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[메리츠 중국 최설화]

@china_kis

On this record: Topic · Observations · Growth · Engagement · Reactions · Posts · Posts edited after publishing · Citations · Cite this entry

10,469subscribers

+269 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001363248717
TypeChannel
Username@china_kis
Created31 July 2019measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live18 September 2026
Measurements held31
Confirmed unchanged1 time, most recently 18 September 2026
On Telegramt.me/china_kis

Topic

Technology — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 77% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Views per post sit far above this size band

7,350 average views per post against 10,469 subscribers — an engagement rate of 70.2%. Across the 46,949 registered channels in the same cohort — 10,000–31,621 subscribers — the middle half sit between 3.33% and 15.0%, with a median of 7.49%.

What this was computed from
Window30 days (23 August 2026 22 September 2026)
Posts measured10 of 10 published in the window (2 exact, 8 rounded by Telegram)
Views totalled73,540
Mature posts only58.0% over 9 posts read at least 24h after publication
Subscribers10,469 measured 18 September 2026
Cohortb10000 · 46,949 channels · p10 1.30% · p25 3.33% · p50 7.49% · p75 15.0% · p90 25.8%
Position in cohort99.410th percentile · 9.4× the cohort median
Uncertainty±0.281% of the figure, from Telegram’s rounding
Post languageKorean · 100.0% of the window’s posts

When this is recorded. A channel is listed here only when its engagement rate sits at or above the 99th percentile of its cohort and is at least 3× away from that cohort’s median — above it — on both the all-readings figure and the mature-only figure. The percentile alone would be circular: a percentile cut puts the same share of every cohort in the tail whatever the data looks like. The distance from the median is what makes it a statement about this channel.

This is not a verdict, and the direction is not a quality signal. A low rate has many innocent causes — audiences that read in the Telegram app without opening the channel, a subscriber base built long before the current output, an audience in a different timezone from our reading. A high rate has innocent causes too: a post that travelled far beyond the channel’s own subscribers will do it. We publish the measurement and the distribution it sits in. The full cohort baselines are downloadable, so this comparison can be reproduced rather than trusted.

Recorded under the key err_high, last confirmed 22 September 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Growth

10,18310,46910,3266 August 2026 — 10,200 subscribers6 August 2026 — 10,200 subscribers7 August 2026 — 10,198 subscribers8 August 2026 — 10,196 subscribers9 August 2026 — 10,198 subscribers11 August 2026 — 10,187 subscribers13 August 2026 — 10,191 subscribers14 August 2026 — 10,187 subscribers16 August 2026 — 10,186 subscribers18 August 2026 — 10,183 subscribers19 August 2026 — 10,200 subscribers21 August 2026 — 10,196 subscribers22 August 2026 — 10,231 subscribers24 August 2026 — 10,263 subscribers25 August 2026 — 10,281 subscribers26 August 2026 — 10,288 subscribers27 August 2026 — 10,289 subscribers28 August 2026 — 10,287 subscribers29 August 2026 — 10,295 subscribers30 August 2026 — 10,310 subscribers31 August 2026 — 10,314 subscribers1 September 2026 — 10,330 subscribers2 September 2026 — 10,340 subscribers3 September 2026 — 10,344 subscribers5 September 2026 — 10,338 subscribers8 September 2026 — 10,345 subscribers11 September 2026 — 10,339 subscribers13 September 2026 — 10,397 subscribers14 September 2026 — 10,405 subscribers16 September 2026 — 10,446 subscribers18 September 2026 — 10,469 subscribers6 August 202618 September 2026
31 measurements spanning 43 days, net +269. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 10,140–10,512 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 31
Measured (UTC)SubscribersChange
18 Sept 2026, 12:1810,469+23
16 Sept 2026, 07:1610,446+41
14 Sept 2026, 14:4210,405+8
13 Sept 2026, 03:5910,397+58
11 Sept 2026, 03:5610,339-6
8 Sept 2026, 06:3510,345+7
5 Sept 2026, 00:3710,338-6
3 Sept 2026, 09:5510,344+4
2 Sept 2026, 06:3710,340+10
1 Sept 2026, 08:5610,330+16
31 Aug 2026, 06:3310,314+4
30 Aug 2026, 06:2410,310+15
29 Aug 2026, 03:1310,295+8
28 Aug 2026, 03:4210,287-2
27 Aug 2026, 04:2910,289+1
26 Aug 2026, 03:5710,288+7
25 Aug 2026, 06:4610,281+18
24 Aug 2026, 06:3410,263+32
22 Aug 2026, 14:0710,231+35
21 Aug 2026, 01:1410,196first reading

