Top Chinese stocks to watch in 2026
Find out which Chinese stocks are set to make an impact in 2026. This guide covers market trends, risks, and how to trade and invest in these stocks confidently with IG Singapore.
Important to know
This article is for informational purposes only and does not constitute investment or trading advice. Please ensure you understand the risks and consider your individual circumstances before trading.
Key takeaways
China’s evolving economy and policy shifts create unique opportunities and risks for stock traders in 2026.
Understanding market drivers, sector trends, and regulatory factors is essential for successful Chinese stock trading.
IG Singapore offers easy access to major Chinese stock markets with tools to help manage risk and execute trades confidently. You can trade Chinese stocks through IG Singapore via CFDs, or invest in them via the IG Markets app.
Why trade and invest in Chinese stocks in 2026?
China remains a vital player in the global economy, with its vast market and ongoing structural reforms shaping opportunities for investors and traders alike. In 2026, China’s focus on technological innovation, renewable energy, and expanding consumer markets creates several potential growth areas worth exploring.
Additionally, Chinese companies play critical roles in global supply chains, making their stocks important for a diversified trading portfolio.
Through IG Singapore, traders can access various Chinese stock markets, including mainland A-shares, Hong Kong H-shares, and US-listed Chinese ADRs, via CFD trading or investing on the new IG Markets Singapore app. Each asset and instrument comes with its own unique opportunities and risks.
Key factors influencing Chinese stock performance
Several key elements impact the performance of Chinese stocks:
- Government policy: The Chinese government’s economic plans and regulations can significantly sway stock prices, especially in sectors like technology, finance, and green energy.
- Currency fluctuations: Movements in the Chinese yuan (CNY) against major currencies affect the returns for international traders.
- Sector trends: Emerging sectors such as electric vehicles, cloud computing, and healthcare are poised for growth.
- Geopolitical dynamics: Trade relations and diplomatic developments, particularly between China and the US, can introduce volatility.
Understanding these factors helps traders better anticipate market movements and manage risk.
Quick fact
During the first eight months of 2025, the Shanghai Stock Exchange saw 17.21 million new A-share accounts opened, marking a 48% increase over the same period in 2024.
Risks of trading and investing in Chinese stocks
Trading Chinese stocks carries specific risks:
- Regulatory unpredictability: Sudden government interventions or policy changes can cause sharp price swings or restrictions.
- Delisting risks: Some US-listed Chinese companies face delisting threats, impacting liquidity and valuation.
- Market volatility: Chinese stock markets can experience rapid price changes, driven by local sentiment and macroeconomic news.
- Currency risk: Exchange rate movements may affect profits or losses for traders outside China.
Being aware of these risks is essential for effective trading strategies.
Top 5 Chinese stocks to watch
Company name
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52-week low share price*
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52-week high share price*
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Available for CFD trading with IG Singapore?
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Available for investing with IG Markets Singapore app?
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HK$79.10
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HK$186.20
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✅
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✅
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HK$373.00
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HK$683.00
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✅
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✅
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HK$10.08
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HK$15.64
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✅
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✅
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HK$33.35
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HK$61.45
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✅
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✅
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HK$73.25
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HK$148.00
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✅
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✅
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*As of 14 January 2026
1. Alibaba Group Holding Limited (9988 HK; BABA US)
Industry: Internet retail
Market cap: HK$2.7 trillion (S$444.4 billion)
Latest earnings: For the quarter ended 30 September 2025, Alibaba Group reported revenue of RMB 242.6 billion (US$33.3 billion), representing a 9% year-on-year (YoY) increase. Net income attributable to ordinary shareholders was RMB 27.7 billion (US$3.8 billion), up 11% YoY. Adjusted EBITDA rose 13% YoY to RMB 52.1 billion (US$7.2 billion), while adjusted EBITA grew 12% YoY to RMB 45.6 billion (US$6.3 billion).
Cash flow: As of 30 September 2025, Alibaba held RMB 545.3 billion (US$74.9 billion) in cash, cash equivalents, and short-term investments. Free cash flow for the six months ended September was RMB 56.2 billion (US$7.7 billion), down from RMB 73.8 billion in the prior year due to higher infrastructure spending.
Share price performance: Alibaba’s shares gained over 75% in 2025, closing at HK$143 on 31 December 2025. The stock traded at a P/E ratio of around 21.0 times and a P/B ratio of 2.5 times.
Analyst ratings and stock price targets: MarketBeat consensus shows 17 ‘buy’ ratings out of 20 analysts, with an average price target of US$192, implying an estimated 27% upside from January 2026 levels. Citigroup reiterated a ‘buy’ rating with a price target of US$225 in November 2025.
2. Tencent Holdings Limited (0700 HK; TCEHY US)
Industry: Internet services and gaming
Market cap: HK$5.7 trillion (S$938.3 billion)
Latest earnings: Tencent reported revenues of RMB 192.9 billion (US$26.5 billion) for Q3 2025, a 15% YoY increase. Gross profit rose 22% YoY to RMB 108.8 billion (US$14.9 billion). Net profit attributable to equity holders was RMB 70.6 billion (US$9.7 billion), up 18% YoY, while diluted EPS stood at RMB 7.575.
Cash flow: As of 30 September 2025, Tencent held RMB 493.3 billion (US$67.7 billion) in cash and equivalents, up 16% YoY. Free cash flow was RMB 58.5 billion (US$8.0 billion), flat compared to the prior year. Net cash position totalled RMB 102.4 billion (US$14.0 billion), up 7% YoY.
