Quarterly Market Review: deal volume stabilizes as capital rotates to AI and advanced manufacturing
A data-driven review of deal counts, sector rotation, and funding-stage shifts across China’s primary market this quarter.
China
Where the money is going in China’s EV supply chain
Capital is rotating away from finished vehicles and into components, power electronics, and charging infrastructure. Here is the map.
RMB Fund Watch: guidance funds keep anchoring early-stage fundraising
Tracking new RMB fund launches, closes, and GP moves — and what the mix of LPs tells us about where domestic capital is heading.
China Deals Weekly: AI hardware leads a busy stretch for the primary market
A digest of recent primary-market activity across China and cross-border deals, with the structures and syndicates behind them.
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