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Fathom China
Fathom China Team
Nov 01st 2019
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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Fathom China
Fathom China Team
Oct 24th 2019
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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Fathom China
Fathom China Team
Oct 17th 2019
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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Fathom China
Fathom China Team
Oct 01st 2019
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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Fathom China
Fathom China Team
Oct 01st 2019
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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Fathom China
Fathom China Team
Oct 01st 2019
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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Fathom China
Fathom China Team
Oct 01st 2019
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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Fathom China
Fathom China Team
Sep 26th 2019
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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Fathom China
Fathom China Team
Sep 23rd 2019
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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Fathom China
Fathom China Team
Sep 20th 2019
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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Fathom China
Fathom China Team
Sep 01st 2019
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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Fathom China
Fathom China Team
Sep 01st 2019
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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Fathom China
Fathom China Team
Sep 01st 2019
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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Fathom China
Fathom China Team
Aug 28th 2019
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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Fathom China
Fathom China Team
Aug 20th 2019
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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Fathom China
Fathom China Team
Aug 16th 2019
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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Fathom China
Fathom China Team
Aug 01st 2019
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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Fathom China
Fathom China Team
Aug 01st 2019
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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Fathom China
Fathom China Team
Aug 01st 2019
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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Fathom China
Fathom China Team
Aug 01st 2019
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
Fathom China Team
Jul 31st 2019
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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Fathom China
Fathom China Team
Jul 29th 2019
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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Fathom China
Fathom China Team
Jul 18th 2019
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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Fathom China
Fathom China Team
Jul 01st 2019
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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Fathom China
Fathom China Team
Jul 01st 2019
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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Fathom China
Fathom China Team
Jul 01st 2019
Hualan Biological Engineering
Hualan Biological Engineering (“Hualan”) is one of China’s leading makers of blood plasma products and vaccines.
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Fathom China
Fathom China Team
Jul 01st 2019
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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Fathom China
Fathom China Team
Jun 28th 2019
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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Fathom China
Fathom China Team
Jun 25th 2019
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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Fathom China
Fathom China Team
Jun 21st 2019
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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Fathom China
Fathom China Team
Jun 03rd 2019
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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Fathom China
Fathom China Team
Jun 01st 2019
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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Fathom China
Fathom China Team
Jun 01st 2019
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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Fathom China
Fathom China Team
Jun 01st 2019
LuxsharePrecision Industry
Luxshare Precision Industry (“Luxshare”) makes cables, power cords and especially connectors for 3C, auto and telecommunication clients.
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Fathom China
Fathom China Team
Jun 01st 2019
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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Fathom China
Fathom China Team
May 30th 2019
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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Fathom China
Fathom China Team
May 28th 2019
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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Fathom China
Fathom China Team
May 23rd 2019
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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Fathom China
Fathom China Team
May 21st 2019
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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Fathom China
Fathom China Team
May 17th 2019
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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Fathom China
Fathom China Team
May 02nd 2019
Failing Joint Ventures, Tsinghua Unigroup Breaks Ground
In this issue • Failing joint ventures. Beijing’s latest efforts to access foreign technology have hit snags as foreign partners in three key joint ventures either pull out or change plans. • Tsinghua Unigroup breaks ground in Chengdu. China’s top chip company starts building a fab in Chengdu city amid rumors that the project is really about real estate. • Tsinghua Unigroup finishes acquisition. Tsinghua Unigroup has acquired Linxens, the French...
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Fathom China
Fathom China Team
May 01st 2019
EstunAutomation
EstunAutomation (“Estun”) is a leading Chinese maker of industrial robots and core automation components like controllers, reducers and servos.
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Fathom China
Fathom China Team
May 01st 2019
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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Fathom China
Fathom China Team
May 01st 2019
Wuxi AppTec
Wuxi AppTec is China’s largest outsourced drug research and manufacturing firm. Most of its customers are foreign pharmaceutical companies.
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Fathom China
Fathom China Team
Apr 29th 2019
Huawei’s Iffy Future, Innotron’s Tech Source, More
In this issue • US goals for Huawei. The US hit Huawei with export sanctions to gain trade negotiating leverage and to undermine demand for Huawei’s 5G networking equipment, and it will probably succeed on both counts, although American technology companies will suffer too. • Innotron’s technology source. China’s last remaining DRAM hopeful has finally revealed where it got its technology but its comments raise more questions than they answer...
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Fathom China
Fathom China Team
Apr 22nd 2019
Child Actor Crackdown, Firmer Hand At Youku, Tencent Restructuring
In this issue • NRTA’s new restrictions on kids’ programming. The NRTA wants fewer child-focused reality shows, and more uplifting content for kids. • New Youku CEO’s recovery plans. Fan Luyuan acknowledges that Youku has slipped, and is responding with tighter management and more spending on content. • Possible merger for Tencent content units. Rumors say Tencent will save money by merging Tencent Pictures and Penguin Pictures; the effect on...
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Fathom China
Fathom China Team
Apr 17th 2019
Hengrui: Regulatory Reforms Create Uncertainties
Jiangsu Hengrui Medicine (“Hengrui”) is a leading Chinese drug firm that grew by making generic medications whose patents have expired. An estimated 70% of its revenue comes from generics, especially those that fight cancer. Recent government reforms are driving down drug prices, threatening Hengrui’s margins and profits. Following a few years of market chaos, the company’s position should improve as small rivals drop out and unit sales increase...
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Fathom China
Fathom China Team
Apr 02nd 2019
NRTA Shows Weakness, Netflix Has A Hit, Taiwan Fears China’s VOD
In this issue • NRTA shows weakness in deal on “court-struggle dramas”. Facing criticism by viewers for threatening to ban popular shows, the NRTA has struck a deal with VOD platforms regarding imperial-court dramas. • Pirated version of Netflix show a hit. Chinese love Love, Death & Robots. • Taiwan fears China’s VOD powers. iQiyi’s popularity in Taiwan has led to a backlash from ruling-party politicians who fear a Chinese stalking horse...
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Fathom China
Fathom China Team
Apr 01st 2019
AVIC Jonhon Optronic Technology
AVIC Jonhon Optronic Technology (“AVIC Jonhon”) is a state-owned, military-backed firm making high-end connectors for aviation, aerospace, autos and communications.
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Fathom China
Fathom China Team
Apr 01st 2019
Betta Pharmaceuticals
Betta Pharmaceuticals (“Betta Pharma”) sells a patented drug that treats lung cancer.
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