CHINA MARKET WATCH

Real EstateChinese Property Stocks Jump on Real Estate and Urbanization Policy Support

Real EstateSecond-Hand Home Prices in China’s Tier-1 Cities Fall 0.7% MoM for Two Consecutive Months, YoY Decline Widens Further

SemiconductorChinese AI Computing Stocks Rally on US Approval of Nvidia’s H20 Chip and RTXpro GPU Launch

EconomyChina’s Industrial Capacity Utilization Continues to Decline in Q2 Amid Anti-Involution Efforts

CommodityAnti-Involution Push Sparks Rally in Polysilicon and Ferrous Commodities Across Stocks and Futures

SemiconductorNvidia Secures US Approval to Export H20 AI Chips to China, Jensen Huang Visits Beijing Again

China’s Retail Sales Growth Slows to 4.8% YoY in Jun, Catering Revenue Grows Slowest Since 2023

China’s Fixed-Asset Investment Growth Slows Sharply to 2.8% in H1 Amid Manufacturing and Real Estate Weakness

EconomyChina’s Industrial Output Jumps 6.8% YoY in Jun, Far Exceeding Market Expectations

China’s Q2 GDP Growth Slows to 5.2%, Analysts Expect More Policy Support as Momentum Weakens in H2

China Vanke Posts Over RMB 10 Bn H1 Loss, No Offshore Public Debt Maturities Before 2027, Deepens Cooperations with Major Shareholder Shenzhen Metro

Zijin Mining’s Q2 Profit Hits New Record on Gold Rally, Full-Year Earnings Forecast Rivals Major National Banks

LandChinese Tech Hub Shenzhen’s Land Market Heats Up with 86% Premium Sales in Core Area

PBOCPBOC Signals Direction on Monetary Policy Rates, Bonds, Exchange Rate, and Structural Policy Tools

China’s June Financial Data Beats Expectations, Corporate Loans Drive Credit Growth