turmoil. The talent show remains popular despite pressure to dumb down its content and the recent arrest of its music director. • NRTA visits the party’s birthplace. In case you doubted the censor’s loyalty to the party. •...

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    Huawei’s OS, New 5G Operator, More

    Huawei Technologies (“Huawei”) has tried to convince users that its new, soon-to-be-launched mobile operating system will save the day for its mobile handsets. No longer would Huawei rely on Google’s operating system, Android, and Huawei says its own operating system, Hongmeng, will be compatible with Android apps.

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    Arm’s Joint Venture In China

    Of all the foreign know-how that Huawei Technologies (“Huawei”) needs but now can’t get, the most essential is chip-architecture licenses from UKbased Arm. Arm’s architecture is used in Huawei’s high-end Kirin mobile SoCs and also in its Tiangang chips for 5G base stations, both made by Huawei’s chip-design subsidiary, HiSilicon Technologies. Huawei can use stockpiled chips, and can do its best to upgrade the chips based on the license that it...

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    Accelink Technologies

    Accelink Technologies (“Accelink”) is China's leading maker of devices like light-emitting chips and couplers that boost the speed of fiberoptic networks.

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    Glodon

    Glodon charges licensing or subscription fees for software that it offers to real-estate developers and construction firms. Its construction-management software does 3D modeling called “building information modeling,” or BIM.

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    LuxsharePrecision Industry

    Luxshare Precision Industry (“Luxshare”) makes cables, power cords and especially connectors for 3C, auto and telecommunication clients.

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    Ofilm Group

    Ofilm Group (“Ofilm”)makes touch panel modules, camera modules and other optical and optoelectronic components, mainly for mobile phones.

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    Political Season Comes To China

    In this issue • Trade dispute impact on VOD still small. The China-US trade dispute has led to a few program cancellations but nothing more serious yet. • Political season comes to China. Between the Tiananmen Uprising anniversary and the 70th year since the PRC was established, VOD platforms have a lot of patriotism to instill. • NRTA says it has tamed the VOD industry. China’s VOD censor breaks with tradition to say VOD companies are doing a...

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    Filling The Huawei Supplier Gap

    Facing a ban on US-sourced products, Huawei Technologies (“Huawei”) is switching key supply orders to firms in Taiwan, according to multiple sources. “Huawei is demanding that vendors send as much supply as they can – however much they can provide, it will buy,” says Taipei-based China Times. US export controls dictate that foreign firms whose wares derive more than 25% of their value from US components are barred from selling to Huawei. How...

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    China’s Message Gap, Huawei’s Suppliers, FedEx Rumors

    In a rare divergence, Beijing and Huawei Technologies (“Huawei”) are sending different public messages about how China should respond to the trade dispute with the US. Beijing made its position clear on May 20, when party chief Xi Jinping laid a wreath at a monument to the Communist Party’s wartime Long March. His message was that Chinese people and companies must prepare to endure long hardships to emerge victorious.

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    The Message From China

    Chinese leader Xi Jinping sent an unmistakable message to his country with his visit on May 20 to the starting point of the Communist Party’s famous Long March. Even 85 years after the March began, the event has an emotional impact in China bigger than any analogous event in US history. Imagine Valley Forge but epic: facing defeat by Chiang Kai-shek’s army in 1934, the Communists spent a year retreating on foot even through Tibetan bogs that...

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    Kingdee: Leading The Transition To Cloud

    Kingdee International Software Group (“Kingdee”) is one of China’s largest suppliers of business process management software. Its products help businesses integrate and automate supply chain management, customer relations, human resources and other functions. Most revenue still comes from on-premise software that clients install on their own servers. The next step up in technology is to the cloud, where Kingdee’s main service is software-as-a-...

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    EstunAutomation

    EstunAutomation (“Estun”) is a leading Chinese maker of industrial robots and core automation components like controllers, reducers and servos.

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    LBX Pharmacy Chain

    LBX Pharmacy Chain (“LBX”) is one of China’s leading discount pharmacy chains selling over-the-counter and prescription drugs.

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