China

Global Times | English | News | Jan. 23, 2026 | Shifting Geopolitical Alliances

China emphasized its commitment to upholding the principles of the UN Charter, respecting the sovereignty and territorial integrity of countries, and resolving disputes through dialogue. Foreign Ministry spokesperson Guo Jiakun stressed that China does not engage in geopolitical rivalry or seek spheres of influence in Asia but aims to build a community with a shared future based on good-neighborliness and friendship.

China plans to work with regional countries to foster friendly, secure, and prosperous relations, adhering to principles of amity, sincerity, mutual benefit, and inclusiveness. It seeks to create a peaceful, secure, prosperous, and harmonious shared home and is a defender of international peace and security.

China promotes a vision of common, comprehensive, cooperative, and sustainable security, advancing the Global Security Initiative to achieve universal and common security. The country is actively applying its unique approach to resolve hotspot issues and aims to build an Asian security model based on shared security, respect for differences, dialogue, and consultation, jointly safeguarding international peace and tranquility.

操盘必读：影响股市利好或利空消息_2026年1月22日_财经新闻

Sina Finance | Local Language | News | Jan. 23, 2026 | UndeterminedInvestor Sentiment

U.S. Trade Representative Grier indicated potential new trade talks with China, supported by China’s call to implement important bilateral agreements to stabilize economic cooperation. The People’s Bank of China emphasized accelerating RMB cross-border payment systems and reinforced regulatory supervision to ensure healthy industry development. Tax policies were extended to exempt personal income tax on gains from innovative enterprise China Depositary Receipts (CDRs) through 2027. Former U.S. President Trump ruled out forcibly acquiring Greenland and canceled upcoming tariffs on Europe, prompting increased optimism in U.S. stock markets. Meanwhile, the European Parliament indefinitely froze the review of the EU-U.S. trade agreement, with Denmark opposing U.S. demands regarding Greenland.

Industry updates included the expansion of inbound duty-free shops at ports, new real estate policies focusing on controlling added supply and optimizing financing, and long-term supply agreements in the semiconductor memory industry valid through 2030. Guangdong proposed advancing AI-driven smart transportation and autonomous driving tests. Intel and AMD’s server CPU supply is sold out for 2026, leading to planned price hikes. Guangdong raised the minimum commercial housing mortgage down payment ratio to 30%. Suzhou outlined plans to promote AI-driven scientific development and housing market revitalization.

Among companies, several reported expected net losses for 2025, including Moore Threads (950 million to 1.06 billion yuan), Xinda Real Estate (7.6 to 8.2 billion yuan), Jinko Energy (5.9 to 6.9 billion yuan), and Hongqiang Co., which anticipated a swing from profit to loss. Notable profit forecasts included Tianfu Communications (1.881 to 2.15 billion yuan, up 40–60%), Demingli (650 to 800 million yuan, up 85–128%), Jin’an Guoji (280 to 360 million yuan, up 656–871%), Daikin Heavy Industry (1.05 to 1.2 billion yuan, up 122–153%), and Juhua Co., Ltd. (3.54 to 3.94 billion yuan, up 80–101%). Other announcements included large contracts by Tengjing Technology and Nankuang Group and strategic investments by Hualan Co., Ltd. and Binhai Energy in AI drug R&D and advanced materials.

Global markets reacted positively to Trump’s announcement, lifting major U.S. indexes by over 1%, with memory stocks like SanDisk rallying strongly. The Nasdaq Golden Dragon China Index also gained 2.21%. Spot silver dropped intraday but recovered slightly, while spot gold hit a record high near $4,888 per ounce. Natural gas prices surged due to weather threats to U.S. exports and ongoing cold across Europe and Asia, with U.S. natural gas futures up 29% for the day. Crude oil prices edged up amid geopolitical uncertainties focused on Greenland rather than Iran.

Investment opportunities highlighted include the spin-off of Zhiyuan Robotics’ dexterous hand business into an independent company, reflecting a maturing robotics sector poised for rapid growth through 2030. Neuralink’s brain-machine interface chip now supports wireless over-the-air upgrades, signaling progress toward commercial-scale deployment in the brain-machine interface industry, expected to reach $7.63 billion globally by 2029.

Additional updates feature no new trading suspensions and the resumption of trading for ST Zhongzhuang. Operating data revealed mixed corporate earnings forecasts, with strong profit growth expected in some sectors and significant losses in others. Key contract wins, share buyback plans, and shareholder reductions were also noted, alongside industry-focused investments in battery materials and carbon technologies. Executive resignations and production capacity adjustments were reported at select mining and chemical companies.

Xinhua | English | News | Jan. 23, 2026 | UndeterminedTech Development/Adoption

China has established the world's largest electric vehicle (EV) charging network, capable of supporting the charging needs of more than 40 million new energy vehicles. By the end of 2025, the total number of EV charging facilities in China reached 20.092 million, according to the National Energy Administration (NEA).

The expansion of China’s charging infrastructure accelerated significantly in 2025, with the number of units doubling from 10 million to 20 million in just 18 months. The average power capacity of public EV charging facilities increased to 46.5 kilowatts, marking a 33 percent rise year on year.

China has also installed 71,500 charging piles at more than 98 percent of its expressway service areas. Additionally, 19 provincial-level regions have achieved complete coverage of charging infrastructure in all townships.