China electromechanical exports hit 7.58 tln yuan in the first five months, accounting for 63.6% of total exports; monthly values have posted record highs for the comparable month for 15 consecutive months since March 2025. AI supply‑chain products contributed over 50% of this year’s incremental increase in electromechanical exports. Manufacturers report 24/7 production of key AI-server inputs, including electronic fabric. A Wuhan producer says exports of 800G+ optical modules have risen more th

Wuhan’s Guanggu (Optics Valley) announced a tech-finance package covering credit supply, capital markets, industry funds, innovation incubation and platform infrastructure to support companies from startup to IPO. Targets by 2030: create at least 100 billion yuan of new funds and mobilize over 300 billion yuan of investment; raise listed companies to above 100; and double the number of firms with market caps ≥100 billion yuan.

China Merchants Securities says copper is shifting from a cyclical industrial metal to a strategic critical mineral as AI-driven digital infrastructure and global electrification accelerate. Prices remain elevated, with two major exchanges up about 10% YTD. The firm flags three core price drivers: global liquidity, the US‑Iran situation, and supply–demand fundamentals. Near term, watch liquidity tightening and changes in geopolitical risk; medium-to-long term, price direction will hinge on evolving supply‑demand dynamics.