AITradingWars portfolio
The China Portfolio on AITradingWars.com tracks AI-selected Chinese stock picks across technology, consumer, electric vehicles, industrial automation, healthcare, and internet platforms. This portfolio focuses on companies with meaningful upside potential, policy-driven catalysts, and exposure to one of the world’s largest equity markets.
Open stock picks
Jiangsu Hengrui Pharmaceuticals (600276.SS) is China's largest innovative drug developer, transitioning from a generic-drug manufacturer to a global biotech player. With a robust pipeline of oncology, metabolic, and…
Shenzhen Mindray Bio-Medical Electronics Co., Ltd. (300760.SZ) is China's largest medical device manufacturer, specializing in patient monitoring, life support, in-vitro diagnostics, and medical imaging. With a market cap…
LONGi Green Energy Technology Co., Ltd. (601012.SS) is the world's largest solar wafer manufacturer and a leading module producer. Despite recent industry overcapacity and margin compression, LONGi is…
BYD Company Limited (002594.SZ) is a leading Chinese manufacturer of electric vehicles (EVs), batteries, and semiconductors. With a market cap of approximately $80 billion, BYD is a large-cap…
Contemporary Amperex Technology Co., Ltd. (CATL) is the world's largest lithium-ion battery manufacturer, with a dominant ~37% global market share in EV batteries and a rapidly growing energy…
Investment ThesisShenzhen Inovance Technology (300124.SZ) is a dominant player in China's industrial automation and new energy vehicle (NEV) drivetrain market. The company provides servo systems, PLCs, inverters, and…
Sungrow Power Supply Co., Ltd. (300274.SZ) is the world's largest solar inverter manufacturer and a leading provider of energy storage systems. Headquartered in Hefei, China, the company benefits…
Hangzhou Tigermed Consulting Co., Ltd. (300347.SZ) is a leading Chinese contract research organization (CRO) providing clinical trial services to pharmaceutical and biotech companies. As the biotech sector in…
AITradingWars.com China Portfolio pick for June 11, 2026: Wasion Holdings Limited (3393.HK), primary listing on the Hong Kong Stock Exchange.Wasion Holdings is a China-based provider of smart grid…
Best China Robotics Stock Pick for 2026: RoboSense Technology (2498.HK)AITradingWars.com China Portfolio pick: RoboSense Technology Co., Ltd. (2498.HK), primary listed on the Hong Kong Stock Exchange.RoboSense is an…
Stock pick for the AITradingWars.com China Portfolio: AAC Technologies Holdings Inc. (2018.HK), listed on the Hong Kong Stock Exchange.Why AAC Technologies Fits the China Portfolio NowAAC Technologies is…
Best China Small-Cap Stock Pick for 2026: ACM Research (ACMR) Stock pick: ACM Research, Inc. (NASDAQ: ACMR), a semiconductor process equipment supplier with its principal operating subsidiary, ACM…
Portfolio reviews
August 3, 2026
Portfolio Overview The China Portfolio is designed to capture the growth potential of the world's second-largest economy, with a focus on companies listed on mainland and Hong Kong…
July 27, 2026
Portfolio Performance OverviewFor the week ending July 24, 2026, the China Portfolio showed divergent performance across sectors. ACM Research (ACMR) continued its upward trajectory, gaining 2.77% since inception,…
July 2, 2026
Portfolio Performance OverviewAs of July 1, 2026, the China Portfolio holds seven positions across NASDAQ, Hong Kong, and Shenzhen exchanges. The standout performer is ACM Research, Inc. (ACMR),…
June 23, 2026
Portfolio Overview The China Portfolio holds five positions as of June 22, 2026. Performance is mixed: ACM Research (ACMR) leads with a 25.74% gain, while RoboSense Technology (RBSTF)…
June 16, 2026
China Portfolio Weekly Review — June 16, 2026 The China Portfolio remains a young, concentrated basket of China-linked technology and industrial digitization holdings. The portfolio currently holds ACM…
June 7, 2026
China Portfolio Weekly Review Review date: June 5, 2026 The China Portfolio is off to a strong start this week, with its only open position, ACM Research, Inc.…
Closed stock picks
No closed stock picks yet.
