Business & Markets
China market data, sector analysis, and Canada-China trade intelligence
China Market Indices
Shanghai Composite
4,076.27
+1.51%
Shenzhen Component
14,021.34
+1.42%
Hang Seng
26,870.76
+0.36%
CSI 300
4,656.33
+1.09%
Currency Rates
USD/CNY
6.9335
-0.1843%
CAD/CNY
5.0849
+0.1014%
USD/CAD
1.3633
-0.2962%
Market Signals
AMD rakes in $390m from AI chip sales to China but warns of uncertainty
High Technology
AMD saw $390 million in AI chip sales to China in the fourth quarter of 2025, but warned of future uncertainty due to Washington-Beijing tensions affecting American companies like Nvidia.
Will Trump’s tariff threats influence Canada’s deal with China?: Brian Lee Crowley on CTV News
Elevated TradeChina Telecom develops country’s first MoE models trained entirely on Huawei’s AI chips
Moderate Technology
This marked the first time a Chinese developer publicly validated the feasibility of using only Huawei chips to train AI models with MoE architecture, which has become widely adopted because of its ability to deliver high performance with fewer computational resources. The Huawei stack was able to meet the “severe demands” of training large-scale MoE models across many different sizes, TeleAI researchers said.
The Chinese planemaker taking on Boeing and Airbus
Moderate Economic
Comac, China's state-owned planemaker, has made significant progress since its C919 passenger jet flew to Singapore in 2021. Designed to compete with Airbus A320neo and Boeing 737 MAX, the C919 aims to expand into markets beyond China amid supply chain disruptions and airline delivery delays. Analysts suggest Comac could become a global competitor, poised for growth in the fast-growing Asia-Pacific aviation market.
China outlines key tasks for agricultural modernization, rural revitalization in No. 1 central document for 2026
Moderate Technology
China's "No. 1 central document" for 2026 outlines key tasks for agricultural modernization and rural revitalization. It aims to improve rural policy effectiveness, ensure national food security, support farmers' income growth through coordinated policies on prices, subsidies, and insurance, and promote green, high-quality agriculture with cultural and tourism integration. The document also emphasizes technological advancements in AI, IoT, robotics, and bio-manufacturing for agricultural innovation, while boosting rural consumption and enterprise competitiveness globally.
Sector Breakdown
Hang Seng TECH ETF
Hang Seng TECH ETF
11.31
-2.33%
ChiNext Composite
ChiNext Composite
3,266.53
+0.00%
SSE 50
SSE 50
3,047.93
+0.00%
Shenzhen 100
Shenzhen 100
5,786.38
+0.00%
SPDR Gold Trust
SPDR Gold Trust
3,622.00
+10.09%
CSI 500
CSI 500
8,241.15
+0.00%
Top Movers
Gainers
| Name | Price (CNY) | Change |
|---|---|---|
| CNOOC | HK$23.90 | +2.31% |
| PetroChina | HK$9.10 | +1.45% |
| Haidilao | HK$16.12 | +1.38% |
| Bank of China | HK$4.66 | +1.30% |
| China Construction Bank | HK$7.91 | +1.28% |
Losers
| Name | Price (CNY) | Change |
|---|---|---|
| Baidu | HK$140.00 | -0.99% |
| Meituan | HK$92.10 | -1.18% |
| Tencent Holdings | HK$571.00 | -1.72% |
| WuXi Biologics | HK$36.32 | -1.78% |
| SMIC | HK$68.90 | -2.20% |
Regulatory Actions
Hong Kong privacy watchdog records 20% increase in data breaches – a third involves hacking
Low Legal
Hong Kong's privacy watchdog reported nearly 250 data breaches in 2025, a 21% increase from the previous year. A third involved hacking, with 81 incidents last year compared to 61 in 2024. The Office of the Privacy Commissioner for Personal Data (PCPD) received 246 notifications, up from 217 the year before. Schools and NGOs accounted for 37% of all breaches. Doxxing cases dropped by nearly a third to 308, but complaints fell by more than half over three years. The PCPD initiated 147 criminal investigations and referred 47 cases to police in 2025, with 18 suspects arrested. Ada Chung urged employers to strengthen privacy policies for employee data protection.
Canada-China Trade
Total Imports from China
$7.3B CAD
Total Exports to China
$4.0B CAD
Trade Balance
$-3.3B CAD
| Commodity | Export Value (CAD) | Import Value (CAD) | Balance | Trend |
|---|---|---|---|---|
| Electronic & Electrical Equipment | $94M CAD | $2.4B CAD | $-2.3B CAD | Decreasing |
| Consumer Goods | $161M CAD | $2.1B CAD | $-1.9B CAD | Decreasing |
| Industrial Machinery & Equipment | $46M CAD | $896M CAD | $-850M CAD | Decreasing |
| Metal & Mineral Products | $169M CAD | $531M CAD | $-362M CAD | Decreasing |
| Forestry & Building Materials | $335M CAD | $403M CAD | $-68M CAD | Decreasing |
| Energy Products | $1.4B CAD | $38M CAD | $1.3B CAD | Decreasing |
| Farm, Fishing & Food Products | $717M CAD | $65M CAD | $652M CAD | Increasing |
| Chemicals, Plastics & Rubber | $134M CAD | $368M CAD | $-234M CAD | Decreasing |
| Motor Vehicles & Parts | $20M CAD | $370M CAD | $-350M CAD | Decreasing |