CHINA MARKET WATCH

Cambricon Hits New High in Sector-Wide Rally Fueled by Huawei’s Tau (τ) Law and Multiple Catalysts

StockHang Seng TECH Index Shake-Up: AI High-Flyers Zhipu and MiniMax Added

Huawei Presents “Tau (τ) Law” for Semiconductor Development, Targeting 1.4nm-Equivalent Chips

DeepSeek Announces Permanent 75% Price Cut for V4-Pro API Amid Intensifying Global AI Price Competition

DJI Casts Doubt on Near-Term Commercial Viability of Drone Delivery and Passenger eVTOLs

Wingtech Sues Nexperia Netherlands Amid Control Dispute, Seeking 8B Yuan in Compensation

IPOxFusion’s ChiNext IPO Application Accepted, Seeking to Raise 8B Yuan Amid Intensifying AI Infrastructure Race

Chinese Semiconductor Sector Experiences Volatile Rally as Leveraged Capital Rotates into Tech Stocks

China Slaps Tiger Brokers and Futu With 2.3B Yuan in Penalties, Suspicious Bearish Options Trades Emerge Ahead of Crackdown News

Hong Kong SFC Tightens Account-Opening Rules, Targets Mainland Investor Accounts Amid Cross-Border Compliance Crackdown

China Escalates Crackdown on Cross-Border Brokerages, Forcing Tiger, Futu and Longbridge Into Mainland Exit

China’s Europe Route Shipping Futures Surge Over 44% Since Mid-April on Geopolitical Risk and Capacity Controls

Sungrow Wins Another 7.5 GWh Mega Order in Middle East as Chinese Energy Storage Firms Go Global

BondPanda Bond Issuances Exceeds 120B Yuan This Year as Foreign Investors Embrace China’s Onshore Debt Market

Lenovo Posts Record-Breaking Earnings in FY2025/26 Driven by AI and High-End Products