CHINA MARKET WATCH

Goldman Sachs Upgrades Target Prices for Zhongji Innolight and Eoptolink, Cites Supply Tightness and AI-Driven Demand

Real EstateSunac China Reports H1 Net Loss of RMB 12.81 Bn, Accounting Firm Warns of “Significant Uncertainties”

AutoBYD Thailand Factory Exports EVs to Europe for First Time as Thailand Pushes to Become EV Export Hub

Rare EarthChinese Rare Earth Stocks Surge Driven by Strong H1 Earnings, Rising Prices and Policy Support

China’s Industrial Profits Decline at Slower Pace in Jul as Manufacturing Shows Clear Recovery

PetroChina to Acquire Three Major Gas Storage Assets for 40 Bn Yuan as Net Profit Slips Slightly

AIChinese AI Chip Giant Cambricon Posts Record H1 Results: Revenue Soars 43-Fold, Turns Profitable Amid AI Boom

Rare EarthMining Giant Northern Rare Earth Posts 45% Growth in H1 Revenue and 19-Fold Surge in Net Profit

Chinese Public Funds Accelerate Self-Purchases of Equity Products as A-shares Gain Momentum

CommodityChina’s Tungsten Prices Surge Over 60% YTD to Hit Record High Amid Tightening Supply

First-Tier Cities Relax Home Purchase Restrictions, New Policies Set to Support “Golden Sept and Silver Oct” Season

Smartphone Makers Including Huawei and OPPO Explore Active Cooling Amid Industry-Wide Liquid Cooling Push

Real EstateYuexiu Becomes First Chinese Property Developer in One Year to Receive Investment-Grade Rating

YuanChinese Yuan Strengthens to 7.15 Against USD Amid Dollar Weakness and Renewed Capital Inflows

BYD to Build EV Assembly Plant in Malaysia, Production to Start in H2 of 2026