1. China’s Stock Market Kicks Off Horse Year with 2.2 Trillion RMB Rally
Source: 21st Century Business Herald / Securities Times | Date: 2026-02-24

China’s A-shares saw all three major indices rise on the first trading day of the Horse Year, with trading volume hitting 2.2 trillion RMB ($300B+). The rally was driven by easing US tariff pressure and domestic AI enthusiasm offsetting uncertainty from Spring Festival consumption data. Brokerages believe the “slow bull” foundation remains intact for 2026, with tech innovation (AI) still the core investment theme.

Source: https://www.21jingji.com/article/20260224/herald/d91bfb9bb8d2534424009919f22f2a9a.html

2. China’s Central Bank Signals Rate Cuts Coming: How Much and When?
Source: China Industrial Information Network | Date: 2026-02-25

The PBOC’s Q4 2025 monetary policy report confirmed continued “moderately loose” policy stance. Industry experts expect reserve requirement ratio cuts to land in Q1, with 1-2 rate cuts totaling 10-20 basis points throughout 2026, guiding the Loan Prime Rate (LPR) downward. The central bank has emphasized promoting “reasonable price recovery” as a key monetary policy consideration. Original:

Source: https://www.cinic.org.cn/xw/cjfx/1624155.html

3. What Are the Four Financial Factors That Will Shape China’s Medium-to-Long-Term Economy?
China Macroeconomic Forum | Date: 2026-02-24

CASS expert Li Yang analyzed that social financing structure adjustment, interest rate declines, capital market development environment improvements, and monetary policy paradigm transformation are the four financial factors affecting China’s future macroeconomic performance. Declining interest rates will profoundly change the financial environment, creating favorable conditions for equity market development.

Source: http://www.china-cer.com.cn/guwen/2026022431381.html

Editor: Zhiyu Wang