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China
Everything Briefed has filed against China, most recent first.
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China's next property problem isn't houses, it's office leasesMore than 1 trillion yuan of Chinese non-residential property now carries leases of 20 years or less, meaning a huge slice of commercial real estate is already past the halfway mark on deals signed…Europe's carmakers are running out of rare earths, and China knows itOnly around a quarter of Chinese export license applications for rare earth magnets have been approved since Beijing tightened controls, according to CLEPA, and European auto suppliers have already…China's tech trade rotates from chips to Tencent and JDTencent reports Wednesday, JD.com Thursday, and SMIC's outlook will show whether chip demand is holding up, three results that together test whether the recent move out of AI infrastructure stocks …China reopens its offshore bond loophole, this time with a lockShanghai Electric Global Capital just raised roughly 1.5 billion yuan through a Shanghai free-trade-zone bond, the first from a nonfinancial issuer in nearly three years, since Beijing shut the mar…Shandong's tanks are running dry and Iran is the cheapest refillIndependent Chinese refiners in Shandong saw inventories fall to 360 million barrels in July, the lowest in eight months, according to Energy Aspects data cited by Bloomberg. These teapots already …Canberra now vets who buys the shares it forced Chinese investors to sellTwo of the six China-linked shareholders ordered by treasurer Jim Chalmers to exit Northern Minerals in May now need government approval before they can sell at all, after Canberra froze some holdi…China's central bank starts stockpiling gold in Hong KongThe People's Bank of China has begun adding gold reserves specifically in Hong Kong, a deliberate move to build up the city as a bullion trading hub rather than routing everything through Shanghai …Trump slaps 15% tariff on a chip material, and wants broader tariff powerTrump has imposed a 15% tariff on a key material used in chip manufacturing, aimed squarely at reducing US dependence on Chinese supply chains for semiconductor inputs. Separately, he's reportedly …Chinese companies are buying back stock at trade-war paceChinese firms are lining up the heaviest wave of share buybacks since the trade war escalation, a direct response to a market rout that's spooked Beijing enough to encourage corporate intervention.…Beijing's memory chipmaker just became China's biggest stock debutCXMT priced its Shanghai listing to raise capital and ended the day worth roughly $484 billion, a 466% pop that makes it the largest new listing in China's market history. Hefei, the Anhui province…PBOC's biggest liquidity push in five months exposes Beijing's nervesCentral banks inject cash at this scale when growth data is softer than headline GDP prints suggest, not when things are fine. This is the largest liquidity addition since February, pointing to wea…Ford handing Geely a Spanish foothold is an admission, not a partnershipFord's European business has been bleeding market share to Chinese EV makers for two years, and this tie-up effectively invites one of them into the factory rather than fighting them in the showroo…GIC's verdict on Chinese AI models is a cost argument, not a quality oneSingapore's sovereign wealth fund saying Chinese open-weight models will collapse adoption costs is a statement about pricing pressure on OpenAI and Anthropic's enterprise contracts, not a claim th…China's sportswear boom is Lululemon's problem nowDomestic brands are capturing the running and climbing surge with cheaper price points, squeezing the premium positioning Western activewear brands relied on to justify their China expansion plans.Aston Martin pushes through a £550m debt deal despite creditors saying noAston Martin has secured a £550m loan deal in the face of explicit creditor objections, which means the carmaker judged its cash position urgent enough to override the people it owes money to. Cred…Brussels is watching the yuan slide against the euro, and exporters are nervousA weaker yuan against the euro makes Chinese goods cheaper for European buyers at the exact moment the EU is trying to close tariff loopholes on everything from EVs to steel, and that timing is not…Brussels' €550m AliExpress fine is a warning shot at every marketplace, not just oneA record fine under the Digital Services Act only works as deterrence if the next platform believes it could be them, and €550m makes that believable for Temu, Shein and even Amazon's third-party m…China's growth number just told everyone the stimulus isn't workingBeijing's GDP print landed at one of the weakest readings in years, missing the government's own target and confirming that property drag and soft consumer demand aren't fixing themselves. Kospi an…Pakistan's biggest copper mine is a hostage situation nowA Chinese-backed copper project sitting on one of the world's largest untapped reserves is threatening to shut down over security risk, and that single sentence should worry anyone pricing global c…Volkswagen's 100,000 job cuts are an admission, not a restructuringCutting a tenth of your global workforce isn't cost discipline, it's a company conceding it built the wrong cars for the wrong decade. VW's chief executive confirmed