항셍테크, 4000선 돌파 민주당 압승, 국가팀 증시 구제 자금 유입, 기업들 자사주 매입, IPO 중단 등 온갖 호재에 힘입어 항셍테크도 바닥에서 올라오는 양상
👍3🤨2
![Telegram profile photo for [메리츠 중국 최설화]](https://cdn.tgregister.com/av/0d/0d9edd80c59bf39021313f4974fdfcdedfcd10bebfa651c567871b874b15d31d.jpg)
Channel
@china_kis
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Posts edited after publishing · Citations · Cite this entry
10,665subscribers
+465 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001363248717 |
|---|---|
| Type | Channel |
| Username | @china_kis |
| Description | 로컬 중국 이야기와 생각을 드립니다. |
| Created | 31 July 2019 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 6 November 2026 |
| Measurements held | 55 |
| Confirmed unchanged | 1 time, most recently 6 November 2026 |
| On Telegram | t.me/china_kis |
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 the other topics.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 6 Nov 2026, 08:38 | 10,665 | -6 |
| 5 Nov 2026, 07:14 | 10,671 | +18 |
| 4 Nov 2026, 08:57 | 10,653 | +8 |
| 3 Nov 2026, 11:34 | 10,645 | -3 |
| 2 Nov 2026, 08:25 | 10,648 | -2 |
| 1 Nov 2026, 05:19 | 10,650 | +2 |
| 31 Oct 2026, 01:49 | 10,648 | +4 |
| 30 Oct 2026, 01:57 | 10,644 | +1 |
| 29 Oct 2026, 01:09 | 10,643 | +2 |
| 27 Oct 2026, 02:55 | 10,641 | +40 |
| 26 Oct 2026, 02:17 | 10,601 | +4 |
| 25 Oct 2026, 02:19 | 10,597 | -4 |
| 23 Oct 2026, 07:20 | 10,601 | -1 |
| 22 Oct 2026, 10:14 | 10,602 | +7 |
| 21 Oct 2026, 03:41 | 10,595 | +4 |
| 20 Oct 2026, 03:09 | 10,591 | +16 |
| 19 Oct 2026, 02:08 | 10,575 | +5 |
| 17 Oct 2026, 07:40 | 10,570 | +7 |
| 16 Oct 2026, 07:11 | 10,563 | +6 |
| 15 Oct 2026, 05:00 | 10,557 | first reading |
65 posts held, back to 27 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 46 pages of Telegram’s post history, 20 posts per page.
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 15 of 20 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 5 November 2026 |
|---|---|
| Posts held | 65 (27 July 2026 – 5 November 2026) |
| Views total | 170,904 |
| Reactions total | 61 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 20:50 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.
Lifetime counters from Telegram’s own channel header, read 6 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
177 reactions across 46 posts, in 16 distinct kinds. The most used accounts for 39.5% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 70 | 39.5% | |
| 🫡 | 30 | 16.9% | |
| 👍 | 26 | 14.7% | |
| 😁 | 9 | 5.08% | |
| 😱 | 7 | 3.95% | |
| 🤪 | 7 | 3.95% | |
| ⚡ | 5 | 2.82% | |
| 💯 | 4 | 2.26% | |
| 🗿 | 4 | 2.26% | |
| ❤🔥 | 3 | 1.69% | |
| 🤣 | 3 | 1.69% | |
| 🍌 | 2 | 1.13% | |
| 🔥 | 2 | 1.13% | |
| 😭 | 2 | 1.13% | |
| 🤨 | 2 | 1.13% | |
| 🎉 | 1 | 0.565% |
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 48 of the 65 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 177 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 65 most recent posts we hold, published 27 July 2026 to 5 November 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.
