Baiguan - China Insights, Data, Context

Baiguan - China Insights, Data, Context

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Lululemon's Great Wall Drum Scandal
What the marketing disaster reveals about China's changing national identity
 • Amber Zhang
China's OPC Surge: entrepreneurial revolution or unemployment in disguise?
How one-person companies are rewriting the vibes of entrepreneurship in China
 • Amber Zhang
Data Update - May 2026
On April 1, we officially launched Baiguan Pro, our professional-tier subscription designed for investors seeking deeper, more specific coverage of…
 • Baiguan
Some details of DeepSeek fundraising
"Our core focus is ensuring team stability, which is more important than money or resources."
 • Robert Wu
The Real China AI Bull Market the World Missed: But Is the Bubble Already Too Big?
But Is the Bubble Already Too Big?
 • Baiguan and Bob Chen
Is CXMT’s IPO a Black Swan Moment for the DRAM Giants?
Backed by the Hefei Model, CXMT is becoming a visible long-term challenge to industry leaders.
 • Robert Wu and ReadChina
The floodgate of locked-up shares is about to open in Hong Kong
A 3-decade data review
 • Robert Wu
One Micron Can Buy Virtually the Entire Chinese Internet Sector
What’s Behind the Giants' Bizarre Cash-Burn?
 • Aaron
Our View on Chinese Assets: May 2026
Dear Baiguan Pro readers,
 • Baiguan

May 2026

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