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Comicomment: What's behind the 'China overcapacity' hype?_我的网站

一 |     As global supply chains are reshaping, some countries are politicizing trade issues, promoting the "China overcapacity" narrative, and imposing more restrictions on Chinese companies under the guise of protecting their own interests.    China has always pursued development through openness and cooperation while following WTO rules. Chinese products meet global demand, and China's growth creates opportunities for the world.    China's modern industrial development is not a so-called "China Shock 2.0"—it is "China Opportunity 2.0."    China's industrial capacity is a driver of global economic recovery, not a threat. Trying to dim others' lights will not make one's own shine brighter; blocking cooperation will only hold back one's own future.                    。    随着A股上市公司2026年半年报披露进入高峰期，社保、保险、合格境外机构投资者（QFII）等长线资金的持仓动向逐渐浮出水面。已披露的上市公司半年报数据显示，半导体、电子设备等赛道获持续加码，长线资金用真金白银为中国经济转型升级投出“信任票”。分析人士认为，随着制度堵点逐步打通、考核机制向中长期转型，A股资金结构有望持续优化，“长钱长投”的良性生态渐行渐近。（中国证券报）。

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