China Universal MSCI China A50 Interconnection ETF

China's economy grew by 2.5%-3% in 2025, according to Rhodium Group, falling short of the official target of around 5%. The shortfall, driven by a collapse in fixed-asset investment, could impact Beijing's economic strategies and negotiations with the U.S. The report questions the accuracy of official data, highlighting inconsistencies in investment metrics. China's growth is projected to slow further in 2026, with estimates between 1% and 2.5%, below the IMF's forecast of 4.5%.

Reuters

China economy grew below 3% in 2025, half of official target, think tank estimates

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Chinese chipmakers are rushing to IPOs to compete with Nvidia in the AI chip market, driven by Beijing's tech self-reliance push and global AI demand. Recent successful IPOs in China, like Moore Threads and MetaX, highlight strong investor interest. Hong Kong is emerging as a key IPO hub, with companies like Biren Technology and Kunlunxin planning listings. Despite uncertainties, China's chip push could pressure Nvidia long-term. Nvidia's stock has a Strong Buy rating, with a 43.65% upside potential.

- A growing number of Chinese chipmakers are preparing to go public to raise funds and compete with Nvidia in the AI chip market, driven by China's tech self-reliance initiatives.  
- Recent IPO successes in China have fueled investor interest, with firms like Moore Threads and MetaX seeing dramatic increases in share prices, highlighting robust demand for local semiconductor firms.  
- Companies such as Biren Technology and Kunlunxin are among those pursuing listings in Hong Kong, as China's push in the semiconductor sector may pose increasing competition to Nvidia amid rising global AI demand.

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Can China Build the Next Nvidia? Chipmakers Rush to IPO as AI Race Heats Up

Mainland A-shares' three major indices rose by 0.7% to 2.2% for the whole day, with the Shanghai Composite Index climbing back above 3,900 points. Lithium battery and robotics concept stocks surged in the afternoon. The People's Bank of China maintained the LPR interest rate unchanged, and the RMB central parity against the US dollar was adjusted downward. Major chip stocks and gold-related stocks performed well, while heavyweight domestic bank stocks and telecommunications stocks underperformed the market

AASTOCKS

The three major A-share indices in Shanghai and Shenzhen rose by 0.7% to 2.2% throughout the day, with the Shanghai Composite Index climbing back above the 3,900-point mark. Lithium battery and robotics concept stocks surged in the afternoon

China's 10-year government bond yield rose to 1.84% as the People's Bank of China maintained lending rates, signaling no immediate monetary easing. The central bank's decision reflects flexibility in delaying new stimulus, despite slowing factory output, retail sales, and property sector strains. At the Central Economic Work Conference, officials pledged proactive fiscal support in 2026 to boost consumption and investment, targeting 5% growth.

Trading Economics

China 10Y Yield Extend Gains

The reform efforts in Hainan Free Trade Port have surpassed the early reforms in Shanghai Pudong and Shenzhen, forming a unique characteristic of "comprehensive institutional breakthroughs." Hainan has reduced operational costs for enterprises through a policy system of "zero tariffs, low tax rates, and simplified tax systems," and has implemented a financial regulatory model of "loosening on the first line and controlling on the second line" in the area of cross-border capital flows, becoming a pilot area for QFLP, further facilitating foreign investment

Wallstreetcn

Decoding Hainan's Customs Closure: Analysis of Six Core Issues

Despite a smaller economy, China produces twice the energy of the United States and maintains faster infrastructure growth, according to Nvidia's chief executive.

China's energy capacity doubles America's despite smaller economy, Nvidia chief warns