Engagement

45 posts held, back to 27 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 38 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
70.2%
avg views ÷ 10,469 subscribers
Avg views / post
7,350
10 posts measured
Reaction rate
0.041%
reactions ÷ views · ER floor
Posts in window
10
of 45 held

ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.

ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate. It is computed over the 7 of 10 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 29 August 2026
Posts held45 (27 July 202629 August 2026)
Views total73,540
Reactions total26
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken29 Aug 2026, 17:20 UTC

Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.

Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.

Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.

Reaction mix

116 reactions across 32 posts, in 12 distinct kinds. The most used accounts for 39.7% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
4639.7%
🫡3025.9%
👍1412.1%
🤪76.03%
🗿43.45%
❤‍🔥32.59%
😁32.59%
😱32.59%
🍌21.72%
😭21.72%
🎉10.862%
💯10.862%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 33 of the 45 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 116 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 45 most recent posts we hold, published 27 July 2026 to 29 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

29 Aug 2026, 06:37 UTC≈18,900 views7 reactionsread 29 August 2026
Photo

CXMT, LPDDR6 양산 공식화 금일 창신메모리는 공식 SNS 계정을 통해 LPDDR6 양산을 공식화했고, 9월에 나오는 샤오미18 폴더블 플래그십 모델부터 탑재된다고 발표

🗿4🍌21

28 Aug 2026, 10:32 UTC≈39,100 views7 reactionsread 29 August 2026

【CXMT 상반기 실적: 가이던스 대폭 상회】 1. 실적 현황 (컨센서스 및 IPO 가이던스 대비) -상반기 매출액: 1,503.1억 위안 (가이던스 상단 1,200억 대비 +25.3% 상회) -상반기 지배순이익: 776.1억 위안 (가이던스 상단 570억 대비 +36.1% 상회) -비경상손익 제외 순이익: 787.9억 위안 (일회성 요인 배제, 순수 본업 기반 호실적) 2. 분기별 가속도 (QoQ): -1Q: 매출 508.0억 위안 / 순이익 247.6억 위안 -2Q: 매출 995.1억 위안 (QoQ +95.9%) 순이익 528.4억 위안 (QoQ +113.4%) 3.실적 서프라이즈 주요 배경 1)DRAM 판가(ASP) 상승폭 상회: 5월 증권신고서 작성 시점의 보수적 가정 대비 2분기 서버용 DRAM 및 DDR5

2😭2😱2💯1

28 Aug 2026, 08:38 UTC942 views1 reactionsread 29 August 2026

킹보드라미네이트, 올해 7차 가격 인상 - PCB 소재 대형기업인 킹보드 라미네이트(Kingboard Laminates, 建滔积层板)가 고객사 대상 가격 인상 안내문 발송하고, - 금일부터 일부 제품 가격을 10%~20% 인상한다고 밝힘 - FR-4: 10% 인상 - PP 소재 (7628 규격 이상 후포/두꺼운 직물): 10% 인상 - PP 소재 (7628 규격 미만 박포/얇은 직물): 20% 인상 - 회사 측은 최근 상류 원자재인 유리섬유포, 동박 등 핵심 주원료의 공급 부족이 심화되고 가격이 급등한 점을 주요 인상 원인으로 설명 - 이번 조치는 킹보드 라미네이트의 올해 7번째 가격 인상(1~5월 중 4차례 인상+6월과 7월에도 각각 한 차례씩 가격 인상)

