Today: 1 May 2026
Browse Category

China Economy 25 January 2026 - 1 February 2026

GigaDevice Semiconductor Class A stock price: Friday lift holds as Feb. 11 vote and China data shape the week ahead

GigaDevice Semiconductor Class A stock price: Friday lift holds as Feb. 11 vote and China data shape the week ahead

GigaDevice Semiconductor’s Shanghai-listed shares closed at 314.88 yuan Friday, up 2.4%, ahead of a Feb. 11 shareholder vote on a $221 million DRAM deal cap and the appointment of KPMG Hong Kong as auditor. The stock has surged 47% year-to-date. China’s official manufacturing PMI fell to 49.3 in January, signaling contraction before Monday’s private sector survey.
1 February 2026
···
Sungrow shares jump as China export rebate shake-up nears — what to watch before Shenzhen reopens

Sungrow shares jump as China export rebate shake-up nears — what to watch before Shenzhen reopens

Sungrow Power Supply Class A shares closed up 3.2% at 151 yuan Friday after the company said China’s new export tax rebate cuts will not affect its PV inverters, and storage cost impact is “controllable.” Beijing will scrap VAT export rebates for photovoltaic products from April 1. Investors await more policy details and Sungrow’s earnings report.
1 February 2026
··
China Life Insurance Class A (601628) heads into Monday with 200 billion yuan bond plan in focus

China Life Insurance Class A (601628) heads into Monday with 200 billion yuan bond plan in focus

China Life’s Class A shares closed up 0.2% in Shanghai on Friday amid speculation China may issue 200 billion yuan in special bonds to recapitalize major state insurers, Bloomberg reported. Neither China Life nor regulators commented. Traders await official confirmation and China Life’s earnings release on March 26. Ping An Insurance fell 1.8%, while PICC slipped 0.8%.
31 January 2026
··
China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile’s Shanghai shares fell 0.6% to 96.38 yuan Friday, underperforming amid a broader market downturn and weak January PMI data. UBS downgraded the company’s Hong Kong shares, citing pressure on core telecom and cloud services. China Telecom rose 1.0%, while China Unicom slipped 0.8%. China Mobile’s next earnings report is scheduled for March 27.
31 January 2026
··
China Construction Bank Class A stock (601939) in focus: PMI slump and new gold rules set up Monday trade

China Construction Bank Class A stock (601939) in focus: PMI slump and new gold rules set up Monday trade

China Construction Bank will raise the minimum regular contribution for its personal gold accumulation plan to 1,500 yuan starting Feb. 2. The bank’s A-shares closed at 8.72 yuan Friday, down 0.57%, as China’s official manufacturing PMI fell to 49.3 in January. Spot gold plunged 9.5% Friday after Kevin Warsh was named Fed chair nominee. The Shanghai Composite dropped 0.96% to 4,117.95.
31 January 2026
··
Agricultural Bank of China A-share (601288) price: what to watch after weak China PMI

Agricultural Bank of China A-share (601288) price: what to watch after weak China PMI

Agricultural Bank of China A shares closed at 6.72 yuan in Shanghai Friday, down 0.88%. The bank announced Zhang Hongwu’s appointment as non-executive director after regulatory approval. January’s official manufacturing PMI fell to 49.3, signaling contraction and weighing on investor sentiment. Trading resumes Monday amid renewed speculation over policy easing.
31 January 2026
··
ICBC A-shares dip into weekend as China PMI turns red — what traders watch next week

ICBC A-shares dip into weekend as China PMI turns red — what traders watch next week

ICBC’s Shanghai-listed shares closed down 0.14% at 7.25 yuan on Friday after China’s official factory PMI fell to 49.3 in January. Peers were mixed, with CCB and AgBank also lower. Investors await private-sector PMI data on Feb. 2 and possible policy moves. Bloomberg reported Beijing may issue 200 billion yuan in special bonds to recapitalize major insurers.
31 January 2026
·····
Lithium price drops 4.5% in China as January rally cools; miners slide premarket

Lithium price drops 4.5% in China as January rally cools; miners slide premarket

China’s battery-grade lithium carbonate fell 4.46% to 160,500 yuan a tonne on Friday, reversing some earlier gains. U.S.-listed lithium miners Albemarle, SQM, and Lithium Americas dropped in premarket trading. Guangzhou lithium futures slipped to about 148,200 yuan a tonne. The London Metal Exchange reported lithium hydroxide at $19,900 a tonne, down 1%.
30 January 2026
······
Lithium price slips again in China as futures churn, February buying in focus

Lithium price slips again in China as futures churn, February buying in focus

China’s battery-grade lithium carbonate price fell 2.33% to 168,000 yuan ($21,340) per ton Thursday, according to SMM. The most-traded futures contract fluctuated between 158,800 and 173,900 yuan, with open interest down by 8,638 lots. Upstream, the SMM spodumene concentrate index slipped 1% to $2,168 a ton CIF China. Traders are watching January PMI data and February production plans ahead of the Lunar New Year.
29 January 2026
Lithium price slips in China as Albemarle, SQM stocks edge up premarket — what to watch next

