Financial Insights
Four lenses — finance, industry, technology and insurance — tracking macro policy, industrial capital and the commercialization of frontier tech.
Financial News
Tracking macro policy, capital markets and industrial capital flows — a finance lens for our industry partners.
- Over 4,300 stocks close lower as A-shares consolidate on thin volume; three-market turnover slips to 1.63 trillion yuan 2026-09-15
- PBOC unveils 15th Five-Year financial-power plan; big-six banks lift interim payout ratio to 31% 2026-09-14
- Bond ETF assets near 1 trillion yuan as incremental funds keep flowing in 2026-09-14
- CSRC: keep building long-money, long-investment channel; pensions and insurers net-buy A-shares over 600 billion yuan YTD 2026-09-13
Industry News
Policy, technology and market progress across energy, oil & gas, emergency response and public safety.
- Academician Ouyang Minggao: turn 100 million EVs into grid power banks; V2G scale to hit 50 GW by 2030 2026-09-15
- Two ministries issue 15th Five-Year plan for electronics manufacturing; push solid-state and sodium batteries 2026-09-15
- Lithium carbonate pulls back to 134,000 yuan per tonne; storage drives main incremental demand 2026-09-14
- MIIT and nine ministries issue 15th Five-Year plan for smart new-energy vehicles 2026-09-14
Tech Trends
The commercialization rhythm of frontier tech: AI, LLMs, XR and compute.
- AI giants rarely align on slowing down; model training enters the 100k-GPU era 2026-09-15
- Huawei launches world's first 3D data-center architecture for 100k-card Ascend nodes 2026-09-15
- DeepSeek releases V4.1-Flash, outperforming GPT-5.6 Sol 2026-09-14
- AI compute race heats up; Oracle cloud revenue jumps 62% 2026-09-14
Insurance News
Decoding insurance regulation, carrier operations and product innovation.
- Citic Securities: financial-power plan out; insurers' logic turns to capital-return driven 2026-09-15
- 16 insurers approved to raise 38.2 billion yuan YTD; perpetual bonds favoured 2026-09-15
- Top-5 listed insurers' VNB up 5% to 34% in first half 2026-09-14
- Solvency transition-period policy ends; most insurers hold the line 2026-09-13