China Stocks Slip as New Energy, Miners Weigh

2026-02-26 03:35 By Jam Kaimo Samonte 1 min. read

The Shanghai Composite fell 0.2% to below 4,140 on Thursday, ending a two-day rally as declines in new energy and metal stocks dragged on the broader market.

The moves followed reports that the Trump administration plans to use a Pentagon-developed artificial intelligence program to help set reference prices for critical minerals.

Among clean energy and metal shares, the biggest losers included Contemporary Amperex (-5%), Sungrow Power (-5.2%), China Northern Rare Earth (-1.7%), Zijin Mining (-1.3%) and CMOC Group (-1.9%).

In contrast, technology shares extended their rebound for a second day, following Wall Street gains amid easing worries about an overheated AI trade.

Notable winners included Victory Giant (+7.9%), Suzhou TFC Optical (+6.5%) and Range Intelligent Computing (+16.8%).



News Stream
China Stocks Slip as New Energy, Miners Weigh
The Shanghai Composite fell 0.2% to below 4,140 on Thursday, ending a two-day rally as declines in new energy and metal stocks dragged on the broader market. The moves followed reports that the Trump administration plans to use a Pentagon-developed artificial intelligence program to help set reference prices for critical minerals. Among clean energy and metal shares, the biggest losers included Contemporary Amperex (-5%), Sungrow Power (-5.2%), China Northern Rare Earth (-1.7%), Zijin Mining (-1.3%) and CMOC Group (-1.9%). In contrast, technology shares extended their rebound for a second day, following Wall Street gains amid easing worries about an overheated AI trade. Notable winners included Victory Giant (+7.9%), Suzhou TFC Optical (+6.5%) and Range Intelligent Computing (+16.8%).
2026-02-26
The Shangai Composite Index Closes 0.72% Higher
The Shangai Composite Index went up by 30 points or 0.72 percent on Wednesday to close at 4147 points. The rise was led by Inner Mongolia BaoTou Steel (10.15%), Anhui Conch Cement (5.74%) and Aluminum Corporation of China (4.40%). On the downside, the weakerst performers were China International (-3.83%), China Coal (-1.80%) and Huatai Securities (-1.68%).
2026-02-25
China Stocks Gain for Second Session
Mainland Chinese equities rose for a second straight session on Wednesday, with the Shanghai Composite climbing 0.72% to close at 4,147 and the Shenzhen Component gaining 1.29% to 14,476. The rally tracked a tech-driven rebound on Wall Street amid easing concerns over potential artificial intelligence disruptions. Sentiment was supported after Anthropic announced plans to form partnerships, raising expectations that its Claude chatbot technology will integrate with, rather than replace, existing business models. Investors also weighed the impact of the US Supreme Court decision striking down Trump’s sweeping reciprocal tariffs. Despite Trump’s threat to raise global levies from 10% to 15% in response, China is still expected to face lower average tariffs on its exports. Technology and AI-related stocks led the advance, with notable gains from Huagong Tech (+4.5%), Victory Giant (+9.3%), Eoptolink Technology (+2.7%), Zhongji Innolight (+2.2%), and Foxconn Industrial (+3.6%).
2026-02-25