China Inc by BBW

China's Homegrown Jet Advances, and a Growing Market for Adult Diapers

Commercial planemaker Comac has delivered its first C919 jets to China Southern and Air China. When will foreign airlines start to consider buying these challengers to Boeing and Airbus? And sanitary products maker Hengan sees a big future in adult disposable diapers as China's population ages. But will consumers really consider such a product?

Solar Red Ink, and a 'Blind Box' Crackdown

A growing number of Chinese solar panel makers are falling into the red due to huge overcapacity and resulting price wars. What's needed to bring the industry back to health? And the Xinhua news agency warns against the addictive nature of 'blind box' collectible toys. Does this signal a new government crackdown ahead?

Sino-Ocean's Bondholder Revolt, and Alibaba's Homecoming

Bondholders of struggling developer Sino-Ocean have flatly rejected its debt restructuring proposal. Does that spell the end for the company? And Alibaba's shares could become available to Mainland investors as soon as the end of this month. What kind of upside could that bring to the sagging stock?

MSCI's China Downgrade, and an Educator's Weak Trading Debut

Index compiler MSCI has removed nearly 200 China stocks from its indexes this year. Why the sudden change of heart on China? And YXT.com stock drops 9% in its Nasdaq trading debut after pricing weakly. Why are investors worried about this adult education company?

A Rebel Livestreaming Host, and Gloomy Skies for a Solar Farm Operator

A popular livestreaming host parts ways with e-commerce company East Buy. How will the company move past the crisis? And solar farm operator Xinyi Energy sings the profit blues. Why is China's solar energy market suddenly looking far less bright?

Stumbling Luckin, and China's New Export Restrictions

Luckin's same-store sales and margins plunged in the second quarter. Will it fall into the red under the challenge from upstart rival Cotti Coffee? And China imposes export restrictions on drone components with defense applications. Will that have any impact on the West?

A New Housing Crisis Solution, and Lithium Makers Sing the Blues

China trials a plan to prop up its property market with affordable housing plan. But will it solve the oversupply problem? And lithium miners are singing the blues as prices plunge from recent highs. What's behind the bubble for this important new energy metal?

EU Divisions on EV Tariffs, and Shanghai Seeks More Global Performers

EU nations are divided on whether to levy long-term tariffs on Chinese EVs. What's behind the divisions? And Shanghai looks to attract more global performers like Taylor Swift. What's behind the change of heart?

Headwinds for China-European Flights, and an Autonomous Driving IPO Explosion

A year and a half after ending its Covid restrictions, flights between China and Europe are still well below pre-pandemic levels. What's holding things back? And a steady flow of autonomous driving companies are suddenly accelerating towards IPOs in the US and Hong Kong. What's fueling the drive, and will investors buy into it?

A Shunned Shein, and Haidilao's Global Expansion

After getting rejected in the U.S. and hitting headwinds in London, fast fashion sensation Shein may be taking its mega-IPO to Hong Kong. But will investors buy into its profitable but controversial story? And hotpot chain Haidilao steps up its global expansion with spinoffs and separate listings for its Super Hi brand. Will this become China's first overseas restaurant success story?