Oct 27 — FITCH affirmed long‑term foreign‑currency issuer default ratings of six large state-owned commercial banks at A, outlook stable, and raised their Viability Ratings: Industrial and Commercial Bank of China (ICBC), Agricultural Bank of China (ABC), China Construction Bank (CCB) and Bank of China (BOC) to bbb+; Postal Savings Bank of China (PSBC) to bbb; Bank of Communications (BoCom) to bbb-. FITCH said the upgrades reflect stronger business profiles supporting credit resilience through t

2026-10-28

Oct 27 — FITCH affirmed long‑term foreign‑currency issuer default ratings of six large state-owned commercial banks at A, outlook stable, and raised their Viability Ratings: Industrial and Commercial Bank of China (ICBC), Agricultural Bank of China (ABC), China Construction Bank (CCB) and Bank of China (BOC) to bbb+; Postal Savings Bank of China (PSBC) to bbb; Bank of Communications (BoCom) to bbb-. FITCH said the upgrades reflect stronger business profiles supporting credit resilience through the cycle and an improving China banking operating environment; it raised China’s operating‑environment score from bbb- to bbb, outlook stable. China International Capital Co said major listed banks’ asset quality indicators are supported by high‑quality client bases and risk controls, keeping overall earnings stable.

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2026-10-28

亞洲消費電子價格9月同比上漲5.8%,結束近兩年通縮。地區間漲幅分化明顯,韓國達12.3%,中國臺灣9.7%,泰國9.0%,印尼7.5%。背後是AI數據中心需求激增,內存廠商將產能向高利潤的高帶寬內存(HBM)及服務器產品傾斜,擠壓電腦、手機所需的傳統內存供給,推動終端硬件成本上升。相關分析顯示,2026年以來電腦、筆記本及平板價格累計上漲6.7%,高於智能手機的3.1%。目前消費電子在各地CPI籃子中的權重相對較低,對整體通脹的直接影響有限;但若芯片供應持續偏緊、低價庫存逐步耗盡,漲價壓力可能延續至2027年,並進一步影響消費需求和企業利潤率。

2026-10-28

Oct 28 — MOFCOM convened a national teleconference in Beijing to review implementation of the consumer-goods trade-in program and deploy next-step tasks. MOFCOM said that since 2026 the programme, coordinated with regional authorities and other departments, has driven over 2 tln yuan in related sales and benefited more than 250 mln people, supporting consumption growth, industrial upgrading and circular recycling.