CHINA MARKET WATCH

SemiconductorCambricon Posts Strong 1H26 Earnings, but Sequential Revenue Growth Slows Amid Intensifying Competiton

CommodityExport Ban Drives Surge in China’s Nonferrous Metal Stocks, Supply Impact Expected Be Limited

LithiumCATL’s Yichun Lithium Mine Remains Suspended, Restart Process Advances Amid Lithium Market Uncertainty

AIByteDance Reviews AI Progress at Company-Wide Meeting: Admits Falling Behind Overseas Rivals, Doubles Down on Long-Term AGI Push

AIFrom AI Hype to Valuation Reset: Why Manycore Tech Lost Nearly 80% of Peak Just Three Months After Listing

China’s Machinery Industry Posts Strong Growth in H1, but Faces Rising Cost and Demand Pressures

IPOUnitree Robotics’ IPO Valuation Reaches 60 Bn Yuan, DeepSeek Participates in Strategic Placement

TaxHong Kong Insurers Face Emerging Tax Policy Risks as China Strengthens Oversight of Offshore Investment Income

BankSub-3% Loans Return as Chinese Banks Chase Borrowers Amid Asset Shortage

PharmaChina’s Top Innovative Drugmakers Post Strong H1 Results: Blockbuster Products Ramp Up as Industry Moves Toward Profit Realization

StockChina’s Small- and Micro-Caps Rebound After a 30% Drawdown: Is a New Market Rotation Underway?

AIDeepSeek to Raise API Prices Sharply as AI Industry Moves Toward Sustainable Commercialization

AIMiniMax Enters Stock Connect as New Open-Source Model Boosts Market Optimism, but Valuation and Competition Risks Remain

Real EstateChina’s Land Market Contraction Continues in July, Structural Recovery Sustained as Core Cities Drive Growth

CommodityChina Iron Ore Prices Seen Weak Through August, Late-Month Rebound Expected on Restocking Demand