Beijing, China, Dec. 28, 2025 (GLOBE NEWSWIRE) -- 2025 marks the starting point for the 15th Five-Year Plan period (2026-30). In the Recommendations of the Central Committee of the Communist Party of China (CPC) for Formulating the 15th Five-Year Plan for National Economic and Social Development made public in October, the country has outlined major objectives for high-quality development over the next five years, including significant achievements in high-quality development, substantial improvements in sc ...

Demand for Chinese AI firms has been further fuelled by Beijing’s aggressive push for technological self-reliance. China has fast-tracked high-profile listings of domestic chipmakers, including Moore Threads and MetaX, both of which made blockbuster market debuts this month. These listings have reinforced the perception that China is accelerating efforts to close the technology gap with the United States, particularly in semiconductors and AI infrastructure.Foreign investors are increasingly viewing China ...

Core Insights - Despite escalating trade tensions and tariffs of 145% on Chinese exports to the U.S., Chinese technology stocks are showing resilience and growth potential in 2025, driven by increased technological self-reliance and innovation capabilities [1][2][3] Group 1: Market Opportunities - President Xi Jinping's Southeast Asian tour has strengthened regional ties, creating new market opportunities for Chinese technology exports as U.S. markets face restrictions [2] - Major Chinese tech companies are making strategic investments in AI infrastructure and emerging technologies, enhancing China's digital ecosystem and creating new growth opportunities [5] - China's semiconductor sector has adapted well to Western export controls, dominating advanced packaging technologies with over 25% of the global market share [6] Group 2: Technological Advancements - Chinese companies have made significant advancements across various sectors, including robotics and electric vehicles, showcasing a comprehensive technological approach [7] - DeepSeek, an AI startup, has developed the R1 model that rivals Western counterparts at a lower cost, with the upcoming R2 model promising enhanced capabilities [4] Group 3: Company-Specific Developments - Alibaba is experiencing growth with customer management revenues increasing by 9% year over year and a 27% rise in U.S. orders for AliExpress, alongside a robust financial position with $51.9 billion in net cash [9][10] - JD.com is executing initiatives to incubate 600 bestsellers and has seen a 130% year-over-year increase in new product launches, maintaining a 30% compound annual growth in the durian market [12][13] - Baidu is positioning itself in the autonomous vehicle sector through a partnership with CATL, while also launching the upgraded Ernie 4.5 AI model, enhancing its capabilities in AI [14][15] - Tencent's Hunyuan Turbo S model is gaining attention for its speed and cost efficiency, positioning the company to capture market share in the AI sector [16][17]