CHINA MARKET WIRE
Shanghai’s October Resale Transactions Hit Nearly Six-Year High, Supported by First-Time Buyer Demand
Tencent Releases New Hunyuan Model Hy4 with Visual Understanding for the First Time, Open-Source Weights Coming Soon
Unitree Rallies After Founder Wang Xingxing Says Next Year May Be Robotics’ Tipping Point
Nexperia Netherlands Sues Wingtech for $2 Bn as Dispute Turns into Litigation War
Taiwan Moves to Further Restrict Semiconductor Exports to Mainland China, Toughening Penalties for Illegal Transshipment
China’s “National Team” Broadens Stock Buying in 3Q26: Holdings Spread Across 57 Industries, Financials Remain the Core Base
A-Share Account Openings Hit 2026 Low in Oct as Retail Enthusiasm Fades, 10-Month Total Surpasses All of 2025
PBOC Cuts Stock Repurchase Relending Rate to 1%, Banks Seek Over 200 Bn Yuan in Quota
Chinese Bank Stocks Pull Back as Capital Appears to Rotate Out of Defensive “Old Darlings”
CHINA MACRO & POLICY
China Moves to Accelerate Comprehensive AI Legislation While Building Out Sector-Specific Rules
China to Closely Monitor AI’s Impact on Jobs, Strengthen Early Warning, Official Says
China’s State Planner Maps Strategy to Double Emerging Pillar Industries to Over 10 Trillion Yuan by 2030
China’s State Council Issues Plan to Build “Employment-Friendly” AI Development Model
China’s October Manufacturing PMI Slips Back into Contraction as Supply and Demand Both Weaken
PBOC Policy Rate “Anchor Switch” Takes Effect, Overnight Reverse Repo Takes Over as Main Policy Rate