1

27 Aug 2026, 08:02 UTC≈1,100 viewsread 29 August 2026

📈 [8/27 중화권 마감 시황] 중국 AI 인프라주 강세 📊 시장 지수 (16:30 기준) 상해 +1.1%|차스닥 +1.7%|과창50 +3.8% 항셍 -0.4%|항셍테크 -0.2% 대만 +0.3% - 소폭 상승 출발한 상해종합지수는 +1.1%로 마감했고, 3거래일 연속 상승 - 전일 엔비디아의 실적 급증 및 27년 가이던스 상향 조정에 힘입어 메모리, PCB, CPO, 반도체 등 AI 인프라 관련 업종들이 일제히 급등하며 지수 강세 견인 - 또한 최근 글로벌 개발자 커뮤니티에서 화제를 모았던 미스터리 LLM 모델인 'Ox-Alpha'의 정체가 즈푸(Z.ai)의 차세대 경량, 고효율 모델로 공식 확인. 게다가 이 모델이 10만장 중국산 NPU에 기반해 안정적으로 구동된 것으로 확인되며 중국산 반도체 상승에 촉매 역할로 작용 - 그

26 Aug 2026, 22:47 UTC≈1,140 viewsread 29 August 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.8.27(목) [신흥국 투자전략 최설화] [중국 LLM 시리즈] 미국의 가격 공세 vs. 중국의 CapEx 러시 - 중국기업 약진에 미국 LLM 가격 인하로 대응 → 미국 토큰 사용량 증가율 소폭 반등 - 중국 빅테크 2분기 실적에서 AI CapEx 확대 및 지출 속도 가속화, 미중 AI 컴퓨팅 경쟁 본격화 - 유상증자, IPO 등 외부자본 조달 확대 → 반도체 등 AI 인프라 수혜 논리 강화, 커촹50 선호 https://tinyurl.com/j6swch3u *동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

26 Aug 2026, 07:11 UTC998 views1 reactionsread 29 August 2026

📈 [8/26 중화권 마감 시황] Risk on 📊 시장 지수 (16:05 기준) 상해 +0.6%|차스닥 +0.5%|과창50 +1.7% 항셍 +0.8%|항셍테크 +1.3% 대만 +1.5% - 유가 하락, 미국 장기금리 하락 등 대외 매크로 불확실성이 완화되며 2거래일째 상승 지속 - 국제 구리 가격이 사상 최고치에 근접하면서 비철금속 섹터가 급등했고, 상반기 순이익이 50% 이상 급증한 증권사들의 어닝 서프라이즈와 배당 매력에 증권/보험 섹터가 급등하며 본토증시 강세를 견인 - 홍콩증시에서는 중국 바이오 대장주들의 2분기 어닝 서프라이즈와 하반기 실적 가이던스 상향 조정에 힘입어 바이오 섹터지수가 +1.6% 상승 - 또한 마윈의 자사주 매입 소식으로 알리바바 유상증자 노이즈가 진정되면서, 빅테크 중심의 매수세에 힘입어 항셍테크도 +

1

26 Aug 2026, 05:29 UTC≈7,920 viewsread 29 August 2026

[대만 GDP 성장률 전망치 대폭 상향 조정] - 모건스탠리가 대만의 GDP 성장률 전망치를 대폭 상향 조정했습니다. - 26년: 8.9% ->11.6%로 40년래 최고치 - 27년: 4.7% -> 7.5% - 전망치 상향 조정의 근거로 1) AI 투자 확대에 따른 수출 호조와 2) 서비스업 회복에 따른 소비와 투자 증가 등 낙수효과를 꼽았습니다. 기사 원문: https://www.ctee.com.tw/news/20260826700965-430102

25 Aug 2026, 07:13 UTC≈1,100 views3 reactionsread 29 August 2026

📈 [8/25 중화권 마감 시황] 전약후강 📊 시장 지수 (16:00 기준) 상해 +0.2%|차스닥 -1.0%|과창50 +0.1% 항셍 +0.0%|항셍테크 +0.1% 대만 +0.9% - 국제 유가 안정, 미국 장기물 국채 금리 하락으로 투자심리가 전일대비 진정 - 아시아증시가 장중 강세로 전환되면서, 중화권 주식시장도 오후에 낙폭을 축소했고 전일 급락했던 홍콩증시는 강세로 전환하는 등 전약후강 흐름 - 2분기 상장사 실적에 따라 기업별 차별화 양상을 보임. 상반기 주가가 부진했던 주요 소비재 기업들이 낮아진 눈높이 대비 양호한 실적을 발표하며 주가 급등 - 투자심리가 안정되며 연일 급락했던 로봇, 바이오 등 테마가 급등한 반면 은행, 비철금속 등 최근 강세였던 업종에는 매물 출회하며 순환매 양상 - 역외위안화(CNH) 환율은 달러

