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China stock market

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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.
The skyline of Beijing on January 7. Photo: AFP
Wealth management

Over a quarter of China’s ultra-wealthy in Beijing and Shanghai, report says

Beijing, Shanghai and Guangdong hold most super-rich households as weaknesses in real estate and market volatility weigh on private capital.

Banking & finance

Meet the next generation of Chinese stars making their mark in global finance

Banking & finance

Global AI trade revival brightens outlook for Chinese tech stocks

Banking & finance

From Hong Kong’s bond futures to SpaceX: the numbers moving markets

Hong Kong’s sovereign debt debut, SpaceX’s first public earnings and shifting energy markets are all in the spotlight.

Hong Kong Exchanges and Clearing electronic boards show news of the China government bond futures launch at Exchange Square in Central, Hong Kong, on August 3. Photo: SCMP/Jonathan Wong
Artificial intelligence

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

Stocks

Chinese fund managers’ pursuit of AI plays backfires as hot tech stocks wobble

AI bets have been unravelling globally amid doubts about the investment returns on cloud-service infrastructure.

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US-China tech war

Chinese optical-module stocks rebound as analysts weigh ‘mild’ US AI curbs

FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity.

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Workers are seen at a data centre. Photo: Shutterstock
Hong Kong stock market

Mainland investors dodge AI tumult by extending buying spree in Hong Kong

Mainland traders poured US$8 billion into Hong Kong equities in July, eyeing refuge from global tech sector volatility, in a market trading at just 12.2 times earnings.

Banking & finance

China’s stock account openings slow in July amid tech sell-off

The number of new accounts opened on the Shanghai Stock Exchange was down 7 per cent month on month.

Hong Kong stock market

How SpaceX earnings, expiries could test Hong Kong, mainland China stocks

Elon Musk’s aerospace unit faces scrutiny as results and a share unlock loom, testing investor appetite for capital-intensive tech.

Elon Musk’s SpaceX is viewed as a gauge of investors’ willingness to fund capital-intensive technology. Photo: TNS
Stocks

China’s AI rout triggers 14% margin retreat in record tech sell-off

Tech stocks plummeted in July as traders unwound leveraged positions, sparking a drop in margin financing and raising concerns in Beijing.

An investor walks by an electronic board displaying stock prices at a brokerage house in Beijing. China's stock traders unwound their leveraged positions in July, fuelling a brutal technology stock sell-off. Photo: AP
Banking & finance

Not like South Korea? Chinese brokers forecast A-share tech and chip rebound

As global investors pull money from South Korea, top domestic brokerages expect strong domestic fundamentals to drive fresh buying in China.

Banking & finance

China’s social security fund boosts A-shares, a vote of confidence in market

National Social Security Fund increases onshore stock stakes, targeting tech as state pension returns hit 5.76 per cent.

HKEX

Treasury bond futures ‘a milestone’ to boost Hong Kong’s bridgehead role: CSRC

First offshore China government bond futures rose more than 1 per cent on debut on Monday.

The HKEX China government bond futures launch ceremony on Monday. Photo: Jonathan Wong
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.

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
Artificial intelligence

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

In July alone, Situational Awareness, which bet heavily on the AI supply chain, reportedly saw its portfolio value plummet 67 per cent.

Stocks

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

In rare reference to the nation’s capital markets, Beijing policymakers underscore their role in maintaining resilient capital markets.

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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.

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.

A digital display stock index in Shanghai's financial district of Lujiazui on March 9, 2026. Regulators are cracking down on corporate insiders and trying to restore confidence in the country's stock markets. Photo: Getty Images
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.

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.

Japanese and South Korean giants dominate supply of advanced MLCCs used in AI infrastructure, creating opportunities for Chinese manufacturers in lower-end segments. Photo: Shutterstock Images
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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