China Concept Stocks

China's tech and IP development follows a clear three-phase approach.

• Phase 1: Acquisition or development of Chinese-owned technology and IP
• Phase...

The Chinese government rolled out its 15th Five-Year Plan this month as the central document guiding national policy, with a dedicated focus on technology through 2030.

China's reported strategic metal export controls are tightening global silver supply chains amid surging industrial demand for solar, semiconductors,...

China and the US agreed to lower levies on select products to boost bilateral trade, per a Commerce Ministry statement issued after a two-day summit...

China Resources Power has received CSRC approval to list its new energy subsidiary on the Shenzhen Stock Exchange, advancing a planned spin-off. This...

Trip.com shares have fallen over 40% from pre-probe highs after SAMR launched an antitrust investigation, with potential fines estimated at RMB 0.6–6...

Rising global bond yields triggered a decline in Chinese stocks, halting earlier rallies. The Shanghai Composite Index stumbled amid these macro pressures.

Hong Kong IPO Activity

• 🔥 Robotphoenix Debut: Robotphoenix (06871.HK) grey market opened at HKD62 with a 103.3% premium ahead of its May 18...

• Hong Kong enforcement intensifies: SFC actions target China Automotive fictitious payments for HK$14.6M compensation and secure HK$1B Evergrande...

• Alibaba posted an 84% EBITA drop and first operating loss in five years after heavy AI infrastructure outlays and quick-commerce subsidies, yet...

US approval for Nvidia H200 sales to 10 Chinese firms drove NVDA higher, with May $264 target odds jumping from 24.3% to 29.9% in under an hour....

U Power's 20-F filing details China and Nasdaq listing risks following the exchange's January 13 proposal for minimum market value rules on Global and Capital Markets.

Fresh HKEX activity by Chinese companies highlights ongoing fundraising despite tighter rules:

• Robotphoenix grey market opened 103% higher at HKD62...

NIO’s updated ONVO L60 pre-sale begins May 29 at the Shenzhen Auto Show with official launch in June, adding LiDAR and the Shenji NX9031 chip.

• April...

Earnings Reports

• 🔥 SMIC Q1 Results: Semiconductor Manufacturing International Corp reported first-quarter profit up 5% year-on-year to $197.4...

• JD.com Q1 Strength: Revenue & net income beat expectations; retail operating income +16.5% to RMB 15B, margin 5.6% from 4.9% via mix shift &...

Key trend in China's AI hype: Capital consolidating around compute hardware and enterprise software.

• MiniMax Group and Knowledge Atlas stocks...

Key milestone for China Telecom-led ALC:

• 6,200km cable lands at Chung Hom Kok Station, targeting full ops late 2025.
• >325 Tbit/s capacity (13...

• Draft Financial Law progresses, analyzing changes affecting cross-border lending and providing lender checklists.
• 2026 Legislative Plan released...

Three small Chinese companies have formally terminated their Nasdaq listing bids since April, a relatively unusual step signaling challenges for US listings.