Share price performance: Tencent share price rose over 50% in 2025, closing at US$600 at the end of 2025. The stock traded at a P/E ratio of around 25.0 times and a P/B ratio of 4.2 times.
Business outlook and analyst stock ratings: Chairman and CEO Ma Huateng highlighted that ‘strategic investments in AI are benefitting us in ad targeting, game engagement, and efficiency enhancement areas such as coding and video production’. FactSet consensus shows a ‘buy’ rating with an average price target of HK$770, implying ~23% upside from January 2026 share price levels.
3. JD Logistics, Inc. (2618 HK)
Industry: Supply chain and logistics services
Market cap: HK$76.9 billion (S$12.7 billion)
Latest earnings: JD Logistics reported revenues of RMB 55.1 billion (US$7.6 billion) for the quarter ended 30 September 2025, representing a 24.1% YoY increase from RMB 44.4 billion in Q3 2024. Gross profit was RMB 5.0 billion, down 3.7% YoY, reflecting higher operating costs. Net profit attributable to shareholders was RMB 2.0 billion, a decline of 7.9% YoY.
Cash flow: As of 30 September 2025, JD Logistics held RMB 44.4 billion (US$6.1 billion) in cash resources. Free cash flow for the quarter was RMB 6.0 billion, down from RMB 2.7 billion in the prior year, reflecting higher capital expenditures and workforce costs.
Business outlook and analyst stock ratings: CEO Wang Zhenhui emphasised that JD Logistics is ‘committed to expanding integrated supply chain solutions and enhancing last-mile delivery capabilities’. MarketScreener consensus shows JD Logistics rated ‘buy’ by 88% of analysts, with an average price target of HK$18.36, implying ~51% upside from January 2026 levels.
4. Xiaomi Corporation (1810 HK; XIACF US)
Industry: Consumer electronics and smart devices
Market cap: HK$994.0 billion (S$163.5 billion)
Latest earnings: For the quarter ended 30 September 2025, Xiaomi reported revenue of RMB 103.0 billion (US$14.1 billion), representing a 15.6% YoY increase. Adjusted net profit surged 64.5% YoY to RMB 6.5 billion (US$890 million), marking the company’s strongest quarterly profit since listing.
Cash flow: Xiaomi held RMB 36.2 billion (US$4.9 billion) in cash and equivalents as of 30 September 2025. Free cash flow was RMB 7.8 billion, up 21% YoY, reflecting stronger profitability despite higher capex in EV and AI.
Business outlook and analyst stock ratings: CEO Lei Jun stated that ‘our EV business is on track to break even by the second half of 2025, and we are accelerating preparations for entry into the European EV market by 2027’. FactSight insights show Xiaomi rated ‘buy’ by a majority of analysts, with an average target price of HK$56.14, suggesting a possible 47% upside over the next 12 months.
5. Baidu, Inc. (9888 HK; BIDU US)
Industry: Internet search and AI
Market cap: HK$398.4 billion (S$65.50 billion)
Latest earnings: Baidu reported total Q3 2025 revenue of RMB 31.2 billion (US$4.38 billion), a 7% YoY decline. Net income attributable to Baidu was a loss of RMB 15.1 billion (US$2.1 billion), primarily due to a RMB 16.2 billion impairment of long-lived assets.
Cash flow: As of 30 September 2025, Baidu held RMB 296.4 billion (US$41.6 billion) in cash and investments. Operating cash flow was RMB 1.3 billion (US$176 million), while free cash flow remained negative due to heavy AI investments
Business and analyst stock ratings: CEO Robin Li stated: ‘AI Cloud maintained solid growth momentum, driven by broadening enterprise adoption of our AI products and solutions. Apollo Go significantly accelerated the scaling of its fully driverless operations and kept advancing global expansion’. MarketBeat consensus shows an overall ‘moderate buy’ rating, with 2 ‘strong buys’, 14 ‘buys’, 6 ‘holds’, and 1 ‘sell’.
How to trade and invest in Chinese stocks with IG Singapore
CFD share trading
- Create a live or demo account
- Find an opportunity among one of our 10,000+ stocks with our stock screener
- Click ‘buy’ to go long or ‘sell’ to short
- Set your position size
- Take steps to manage your risk
- Open and monitor your position
Investing
- Open an account via IG Markets Singapore app
- Search for Chinese stocks on the app
- Choose the shares you want to buy
- Determine how many shares you want to purchase
- Place your order
- Monitor your investment and collect any dividends
FAQs about Chinese stocks
What are Chinese A-shares, B-shares, and H-shares?
- A-shares: Stocks listed on mainland China exchanges, traded in RMB, mainly for domestic investors and select foreign investors.
- B-shares: Mainland-listed stocks traded in foreign currencies like USD or HKD, less liquid than A-shares.
- H-shares: Shares of mainland companies listed on the Hong Kong Stock Exchange, accessible to international investors.
Can I trade Chinese stocks from Singapore?
Yes. Through IG Singapore, you can trade:
- Hong Kong-listed Chinese stocks (H-shares)
- US-listed Chinese ADRs
- China A-shares via ETFs available on the platform
How do government policies affect Chinese stocks?
Chinese government actions can cause rapid changes in stock prices by:
- Introducing new regulations or restrictions
- Offering sector-specific support or incentives
- Influencing market confidence and investment flows
Which sectors in China are expected to grow in 2025?
Promising sectors include:
- Technology and cloud computing
- Electric vehicles and renewable energy
- Healthcare and biotech
- Consumer goods and services
Are US-listed Chinese ADRs safe to trade?
While liquid and widely accessible, ADRs carry risks like:
- Possible delisting due to regulatory disagreements between US and China
- Increased scrutiny from regulators
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