CHINA MARKET WIRE
Chinese Bank Stocks Pull Back as Capital Appears to Rotate Out of Defensive “Old Darlings”
BYD’s Two-Engine Recovery: Global Expansion Fuels Profits, Premiumization Drives Domestic Gains
Concentrated AI Investment Is Crowding Out Financing for Traditional Industries, Chinese Official Warns
Global Shipbuilding Orders Hit New Record High, Chinese Yards Capture Over 80% Share
PBOC Raises FX Reserve Requirement Ratio for First Time in Five Years as Yuan Hits Four-Year High
China’s Thermal Coal Prices Retreat from Highs as Supply Recovers
Chinese A-Share Companies’ 3Q26 Net Profits Fall YoY and QoQ, Technology Sector Slides
China’s Equity ETFs Draw Nearly 391 Bn Yuan in Oct, Broad-Based Funds Reclaim the Lead in Capital Inflows
China Steps Up Market-Stabilization Efforts: Two Monetary Policy Tools Strengthened, Buyback Rules Eased, Margin Requirement Ratio Lowered
CHINA MACRO & POLICY
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
