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China stock market
The latest news, analysis and opinion on China stock market. In-depth analysis, industry insights and expert opinion.
Property’s share of Chinese household assets dropped to 52 per cent in the first quarter of 2026 from 67 per cent in mid-2021, according to a Goldman Sachs report. Photo: Getty
Stocks

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

Artificial intelligence

Sudden US AI fund sell-off serves as wake-up call for Chinese tech traders

Stocks

China’s Politburo meeting bolsters hope state will support troubled stock markets

IPO

Elite company: the firms that were China’s most valuable before CXMT

Chipmaker’s ascent to highest market capitalisation ends two decades on top for energy conglomerates, lenders and consumer brands.

The state-backed maker of memory chips saw its market capitalisation surpass US$592 billion on Friday. Photo: VCG via Getty Images
Robotics

Unitree to launch IPO next week as US-China robotics rivalry intensifies

The Hangzhou-based firm will launch its listing in Shanghai next week, as a string of Chinese robotics start-ups pursue plans to go public.

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US-listed Chinese stocks

Fed uncertainty, AI doubts: the twist benefiting US-listed Chinese stocks

Chinese shares trading overseas are being cast as defensive plays as Fed path confusion shifts money away from US equities and bonds.

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IPO

AI stock rout fells Innolight after mega Hong Kong IPO

Nvidia supplier Innolight declines on its Hong Kong trading debut as once AI-hungry investors turn increasingly nervous about sector’s huge spending plans.

The listing ceremony for Zhongji Innolight. Photo: Jonathan Wong
CSRC

China’s market clean-up: Beijing cracks down on insider trading

Regulators intensify pursuit of corporate insiders, imposing fines and bans to restore stock market confidence amid widespread violations.

Hong Kong stock market

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

Banking & finance

Hong Kong expands CMU’s global reach with Swiss, Spanish securities link

The HKMA connects its securities settlement platform with Switzerland’s SIX exchange, while also launching equity post-trade services.

The Hong Kong Monetary Authority (HKMA) is based inside the IFC in central Hong Kong. Photo: SCMP/Jonathan Wong
Artificial intelligence

CXMT shock: China’s alternatives punch Micron, SK Hynix shares

Advances in chips, chipmaking equipment and AI models disrupt stocks by threatening the edges of existing leaders, investors say.

A view of the ChangXin Memory Technologies headquarters at Konggang Industrial Park in Hefei, in eastern China’s Anhui province, on July 27, 2026. Photo: AFP
Artificial intelligence

Hunger for electronic ‘rice’ feeds stock rise for China’s MLCC makers

Shares in Guangdong Fenghua, Suzhou GYZ, Chaozhou Three-Circle and upstream suppliers shoot up as relentless AI demand reshapes market.

Hong Kong stock market

Why is Zhongji unveiling US$1.2 billion in buy-backs before its Hong Kong debut?

The optical-module maker plans to buy back shares denominated in yuan to anchor pricing before its initial public offering in the city.

Semiconductors

China’s DUV progress not the biggest threat to ASML, analysts say

Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.

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The logo of Dutch company ASML is seen at the China International Import Expo in Shanghai on November 5, 2025. Photo: DPA
Mainland China

As Musk loses US$130b, Chinese chip and AI founders’ fortunes rise

Surging stocks of CXMT, Zhipu and MiniMax create billions in wealth as world’s first trillionaire loses status amid SpaceX’s plunge.

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Elon Musk, CEO of Tesla, SpaceX, X, and xAI, became a trillionaire after SpaceX’s record US$75 billion initial public offering in June. Photo: DPA
A-shares

Trump or trap: should China’s stock market entice investors with ‘good bubbles’?

Analysts say China’s risk-averse financial policy is diverting capital to Wall Street, advising the building of ‘good bubbles’ to promote growth.

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Semiconductors

CXMT projected to further soar as it narrows gap with Samsung, Micron, SK Hynix

Company’s wafer expansion and AI demand could lift its DRAM share and more than double the stock’s value, analysts say.

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Stocks

Shaky sentiment: Big Short trader’s bearish AI bets test China’s stock support

Burry’s increasing bearish wagers put pressure on Beijing’s stock market intervention as Moody’s flags mounting debt risks.

The global AI trade, alongside a bull run on Chinese technology stocks, has faltered amid doubts over whether data-centre and cloud spending will translate into real cash flows.Photo: Shutterstock
Investing

Quant funds blamed for China’s market decline. Data suggests they softened fall

Some investors accuse quant funds of accelerating the July decline through share dumping, reigniting suspicions rooted in the 2015 crash.

China's economic recovery

Payment arrears and ‘involution’ still slam traditional China industries: survey

Most entrepreneurs polled cite problematic payment delays and intense competition, even as AI, semiconductors and advanced materials lift profits.

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IPO

Why do mainland Chinese firms refuse to give up on Wall Street IPOs?

As the first half of 2026 sees record-low US debuts for Chinese firms, CSRC data shows a steadfast pipeline of firms keen to list in the US.

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A view of the New York Stock Exchange on Wall Street in New York City. Photo: AFP
China economy

Opinion | How China aims to turn household savings into a tech financing machine

The old chain of savings flowing into bank deposits is being replaced by one where they are sent into capital markets and tech investment.

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An electronic board shows Shanghai stock indices as people walk on a pedestrian bridge in the Lujiazui financial district in Shanghai on March 2. Photo: Reuters
China’s private sector

How Beijing became China’s biggest tech venture capitalist, from AI to chips

China’s tech sector thrives on state-backed investment, reshaping funding dynamics and sparking a debate about balancing risk and innovation.

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Banking & finance

US 30-year Treasury streak: what do 5% yields mean for global investors?

The historic run is forcing investors to ask whether high borrowing costs are a short-term headache or the new normal.

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Mainland China

Securities watchdog to channel medium- and long-term capital into China markets

Following sharp sell-off, China Securities Regulatory Commission announces raft of measures aimed at maintaining smooth market operations.

The China Securities Regulatory Commission headquarters in Beijing. Photo: Simon Song
Mainland China

Investors fret as China’s A-share divorces echo Bezos’ Amazon split

Retail investors worry about secondary share-price movements following equity transfers resulting from large shareholders’ divorces.

Retail investors worry more about secondary share-price movements following the divorces of large or controlling shareholders in China's A-share market. Photo: Shutterstock
Banking & finance

Shanghai to launch ‘choke point’ tech funds, relax some pre-profit listing rules

The city will unveil dedicated funds and new offshore yuan channels while allowing pre-profit AI and nuclear fusion start-ups to list on the Star Market.

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Hong Kong stock market

Chinese funds pivot to tech as they cut Hong Kong stock holdings

Chinese mutual funds shifted focus amid market volatility, cutting their share of Hong Kong stocks to 23.3 per cent in the second quarter.

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