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China Economy News 18 January 2026 - 19 January 2026

Glencore share price rises as China scrutiny hangs over Rio Tinto merger talks

Glencore share price rises as China scrutiny hangs over Rio Tinto merger talks

London, January 19, 2026, 08:06 GMT — Regular session Glencore shares edged up 0.5% to 481.15 pence by 0806 GMT, following a higher open and early fluctuations between 476.70 and 481.95 pence. The stock closed Friday at 478.60 pence. (Google) Glencore stays in “deal mode” as investors weigh the chances of a tie-up with Rio Tinto—and the challenges that might follow. The calendar is just as important as metal prices in this equation. China poses a major near-term hurdle. Analysts and lawyers told Reuters that a Rio-Glencore merger would require Beijing’s green light, potentially coupled with demands for asset divestitures
19 January 2026
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Hongkong Land stock slides in Singapore as China rate decision nears, buybacks in view

Hongkong Land stock slides in Singapore as China rate decision nears, buybacks in view

Hong Kong, Jan 19, 2026, 15:47 HKT — Regular session underway. Shares of Hongkong Land Holdings Limited (SGX: H78) slipped 1.2% to $8.16 in Singapore by 3:32 p.m., pulling back from a January rally that’s boosted the stock roughly 17% this month. The stock had closed at $8.26 on Friday, with Monday’s volume hitting about 1.45 million shares. (MarketScreener) The pullback comes as investors shift focus to Singapore real estate stocks, betting that lower borrowing costs and strong cash returns will reflect in upcoming earnings. The FTSE ST All-Share Real Estate Investment and Services Index has surged nearly 14% this
19 January 2026
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VeriSilicon (688521.SH) A-shares climb as China posts 5% 2025 GDP and PBOC easing kicks in

VeriSilicon (688521.SH) A-shares climb as China posts 5% 2025 GDP and PBOC easing kicks in

Shanghai, Jan 19, 2026, 10:09 CST — Regular session. VeriSilicon Microelectronics (Shanghai) Co., Ltd.’s Class A shares were up 3.0% at 183.4 yuan by 9:57 a.m. in Shanghai, after a flat open, with the Shanghai Composite little changed. Turnover was about 1.2 billion yuan, and the stock traded in a 175.69–184.97 yuan range, according to AASTOCKS data. (AAStocks) For investors, the timing matters. VeriSilicon sits in the middle of China’s push to build more chips at home, and it tends to trade on shifts in policy and risk appetite as much as on its own order book. (StockAnalysis) Monday delivered
19 January 2026
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OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

Shanghai, Jan 19, 2026, 09:03 (GMT+8) — Premarket OmniVision Integrated Circuits Group, Inc.’s Class A shares (603501.SS) on the Shanghai exchange ended Friday at 130.83 yuan, rising 1.84%. Investors will watch Monday’s open closely as upcoming macro data could sway risk sentiment. (StockAnalysis) This matters now since mainland chip stocks often move sharply on policy cues. A robust GDP figure can boost the entire market; a weak one drags it down quickly, hitting shares that investors already see as proxies for “domestic tech.” A company filing late last week introduced a specific twist. The board announced it will not lower
19 January 2026
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Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Shanghai, Jan 19, 2026, 09:08 CST — Premarket Suzhou TFC Optical Communication shares looked ready to catch the spotlight as China’s market opened Monday, sparked by a broker note over the weekend that reignited interest in optical gear tied to AI data centers. The Shenzhen-listed stock closed the previous session up 2.2% at 198 yuan. Its next earnings report is due April 23, according to TradingView data. (TradingView) The timing is crucial as new rules raising the minimum margin requirement for fresh margin-financing stock purchases come into effect on Jan. 19. Investors will need to post more cash to borrow
19 January 2026
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Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Shanghai, Jan 19, 2026, 08:15 CST — Premarket Hua Hong Semiconductor’s mainland-listed Class A shares approach Monday’s open close to recent peaks. New restrictions on margin financing are about to kick in, likely rattling some of January’s top chip trades. The immediate concern is leverage. China’s regulators have raised the margin collateral ratio for new borrowings to 100% from 80%, forcing traders to put up more cash when buying shares on margin. Morgan Stanley analysts Laura Wang and Chloe Liu see the move as a sign regulators want to foster a “slow-bull” market while reining in excessive leverage. They also
19 January 2026
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Cambricon stock: China’s leverage curb puts AI-chip favorite in focus before Shanghai open

Cambricon stock: China’s leverage curb puts AI-chip favorite in focus before Shanghai open

Shanghai, Jan 19, 2026, 07:33 CST — Premarket Cambricon Technologies Corp. Ltd.’s Class A shares, listed in Shanghai, face fresh scrutiny Monday as China tightens rules on margin financing. The shift could strain appetite in some of the market’s most crowded AI bets. The stock closed Friday at 1,424.05 yuan, up 0.64%. (MarketScreener) Policy moves are shaping the market. China’s securities regulator promised stricter oversight and a clampdown on “excessive speculation” following a surge in turnover and gains that lifted the benchmark index close to a ten-year peak. Exchanges also announced plans to tighten leverage rules starting Jan. 19. (Reuters)
19 January 2026
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China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

