1. Central enterprise work meeting focuses on expanding investment
On 23 January 2026, a series of annual work meetings were convened by several central enterprises to outline their key tasks for the year. The meetings, reported by news.online.sh.cn, underscored the importance of early planning for major projects and flagship engineering works, and of continuous expansion of effective investment. Participants agreed that a decisive shift in investment logic—particularly a heavier allocation toward emerging and future‑industrial sectors—would generate a comprehensive, multi‑layer pull on the entire industry chain.
Key points highlighted in the meetings include:
| Theme | Detail |
|---|---|
| Early strategic planning | Identifying major projects and landmark engineering works ahead of time to secure a competitive edge. |
| Expansion of effective investment | Sustained growth of investment in projects that can optimally restructure the current business layout. |
| Shift toward emerging industries | Increasing capital deployment in high‑growth, future‑oriented sectors, with the expectation of a ripple effect across the supply chain. |
These discussions are indicative of the broader strategy adopted by state‑owned enterprises in 2026, where investment is being reoriented to accelerate the development of high‑technology and infrastructure projects.
2. South‑bound capital inflows boost Hong Kong stocks
A separate report from stock.eastmoney.com on 23 January 2026 noted a significant uptick in south‑bound capital flows into Hong Kong equities. In the week ending 23 January, a net inflow of approximately 235 billion HKD was recorded—more than double the previous week’s figure. The influx was driven mainly by large‑cap names such as Alibaba and Xiaomi, but the overall market sentiment remained buoyant, with the Hang Seng Index’s midpoint level rising.
This surge in foreign capital is generally seen as a positive indicator for the broader Hong Kong market, suggesting that investor confidence in the region’s economic outlook continues to strengthen.
3. No direct mention of China Mobile in the latest reports
The news items provided do not contain any references to China Mobile Ltd. Consequently, the article above focuses on the most salient developments captured in the input: the strategic shift in investment priorities among central enterprises, and the notable south‑bound capital inflow into Hong Kong equities.
