Huaan Hang Seng SCHK Technology ETF

Recently, the "Implementation Opinions" issued by the Ministry of Industry and Information Technology and four other departments promote the development of the low-altitude economy, emphasizing the integration and innovation of low-altitude equipment and information communication, particularly the application of 5G technology. The policy aims to address the monitoring and communication issues of low-altitude aircraft and promote the scaled development of the low-altitude economy. The newly revised "Civil Aviation Law" in 2026 will incorporate the low-altitude economy into the legal system, providing institutional guarantees for industry development and marking a qualitative change in the industry

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Low-altitude economy 2026 - A turning point from "systematic implementation" to "scaled economy"

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In January 2026, China's CPI increased by 0.2% year-on-year and remained flat at 0.2% month-on-month; the PPI's year-on-year decline narrowed to -1.4%. The Spring Festival effect impacted the January CPI, but a significant rebound is expected in February. The core CPI rose to 0.3% month-on-month, the highest in nearly six months, indicating a moderate recovery in domestic demand. External demand remains robust, and the rebound in service sector demand is expected to support the core CPI

- In January 2026, China's CPI grew by 0.2% year-on-year, down from 0.8% in December, influenced by the late timing of the Spring Festival.  
- January's PPI decreased by 1.4% year-on-year, a smaller decline compared to December's 1.9%, with slight improvements in certain sectors, despite ongoing pressure from declining energy prices.  
- Looking ahead, indicators suggest that domestic demand may stabilize, potentially supporting a recovery in CPI and PPI as seasonal consumer spending increases post-Spring Festival.

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Core inflation rebounds and gradually improves - January inflation data commentary

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In 2025, the humanoid robot sector will witness a dual explosion of capital and industry, with annual financing exceeding $2.6 billion, surpassing the total of the past seven years. China, with a cluster of 23 startups and over 10,000 units in production scale, will outpace the United States in the race for industrialization, leading the world

- China is leading the humanoid robot startup scene with 23 companies, slightly ahead of the United States with 22, indicating a concentrated global ecosystem.  
- In 2025, humanoid robot startups attracted $2.65 billion in investments, surpassing the combined total from 2018 to 2024, signaling increased confidence in the technology's commercialization.  
- Chinese firms, such as Hangzhou Yushu Technology and Beijing Zhiyuan Robotics, produced over 5,000 humanoid robots each in 2025, significantly outpacing U.S. companies like Boston Dynamics and Tesla, which plan ramp-ups in 2026.

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Humanoid Robot Racing: Chinese Startups Rush to Mass Production, Tesla and Boston Dynamics Won't Start Until 2026

01024

China's leading position in the AI video field is gradually becoming apparent, especially with ByteDance's Seedance 2.0 marking the industrial delivery of AI video. Through technologies such as multimodal input and automatic camera movement, creators can achieve reusable production processes. As early as last year, KUAISHOU-W's Keli 2.0 had already surpassed competitors in terms of generation stability and character consistency. Chinese companies view video as an engineering problem, driving the development of commercial capabilities in AI video

- China's AI video technology has achieved a leading position, exemplified by the launch of Seedance 2.0, which signifies a shift towards stable and functional production.  
- The advancement stems from earlier success with models like Kuaishou's Keling 2.0, demonstrating superior consistency and reproducibility, essential for commercial viability.  
- This progress reflects a broader engineering approach in Chinese models, focusing on process optimization over mere algorithmic enhancement, contrasting with the high-cost, high-failure Western methodologies.

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Why the Chinese Model Leads in AI Video

Recently, KUAISHOU and ByteDance released Keling 3.0 and Seedance 2.0, attracting high market attention. The new models have breakthroughs in consistency, stability, and scene segmentation, with the biggest highlight being support for video input. Tests show that Seedance 2.0 has significantly improved performance, but Keling has an advantage in professional content production. The tests covered both animation and live-action styles, with results indicating that Keling performed average in video conversion, while Seedance failed to generate successfully. Overall, Seedance focuses more on storytelling, while Keling concentrates on professional content

- Recently, Kuaishou and ByteDance launched video models Keling 3.0 and Seedance 2.0, which show significant advancements in consistency, stability, and video input capabilities.  
- Although Seedance 2.0 demonstrates clear performance improvements over its predecessor, Keling 3.0 excels in professional content production with better visual quality and detail.  
- The AI video model market is still early, showing rapid growth potential, with significant room for further penetration in areas like live-action content as technology matures.

