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China: High-end manufacturing firms lead H1 2025 gains on stock market

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Storyline: High-end manufacturers, such as military-industrial enterprises, new energy firms, and medical device makers, outpaced others, leading earnings growth among China's A-share listed companies in the first half of 2025, according to a report from the China Association for Public Companies. Net profits for new energy vehicle (NEV) companies surged over 30 percent, supported by the "trade-in" policy that has boosted both the productions and sales of NEVs, according to the report. The home appliance industry also saw signs of growth, with revenue and net profit growth both exceeding nine percent. Cultural consumption showed robust momentum, with gaming and cinema chains reporting revenue increases and net profit growth surpassing 70 percent. Logistics activity remained strong, with five major listed courier firms posting a 10-percent rise in revenue, reflecting heightened consumer delivery activity. New consumption patterns among younger population, such as pet-related products and IP-driven merchandise, fueled sharp gains for listed companies in the two sectors, which saw net profit growth of 40.29 percent and 54.90 percent, respectively. Despite pressure caused by U.S. tariff hikes, Chinese listed firms demonstrated resilience in overseas markets, with international revenue reaching 4.9 trillion yuan (about 687.16 billion U.S. dollars), up 4.5 percent year on year, marking the third consecutive year of increased share in total earnings. China's shipbuilding industry outperformed other global players, with export delivery value rising 38.6 percent. Listed shipbuilders reported a 23.42-percent increase in revenue and a staggering 135.33-percent jump in net profits. Chinese internet giants accelerated their expansion into emerging markets, investing heavily in overseas warehousing. Their investment spending in the cross-border e-commerce rose more than 15 percent. Shotlist: FILE: Shenyang City, Liaoning Province, northeast China - Date Unknown: 1. Various of production lines; machines in operation; workers 2. Sign on machine showing "i5 intelligent automatic production line" FILE: Henan Province, central China - Date Unknown: 3. Various of machine in operation, air conditioner production line FILE: Xinjiang Uygur Autonomous Region, northwest China - Date Unknown: 4. Various of parcels on convey belt FILE: China - Date Unknown: 5. Various of worker putting parcel on drone; drone taking off 6. Various of pet toys, pet room 7. Dogs interacting with human beings 8. Various of people at market 9. Aerial shots of tourists at scenic spot, performance 10. Sign showing "Cross-border E-commerce Products Selection Center" 11. Various of products on display 12. Various of parcels on convey belt, workers at work 13. Various of warehouse. [Restrictions : No access Chinese mainland]

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