China Concept Stocks

US companies in China show recovering confidence, with 58% optimistic on their five-year outlook, up 17 points from last year after record...

• New rules let EU buyers prefer European bids and reject offers from non-reciprocal partners like China.
• Contracts must assign at least 30% weight...

China's August consumer prices rose 0.8% on technology and energy gains while producer prices beat forecasts at 3.8%, but food prices fell 1.4% and...

DeepSeek has engaged CITIC Securities to prepare a STAR Market IPO, targeting a potential 2027 listing.

• Valuation: Private rounds value the firm at...

Rising memory prices are swelling Chinese semiconductor firms' cash reserves, positioning them to close the technology gap with Korean rivals through...

China's capital markets are accelerating support for high-growth tech via the STAR Market, with 64 pre-profit listings and Enflame's 6-billion-yuan...

China rejected U.S. claims that its AI companies distill frontier models at industrial scale, labeling the accusations groundless and warning of...

China Merchants Energy predicts the VLCC market will keep beating expectations, with the tanker giant expecting even stronger earnings in the fourth quarter.

Question: Will China's anti-dumping curbs on Japanese DCS force successful domestic substitution?

• Tariff Pressure: Importers must post cash...

Baidu shares dropped nearly 8% in premarket trading, trading 25% below the 200-day SMA and testing the $89.60 support level.

• Technical setup shows a...

Samsung, TSMC and Intel are jointly adopting ASML’s $400M high-NA EUV machines while switching from 6-inch to 12-inch photomasks, a change expected to...

The framework requires both markets to facilitate access to 12 months of public regulatory records concerning the issuer or its securities.

China's 15th Five-Year Copyright Plan directs research on fair use for AI training data and drafting generative AI copyright rules, but sets no...

中国存储厂商已囤积足够三年扩张的ASML DUV设备，同时加速转向国产替代。

• 华为统筹角色：担任DUV光刻项目经理，投资光学与光源供应商，推动供应链整合
• 国产进展：上海御量盛计划2026年底交付12台设备，SMIC已在测试并用于华为产线
• 技术差距：国产浸没式DUV预计2-5年内量产，仍落后ASML约20年

China's 2026 action plan turns from manufacturing to targeted services openings.

• Foreign institutions gain treasury bond futures access and...

中国上市公司二季度利润同比增25.7%，但主要集中在科技板块。

• STAR板利润暴增370%，主板增幅远弱，消费与地产相关行业持续承压。
• 住房销售转向现房模式虽保护买家，却削弱开发商现金流与地方政府土地收入。
• 出口8月同比增25%，贸易顺差逼近8060亿美元，反映内需疲弱依赖海外。

China's agriculture shares jumped 4.6% as policy signals triggered rapid sector rotation toward farmers, energy, and gold stocks. This highlights how regulatory moves quickly reshape market style through theme trading.

Semiconductor gains from sustained AI infrastructure spending face direct pushback from tighter monetary policy signals and rising energy costs.

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• Ping An and China Telecom distributed CNY 32.441 billion combined, or 72% of the week's total CNY 44.949 billion across 74 companies.
• AGM...

Shein shed US$5 billion in market value during its worst Hong Kong post-IPO week, with shares falling 19% from the offer price as investors questioned slowing revenue growth, Q1 losses and rising regulatory risks.