Domestic Video Model Evaluation: ByteDance's Dream 2.0 vs KUAISHOU-KeLing 3.0

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Data released by the National Bureau of Statistics shows that in January 2026, the Producer Price Index (PPI) rose by 0.4% month-on-month, marking the fourth consecutive month of increase, with the growth rate expanding by 0.2 percentage points compared to December last year. The main reasons include the promotion of price increases in certain industries due to the construction of a unified national market, with prices for cement and lithium-ion battery manufacturing both rising by 0.1%. In addition, the development of digital technology has driven a 0.5% increase in the prices of computer and communication equipment. The upward trend in international non-ferrous metal prices has affected domestic related industry prices, with silver smelting prices rising by 38.2%

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Economic Bureau of National Statistics: January PPI rose 0.4% month-on-month, with an expanded increase and a four-month consecutive rise

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China's January CPI year-on-year increase is 0.2%, down from 0.8% in the previous period. The decline in the growth rate is mainly due to two reasons: first, the impact of the Spring Festival falling in different months. Last January was the month of the Spring Festival, during which food and some service prices rose significantly, resulting in a higher comparison base from the same period last year, leading to a larger decline in this month's year-on-year growth rate. Second, fluctuations in international oil prices have led to an expanded decline in energy prices, with energy prices falling by 5.0% in January. The year-on-year decline in January's PPI has narrowed to 1.4%

- In January 2026, China's CPI increased by 0.2% month-on-month and 0.2% year-on-year, with core CPI (excluding food and energy) rising by 0.8%.  
- The PPI rose by 0.4% month-on-month, marking its fourth consecutive increase, while the year-on-year decline narrowed to 1.4%.  
- Factors such as seasonal price changes, increased consumer demand, and adjustments in the industrial supply chain contributed to these trends in inflation rates.

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China's January CPI year-on-year increase fell to 0.2%, and the year-on-year decline of PPI narrowed to 1.4%

According to data from the National Bureau of Statistics, the core CPI in January 2026 rose by 0.3% month-on-month, the highest in the past six months, and increased by 0.8% year-on-year. This was mainly influenced by rising prices of airline tickets, travel agency fees, and domestic services. Although consumer demand continues to recover, the year-on-year growth rate in January has declined due to the impact of the Spring Festival falling in a different month

National Bureau of Statistics: The core CPI excluding food and energy prices rose 0.3% month-on-month in January, reaching a nearly six-month high

The National Bureau of Statistics report shows that in January, the PPI rose by 0.4% month-on-month, marking an increase for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month. Key features include: the construction of a unified national market driving price increases in certain industries, increased demand leading to price rises in related industries, and input factors affecting the divergence in price trends. Specifically, the prices of cement and lithium-ion battery manufacturing both increased by 0.1%, photovoltaic equipment prices rose by 1.9%, and computer communication equipment prices increased by 0.5%. The rise in international non-ferrous metal prices has driven up prices in related domestic industries

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National Bureau of Statistics: In January, the PPI rose by 0.4% month-on-month, increasing for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month

In the early trading session, the concept of computing power leasing continued last week's strong momentum, with Dawei Technology and Hengrun Co., Ltd. hitting the daily limit, while Pingzhi Information, Xiexin Energy Technology, Xiechuang Data, Litong Electronics, and Meili Cloud also saw gains. The photovoltaic sector opened strongly, with Jinjing Technology hitting the daily limit, Juhe Materials rising over 10%, and Xiexin Integration, Liancheng CNC, Aotewei, Junda Co., Ltd., and JinkoSolar following suit

AH shares opened significantly higher! The Shanghai Composite Index rose by 1%, the photovoltaic industry chain saw a surge in limit-up stocks, computing hardware and precious metals rallied, the Hang Seng Index rose over 1%, and tech stocks all increased

On the morning of the 9th, General Secretary Xi Jinping visited the National Innovation Park located in Yizhuang, Beijing, to learn about the application of information technology innovation and the progress of Beijing in accelerating the construction of an international science and technology innovation center. He inspected the display of representative scientific and technological innovation achievements and had friendly exchanges with representatives of researchers and heads of technology enterprises. (CCTV News)

Xi Jinping inspects technological innovation work in Beijing

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The outlook for quantum computing in 2026 indicates a moderation in growth, with global revenues projected to reach $2 billion, driven by defense and aerospace applications. Key players IonQ and IBM are highlighted for their long-term potential despite near-term volatility. The U.S. has expanded export controls on advanced computing technologies to limit China's access, reflecting ongoing geopolitical tensions. Fiscal constraints are impacting funding for quantum research, although bipartisan efforts may bolster future support. IonQ is positioned for significant growth, while IBM continues to advance its quantum roadmap.

Huaan Hang Seng SCHK Technology ETF(520840.SH)

Low-altitude economy 2026 - A turning point from "systematic implementation" to "scaled economy"

Core inflation rebounds and gradually improves - January inflation data commentary

Humanoid Robot Racing: Chinese Startups Rush to Mass Production, Tesla and Boston Dynamics Won't Start Until 2026

Why the Chinese Model Leads in AI Video

Domestic Video Model Evaluation: ByteDance's Dream 2.0 vs KUAISHOU-KeLing 3.0