Global investors forecast continued bullish market for Chinese equities

From manufacturing and trade to services, innovation and consumption, China's economic growth is holding up across key sectors, and the country's gross domestic product (GDP) surpassed 140 trillion yuan in 2025, meeting the annual growth target of around 5t percent. Officials stated that China's economic fundamentals remain sound, and the latest data support this assessment.

China has the world’s largest and most complete manufacturing system, ranking first globally in value-added output for 16 consecutive years.

The services sector now accounts for 57.7 percent of the GDP, supported by the world’s largest digital infrastructure, from broadband networks to cloud computing.

Trade also tells a compelling story.

In 2025, total imports and exports reached 45.47 trillion yuan, marking nine consecutive years of positive growth.

China trades with more than 240 countries and regions, with around half linked to Belt and Road partners, helping cushion the impact of global shocks.

New growth engines are gaining momentum.

China’s research and development spending now exceeds the Organization for Economic Co-operation and Development (OECD) average, representing a clear shift toward innovation-led growth.

"[In terms of] R and D investments in the last two years, we've seen the Chinese tech sector is growing in leaps and bounds. So I think further stimulus in no doubt would accelerate this process," said Hong Hao, managing partner of Lotus Asset Management Company.

Consumption is also on the rise.

Jewelry, smart phones, and other discretionary goods are selling briskly, signaling demand is upgrading, not merely recovering.

Investors are taking notice.

Goldman Sachs projects the MSCI China Index to rise by 20 percent by the end of 2026. Meanwhile, the CSI 300 Index is anticipated to climb 12 percent to 5,200 points.

China’s economy is not standing still. It is absorbing pressure, upgrading its structure, and unlocking new momentum.

From grain fields to factory floors, from exports to technology labs, every sector is contributing to growth. Despite global uncertainty, China’s economic fundamentals remain strong.

Global investors forecast continued bullish market for Chinese equities

China's first Hualong One nuclear power project in the northern part of the country saw completion of the dome installation for its No. 1 unit in Weihai City of Shandong Province on Saturday, marking a key step forward in the construction of nuclear power generation facilities in northern China, according to China Huaneng Group.

Dome installation is a major milestone in any nuclear power project construction, as the reactor's steel liner is a core safety barrier, ensuring the plant's integrity and airtightness to contain radioactivity. The No. 1 unit's dome is the top structure of the nuclear island's reactor steel liner, composed of 70 wall panels, weighing 227.9 tons and covering an area the size of four basketball courts.

"Hualong One is China's independently developed third-generation pressurized water reactor nuclear technology. It features a double-layer safety containment design and a dual active and passive safety system, with international-leading safety performance. The rate of domestically sourced key equipment exceeds 90 percent, and each unit has a 1.2 million kilowatt capacity. The first phase expansion project of the Shidao Bay has led to the first application of Hualong One in in northern China and provides valuable experience for similar projects going forward in northern China," said Chang Chongxi, general manager of Huaneng Shidao Bay Nuclear Power Development Co., Ltd.

The Huaneng Shidao Bay base is China's first major advanced nuclear power base to simultaneously apply homegrown third- and fourth-generation nuclear technologies. It is already home to the world's first fourth-generation high-temperature gas-cooled reactor demonstration plant, and will be expanded with four Hualong One pressurized water reactors in two phases. Upon completion, the base will be capable of generating 35 billion kilowatt-hours of electricity annually, enough to power 17 million three-person households for a year.

Shidao Bay nuclear plant of 35 billion kilowatt-hours annual output hits major construction milestone