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Bilibili reported its first full-year adjusted profit in 2025, driven largely by a surge in advertising, especially AI-related ads. But the company faces a strategic dilemma: monetise the creator-driven community and risk eroding the emotional bonds that differentiate it, or protect community norms and limit short-term revenue growth.

February data show China’s housing market beginning to stabilise: month‑on‑month price declines narrowed across 70 cities and Beijing posted month‑on‑month gains in both new and second‑hand prices. The uptick reflects targeted policy easing, reduced developer discounting, and a post‑holiday surge in buyer visits, but the improvement remains fragile and geographically uneven.

First Financial released a brief Jan–Feb national economic scorecard, an early read that investors and policymakers use to judge first‑quarter momentum after Lunar New Year distortions. The report’s signals on consumption, investment, exports and jobs will shape Beijing’s near‑term policy choices between targeted support and broader stimulus.

China’s CPI rose 1.3% year-on-year in February — the highest pace in three years — driven largely by a Lunar New Year-fuelled jump in services and a rebound in food prices. Core inflation was 1.3% for January–February, indicating strengthening underlying demand even as officials stress ample supply and manageable risks.

Spot gold briefly fell below $5,000 per ounce amid renewed U.S.–Iran tensions, rising oil prices and a stronger dollar. Markets are pricing in a higher‑for‑longer Fed, which has pushed yields up and constrained gold’s safe‑haven appeal despite geopolitical risk.

Dong Biwu, a founding Communist who preferred to call himself a minor player, was a pivotal stabilizer and institution-builder in the CCP’s rise. His work in united-front politics, clandestine operations, and especially post-1949 legal construction makes him a resonant figure for the party’s modern narratives about governance and legality.

Iran’s IRGC has declared Israeli Prime Minister Benjamin Netanyahu a direct target and launched a fresh series of missile and drone strikes described as the 54th wave of its “True Pledge–4” campaign. Israel insists its air-defence stocks are adequate and, together with the United States, signals readiness for an extended campaign; meanwhile Tehran has accused Ukraine of becoming a legitimate target for providing technical drone support to Israel. The confrontations are already unsettling global fertilizer and shipping markets and risk wider regional escalation.

Germany has declined to join an international naval escort mission in the Strait of Hormuz, with top leaders warning against becoming an active participant in a potentially escalatory operation. The move reduces European naval options and shifts operational burden to other allies, while leaving room for Berlin to offer non‑military support.

CCTV‑led reporting exposed a private‑domain marketing network in China that uses paid actors posing as medical experts to sell cheap medicines and supplements at sharply inflated prices to elderly consumers. Video producers, private‑domain operators and contractors create scripted lectures and sell products in closed social‑media channels, prompting likely regulatory scrutiny after the 3·15 consumer‑rights season.

CCTV’s consumer programme exposed several Chinese chicken‑feet producers for using banned hydrogen peroxide in processing, triggering platform delistings and consumer alarm. The episode highlights how high margins and fierce competition in a rapidly growing RMB349.6 billion snack segment are encouraging risky cost‑saving behaviour, and it will likely prompt tighter regulation, audits and market consolidation.

CATL posted CNY423.7bn in revenue and CNY72.2bn in net profit for 2025, driven by dominant battery volumes and global market share. The company paid CNY36.1bn in dividends, with founder Zeng Yuqun receiving about CNY8.1bn, highlighting a growing split between profitable upstream suppliers and low-margin automakers.

Anta’s €1.5 billion purchase of a 29.06% stake in Puma comes as the German brand posts a €646 million loss and deep global sales declines. Anta’s play follows a proven turnaround approach but faces the twin tasks of restoring Puma’s technical credibility and protecting its fashion appeal while avoiding brand dilution. The deal offers Anta rapid access to global channels and sponsorship assets but carries integration risks and a hefty price tag that will test whether China’s largest sports group can translate influence into a lasting revival.

Ping An Good Doctor’s recent return to profitability has been driven largely by steep cost cuts and deep integration into parent Ping An’s ecosystem. Despite strong headline metrics, the business remains fragile: three-quarters of revenue flows from internal group channels, service offerings are commoditised, and public insurance still dominates China’s medical payments—undermining the platform’s ambition to become an HMO-like operator.

China’s 2026 3·15 consumer rights gala exposed systemic consumer harms across food processing, cosmetic medicine, mobility rentals, AI manipulation and financial scams. State media named firms and supply chains responsible for illegal bleaching of poultry, unproven exosome treatments, dangerously non‑compliant e‑bikes, and GEO services that deliberately bias AI models through mass content seeding.

CCTV’s consumer‑rights programme named Henan Yifeng, a 54%‑owned subsidiary of listed chemical firm Duofuduo, in an exposé on hydrogen peroxide being used to bleach chicken feet. Duofuduo says Yifeng is properly licensed, accounts for under 1% of group revenue and has no business ties to the processors named, but the related‑party acquisition and state‑TV attention raise governance, reputational and regulatory risks.

Lenovo has invested about RMB1.617 billion to clear dissenting shareholders and force Xinrongmao, China’s largest high‑end fruit supplier, toward a Hong Kong IPO, attaching a strict 2027 listing deadline and a contingent buyback at a RMB5 billion valuation. The move reflects Lenovo’s need for a clean agricultural flagship after losses elsewhere, but it puts Xinrongmao under intense pressure to convince public markets it can turn heavy scale into durable profits.

PepsiCo has launched its Sting energy soda in China at a moment of structural change in the domestic energy drink market. The entry underscores intensified competition between entrenched domestic brands and international players, with distribution, price tiers and product positioning set to determine who wins the next phase of growth.

China’s state broadcaster top consumer-rights show exposed multiple consumer-safety and fraud allegations, prompting the national market regulator and municipal authorities to launch immediate joint investigations. Authorities have ordered suspensions, seized products and opened cases across food processing, medical‑health products, online marketing and e-bike rentals, signalling intensified enforcement and higher compliance risk for firms operating in these sectors.

A CCTV consumer‑protection investigation revealed a stock‑tip scam in which unlicensed telemarketers push manager‑selected shares to retail clients, splitting profits when prices rise and disappearing when losses occur. The exposed firm operates without financial licences, recruits telephone sales staff, and uses scripted reassurances to lure investors — a pattern that highlights regulatory gaps and risks to household savers in China’s retail‑heavy markets.

February data from China’s National Bureau of Statistics shows month‑on‑month declines in housing prices across 70 major cities narrowed, signalling a tentative short‑term stabilisation. However, year‑on‑year prices remain lower across most tiers — particularly in the second‑hand market — underscoring persistent demand weakness and structural challenges in the property sector.