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Moore Threads posted a 243% jump in 2025 revenue to RMB 1.506 billion while reducing its net loss to RMB 1.024 billion. The company has launched and begun mass production of the MTTS5000, a training‑and‑inference GPU, benefitting from rising AI demand but still facing hurdles to profitability and ecosystem adoption.

NASA has cancelled a planned upgrade to its SLS rocket to focus on increasing launch cadence and added an extra unmanned docking test ahead of crewed lunar missions. The shift affects a roughly $2 billion Boeing contract and signals NASA’s prioritisation of reliability and tempo over expanded vehicle capability in the near term.

Beiqingsong (688793), a Shenzhen maker of smart portable massage devices, reported a 2025 revenue decline to 771 million yuan and a net loss of 89.3 million yuan after falling gross profit and persistent fixed costs. The company’s founder and controlling shareholder, Ma Xuejun, has been the subject of two CSRC investigations within 41 days, and his recent share sale reduced the group's holding below 50%, heightening governance and market-risk concerns.

Taoli Bread’s founder and family are planning another significant share sale—part of more than RMB 3.7 billion cashed out since listing—as the company reports four years of falling profits and shrinking revenues. Heavy historical dividends and concentrated family control raise governance and capital-allocation questions that may hinder the firm’s ability to reinvest and revive growth.

MuXi reported ¥1.644 billion in 2025 revenue, up 121% year‑on‑year, driven by a notable rise in GPU shipments, but still posted a ¥781 million net loss. The results signal strong market acceptance of the company's GPUs while underscoring the persistent profitability and cash‑burn challenges facing China’s emerging AI‑chip vendors.

US markets opened lower as investors fretted over large capital expenditure plans at AI infrastructure providers, sending CoreWeave down over 13% and pressuring broader tech names. Duolingo tumbled on weak bookings guidance while Netflix rose after exiting the Warner Bros bidding contest, underscoring divergent fortunes across the tech and media landscape.

Chuyuan New Materials, a domestic maker of dry‑film photopolymers for PCBs, has applied for a ChiNext IPO while reporting a strong market share. Yet unit prices have been sliding, receivables and financing have grown materially, and the company’s high sales service fees — some tied to former related parties — have drawn regulatory queries that could affect valuation and listing timing.

Chengdu’s new airport comprehensive bonded zone began operations, promising lower logistics costs and stronger western trade links. Simultaneously, Beijing has tightened food‑safety obligations for online delivery platforms, while tech firms adjust strategies amid regulatory and market pressures — a pattern of opening paired with firmer oversight.

Prime Minister Sanae Takaichi told a parliamentary committee that weapon export decisions do not require prior Diet approval, triggering domestic criticism as the ruling party moves to relax arms-export rules. The proposals would remove several export limits and let the government approve transfers in “special circumstances,” a shift that raises questions about democratic oversight, reputational risk and Japan’s postwar restraint. The dispute highlights a deeper tension between Tokyo’s desire for strategic flexibility and civil-society demands for transparent, parliamentary control over decisions with potential human and geopolitical costs.

The United States has asked China to join trilateral nuclear arms talks with Washington and Moscow. China responded cautiously, reiterating demands for equality, security guarantees and an avoidance of double standards, while highlighting the technical and political obstacles to three‑party arms control.

Third‑round indirect US–Iran talks in Geneva yielded cautious optimism and moved technical work to Vienna on 2 March. Iran has offered conditional concessions on uranium and regional arrangements, but red lines over missile capabilities and sanctions relief leave the talks fragile amid a heavy US military presence.

Pakistan's security agencies released a video claiming to show an airstrike on Kabul, a claim that remains unverified. The move is both a tactical message about counterterrorism and a diplomatic provocation with risks of regional escalation and legal controversy.

On February 27, 2026 the U.S. Embassy in Israel announced the authorized departure of non‑essential staff and their families, citing heightened security risks and warning of possible travel restrictions to parts of Israel, Jerusalem’s Old City and the West Bank. The advisory urges U.S. citizens to consider leaving while commercial flights remain available, a precaution that reduces diplomatic capacity and signals concern about further escalation.

Pakistani airstrikes struck parts of Kabul, Kandahar and Paktia on 27 February, prompting Kabul to tighten security with checkpoints and vehicle inspections. Afghan officials reported no casualties at the time, but the strikes heighten cross‑border tensions and raise broader regional stability concerns.

Guomai Culture’s pivot from publishing to entertainment has collided with content controversy, weak ESG disclosure and a failed animated film investment that produced losses almost equal to last year’s profits. Shareholder sell-offs and a diluted governance structure have amplified investor concern, leaving the company to rebuild credibility through better disclosure, editorial controls and financial risk management.

All 31 Chinese provinces have embedded a renewed push for ‘frugality’ in their 2026 budget plans, cutting administrative expenses and tightening controls on procurement and new assets. Officials aim to redirect savings to growth and livelihoods, while shifting attention to preventing wasteful government investment—though enforcement and economic trade-offs remain critical risks.

China’s securities regulator has issued new measures to tighten disclosure and curb misleading marketing by private funds, banning performance forecasts and guarantees of principal or minimum returns. The rules, effective September 1, 2026, strengthen custodial review, reporting obligations and enforcement powers, and are likely to raise compliance costs while improving investor protection and market credibility.

Former Guangfa and Citi economist Shen Minggao has proposed state-facilitated tech-stock accounts for citizens — including newborn, working-age and pension-linked plans — backed by a ten-year minimum return guarantee of around 3% annualised. He argues the scheme would convert technological progress into household wealth, boost consumption and help China navigate a structural slowdown in nominal GDP. The proposal balances the aims of broadening ownership and financing tech growth but raises fiscal, governance and moral-hazard challenges that will determine its feasibility and market impact.

China’s A‑shares closed February with the Shanghai Composite achieving its third straight monthly gain, driven by strong flows into commodity‑linked sectors such as chemicals, nonferrous metals and rare earths. Heavy trading volumes and concentrated sector leadership highlight a liquidity‑fuelled, cyclical rally that leaves technology and growth names lagging.

China’s Politburo, chaired by Xi Jinping, reviewed the draft 15th Five‑Year Plan and the government work report ahead of the NPC session, praising the 14th plan’s achievements and setting priorities for 2026–30. The leadership signalled continued state‑led efforts to boost high‑quality growth, tech self‑reliance, and domestic demand while using active fiscal and moderately loose monetary policy to stabilise the economy.