E.g., 2020-09-29
E.g., 2020-09-29
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    Fathom China

    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

    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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    Fathom China

    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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    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

    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

    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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    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

    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

    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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    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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    Betta Pharmaceuticals

    Betta Pharmaceuticals (“Betta Pharma”) sells a patented drug that treats lung cancer.

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    Shenzhen Goodix Technology

    Shenzhen Goodix Technology (“Goodix”) is a world-leading supplier of touchscreen and fingerprint identification solutions for Android phones and tablets.

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    Yunnan Baiyao Group

    Yunnan Baiyao Group (“Baiyao”) earns most of its revenue selling prescription drugs for other firms. Yet it is best known for an herbal blood coagulant dating to the Qing Dynasty, and a popular toothpaste.

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    Zhejiang Sanhua Intelligent Controls

    Zhejiang Sanhua Intelligent Controls (“Sanhua”) makes small temperature-control components such as valves, pumps and frequency inverters that are installed in home appliances and air conditioners.

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    China’s Memory Challenges, “Fab Frenzy” Warnings

    In this issue • Executive change at Tsinghua Unigroup. The latest executive change could indicate trouble for Chairman Zhao Weiguo, and suggests that Beijing wants to keep a close eye on the company’s chip projects. • Setbacks at GigaDevice. China’s last remaining DRAM program looks shaky as its key technology contributor faces a series of setbacks. • Warnings of a chip-fab “frenzy.” Two leading tech commentators say local governments are...

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    Fathom China

    Court-Drama Crackdown, Trouble At Youku, Politics In Wandering Earth

    In this issue • Crackdown on imperial dramas spreads to VOD • Signs of trouble at Youku • Wandering Earth hits all the right political notes • iQiyi losses grow • Alibaba confirms stake in Bilibili • Alibaba celebrates Green Book.

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    Fathom China

    Huawei’s New Chip, Saving Jinhua, DRAM Doubts

    In this issue • Huawei’s base station chipset received government support • Beijing’s strategy to save Jinhua • Innotron and GigaDevice extend cooperation, terms unclear • Rumor: Ericsson to face antitrust probe. • Yangtze Memory Technologies to start mass production. • Key venture moves from Guizhou to Chengdu.

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    JD Logistics: Great Service At Great Expense

    China’s second-biggest e-commerce company, JD.com (“JD”), in 2016 launched a new business—it opened its logistics services to non-JD merchants. JD had long been known for its vertically integrated warehousing and deliveries, in contrast with industry leader Alibaba Group Holdings (“Alibaba”), which outsources both. JD tried to turn a cost center into a profit center in 2017 by creating JD Logistics (“JDL”). JDL will deliver pretty much anything...

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    Asymchem Laboratories (Tianjin)

    Asymchem Laboratories (Tianjin) (“Asymchem”) is a leader in outsourced drug making and research. Most of its customers are foreign firms

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    Contemporary Amperex Technology

    Contemporary Amperex Technology (“CATL”) is the world’s largest maker of lithiumion batteries for electric vehicles (“EVs”). Its clients are mostly car makers in China.

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    HefeiMeyer Optoelectronic Technology

    Hefei Meyer Optoelectronic Technology (“Meyer”) is China’s biggest maker of optical sorters, which detect substandard agricultural products by their color. It also makes dental scanners and industrial detectors.

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    Hangzhou Robam Appliances

    Hangzhou Robam Appliances (“Robam”) is the leader in China’s kitchen appliance market. Its top products are range hoods (also known as exhaust fans) and gas stoves. It is moving into new products such as dishwashers, dish sterilizers and steam ovens.

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    Fathom China

    New VOD Censorship, Douyin Promotes CCTV, And More

    In this issue • New censorship regime for VOD programs • Edicts from above, evasions from below • Douyin shows its usefulness for propaganda

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    Suofeiya Home Collection

    Suofeiya Home Collection (“Suofeiya”) is the second-biggest maker of custom furniture in a country where most new homes have no closets, cabinets or other fixed hardware. The company targets mid- to high-end homeowners and sells across China.

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    Luzhou Laojiao

    Luzhou Laojiao is China’s 4th largest maker and seller of baijiu, the Chinese liquor distilled from sorghum. It sells to distributors and direct to consumers.

