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Tianwei Foods, China’s leader in compound seasonings and hot‑pot condiments, reported 2025 revenue and profit declines driven by broad weakness across its core categories. The company proposed a large cash dividend that exceeds annual profit, while carrying rising goodwill from recent acquisitions and booking meaningful asset impairments.
Cambricon delivered a powerful 2025 turnaround with revenue up 453% to ¥6.497 billion and net profit of ¥2.059 billion, while announcing generous dividends and a large bonus share issue. Fifth-largest shareholder Zhang Jianping increased his stake in Q4 to about 6.81 million shares, worth roughly ¥7.5 billion at current prices, reinforcing investor confidence amid changing market classifications on the STAR Market.
PBOC Governor Pan Gongsheng told an expert forum the bank will maintain an "appropriately loose" monetary stance and expand counter‑cyclical and cross‑cycle measures to support the economy. The bank has already adjusted structural tools and intends to balance targeted easing with financial‑stability safeguards.
Delong Huineng’s board was overhauled after a newly created entity, Nuoxin Chip Materials, completed a Rmb1 billion purchase of a 29.64% stake and became the controlling shareholder. Eight directors resigned and replacements were nominated, but the buyer’s recent incorporation and lack of operating history have raised governance and strategic uncertainties for minority investors. The company’s weak 2025 profitability and recent volatile share price have amplified market speculation about potential asset injections or a business pivot.
Li Auto plans to shield customers from recent parts‑price inflation by signing long‑term supplier agreements, sharing unavoidable costs with partners, and accelerating in‑house development of range extenders and chips. The moves aim to stabilise pricing and control input volatility, but they raise questions about near‑term margins and capital spending.
Leyard has supplied MicroLED optical module prototypes to the Chinese Academy of Sciences as part of a research collaboration exploring low‑power co‑packaged optics for AI data links. The technology promises steep energy savings relative to copper but remains at an early, uncertain validation stage with significant manufacturing and integration challenges.
Microsoft announced Copilot Health, a secure health workspace inside its Copilot assistant that aggregates health records, wearable data and medical history to produce personalised insights. The product deepens Microsoft’s push into health tech but raises practical questions about interoperability, clinical validation and regulatory compliance.
China has set first‑flight windows for two reusable rockets in 2026: the state-backed CZ‑12B in the first half of the year and private SQX‑3 by year‑end. Both programmes aim to lower launch costs and increase cadence to meet demand from large low‑Earth‑orbit constellations, but technical risks — especially stage recovery — remain a key hurdle.
Despite rising attacks around the Strait of Hormuz, Chinese oil imports have largely continued, with roughly 11.7 million barrels of Iranian crude reported to have reached China after late February. The episode exposed limits to U.S. naval power in the narrow waterway, underscored China’s strategic energy buffers and left global markets braced for prolonged price volatility.
February retail sales of passenger cars in China plunged 25.4% year‑on‑year to about 1.034 million units, with domestic independent brands hardest hit. Automakers have responded with long‑tenor, low‑interest financing to boost demand, while exports—especially of new energy vehicles—hit record highs and provided an offset to the domestic slowdown.
OpenClaw’s founder accused Tencent of scraping skills from ClawHub into the company’s new SkillHub, saying the activity raised his server costs and amounted to appropriation without support. Tencent replied that SkillHub is a localized mirror that credits ClawHub, cited launch-week traffic figures and said its team includes upstream contributors and potential sponsors.
Soybeans are expected to be a central topic in preparatory talks ahead of President Trump’s scheduled late‑March China visit, but China has not signaled any fresh ‘‘goodwill’’ purchases. Commercial factors — abundant, cheaper Brazilian supplies and a 13% U.S. tariff — combined with geopolitical and legal uncertainties have left markets lowering expectations for a rapid trade breakthrough.
After nearly two weeks of U.S.-Israeli strikes and intense Iranian retaliation, the war has eroded political consensus in Washington and drawn broad public opposition. Lawmakers demand clear objectives while shipping disruptions and rising oil prices spread the economic and strategic fallout beyond the battlefield.
Emmanuel Macron publicly urged Israel to abandon any plans for a ground invasion of Lebanon and called on Hezbollah to cease attacks, following talks with Lebanese president Joseph Aoun and Syria’s transitional leader Ahmad Shala. The exchange comes amid renewed airstrikes near Beirut and rising cross-border tensions that risk widening into a regional confrontation.
On China’s 48th Arbor Day, PLA units and affiliated militia carried out coordinated tree‑planting in barracks, garrison areas and a UN mission site in Abyei. The drives serve both practical environmental aims and broader political objectives: improving camp conditions, strengthening civil‑military ties, and burnishing China’s international image through visible, low‑risk public diplomacy.
China is implementing targeted measures to broaden protections for a 240 million plus flexible workforce while state landlords cut rents to stabilise occupancy and attract talent. Regulatory tightening on food safety, provincial industrial cluster upgrades and a sudden oil price spike are adding policy and market pressures, even as tech firms vie for AI talent and tussle over open‑source code.
Shandong province has launched a one‑year campaign to add 20–50 tonnes of gold from the Jiaodong region, mobilising large technical teams and drilling capacity under a provincial implementation plan for 2025–2027. The effort reflects China’s strategic push to bolster gold supply amid high global prices and a structural domestic supply‑demand gap, but geological and permitting realities make the target ambitious.
Wind has launched WindClaw, a public‑beta AI agent platform tightly integrated with the company’s professional financial datasets and designed for local deployment. The product promises to automate research workflows but arrives amid regulatory warnings about the security and governance risks of autonomous AI agents.
A record 400 million-barrel IEA release and a large US drawdown failed to arrest a fresh oil-price surge after attacks near the Strait of Hormuz. Analysts say logistical limits on releases and the strategic importance of Hormuz mean markets will remain sensitive until shipping and regional production are reliably secured.
In response to supply fears after US and Israeli strikes on Iran, the IEA and several countries have agreed to release strategic oil reserves—400 million barrels collectively from IEA members, with the US, Germany, Japan and South Korea announcing significant national drawdowns. The injections are intended to calm markets and limit a supply-risk premium, but their physical impact is limited and they are primarily a political and psychological tool.