plans to axe up to 100,000 jobs…Chinese airlines still can't get demand back to where fares justify itCapacity keeps coming back faster than passengers willing to pay full fare, and that mismatch is what's eating Chinese airline margins again. Weak domestic and outbound travel demand is set to exte…Apple is reportedly eyeing China's CXMT for memory chips. If true, it breaks the entire logic of the chip export war.Reports that Apple has shown interest in sourcing DRAM from China's CXMT would, if confirmed, represent one of the most significant supply-chain decisions in the semiconductor sector this decade. C…GM-backed Momenta's $752 million Hong Kong IPO opened higher today. The autonomous vehicle capital race has a new data point.Momenta, the autonomous driving software company backed by General Motors among others, rose in its Hong Kong debut today after raising $752 million, making it one of the larger tech listings in As…China's tech energy demand is breaking every forecast model built before the AI boomElectricity demand from Chinese data centres and AI infrastructure is expanding fast enough to invalidate the models that grid planners and energy investors were using as recently as 18 months ago.…The PBOC withheld its rate on the first overnight operation. That silence is a policy signal.China's central bank chose not to set a rate on its debut overnight lending operation, and the ambiguity is deliberate. Withholding the rate on a new instrument's first use preserves optionality an…Alibaba sues the Pentagon over its place on the Chinese military blacklistAlibaba taking the US Department of Defense to court over its inclusion on the Chinese Military Company list is the most aggressive legal challenge yet to Washington's corporate blacklisting progra…China's AI stocks are pricing in chip-control failure. One short seller disagreesZhipu, the HSTECH index's standout performer this year, has rallied approximately 1,100% and attracted precisely one short call, which is either a sign of extraordinary conviction in Chinese AI's d…Hong Kong's SFC is pressing ahead with the PwC-Evergrande payout despite a live court challengeThe SFC is distributing a HK$1 billion compensation pool funded by PwC Hong Kong for Evergrande minority shareholders, and it has refused to pause despite a judicial review filed by Evergrande's ow…Zhipu has rallied 1,100% and just got its first short. Both facts matter.Hedgeye's Felix Wang has put a HK$407 fair value on Zhipu as a short, running directly against the momentum that has made it the hottest name on the HSTECH Index this year, and his core argument is…Nissan signs deal for Chery to build cars at SunderlandThe non-binding agreement would see China's third-largest carmaker assemble Omoda and Jaecoo branded vehicles at Nissan's UK plant starting in 2027. Sunderland has been running at roughly 50 percen…EU fines Temu €200m for dangerous productsThe European Commission hit Temu with a €200 million fine for failing to assess risks from illegal baby toys and defective chargers sold on its platform. Mystery shopping found a 'very high percent…China mine blast kills 82, coking coal futures hit daily limitA gas explosion at Shanxi province's Liushenyu mine killed 82 workers and triggered daily limit moves in Chinese coking coal futures as traders priced in supply disruptions and safety crackdowns. T…Stellantis finds lifeline in Chinese EV partnershipsWestern automakers are abandoning the dream of outbuilding Chinese EV leaders alone, instead partnering with local upstarts for technology and platforms. Stellantis's tie-up with Leapmotor exemplif…Chinese firms accelerate coal plant plans despite climate pledgesChinese companies proposed a record 161 GW of new coal power in 2025, even as Beijing committed to peak emissions before 2030 and phase down coal after 2025. Global Energy Monitor data shows 291 GW…China's 'National Team' set to cut ETF stakes by 90% in first halfBeijing's state-backed equity support apparatus is preparing to unwind nearly all its emergency market intervention positions as foreign outflows persist. The National Team pumped 410 billion yuan …Beijing delays Pentagon talks over $14bn Taiwan arms packageChina is stalling approval for Pentagon official Elbridge Colby's Beijing visit as leverage against a proposed $14 billion US arms package for Taiwan, following December's $11.1 billion weapons sal…Putin locks in 50bcm gas pipeline as China hedges its betsRussia and China signed a binding construction agreement for the Power of Siberia-2 pipeline during Putin's Beijing visit, but the fine print tells a different story. The deal carries 50 billion cu…Xi tells Trump that Putin might 'regret' Ukraine invasionBeijing is quietly distancing itself from Moscow's war. During Trump's recent summit in Beijing, Xi privately told him that Putin might 'regret' his 2022 invasion decision, marking a sharp shift fr…Tianqi Lithium bets on electric ships and trucksChina's Tianqi Lithium argues consensus battery demand forecasts are too conservative because they underestimate electric heavy trucks and ships, which could drive the next leg of lithium growth be…Australia orders Chinese investors to dump rare earth stakesTreasurer Jim Chalmers has ordered several China-linked investors to sell down their 10.4% stake in Northern Minerals, a rare earths producer with a strategic heavy rare earths project in Western A…