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    Toly Bread

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    Xi Jinping Demands Media Integration

    The Communist Party has elevated its theme of “media integration” to the highest possible level: top leader Xi Jinping himself. Xi led the party’s ruling body, the 25-member Politburo, to the offices of People’s Daily on January 25 to drive home his demand that struggling state media adopt the practices of the country’s rising digital media giants. Although top-down calls for media integration have so far had little effect on VOD companies, in...

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    Changes In Ratings, Bytedance Wants Long Video, And More

    In this issue Big changes in ratings collection Rumor: Bytedance makes offer for Youku China VOD’s global influence New short video regulations New iQiyi vice president for short video iQiyi wins lawsuit against Bytedance

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    Berry Genomics

    Berry Genomics provides genetics testing equipment, reagents, and testing services to medical institutions. Its products and services mostly detect problem embryos and cancer. The company owns one production base and operates eight clinical laboratories in China and Hong Kong.

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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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    Zhejiang Dahua Technology

    Dahua is the world’s second biggest seller of video surveillance products and services. Products include cameras, switches and servers. Services include “intelligent solutions” based on AI, video data analytics and cloud computing.

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    Winning Health Technology Group

    Winning Health provides software and hardware to medical institutions, which pay licensing and support fees. Its products share patient information among hospitals, insurance firms and others. It recently moved into cloud-based health services.

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    Yirendai: Strategic Retreat

    Yirendai ranks among China’s top companies in the troubled industry of online peer-to-peer lending, or P2P. Its platform puts together individual borrowers and lenders, and charges high fees. To protect consumers from usurious interest rates and Ponzi schemes, Beijing has passed a spate of regulations that are driving smaller firms out of business. Yirendai will likely rank among the survivors but with limited room for growth. The company’s...

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    Focus Media Information Technology

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    Lens Technology

    Lens make glass covers for electronic devices, mostly mobile phones. It sells to makers like Apple and Samsung, and to OEMs like Foxconn. It has 95,000 employees.

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    Hangzhou Tigermed Consulting

    Tigermed tests drugs for pharmaceutical companies. This includes pre-clinical tests in laboratories, and clinical tests on humans. It also provides consulting and administrative services to help clients apply for approvals to test new drugs.

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    Tencent Games: Culture Industry Under Pressure

    The Chinese government in March 2018 stopped approving new online games. The cessation hurts Tencent Holdings (“Tencent”), which earns 37% of its revenue from games. A government restructuring that has clogged the approval pipeline is widely misunderstood. It is part of the Communist Party’s tightening grip on the audio-visual industry, including games. Game approvals will resume when the current phase of grip-tightening is complete, which is...

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    BGI Genomics

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    Fathom China

    NavInfo

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    S.F. Holding

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    Wuliangye Yibin

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    Autobio: Solid Reputation, Tight Executive Group

    Autobio Diagnostics is poised to benefit from China’s booming healthcare services industry. The company has a good reputation but a few odd points. It has escaped controversy in an industry that is beset by scandal, although Fathom China thinks it should do a better job of explaining why its reported gross margins are so high.

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    Dali Foods: Consumers Want More

    Dali Foods Group (“Dali Foods”) is a large family-controlled maker of snack foods and drinks. It is known as a copycat that develops inexpensive me-too products, promotes them with celebrity-based marketing campaigns, and distributes them to lower-income consumers across vast swathes of China. Yet Dali Foods’ target demographic is shrinking as incomes rise, and even lower-end consumers are now looking for higher-quality fresh and healthy foods....

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    Huayi Bros: Refocusing On Film

    Privately run Huayi Brothers Media (“Huayi Bros”) was established in the 1990s by two brothers and still ranks among China’s most creative and successful moviemakers. The rise of China’s film industry over the past decade has forced changes in company strategy. Huayi Bros once enjoyed very close ties with China’s most creative directors and actors. As that talent increasingly sought work elsewhere, Huayi Bros responded by buying companies owned...

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    Shenzhen Rapoo Technology

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    Shenzhen Inovance Technology

    This Quick A report is password protected and can only be opened by subscribers. To request access please contact info@gkfathomchina.com

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    58.com: Strong Position In Online Listings

    Attached is our report on China’s leading online listings business, 58.com, sometimes called the Craigslist of China. The company is in a strong position. It faces no major competitors in its two main business lines: real estate and blue-collar recruitment. Management looks steady. A series of restructurings raised concerns but 58.com seems to have come through well. This is one of Fathom China’s more upbeat reports.

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