News and Editorials - LinkinChina

18小时前

News and Editorials

The Space-Based Solar Power Race Is On—China’s A-Share Companies Are All In

Space-based solar power is no longer science fiction—it’s a strategic race heating up between tech giants and nations. Backed by Elon Musk’s ambitious roadmap and aggressive moves from China’s top A-share companies, orbital energy infrastructure is emerging as a $1 trillion frontier. Firms like Trina Solar and Ming Yang Smart Energy are advancing perovskite tandem cells, HJT technology, and space-grade photovoltaics, while launch costs and material science remain critical hurdles. With pilot missions looming and IP battles ahead, the push for 24/7 baseload solar from space is accelerating. Discover which Chinese innovators are building the foundation—and what it means for the future of global energy investing.

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3天前

News and Editorials

The Great Humanoid Robot Race Heats Up in China — What Global A-Share Investors Should Watch

China is poised to dominate the global humanoid robot revolution, and 2026 could be the breakthrough year. With shipments surging over 500% in 2025, private startups like Unitree and Agibot are racing to prove these machines can deliver real-world ROI — not just walk or entertain. For global A-share investors, the real opportunity isn’t in the unlisted robot makers, but in the publicly traded ecosystem powering them: precision motor suppliers like Inovance and ESTUN, AI chip firms like Cambricon, battery leaders CATL and EVE Energy, and industrial automation players Siasun and Foxconn. As local governments roll out subsidies and pilot zones, the focus shifts from hype to hard metrics: uptime, task success rates, and cost efficiency in factories, warehouses, and labs. The race isn’t just about technology — it’s about scalable commercial viability. Discover which A-share sectors are quietly positioned to ride this wave, and why this moment could redefine China’s role in the future of intelligent hardware.

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1周前

News and Editorials

Top 4 Brokers That Let Foreigners Invest in China A-Shares (2026 Comparison)

Unlock direct access to China’s booming A-share market through these four verified international brokers—no mainland residency required. We’ve tested Interactive Brokers, Moomoo, Tiger Brokers, and Saxo Bank across account accessibility, trading costs, and platform experience. Discover which platform offers zero-commission trades, which demands no minimum deposit, and which serves high-net-worth investors with premium tools. Make informed decisions with our 2026 comparison of legal Stock Connect pathways to invest in giants like Kweichow Moutai and CATL.

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18小时前

News and Editorials

China’s A-Share Market Faces Three Key Uncertainties Amid New Policy Tailwinds

A delicate balancing act is unfolding in China’s A-share market as new industrial policies create both opportunities and complexities for global investors. While emergency management guidelines promise technological breakthroughs across AI, 5G, and satellite sectors by 2027, three critical uncertainties loom over immediate market prospects. The market faces potential style rotation between oversold large-caps and speculative small-caps, elevated leverage levels nearing Lunar New Year, and earnings season volatility that’s already triggering dramatic stock movements. For international portfolios, this environment demands strategic positioning in policy-aligned tech sectors while carefully navigating near-term tactical risks that could reshape market leadership in the coming weeks.

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3天前

News and Editorials

A New King in China’s Equity Market: Zhongji Xuchuang Tops Fund Holdings — What Global A-Share Investors Need to Know

A new power is rising in China’s equity market—and it’s not a consumer giant or EV king. Zhongji Xuchuang, a leading optical module maker, has just overtaken CATL as the top holding among Chinese mutual funds, signaling a seismic shift toward AI infrastructure. With ties to NVIDIA, Meta, and Microsoft, and fueled by China’s push for tech self-reliance, this RMB 650 billion company sits at the heart of the global AI data center boom. The top 10 fund holdings now include three optical/AI hardware firms, while traditional tech fades. For global A-share investors, the message is clear: the future of Chinese growth isn’t just in apps or batteries—it’s in the physical backbone of artificial intelligence. Discover what this rotation reveals about institutional bets on AI, semiconductors, and cyclical recovery—and why fund flows now matter as much as fundamentals.

83 000

1周前

News and Editorials

Gold & Silver vs. Fiat: The Eternal Tug-of-War Between Scarcity and Inflation

While the digital dollar dominates headlines and central banks flood markets with liquidity, precious metals are quietly staging a strategic comeback. This analysis reveals why gold and silver remain indispensable in today’s financial landscape, exposing the structural flaws of fiat currency that guarantee its eventual devaluation. Discover a four-part framework explaining how scarcity inevitably triumphs over unlimited printing, how financial engineering creates artificial price distortions, and practical strategies to navigate both long-term opportunities and short-term traps in the evolving monetary system.

75 000

1天前

News and Editorials

Top 10 Space-Based Photovoltaic (PV) Concept Stocks

Elon Musk just unveiled a plan for 200GW of solar power — not on Earth, but in space. This isn’t sci-fi: a new orbital energy revolution is accelerating, powered by breakthroughs in ultra-light cells, perovskite tech, and satellite constellations. The race to beam clean energy from orbit is on, and these 10 companies are building the backbone of space-based photovoltaics. From gallium arsenide specialists with 60% market dominance to the sole supplier of space-grade carbon fiber frames, discover the hidden players engineering humanity’s next leap in energy infrastructure — and the stocks positioned to soar as the space grid takes shape.

25 000

3天前

News and Editorials

China’s Commercial Space Tourism Takes Off – What A-Share Investors Should Know

A Chinese private company just sold over 20 tickets for suborbital spaceflights at $415,000 each—and the launch is scheduled for 2028. This isn’t science fiction; it’s the beginning of China’s commercial space economy. While the venture itself remains unlisted, its supply chain partners are already embedded in the A-share market. Discover which aerospace materials, electronics, and manufacturing stocks stand to benefit from this emerging sector, what risks investors should watch for, and how this aligns with China’s push for advanced manufacturing. The space race is entering its commercial phase—will your portfolio be ready?

67 000

2周前

News and Editorials

An Open Letter to Global Investors: Why China’s Equity Market Deserves Your Attention in 2026

An Open Letter to Global Investors: Why China’s Equity Market Deserves Your Attention in 2026 January 17, 2026 Dear Fellow Investors, In an era of unprecedented global uncertainty—geopolitical tensions, monetary policy divergence, and slowing growth in traditional markets—the search for resilient, forward-looking investment opportunities has never been more urgent. Today, we write not as promoters, but as fellow participants in the global capital ecosystem, to share a compelling case: China’s equity market is entering a new chapter—one defined by stability, reform, and long-term growth potential. Below are five foundational reasons why thoughtful investors around the world should consider allocating capital to China’s stock markets. 1. A Strategic Counterbalance to U.S. Market Dominance For over a decade, U.S. equities have delivered

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