3

24 Aug 2026, 23:38 UTC≈1,170 views4 reactionsread 29 August 2026

이번 조치가 시행되면 트럼프 2기 행정부 들어 중국에 새로 부과된 관세율은 총 20% 수준이 된다. 합의된 한도를 넘지 않음으로써 대중 무역 갈등을 파국으로 내닫지 않게 관리하려는 의도로 풀이된다. https://m.newspim.com/news/view/20260825000043

3🤪1

24 Aug 2026, 07:18 UTC≈1,170 views3 reactionsread 29 August 2026

📈 [8/24 중화권 마감 시황] 기술주 중심의 뚜렷한 약세장 📊 시장 지수 (16:09 기준) 상해 -0.6%|차스닥 -3.2%|과창50 -3.1% 항셍 -1.8%|항셍테크 -3.5% 대만 -1.0% - 대형 IPO에 대한 피로감, 빅테크의 대규모 유상증자, 미국의 대중 기술 제재 가능성 등 동시다발적인 악재가 중첩되며 기술주 중심의 뚜렷한 약세장 출현 - 알리바바는 충분한 현금성 자산 보유에도 불구하고 홍콩 증시에서 약 800억 HKD(약 15.2조 원) 규모의 유상증자 단행. 21일 종가 대비 약 8.4% 할인 발행에 나섰으며, 조달 자금 전액을 AI 인프라 투자에 투입할 계획이나 주주가치 희석 우려가 부각되며 주가 급락 견인 - 아시아 시장 전반의 반도체 투자심리 악화에 연동되며 중국 반도체 업종도 동반 약세 기록. 다만 YM

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19 Aug 2026, 07:32 UTC≈1,580 views1 reactionsread 29 August 2026

📈 [8/19 중화권 마감 시황] 美 금리 급등에 중국 기술주 동반 급락 📊 시장 지수 (16:06 기준) 상해 -2.4%|차스닥 -6.3%|과창50 -6.9% 항셍 +0.0%|항셍테크 -1.3% 대만 -1.3% - 미국 10년물 국채 금리 상승 및 기간 프리미엄 확대에 따른 글로벌 테크주 주가 조정 압력이 중국 반도체, 광통신 등 기술주에도 고스란히 확산(중국 10년물 금리는 전일대비 1bp 상승에 그침) - 성장주 밸류에이션 부담 가중으로 상해종합지수는 10거래일 만에 재차 3,900선 하회. 은행과 에너지 등 경기 방어적 고배당 섹터를 제외한 대부분의 업종이 동반 약세를 기록 - 중국 본토 1호 휴머노이드 로봇 상장사로 기대를 모은 유니트리는 공모가 대비 +460% 폭등하며 마감했지만, 상장 모멘텀 선반영 인식과 '재료 소멸(s

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19 Aug 2026, 01:32 UTC≈1,560 viewsread 29 August 2026

연초 예상은 6월, 2개월정도 늦었지만 결국 성공 https://naver.me/5T0yYu3q

Showing the 12 most recent of 45 posts we hold for @china_kis. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.

Posts edited after publishing

@china_kis edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.

An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.

First edit seen
27 August 2026
Most recent edit
27 August 2026

Forward network

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.

Mentions

Named by 1 registered channel — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

Named by

Channels on the register whose posts name this channel's handle.

A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.

Cite this entry

A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 18 September 2026 — this entry's latest reading, not the date you are reading this.

“[메리츠 중국 최설화]” (@china_kis), 10,469 subscribers as measured 18 September 2026. Telegram Register, tgregister.com/channel/china_kis.

Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.