Shanghai, Jan 19, 2026, 05:19 CST — Premarket China Mobile’s Shanghai-listed A shares looked poised for a tentative opening after regulators and exchanges in China stepped in to rein in leverage amid the recent stock market rally. The stock ended Friday down 0.84%, closing at 96.28 yuan. (https://stockanalysis.com/quote/sha/600941/) Timing is key. New restrictions on margin financing—borrowing to buy shares—kick in Monday, and investors are scrambling to figure out how aggressively Beijing will crack down on speculation as benchmarks hover near multi-year peaks. China’s securities regulator announced plans to intensify oversight and crack down on excessive speculation. Meanwhile, stock exchanges will
18 January 2026
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PetroChina (601857) stock price: What to watch before Shanghai opens as China tightens margin trading

PetroChina (601857) stock price: What to watch before Shanghai opens as China tightens margin trading

Shanghai, Jan 19, 2026, 04:44 GMT+8 — Premarket PetroChina’s A shares on the Shanghai Exchange dropped 1.7% to 9.80 yuan by Friday’s close, putting China’s top publicly traded oil company in focus as the new week begins. (Yahoo Finance) The immediate squeeze comes from policy, not pipeline issues. Starting Monday, China’s exchanges will raise the minimum margin requirement for new borrowings from 80% to 100%, following regulators’ calls for stricter oversight to rein in what they’ve labeled excessive speculation. (Reuters) Margin trading involves borrowing money to buy stocks, and the new rule hikes the cash investors need to back leveraged
18 January 2026
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China Construction Bank stock: what to watch before Shanghai opens as margin curbs and a PBOC rate cut kick in

China Construction Bank stock: what to watch before Shanghai opens as margin curbs and a PBOC rate cut kick in

Shanghai, Jan 19, 2026, 04:01 GMT+8 — Premarket China Construction Bank Corporation’s A-shares fell 0.08 yuan, or 0.9%, settling at 8.95 yuan on Friday. The stock has dropped roughly 1.2% over the last five trading days. The major state-owned lender faces Monday’s session amid new policy changes set to take effect that day. (MarketScreener) Leverage stands out as the crucial short-term variable. China’s securities regulator vowed stricter controls following announcements from exchanges that minimum margin requirements for new loans will jump to 100% from 80%, starting Monday. The move targets a market that’s been heating up rapidly. (Reuters) The move
18 January 2026
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ICBC A-share price in focus: China’s margin clamp and PBOC signals set up Monday’s open

ICBC A-share price in focus: China’s margin clamp and PBOC signals set up Monday’s open

Shanghai, January 19, 2026, 00:19 CST — Market closed. Industrial and Commercial Bank of China (ICBC) Class A shares fell 0.9% to close at 7.61 yuan on Friday, fluctuating between 7.58 and 7.68 yuan during the day. The state-owned lender’s stock still draws attention with a dividend yield near 4%, appealing to defensive investors despite ongoing policy uncertainties. (aastocks.com) Monday’s open is key as the policy scene grows louder. Regulators want to rein in leverage but avoid crashing the rally. Meanwhile, big state banks often act as a gauge—showing if investors are shifting toward safer bets or pulling back on
18 January 2026
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Agricultural Bank of China Class A shares slide into Monday with tighter margin rules, LPR next

Agricultural Bank of China Class A shares slide into Monday with tighter margin rules, LPR next

Shanghai, Jan 19, 2026, 00:28 CST — Markets have closed. Agricultural Bank of China’s Class A shares on the Shanghai exchange closed down in the last session and are set to open Monday under new restrictions on leveraged trading in mainland markets. The context is key here: the stock finds itself caught between two powerful forces. On one side, regulators are aiming to rein in a rapid surge. On the other, investors keep gravitating toward assets promising steady cash flow amid economic turbulence. Banks often feel policy shifts first. When Beijing pushes lending to boost growth, volumes may rise, but
18 January 2026
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Stock Market Today

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

7 February 2026
Northern Star Resources fell 1.7% to A$26.77 Friday, extending losses as gold miners and the broader market declined. MGX Resources completed its A$50 million purchase of a 50% stake in the Central Tanami Gold Project from Northern Star. The All Ordinaries Gold index dropped 3.24%. CME Group raised COMEX gold futures margin requirements to 9% amid volatility.
PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

7 February 2026
PLS Group shares closed at A$4.12 Friday, down 1.2% after a 3.7% drop Thursday. Morgan Stanley and Mitsubishi UFJ Financial Group disclosed increased voting power in the lithium miner, both citing changes dated Feb. 2. The moves came as lithium prices fell and Australian equities posted their sharpest drop in months. PLS reports interim results Feb. 19.
Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

7 February 2026
Commonwealth Bank of Australia shares closed at A$158.91, down 0.23% Friday, as the S&P/ASX 200 fell 2.03% and nearly A$70 billion was wiped from the market. The bank reports half-year results and an interim dividend on Feb. 11, with shares going ex-dividend Feb. 18. CBA flagged a A$68 million provision linked to ASIC’s Better Banking review. The RBA raised rates to 3.85% on Feb. 3, with CBA passing on the increase from Feb. 13.
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