Lithium price slips in China as Albemarle, SQM stocks edge up premarket — what to watch next

Albemarle rose 2.4% and Lithium Americas jumped 4.9% in U.S. premarket trading, while China’s battery-grade lithium carbonate price slipped 500 yuan to 172,000 yuan per ton. Chile’s SQM finalized its merger with Codelco’s lithium unit after a Supreme Court ruling. Sigma Lithium sold 100,000 metric tons of ore and is restarting its mine this month.
28 January 2026
···
Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell Technologies surged 20% to 324.36 yuan Friday, hitting the daily limit on Shenzhen’s ChiNext board amid renewed interest in “space photovoltaics” after Elon Musk’s Davos remarks. Turnover reached 26.02 billion yuan. A shareholder selling window opens Jan. 29, with plans to offload up to 1.94% of shares. Traders are watching Monday’s open for further moves.
26 January 2026
···
ESWIN Material (688783) stock: China’s wafer maker back in focus before Shanghai opens

ESWIN Material (688783) stock: China’s wafer maker back in focus before Shanghai opens

Xi'an ESWIN Material Technology closed at 26.66 yuan Friday, up 1.18%, ahead of its first full-year results as a public company. The firm projected 2025 revenue of 2.65 billion yuan but expects a net loss of 738 million yuan, citing high fixed costs and slow order growth. ESWIN’s audited annual report is due April 21, with a 20.56 million share lock-up expiring April 28.
26 January 2026
··
LONGi stock hits limit-up in China solar surge; Musk’s Davos solar talk puts Monday in play

LONGi stock hits limit-up in China solar surge; Musk’s Davos solar talk puts Monday in play

LONGi Green Energy’s Shanghai A-shares surged 10.01% to 19.35 yuan, hitting the daily limit on strong volume ahead of Monday’s open. The rally follows renewed interest in “space solar” after Elon Musk’s Davos comments, despite LONGi forecasting a 2025 net loss of up to 6.5 billion yuan. The sector continues to face low prices, oversupply, and rising costs. Traders await Monday’s auction to gauge momentum.
26 January 2026
···
Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Cambricon Technologies shares closed down 1.33% at 1,334.99 yuan ahead of Monday’s open in Shanghai. Investors are focused on the company’s March 13 earnings report and the April 16 lock-up expiration, which will release 3.33 million shares. The stock has dropped about 6% since last week but remains well above last year’s levels. Broker targets average 1,572 yuan, reflecting mixed sentiment.
25 January 2026
··
1 2 3 4 5 6 … 12

Stock Market Today

  • S&P/TSX composite rises as U.S. tech earnings boost markets
    April 30, 2026, 7:45 PM EDT. The S&P/TSX composite index climbed 645.94 points to 33,964.33 on Thursday, driven by strong earnings from major U.S. tech firms. Alphabet's 10% rally followed a profit nearly double analysts' expectations, highlighting AI investment as a key growth driver. U.S. stock markets also advanced, with the Dow up 790.33 points and the Nasdaq rising 219.07 points. Investor optimism grows amid steady central bank rates in Canada and the U.S., despite ongoing Middle East tensions affecting oil trade routes and prices. Crude oil dipped slightly to around $105 per barrel, with demand concerns above $110. The Canadian dollar strengthened slightly to 73.40 cents US. Analysts note AI spending by tech giants now exceeds $700 billion, signaling a significant tech growth cycle.

Latest article

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

Sandisk Stock Falls After Blowout Q3 Earnings as AI Storage Rally Hits a High Bar

1 May 2026
Sandisk shares dropped about 6% in after-hours trading Thursday despite reporting fiscal Q3 revenue of $5.95 billion, up 251% from a year earlier, and net income of $3.62 billion. The company announced a $6 billion buyback and forecast Q4 revenue of up to $8.25 billion. Gross margin rose to 78.4%. Shares had closed at $1,096.51 before slipping to about $1,030.
Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

Apple Stock Slips After Earnings Beat as iPhone Supply Snag Clouds $100 Billion Buyback

1 May 2026
Apple reported fiscal Q2 revenue of $111.2 billion and earnings of $2.01 per share, beating analyst estimates. The board approved a $100 billion share buyback and raised the dividend. Shares fell about 1% after hours as iPhone sales missed forecasts and chip supply remained tight. Investors are watching for clarity on AI strategy and the upcoming CEO transition to John Ternus.
Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

Nvidia Stock Falls as Google and Amazon AI Chip Push Tests the AI Trade

30 April 2026
Nvidia shares dropped 4.6% to $199.57 Thursday as investors reacted to Alphabet and Amazon expanding sales of their own AI chips. Alphabet reported Google Cloud revenue up 63% and began selling TPU chips directly to customers. AMD and Broadcom shares rose 5.1% and 3.0%, respectively. Amazon said its Trainium chip line secured $225 billion in revenue commitments.
Go toTop