Two major centrally administered state-owned enterprises step in! China Chengtong and China Reform Holdings have increased their holdings of Chinese equities, and the China Securities Regulatory Commission (CSRC) will convene a symposium to promote stable

On the evening of July 19, China Reform Holdings Corporation announced that it has utilized over RMB 50 billion from the special refinancing facility for stock repurchases and related supporting funds to safeguard market stability. On the same day, China Chengtong Holdings Group announced that it has recently accumulated purchases of Chinese equity assets amounting to nearly RMB 10 billion. Both China Reform Holdings Corporation and China Chengtong Holdings Group stated that they will continue to fully support the stable operation of the capital markets.

Securities Times07:43

CICC: Three Possible Endgames for an Extremely Structural Market

In 2026, global markets exhibited a highly divergent structural market performance. Korean equities with AI exposure, the Philadelphia Semiconductor Index, and China’s STAR Market and ChiNext boards significantly outperformed, while China A-share consumer stocks and Hang Seng Tech Index constituents without AI exposure notably underperformed.

CICC Insights30minutes ago

Express News | CSRC: Adopting Multiple Measures to Guide Medium- and Long-Term Capital into the Market and Promoting Standardized Development of Quantitative Trading and AI Applications

Breakings15:02

Express News | The one-year and five-year Loan Prime Rates (LPR) remained unchanged.

Breakings09:00

Lifting of restrictions materialized as anticipated; exercise patience in positioning for Hong Kong equities.

Against the backdrop of a still favorable medium- to long-term outlook for AI, risk-off sentiment has emerged due to short-term macro liquidity conditions (the Federal Reserve’s hawkish stance) and micro liquidity pressures (deleveraging in the Korean equity market, share lock-up expirations in Hong Kong, etc.). However, this is unlikely to end the AI bull market; instead, it creates an opportunity for the AI rally to broaden into a wider segment of the industrial chain.

Zhang Yidong Strategy WorldJul 16 20:48

China's GDP grew by 4.7% year-on-year in the first half of the year, with new growth drivers accounting for over 40% of the contribution... Authoritative analysis is now available.

On July 15, the National Bureau of Statistics released data showing that China's gross domestic product (GDP) grew by 4.7% year-on-year in the first half of the year.

Securities TimesJul 15 17:31