E.g., 2021-05-16
E.g., 2021-05-16
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    Fathom China

    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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    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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    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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    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

    Focus Media provides public screens for advertising

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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

    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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    NavInfo

    Strong government ties are good for contracts, bad for nimbleness

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    S.F. Holding

    China’s largest express delivery service provider by revenue

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    Wuliangye Yibin

    China’s number-two spirits company

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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

    Rapoo’smouse and keyboard business appears promising, and growth will come in the booming e-sports industry.

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    Shenzhen Inovance Technology

    Inovance is expanding well in new industries but faces tough competition

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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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    Zhejiang Supor

    Supor is a household name. Supor is known for good quality and reliability. It competes in the mid to high-end market

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    YY: Contending With Short Video

    Attached is our report on China’s pioneering livestreaming company, YY, which faces new challenges. The biggest is the quick rise of popular apps that share short videos and compete for eyeballs among YY’s user demographic. At the same time, more livestreaming competitors force YY to share more revenue with its hosts. Oddly, government crackdowns on livestreaming and short videos work to YY’s advantage by forcing its more adventurous competitors...

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    BYD: New Subsidy Regime, New Battery Challenger

    The world’s biggest maker of battery-powered vehicles, BYD, faces a tricky transition. Markets for the private company’s electric vehicles, or EVs, have long been driven by government subsidies for buyers. Beijing is curtailing subsidies for buyers in favor of incentives to boost supply. If Beijing’s scheme succeeds, BYD will almost certainly benefit. If not, then BYD will face a setback just as pressure from other EV makers grows. Meanwhile,...

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    Beijing Enterprises Water Group: Local Finance Faces Freeze

    Beijing Enterprises Water Group (“BEWG”) is China’s biggest water treatment company. The state-owned firm builds facilities to clean the water that flows into homes and factories, and to treat the sewage that flows out. It has also moved into restoring waterways that suffered heavy pollution during China’s 40-year industrial boom. Although state-owned, BEWG’s leaders come from an entrepreneurial private company acquired in 2008. Key to BEWG’s...

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    Hollysys: Beset By Challenges

    Hollysys Automation Technologies (“Hollysys”) makes systems that control industrial processes such as power plants, rail lines and petrochemicals. The former state-owned firm was privatized and taken public through a reverse merger. Hollysys faces stiff challenges. It earns much of its revenue from small to mid-sized coal-fired power plants that are under pressure to close, and its railway systems face strong competitive pressure. The company is...

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    CITS: Ringing The Register At Duty Free

    China International Travel Service (“CITS”) is China’s biggest operator of duty-free stores. It is the listed arm of state-owned China National Travel Service Group (“CNTS Group”), which recently merged with a state-owned competitor. CITS entered duty-free in 1984, then in 2014 expanded the segment.

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    Kweichow Moutai: New Markets Replace Old

    State-owned Kweichow Moutai (“Moutai”) is China’s top maker of premium baijiu, the world’s most-consumed spirit. Moutai’s phenomenal brand is linked with quality, success and the Communist Party. And its fiery drink, also called Moutai, confers more status than any other China-made product. Moutai faced a crisis in 2012 when a crackdown on corruption and official extravagance hurt revenue. Through price cuts and broader distribution, Moutai...

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    China Dairy: Mengniu Turns Sour, Yili Looks Creamy

    China’s dairy industry is dominated by two giants who together control 33% of the market: China Mengniu Dairy (“Mengniu”) and Inner Mongolia Yili Industrial Group (“Yili”). Both face the twin problems of low milk prices and slow milk-consumption growth. The two seem to be converging from very different backgrounds. Mengniu started as a freewheeling private firm but was brought under government control; Yili started as a state-owned company but...

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    Baidu: Dumping Its On-Demand Business

    Rumors say Baidu will sell off its on-demand services, ending its forays into offline business.

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    Online Lottery: Hoping The Ban Lifts

    China’s online lottery is forbidden fruit—juicy and banned. Selling online lottery products, including sports gambling, will almost certainly enable whatever companies receive a license to hit the revenue jackpot. The consensus opinion of people who profess to know the government’s thinking is that the 2015 ban will end, but when is anybody’s guess. Few expected it to last this long. Two companies will likely stand at the front of the line for...

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    Dong-E E-Jiao: China’s Fad For Pricey Donkey Skins

    Dong-E-E-Jiao (“Dong-E”) is China’s leading maker of ejiao, a traditional Chinese blood-strengthening medicine made from gelatinized donkey skins. The product is consumed mostly by women, who eat it in sweet little pieces or mixed into tea. Dong-E has been riding a boom in the traditional medicine market as increasingly wealthy Chinese people seek healthy lifestyles. The company has successfully targeted the premium market, enabling it to raise...

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    Chinese Accounting Firms: Take That Grain Of Salt

    China’s stock market watchdog recently punished two of China’s biggest auditing firms for helping clients cook their books, and the problem doubtless runs much deeper.

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    Zhejiang Supor: Business Is Cooking

    Zhejiang Supor (“Supor”) makes kitchen products. It is China’s biggest maker of cookware like pots, woks and pressure cookers, and is also a leading maker of appliances like rice cookers and soy-milk makers. Supor is controlled by French giant Groupe SEB (“SEB”), and is key to SEB’s strategy of collecting international brands and moving factories to China. Supor is SEB’s outsourced manufacturer, with about a third of production going to exports...

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    LotSynergy: Clinging To A Contract

    The main business of China LotSynergy Holdings until 2015 was to supply video lottery terminals – basically slot machines – to China’s lottery. Then LotSynergy lost its exclusive supply contract amid a corruption scandal in which top lottery officials vanished into detention. LotSynergy says it has the right of first refusal when the contract opens up for tender but Fathom China is skeptical.

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