Weekly Signal Intelligence — U.S.-Listed Chinese Equities

The 90-day blind spot,
covered by mark-to-market
signal intelligence

Weekly alternative-data intelligence on U.S.-listed Chinese equities. Cross-verified, confidence-scored, delivered every Monday before the market prices it in.

The data is public. The signal is not.

This week's signals · Jun 8, 2026
REG · RegulatoryBABA · NYSE
SAMR filing reveals revised VIE disclosure language — third amendment in 90 days
HIR · HiringNIO · NYSE
Battery management hiring surge in Hefei — 34 roles posted, 3× Q1 run rate
SEN · SentimentPDD · NASDAQ
Temu EU sentiment reversal — 72hr negative-to-neutral shift across 4 tracked platforms
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66
Signals per week
7
Signal categories
2+
Sources verified per signal
90d
Ahead of quarterly filings
Announcement
New features are under development and testing
Signals and coverage are under development. update June-22-2026
Who reads ACX Signal
Institutional PM
Long-only EM and China-focused portfolio managers
  • You hold U.S.-listed Chinese equities and rely on Bloomberg — but Bloomberg doesn't process Chinese regulatory filings
  • You need early warning on VIE changes, CSRC enforcement, and auditor shifts before they move price
  • You want a systematic signal framework with source verification — not another analyst opinion
Individual Investor
Serious individual investors in China ADRs
  • You hold 2–5 China ADR positions and see ±8% moves you can't explain from English-language sources
  • Your current tools — Seeking Alpha, Yahoo Finance — don't cover Chinese-language regulatory events
  • You want confidence scores and source links, not speculation — so you can hold or exit with data behind the decision
The structural gap
Why the 90-day blind spot exists — and why it hasn't been closed
Problem
The 90-day blind spot
Chinese regulatory filings, CSRC enforcement actions, and company-level changes are published in Mandarin — 60 to 90 days before they surface in English-language financial media or SEC disclosures.
Solution
Structured signal intelligence
66 signals across 7 categories, extracted from Chinese-language sources weekly. Every signal confidence-scored on a 0–1 scale and cross-verified against 2+ independent sources before publication.
Trust
Mark-to-market accountability
Every signal is tracked after publication. Confirmed by subsequent market events — or publicly rescored. No other research product marks its own calls to market weekly. We do.
Information timeline — U.S.-listed Chinese equity
Chinese filing
Day 0
ACX Signal
ACX Signal
Day 7
↔ 90-day blind spot
SEC disclosure
Day ~90
English media
Day ~100
Signal Feed
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CategoryTickerSignalConfidenceDate
REGBABASAMR filing reveals revised VIE disclosure language — third amendment in 90 days0.84Jun 8
HIRNIOBattery management hiring surge in Hefei — 34 roles posted, 3× Q1 run rate0.71Jun 7
SENPDDTemu EU sentiment reversal — 72hr negative-to-neutral shift across 4 platforms0.68Jun 6
FILBABAAnnual report subsidiary restructure reveals offshore entity consolidation pattern0.79Jun 6
ECONIOAnhui province EV subsidy extension confirmed through Q4 — expanded eligibility criteria0.62Jun 5
MACPDDPBOC cross-border payment framework revision impacts marketplace settlement flows0.75Jun 5
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Sample · BABA · Jun 2, 2026
REGCSRC enforcement notice — third-party payment entity review initiated0.78
FILForm 144 pre-disclosure filed within earnings blackout window0.81
SENState media tone shift — three consecutive neutral mentions after 14-day silence0.64
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Every signal is tracked after publication. Confirmed by market outcomes — or publicly rescored. No research product marks its own calls to market. We do.

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From the Blog
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Alternative Data
The 90-Day Blind Spot: Why Western Investors Miss Chinese Regulatory Signals

SEC filings have a 90-day lag on Chinese regulatory events. We explain the structural gap and what it means for U.S.-listed China equity holders.

Methodology
How We Score and Rescore Every Signal We Publish

Signal intelligence is only as good as its accountability mechanism. This is how our mark-to-market scoring works — and why no competitor does it.

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