According to Xinhua, China's technology-based industrial transformation is attracting increasing interest from international investors in the context of AI increasing demand for computer hardware.
This interest is clearly shown when the stock of ChangXin Memory Technology Company (CXMT) increased by more than 465% on the first day of listing on the Shanghai Science and Technology Exchange (STAR Market) under the Shanghai Stock Exchange. This result makes the enterprise the company with the largest market capitalization on China's A-list stock market.
Not only domestic investors, many international investment funds have also increased the proportion of Chinese technology stocks. The Tema Memory ETF of the US has added CXMT shares to the investment portfolio with a proportion of 10.56%. Meanwhile, the VanEck China Semiconductor ETF, investing in 25 large and highly liquid semiconductor enterprises in China, is also attracting capital flows from international investors.
In early July, the International Monetary Fund (IMF) raised its forecast for China's economic growth in 2026 from 4.4% to 4.6%. According to experts from UBS Securities, this move reflects confidence in the industrial upgrading process and the resilience of the Chinese economy.
Data from the National Bureau of Statistics of China (NBS) shows that in the first half of 2026, the added value of the high-tech manufacturing industry increased by 13.3% compared to the same period last year, much higher than the 5.4% increase of the entire industry. High-tech and digital product manufacturing sectors contribute nearly 48% to the overall growth of the industry.
In a recent report, Standard Chartered Bank said that the AI wave is supporting both China's production and exports. According to customs data cited by this bank, exports of electronic components and computer parts contributed 6.9 percentage points to China's export growth in the first half of 2026.
International financial institutions such as UBS Securities, Deutsche Bank and JPMorgan Bank also believe that global investors are increasingly interested in China's AI, semiconductor, biotechnology and high-tech manufacturing sectors.
