|
|
|
|
|
26.09.26 - 03:00
|
China′s biotech firms move up value chain as drug deals evolve beyond licensing: analysts (SCMP)
|
|
|
Chinese biotech deal making is moving beyond the licensing of individual drug candidates, as the country transforms from a follower to a global innovation leader, according to analysts.
The latest transaction underscores that shift. Beijing-based cancer drug developer InnoCare Pharma said on Thursday that it had entered into a strategic research collaboration and licensing agreement with US pharmaceutical giant Eli Lilly that could be worth up to US$3.35 billion.
InnoCare said it would use its......
|
|
|
|
|
|
|
|
|
23.09.26 - 04:00
|
Rising US scrutiny on clinical trials could threaten China′s biotech advantage: analysts (SCMP)
|
|
|
China's edge in fast, cost-effective early clinical trials has propelled its emergence as a global biopharmaceutical powerhouse, but there is a risk that the United States could take steps to curb that advantage, according to analysts.
US lawmakers and officials at the Food and Drug Administration (FDA) have raised the alarm about American pharmaceutical companies' growing reliance on conducting early clinical trials in China, flagging the opaqueness of the process and the need to keep medical......
|
|
|
22.09.26 - 04:45
|
China Will Dominate Global Nuclear Energy Through 2035, Analyst Says (ZeroHedge)
|
|
|
China Will Dominate Global Nuclear Energy Through 2035, Analyst Says
Authored by Haley Zaremba via OilPrice.com,
The future of nuclear energy is in China's hands. While the United States remains the world's largest producer of nuclear energy, China's sector is growing at such a rapid clip that it is expected to overtake France as well as the United States to become the world's leading nuclear power producer within the next decade. In addition to this rapid expansion of traditional nuclear power capacity, Beijing has also quickly become the global leader in a broad and diverse range of advanced nuclear power technologies.
"By a wide margin, China will have the world's most dynamic and significant nuclear industry through 2035," Damien Ma, energy lead analyst for Gavekal Technologies, wrote in a recent report, as quoted by the South China Morning Post. "Construction efficiencies mean China can build a new plant in about six years, compared with more than a decade for the latest Vogtle react...
|
|
|
21.09.26 - 12:01
|
Expect ′high tide′ of Chinese biotech deals as threat of US curbs fades: analysts (SCMP)
|
|
|
US-China biotech deals are expected to thrive because Washington is reportedly leaning away from sweeping restrictions, according to analysts, giving Chinese healthcare firms a major boost following Beijing's ambitious five-year plan for the sector.
Out-licensing deals between China and the US would “ride on a high tide” in the favourable environment, said Nomura's head of China healthcare research Jialin Zhang, in a research note on Sunday.
The US Treasury Department was drafting investment......
|
|
|
21.09.26 - 10:06
|
Despite stock stress, CATL likely to retain EV battery dominance in China, analysts say (SCMP)
|
|
|
Contemporary Amperex Technology Limited's (CATL) dominance in the Chinese electric vehicle (EV) market is unlikely to slump over the coming year given its brand recognition and edge in technology, analysts said, though its shares have already tumbled amid the battle with profit-squeezed EV makers.
Chinese carmakers have been doubling down on efforts in recent weeks to reduce their reliance on CATL – in September, Xiaomi and Li Auto highlighted their partnership with tier-two battery......
|
|
|
21.09.26 - 09:06
|
Neither the US nor China can win the AI race alone, BofA analyst says (SCMP)
|
|
|
Neither Beijing nor Washington can win the race for artificial intelligence dominance without relying on other countries, a Bank of America analyst said ahead of this week's high-stakes bilateral summit, citing deeply entangled global tech supply chains.
While China's advantages had emerged in areas like power grids and manufacturing equipment, the country remained reliant on overseas suppliers for advanced chips, memory and some high-end materials, said Matty Zhao, co-head of China equity at......
|
|
|
|
|
|
|
16.09.26 - 14:45
|
China – August-Zahlen zeigen wirtschaftliche Spaltung (Commerzbank)
|
|
|
Chinas Konjunkturdaten für August lieferten ein gemischtes Bild. Die Industrieproduktion übertraf die Erwartungen, doch die Einzelhandelsumsätze, die Investitionen und die Baukonjunktur verschlechterten sich weiter. Das bestätigt unsere Einschätzung, dass sich die strukturellen Ungleichgewichte weiter verschärfen. Die Daten bestätigten, dass die Binnenwirtschaft weiterhin nicht in der Lage ist, eine sich selbst tragende Nachfrage zu generieren...
|
|
|
12.09.26 - 05:30
|
PLA Purge May Be Driving China To Rely More On Military Pressure Against Taiwan: Analysts (ZeroHedge)
|
|
|
PLA Purge May Be Driving China To Rely More On Military Pressure Against Taiwan: Analysts
Authored by Michael Zhuang via The Epoch Times,
China's purge of senior military leaders may be pushing Beijing to rely more heavily on military intimidation and gray-zone operations against Taiwan, even as the upheaval leaves the Chinese military with a weakened command structure, according to two Chinese academics and an insider familiar with the Chinese military.
Chinese ships patrol as the People's Liberation Army (PLA) conducts drills on Pingtan island—the closest point to Taiwan—in eastern Fujian Province, China, on Dec. 30, 2025. Adek Berry/AFP via Getty Images
The insider and academics spoke to The Epoch Times on condition of anonymity out of fear of reprisal.
The developments are raising concerns that Beijing's increasingly aggressive operations around Taiwan could become more difficult to control as analysts say political loyalty takes precedence over military expertise within the People...
|
|
|
|
|
|
|
07.09.26 - 11:30
|
Can China′s US$54b capital injection ease financial strains? Analysts say more is needed (SCMP)
|
|
|
Beijing's planned 360 billion yuan (US$54 billion) capital injection into eight state-owned financial institutions is a step in the right direction, but further fiscal support is needed to revive credit demand and ensure the fresh capital is put to better use, analysts say.
They noted that the move extended a recapitalisation drive since 2025 that had largely focused on banks, now widening to insurers and other financial institutions, reflecting a broader effort to strengthen capital buffers......
|
|
|
|
|
03.09.26 - 01:00
|
China′s new home finance rules reduce buyer risks but may not revive the market: analysts (SCMP)
|
|
|
China's new housing finance rules reduce the risk of buying a new home but analysts are not convinced they will be enough to tempt hesitant buyers still weighed down by falling prices and weak confidence.
The changes are designed to reduce the risk in buying pre-sold homes. Mortgage funds for pre-sold homes will be released only after submission of the project completion filing, when the homes are certified as safe and ready to move in, rather than when the main structure is finished. The......
|
|
|
|
Analysen China 14290.6275 -0.26% (China A50 Kurs)
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
