China

Jaw-Hwa International Patent & Trademark & Law Offices | English | AcademicThink | Jan. 23, 2026 | UndeterminedBizdev-Partnering

The Israel Patent Office (ILPO) and the Taiwan Intellectual Property Office (TIPO) established a Patent Prosecution Highway (PPH) program, effective January 2, 2026, following a Memorandum of Understanding signed on November 17, 2025. This bilateral arrangement allows applicants with favorable examination results from either office to request accelerated examination at the other office.

To utilize the PPH between Taiwan and Israel, applications must share the same earliest filing date. The Israeli patent application must have at least one allowable claim, and all claims in the Taiwanese application must correspond to those allowable claims. Additionally, the Taiwanese application must not have received a first Office Action but must have a notice indicating that substantive examination will begin.

Required documents for a PPH request include ILPO office actions and their translations into Chinese or English, although applicants may omit these if accessible via the Israel Patents Search system. Translations of prior art references cited by ILPO are not necessary. Applicants must also submit a claim correspondence table mapping Taiwanese claims to allowable Israeli claims. Further inquiries can be directed to the provided email contact.

高盛维持2026慢牛预判：反内卷、出海、AI板块将撑起A股企业14%盈利增长

Sina Finance | Local Language | News | Jan. 23, 2026 | UndeterminedOperating Results

Goldman Sachs projects China’s real GDP growth at 4.8% in 2026, with a “low first, high later” pattern where first-half growth ranges between 4.5% and 5%, and second-half growth nears 5%. Exports are expected to grow steadily, supported by global economic demand, competitive Chinese products in emerging markets, and China’s control of key minerals like rare earths. Nominal export growth in US dollars is forecasted at 5.6%, with export volumes rising 5%–6% annually.

Consumption growth is expected to be driven by the service sector, which is more labor-intensive and can bolster employment and incomes. Household consumption remains weak but is supported by increased government consumption following a debt-conversion plan and ongoing trade-in policies. Investment is anticipated to improve over 2025, driven by previously delayed projects, new financial instruments, and major initiatives in technology, AI, and power grids tied to the 15th Five-Year Plan.

Goldman Sachs maintains a “slow bull” outlook for China’s A-share market in 2026, supported primarily by a sharp rise in corporate earnings, projected to grow 14% compared to 4% in 2025. Key drivers include AI sector development shifting toward applications and monetization, overseas revenue growth from Chinese companies reaching 20% by 2030, and the “anti-involution” policy boosting margins in upstream and manufacturing sectors.

Capital inflows are expected to be robust, with over 3 trillion yuan of new domestic capital entering the stock market, and significant southbound and northbound foreign investments setting new records. Overseas investor interest is increasing but has not yet reached scale, highlighting the value of Chinese assets for global portfolio diversification.

Sector preferences favor technology hardware (including smartphones, AI servers, semiconductors), internet, insurance, and materials sectors due to their alignment with AI development, technological self-reliance, and “anti-involution” policies. Thematic focuses include AI, going-global expansion, private-sector leadership, mid-cap policy beneficiaries, and companies with high shareholder returns, as China’s listed firms are expected to distribute about 4 trillion yuan in cash returns in 2026.

In commodity strategy, Goldman Sachs remains positive on precious metals, especially gold, for its safe-haven value amid global uncertainties. Technology sector valuations are judged reasonable and supported by earnings growth, with no bubble risk detected. Investors are advised to center portfolios around AI, going-global, and “anti-involution” themes, diversify geographically, and leverage structural opportunities backed by government policy.

时政微观察丨为人民出政绩 以实干出政绩

China Daily | Local Language | News | Jan. 23, 2026 | UndeterminedPolitics and Elections

On January 20, 2026, General Secretary Xi Jinping emphasized the need to deepen the study and implementation of the Fourth Plenary Session of the 20th Central Committee, aiming to unify thinking and concentrate efforts to ensure a successful start to China’s 15th Five-Year Plan. This plan prioritizes economic development-centered, high-quality growth amid a complex environment of risks and opportunities. Xi stressed the importance of leadership at all levels improving political judgment and execution, noting the Party Central Committee’s unified leadership is essential for steady and successful economic progress.

The seminar for provincial- and ministerial-level leading cadres underscored adhering to the Party’s major strategies, policies, and economic tasks outlined in the 2025 Central Economic Work Conference. Initial 2026 measures include national subsidies, green consumption promotion, and expanded government financing guarantees to stimulate market vitality and support business entities. Xi highlighted the need for localities to pursue sustainable development tailored to their unique resources and conditions, advocating against one-size-fits-all approaches by encouraging efforts aligned with comparative advantages and local realities.

Xi called for a correct view of performance focused on tangible achievements that benefit the people, emphasizing that success is measured by public satisfaction and improvements in livelihoods. The Party prioritizes practical work that addresses the urgent needs of the population, from ecological protection along the Yangtze River to child-raising subsidies and major infrastructure projects aimed at enhancing public services and living environments. Local and central plans must align strategically while remaining adaptable to local circumstances to ensure effective implementation.

In the inaugural year of the 15th Five-Year Plan, authorities are tasked with anchoring targets in concrete actions, with solid results serving to establish momentum for the broader goals of building Chinese-style modernization. The leadership underscores that practical work and execution are paramount for political success and the continued prosperity of the people.