CHINA MARKET WATCH

China’s Public Funds End 2025 With Focus on Electronics and Power Equipment, Top Holdings Revealed

ConsumptionUnder China New National Subsidy, Mobile Phones Sell Well, First-Level Energy-Efficient Appliances See Sales Rise

Yonghui Superstores Forecast Over 2 Bn Yuan Net Loss for 2025 Amid Large-Scale Store Renovations

ConsumptionPop Mart’s HK$350M Stock Buyback Boosts Shares Over 23% in One Week

EnergyChina’s New Energy Storage Capacity Surpasses 100 GW for the First Time

Xiaomi Announces HK$2.5 Bn Buyback, Market Value Evaporates HK$560 Bn in Four Months

Tin Prices Surge 25% YTD Amid Tight Supply and AI-Driven Demand

AutoChina’s Auto Market Faces Sharp Slowdown in Early 2026 Amid Policy Shifts

SemiconductorChina’s Semiconductor Earnings in 2025 Show Clear Divergence: Memory and AI Segments Soar, Traditional Tracks Under Pressure

SemiconductorChinese GPU Maker Moore Threads Projects Over 230% Revenue Growth in 2025, Losses Narrow by About 30%

Real EstateGuangzhou’s Prime Office Rent Declines Fastest Since 2010 Amid New Supply and Cost-Conscious Demand

CommodityChina’s Spot Alumina Slips Further Under Rising Inventories – Mysteel Global

Real EstateChina’s Local SOEs Moves In to Scoop Up Judicial Auction Homes at Bargain Prices

Junlebao Dairy Files for Hong Kong IPO, Eyes Expansion in Production, R&D, and Digitalization

LiquorKweichow Moutai Declines for Seven Consecutive Days, Hit Lowest Since Sept 2024