Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul><li>Chinese airlines are to resume more international flights as the nation gradually eases tough rules that aim to prevent the spread of Covid-19.</li><li>The resumed routes will include flights to Tokyo, Bangkok, Seoul and Dubai, mostly from cities in the country’s prosperous coastal provinces.</li><li>International routes to and from China are operating at about one-twentieth the rate they did before the novel coronavirus emerged late in 2019.</li></ul>

Chinese airlines are to resume more international flights as the nation gradually eases tough rules that aim to prevent the spread of Covid-19.The resumed routes will include flights to Tokyo, Bangkok, Seoul and Dubai, mostly from cities in the country’s prosperous coastal provinces.International routes to and from China are operating at about one-twentieth the rate they did before the novel coronavirus emerged late in 2019.

Chinese Airlines to Add International Routes in Wake of Eased Covid Rules

Cross Asset Strategy

<ul><li><p>Cover Story: Will a barrier to the Yangtze River save Poyang Lake?</p></li><li><p>Unimpressive results reported for China's first Covid pill candidate</p></li><li><p>China private investment fund regulations stuck in limbo for another year</p></li></ul>

Cover Story: Will a barrier to the Yangtze River save Poyang Lake?Unimpressive results reported for China's first Covid pill candidateChina private investment fund regulations stuck in limbo for another year

CX Daily: Will a Barrier to the Yangtze River Save Poyang Lake?

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Index Rebalance

Xiamen Tungsten Co Ltd A / Index Rebalance

<ul>
<li>CSI 300 June 2026 added 19 stocks and deleted 19. With all post-implementation windows complete, we review current-cycle performance vs history.</li>
<li>ADDs rose broadly in the first implementation week. The historical fade read was offset by a stronger CSI 300 tape and tungsten-specific newsflow. Weeks 2 to 4 reversed the gains.</li>
<li>DELETEs fell in the first week and drifted lower in weeks 2 to 4. The direction matched history, and the losses were milder than in prior cycles.</li>
</ul>


CSI 300 June 2026 added 19 stocks and deleted 19. With all post-implementation windows complete, we review current-cycle performance vs history.
ADDs rose broadly in the first implementation week. The historical fade read was offset by a stronger CSI 300 tape and tungsten-specific newsflow. Weeks 2 to 4 reversed the gains.
DELETEs fell in the first week and drifted lower in weeks 2 to 4. The direction matched history, and the losses were milder than in prior cycles.


CSI 300 June 2026 Rebalance: Post-Implementation Review

Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2>China News That Matters</h2><ul>
<li>The company that couldn’t stop buying</li>
<li>In rare role reversal, Britain blacks out Chinese TV </li>
<li>Confront, counter and push back: Biden on China</li>
<li>Trading carbon – and burning more coal</li>
<li>China hopes for the best from Myanmar “reshuffle” </li>
</ul><div class="content-remarks"><p>In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</p></div>

China News That Matters
The company that couldn’t stop buying
In rare role reversal, Britain blacks out Chinese TV 
Confront, counter and push back: Biden on China
Trading carbon – and burning more coal
China hopes for the best from Myanmar “reshuffle” 
In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.

HNA/ CGTN/ US-China/ Environment/ Myanmar

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of CSI 300 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, XIAMEN TUNGSTEN, KUNLUN TECH, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, GIANT NETWORK, CHINA SHENHUA ENERGY, Xinjiang Daqo.</li>
</ul>


We analysed the earning revision of component stocks of CSI 300 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, XIAMEN TUNGSTEN, KUNLUN TECH, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, GIANT NETWORK, CHINA SHENHUA ENERGY, Xinjiang Daqo.


CSI 300 Index Earning Revision (Jun): INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, KUNLUN TECH

China

Hainan Airlines Co., Ltd. provides passenger and freight air transportation. The Company also provides charter flight services. 

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Hainan Airlines Co (600221 CH)

Chinese Airlines to Add International Routes in Wake of Eased Covid Rules

Chinese airlines are to resume more international flights as the nation gradually eases tough rules that aim to prevent the spread of Covid-19.

Caixin Global

CX Daily: Will a Barrier to the Yangtze River Save Poyang Lake?

Cover Story: Will a barrier to the Yangtze River save Poyang Lake? Unimpressive results reported for China's first Covid pill candidate

Caixin Global

CSI 300 June 2026 Rebalance: Post-Implementation Review

CSI 300 June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare...

Ke Yan, CFA, FRM

HNA/ CGTN/ US-China/ Environment/ Myanmar

In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...

Diana Choyleva

CSI 300 Index Earning Revision (Jun): INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, KUNLUN TECH

We analyzed CSI 300's consensus for Jun 2026 and highlighted changes of EPS in INDUSTRIAL BANK (601166 CH), YANTAI JEREH OILFIELD SERVICES (002353...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

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