Trend Alert | Hermès Artisan Workshops Arrive in Shanghai, UNIQLO Releases 2026 Consumer Trends Report, Amiri Pop-Up Opens in Shenzhen, Kantar Unveils 2026 Global Brand Value Ranking
From May 17 to 24, the 15th stop of Hermès’ global touring exhibition of its artisan workshops arrived at the Shanghai Exhibition Centre.
[Data Snapshot] Speculative funds flock to popular green energy stocks; multiple investor groups jointly buy Desay SV
① Yunneng Holding surged with two limit-ups in three days, with three speculative capital accounts—Guotai Haitong Securities Sanya Yingbin Road, Guotai Haitong Securities Chengdu North Yihuan Road, and Guotai Haitong Securities Wuhan Ziyang East Road—buying shares worth RMB 379 million, RMB 189 million, and RMB 171 million, respectively. ② The intelligent driving concept strengthened against the market trend, with Desay SVW hitting its daily trading limit. It received institutional purchases totaling RMB 145 million from three institutions, RMB 226 million from Shenzhen-HK Stock Connect, and an additional RMB 53 million from a quantitative fund.
Breaking the RMB 10 mark! CCB's share price hits a record high—where does the sector stand following recent valuation assessments?
① Today, China Construction Bank's share price surpassed the RMB 10 mark, reaching a record high, with trading volume hitting the second-highest level of the year. ② China Construction Bank's recent margin financing balance has remained stable, hovering around RMB 1.2 billion. ③ The banking index currently offers a dividend yield of 5.12%, placing it at the 74.3rd percentile over the past decade.
Tesla FSD officially announced entry into China, sparking a surge in autonomous driving stocks with multiple firms hitting their daily trading limits.
On Thursday, the intelligent driving concept segment of China's A-share market surged strongly, with more than ten individual stocks, including Desay SV and Lianchuang Electronics, hitting their daily trading limits. In response to customer inquiries, Tesla’s customer service stated that the company is actively advancing approval procedures in accordance with relevant national regulations and will 'roll out the feature to domestic customers as soon as approval is secured.'
One foot on the brake, the other on the accelerator: A closer look at proprietary holdings of affiliated funds by China’s state-owned and joint-stock banks in 2025, with some yielding over 16%
① In 2025, commercial banks reduced their proprietary investments in funds, cutting their holdings of publicly offered funds by approximately RMB 460 billion to RMB 7.35 trillion for the full year. ② Under the related-party definition, the combined fund holdings of 14 major state-owned and nationwide joint-stock commercial banks increased by RMB 112.5 billion in the second half of the year, yet the banking sector as a whole still reduced its fund positions. ③ In terms of investment fund performance, large state-owned banks achieved stable returns, while joint-stock banks experienced significant volatility.
Global orders for optical fiber are surging—how have Chinese companies captured more than half of global shipments?
① As the 'vascular system' of AI data centers, the optical fiber and cable industry is entering a once-in-a-decade upcycle. ② Driven by national strategies such as 'East Data West Compute' and 'computing-power and electricity coordination,' computing infrastructure is now in a phase of systematic construction.