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Memory Chip Cycle Fully Reverses as Mid-Year Reports Show Surge in Earnings
Driven by surging AI computing demand and completed inventory digestion, the memory chip sector has entered an upcycle. Companies such as Longsys and Biwin Storage reported net profit increases of tens to hundreds of times year-on-year in their mid-year reports, signaling soaring industry prosperity and a full cycle reversal.
Yuanxin Kewei Breaks Ground on 5-Billion-Yuan Semiconductor Key Materials Production Base
Yuanxin Kewei's high-end display and semiconductor key materials R&D and production base has broken ground at Wangcheng Economic Development Zone. The project involves a total investment of 5 billion yuan, focusing on upstream core materials for semiconductors and new displays, filling a critical gap in Changsha's new materials industrial chain.
China's 40-Trillion-Yuan Insurance Fund Becomes Largest Backer of Hard Tech, Investing 2.8 Billion in Semiconductor Leaders
Insurance funds in China are shifting from traditional investment paths to systematically deploying capital in hard technology sectors. China Life, PICC, and other insurers have collectively invested nearly 2.8 billion yuan in memory chip leader CXMT, becoming one of the largest financial backers of China's new quality productive forces.
State Council Executive Meeting Deploys Digital China Construction and Emerging Pillar Industry Cultivation
The State Council Executive Meeting reviewed progress on Digital China construction, calling for accelerated development of next-generation communication networks and computing power networks. The meeting also studied the cultivation of emerging pillar industries, promoting full-chain scaled development and strengthening basic research and key software and hardware breakthroughs.
PBOC Launches Trillion-Yuan Sci-Tech Innovation Re-lending Program to Precisely Support the Real Economy
The People's Bank of China (PBOC) announced it will maintain reasonably ample liquidity while simultaneously rolling out a trillion-yuan sci-tech innovation re-lending program. The policy targets five core sectors including AI computing power, semiconductor chips, and industrial robots, aiming to reduce corporate financing costs and boost industrial chain capacity.
Semiconductor Industry Logic Shifts to Supply Chain Security, Domestic Substitution of 15 Core Materials Accelerates
In 2026, the semiconductor industry logic has undergone a profound transformation, shifting from competing on process nodes to focusing on supply chain security and self-sufficiency. Domestic substitution of 15 core materials has fully accelerated, with Big Fund Phase III prioritizing support to eliminate overseas dependence on critical materials.
TSMC Q2 Net Profit Hits 706.56 Billion TWD, Surging 77.4% Year-on-Year
TSMC reported Q2 2026 net profit of 706.56 billion TWD, a 77.4% year-on-year surge, marking five consecutive quarters of record highs. Strong AI demand prompted the company to raise full-year revenue growth guidance to over 40% and increase capex to $60-64 billion.
Rental Demand Rises in Shenzhen and Other Tier-1 Cities, Rent-to-Price Ratio Continues Climbing
Rental demand continues to rise in Shenzhen and other first-tier cities, with the rent-to-price ratio steadily climbing. The leasing market is becoming more active as housing rental transitions from a temporary choice to a long-term living arrangement.
DeepSeek Valued at Over 350 Billion Yuan
DeepSeek's latest valuation was revealed at approximately 351 billion yuan following its first external funding round. The company has initiated IPO preparations, targeting an A-share listing application by late 2026. Founder Liang Wenfeng's net worth stands at approximately $36 billion.
Ministry of Commerce and GAD Implement Temporary Export Ban on Helium
China's Ministry of Commerce and General Administration of Customs imposed a temporary export ban on helium. With approximately 85% of China's helium reliant on imports, the measure aims to secure domestic supply for critical sectors including semiconductors and healthcare.
National First: Suzhou's New Rules Let Delivery Riders 'Afford to Wait' at Red Lights
Suzhou becomes the first city in China to include delivery riders' red light waiting time in delivery timing systems. The pilot launches in August in Gusu District and SIP, with mandatory rest periods and point-based reward mechanisms.
National Carbon Market at Five Years: Green Leap Behind 900 Million Tonnes of Trading
China's national carbon market marks its fifth anniversary with cumulative trading volume exceeding 900 million tonnes, demonstrating significant green transformation progress. The carbon market has become an important policy tool for driving corporate emission reductions.
New Consumer Opportunities: First National-Level Special Plan Released
China's first national-level consumer spending special plan was released, comprehensively deploying measures to expand consumer demand, optimize supply, and improve the consumption environment, with emphasis on digital, green, and service consumption.
Peak Heat Season Arrives! Power Supply, Ice Making, and Summer Tourism All Arranged
As the hottest period of the year arrives, regions across China are taking multiple measures to ensure power supply, including optimized grid dispatching, ice production for cooling, and summer tourism arrangements to meet residential and industrial electricity needs.
H1 Financial Data Released: Credit 'Slows with Quality Improvement,' Bond and Equity Financing Share Rises
The PBOC released H1 2026 financial data showing aggregate financing of 20.84 trillion yuan and M2 growth of 8%. Corporate bond and equity financing combined accounted for 11.3% of total financing, as credit 'slowing with quality improvement' becomes the new normal.