CHINA MARKET WATCH

AI Boom Fuels Rally in Computing Power Metals as Tin, Tantalum and Indium Face Tight Supply and Demand Growth

BondPanda Bond Market Surges: YTD Issuance Reaches 80% of 2025 Total, Full-Year Volume Set to Hit Record High

ShippingIran Briefly Reopens Strait of Hormuz Amid Repeated Closures, Allowing Multiple Chinese Cargo Vessels to Pass

StockChinese Copper Foil Stocks Rally on AI Demand Narrative, Valuation Bubble Concerns Rise as Regulators Step Up Scrutiny

China Chamber of Commerce Urges European Commission to Ease Investment Restrictions in EV and Battery Sectors

CommodityChina Sees Surge in Long-Term Electrolyte Contract Lock-Ups Amid Rising Battery Demand

Government BondHong Kong to Launch First Offshore Five-Year China Government Bond Futures

CommodityChina’s Polysilicon Market Remains Weak, Mandatory Energy Efficiency Standards Set to Accelerate Industry Restructuring

ConsumptionChina’s “618 Shopping Festival” Turns Slower This Year, AI Reshapes E-Commerce but Fails to Lift Demand

StockZ.ai STAR Market IPO Guidance Accepted, New Model Fuels Market Cap Surge Past HK$880 Bn

China’s Overseas Asset Allocation Rapidly Diversifies Across Regions, Asset Classes and Investment Channels

CommodityChina’s Steel Distribution Sector Calls for End to Price Wars

AI-Driven Demand and Supply Constraints Trigger Sharp MLCC Price Surge, High-End Models Double

SHFE and LME Sign Agreement to License Shanghai Hot-Rolled Coil Futures Price, London Listing Planned

China’s Optical Communication Giants Rush to Hong Kong Listings as AI Demand Fuels Capital Frenzy