Express News | Goldman Sachs holds a pessimistic outlook for aluminum, lithium, and iron ore in 2026.

BreakingsDec 4 08:58

Express News | Huang Fuseng of CPMC Securities: China's equity market will enter a "long-cycle, structural bull market" in 2026.

BreakingsDec 3 12:40

CICC's December Industry Allocation Strategy: The 'High to Low' Style Transition Remains Challenging, with Growth Relatively Outperforming.

Looking ahead, CICC believes that a short-term style rotation is unlikely to be sustained. Against the backdrop of synchronized easing cycles in global liquidity, the valuation of China's A-share market remains relatively reasonable. The AI technology revolution and the energy transition are driving demand from upstream raw materials to midstream manufacturing. The high growth momentum of emerging industries is boosting the earnings performance of listed companies, and the overall upward trend amidst fluctuations is still ongoing. From the current point until early next year, large-cap growth stocks will remain the key focus. A more prolonged style rotation may potentially occur around the first quarter of next year.

Zhitong FinanceDec 2 08:00

ETF Midday Review | Surge in the new energy sector, with the battery industry chain leading gains; Battery ETF Invesco and Lithium Battery ETF rise over 7%.

Gelonghui, November 13 | The three major A-share indices collectively rose today. By the close of trading, the Shanghai Composite Index increased by 0.44%, the Shenzhen Component Index climbed 1.8%, the ChiNext Index gained 2.68%, and the Beijing Stock Exchange 50 Index surged 3.47%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.2733 trillion, an increase of RMB 31 billion compared to the previous day. Over 3,800 individual stocks across the entire market recorded gains. In terms of sector performance, notable increases were seen in the battery industry chain, non-ferrous metals, chemicals, photovoltaic equipment, automobile manufacturing, and memory chip sectors. Conversely, underperforming sectors included oil and gas extraction services, banking, road and rail transportation, traditional Chinese medicine, insurance, natural gas, and retail. Regarding ETFs, new energy-related products...

Gelonghui FinanceNov 13 12:03

Mainland China has suspended the export control of certain products, including rare earths and lithium batteries, for a period of one year starting today.

To implement the specific measures outlined in the joint arrangement of the China-US Kuala Lumpur economic and trade consultations, China’s Ministry of Commerce and General Administration of Customs jointly issued an announcement. Effective from last Friday (November 8) until November 10 of next year, export controls will be imposed on ultra-hard materials (Announcement No. 55 of 2025), certain rare earth equipment and raw materials (Announcement No. 56 of 2025), five types of medium-to-heavy rare earths including holmium (Announcement No. 57 of 2025), as well as lithium batteries and synthetic graphite anode materials (Announcement No. 58 of 2025).

AASTOCKSNov 10 07:15

Midday ETF Review | The lithium battery industry chain led the gains, with the Lithium Battery ETF and Invesco Battery ETF rising by 2.7% and 2.52%, respectively.

Gelonghui, October 30 | The Shanghai Composite Index rose by 0.06% at midday, while the ChiNext Index fell by 0.23%. The lithium battery industry chain led the gains, with sectors such as cybersecurity, quantum technology, energy storage, and AI applications performing strongly; hardware computing power concept stocks saw a pullback, with CPO leading the declines; shares in sectors including lithography machines, stock trading software, cross-strait integration, and virtual power plant concept stocks also dropped. In terms of ETFs, the lithium battery sector saw widespread increases, with ICBC Credit Suisse Fund's Lithium Battery ETF, Battery ETF Invesco, and China Construction Bank Fund’s Battery ETF Fund rising by 2.71%, 2.52%, and 2.49%, respectively. The rare metals sector strengthened, with ICBC Credit Suisse Fund's Rare Metals ETF Fund.

Gelonghui FinanceOct 30 11:43