China Concept Stocks

• Shanghai Composite slipped 0.14% and ChiNext fell 1.43% at midday, extending Tuesday's losses.
• Non-ferrous and precious metals led declines,...

Unitree shares plunged 45% from debut peak, erasing $30bn in value after a 460% first-day surge.

• IPO fireworks vs reality: New Shanghai listings...

EHang withdrew its 2026 revenue guidance of 600 million yuan amid heightened regulatory caution following industry safety incidents, reporting a 31%...

China's semiconductor self-sufficiency drive is accelerating across three fronts.

• Supply forecast: Domestic 7nm-and-below wafer output to grow 46%...

China Qinfa reported an 819% surge in net profit from continuing operations and 920% EPS growth year-on-year for H1 2026, yet the board skipped an...

Enflame Technology opens share subscriptions September 2 for its 6 billion yuan ($892.21 million) Shanghai STAR Market IPO.

• Tencent-backed firm...

No usable details on Leapmotor's net profit or EV market position due to access restrictions.

• Wild swings saw Unitree shares surge 460% on debut then slump 45%, wiping $30 billion from a $66 billion peak.
• Retail investors absorbed heavy...

Apple requires 600 million GB of DRAM from CXMT for China-market devices, yet the supplier is fully booked through 2027.

• CXMT utilization stands at...

Alibaba's $10.2B share placement for AI infrastructure triggered immediate dilution fears, with HK shares dropping nearly 10%.

• Sector-wide...

• 7.5% overcapacity tariff stacks with July's 12.5% forced-labor duty and existing 50% semiconductor rates, reaching ~70% combined Section 301...

China's SAMR ruled that AI prompts, review rules, and annotation specs can independently qualify as trade secrets under the Anti-Unfair Competition...

Nvidia has begun shipping H200 chips to ByteDance and Tencent, marking a partial return to China after export curbs.

Analysts see only minimal...

Nio shares fell to a 52-week low of $4.37, down 5.4%, after XPeng's Q2 results triggered broader China EV sector caution.

• XPeng posted 51.5% revenue...

China stocks hit near one-month lows as the Shanghai Composite fell 0.5% to 3,863 and Shenzhen dropped 1.2% to 13,622 amid a broad tech selloff....

PDD reported Q2 revenue of ¥112.36 billion (up 8%) but missed forecasts, while net income beat estimates at ¥27.18 billion despite a 12%...

Chinese and Hong Kong stocks face volatility from geopolitics and inflation, yet trade at discounts offering opportunities.

• Contemporary Amperex...

Sinopec reported net profit of RMB 25.627 billion for H1 2026, rising 19.3% year-on-year under CASs despite Middle East geopolitical conflicts and...

Alibaba's $10.2 billion Hong Kong share placement funds full-stack AI infrastructure including chips, cloud and models, marking its largest primary...

YMTC's regulatory clearance for a Shanghai Star Market IPO targeting roughly $4.9 billion marks a key step in China's memory chip ambitions, following...