Top 7 Chinese stocks by one-year performance Below is a list of the seven best-performing stocks in the last year that are listed on the NYSE, NASDAQ or AMEX exchanges, have a market capitalization of at least $1 billion and are headquartered in China or Hong Kong. Ticker Company Performance (Year) KC Kingsoft Cloud Holdings Ltd ADR 482.31% GDS GDS Holdings Limited ADR 373.80% VNET VNET Group Inc ADR 324.71% QFIN Qifu Technology Inc. ADR 178.40% HSAI Hesai Group ADR 164.15% LU Lufax Holding Ltd ADR 123.47% FUTU Futu Holdings Ltd ADR 103.62%
Hong Kong's Hang Seng Tech Index has entered technical bull territory following robust gains by Chinese tech stocks that have added billions of dollars in market capitalization, driven by the sudden rise to fame by homegrown AI app DeepSeek. The Hang Seng Tech Index was last up 2.8% at 5200.57 at midday on Friday, rising over 20% from a January low. Hardware makers Lenovo Group and Xiaomi were among the top gainers in Hong Kong, rising 5.8% and 7.5%, respectively. Software companies rose sharply on hopes of incorporating DeepSeek's AI model to fuel their businesses. Enterprise software maker Kingdee International Software Group jumped 20%. The 2025 Surprise? Chinese Tech May Lead the Next Bull Run
Qifu Technologies The smallest of the three companies here is Qifu, but with a market cap of $5.6 billion and trailing revenue of $2.3 billion it's not exactly tiny. Qifu operates a platform that provides credit solutions to its 55.2 million cumulative users that it matches across 162 partners in the financial services industry through proprietary AI-fueled credit assessment tools. Qifu serves consumers as well as small and medium businesses, but it focuses on a market ignored by larger players that favor seasoned credit histories of folks living in China's Tier 1 cities. A hearty 70% of its borrowers are younger than 40, and 81% of them are the country's rural territories. Consistently profitable, Qifu is betting on itself. It announced a share buyback plan in March of last year and rolled out a second one in November after completing its first round. That was a smart move, as Qifu stock more than doubled last year. The company is also returning money to stakeholders with semiannual payouts, currently yielding 3.3%. If the forward earnings multiples of Baidu and Alibaba seem low, you can pick up Qifu for only six times its forward profit target.
We believe foreign capital will continue to return to China’s markets in 2025, accelerating the “re-rating” of China stocks, which began in 2024 with stimulus efforts. In 2025, we believe China’s equity market may continue its upward trend from 2024 as stimulus measures take hold and filter down into economic data and corporate earnings. We could also see another upside surprise on the stimulus front, which would also benefit equity prices. We believe a second Trump Administration may seek a “Grand Bargain” with China in 2025 after strengthening its position through tariff threats. In our opinion, Trump's election was the best possible outcome for the US-China relationship at the current juncture.
going the opposite of Trump Hukou System Reform Under the current system, China’s migrant workers are prohibited from accessing public services such as education and health care in the tier-1 and tier-2 cities in which they are employed until they can establish at least five years of residency in those cities. As a result, many leave families behind in their villages so that their children can attend school. Meanwhile, those in need of medical care must bear the expense of returning to their hometowns, often to receive a lower standard of care than they would have in their cities of employment. Making it faster and easier for these workers to establish residency and avail themselves of public services where they work would generate a significant boost to consumer confidence, as these workers would no longer have to maintain a high “rainy day fund”, a key driver of China’s high household savings rate. Meanwhile, they would be able to bring their children with them, who can then take advantage of better educational opportunities in tier-1 and tier-2 cities and eventually replace China’s rapidly aging skilled workforce.
Prime Minister Stoney you have now met with the American President what is your judgement. I have only seen this man on TV where he is so scary and strong. Now I meet him in person and his is much redder than i thought and he is so smart. So very smart. This is a smart and strong man who will give us the best possible trade deal. We agree to pretend to buy more American made goods. This I do without scare tactics or yelling. This I do because I have met such a handsome man. Who is strong. GBA PRESENTS CHINA WEEK-!!!!!!!!