Telegram’s own ‘edited’ marker: 6 of 20 posts held from the last 30 days (30.0%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
항셍테크, 4000선 돌파 민주당 압승, 국가팀 증시 구제 자금 유입, 기업들 자사주 매입, IPO 중단 등 온갖 호재에 힘입어 항셍테크도 바닥에서 올라오는 양상
👍3🤨2
중국 반도체 지수 과창50 +8.4% 민주당의 압도적인 승리는 중국 주식에 긍정적으로 작용 민주당이 장악한 의회는 트럼프의 변덕스러운 행동을 억제할 가능성이 높아, 중국이 대응책을 준비할 충분한 시간을 벌어주기 때문이라고 판단하기 때문 특히 기술 봉쇄에 대한 낙관전 기대론이 금일 시장에 반영 중
👍6
역외위안화, +0.2% 상승(절하) 외화준비금율 인상 소식에 달러 당 위안화 가치가 전일대비 +0.2% 상승한 6.66을 기록 중
중국인민은행, 외화예금준비금율 2%p 인상 중국인민은행이 오는 2026년 11월 15일부터 금융기관 외화예금준비율을 2%p 올려 현행 4%에서 6%로 인상 위안화 강세 속도 조절을 하기 위한 조치 출처: 인민은행
🔥2
Photo, posted without a caption
📮 [메리츠증권 신흥국 투자전략 최설화] 2026.11.3(화) [2027 Outlook 4] 신흥국 투자전략: isolation "고립의 시대, 선택과 집중" 신흥국이라는 이름이 더 이상 하나의 방향을 가리키지 않는 것 같습니다. 2026년 신흥국 시장은 고유가와 AI라는 두 갈래 길에서 명암이 뚜렷하게 갈렸습니다. AI 공급망에 올라탄 대만과 한국은 고유가의 부담을 넉넉히 상쇄한 반면, 에너지 수입국인 인도와 인도네시아는 자금 유출과 통화 약세 속에 긴 조정을 지나왔습니다. 모든 신흥국이 함께 오르고 함께 내리던 시대는 지나고, 국가와 기업마다 각자의 길을 걷는 '고립(Isolation)'의 시대가 시작되었습니다. 당장의 걱정은 이 균열이 더 깊어질지 여부일 겁니다. 하이퍼스케일러의 역대급 채권 발행은 신흥국의 조달비용을 끌어올리고…
❤4
[중국인민은행, 증시 안정자금 투입] - 중국 인민은행은 자본시장의 건강하고 안정적인 발전을 지원하기 위해, - 11월 3일부터 증권사/운용사/보험사와 호환편의조작(SFISF) 실시 - 자금의 만기는 1년이며, 현재 31개 증권사, 운용사가 신청을 완료했으며, 신청금액은 1,000억 위안(약 20조원)을 초과 **호환편의조작은 중국 인민은행이 증권/운용사/보험사가 보유한 채권과 ETF를 담보로 유동성을 지원해주는 제도로, 24년 9월 24일 증시를 구제 당시 호환편의조작을 사용했고 당시 규모는 5,000억 위안이었음
[CXMT 3Q 순이익 QoQ +3%에 그친 이유] 1.3Q26 분기실적 -매출: 1,187억 위안(+19.3% QoQ) -영업이익: 990억 위안(+21.2% QoQ) -지배주주 순이익: 544억 위안(+3.0% QoQ) - 매출, 영업이익 대비 지배주주 순이익이 전분기 대비 3% 증가에 그치면서, 그동안 시장에서 다양한 이유(감가 부담 등)을 주장했는데요, - 어제 있었던 사업보고서에서 지분구조 차이라고 회사가 밝혔습니다. CXMT(상장사)는 주로 3개 자회사를 보유 중. 1)창신 Storage: 17년 설립, 허페이 fab1, 100% 보유 2)창신 xinqiao: 21년 설립, 허페이 fab2, 약 30% 지분보유(직접+간접) 3)베이징 Jidian: 베이징 별도법인, 약 32% 지분 보유 - 3분기 실적 증가에 2번과 3번 …
⚡5
(위) 중국 공상은행 신고가 (주봉) Great Rotation 중국장은 9월부터 기술주 조정, 은행/석탄/음식료 강세 행보가 짙어지고 있습니다. 변동성 적은 상해종합지수도 고점대비 약 -15% 하락했습니다. 펀더멘털보다는 수급 변화가 주도한 것으로 보입니다. 현지에선 이번 수급의 주체로 보험자금와 사모펀드의 기술주 매도로 보고 있는데요, 기술주 낙폭 확대는 다시 반대매매를 출회하는 악순환을 초래합니다. 이는 최근 CXMT의 신기술 발표에도, 금주 해외 반도체 주가 강세에도 중국의 기술주 반등폭이 제한적인 원인으로 생각됩니다. 반대로 변동성이 적은 은행, 빈집이었던 백주, 석탄 등 방어 업종에 순환매가 돌고 있습니다. 중국은 수급 데이터가 제한적이라,정확한 규모를 파악하기 어려우나, 추가 매도 가능성이 남아있다는 것이 현지 분…
비야디, 한국 판매 증가율 기저가 낮으니 성장률도 높게 나오는게 당연하겠지만, 그래도 생각보다는 빠르게 확장하네요.
❤3
📈 [10/26 중화권 마감 시황] Non-AI trading 📊 시장 지수 (16:17 기준) 상해 +0.2%| 차스닥 -1.7%| 과창50 -2.2% 항셍 +0.5%| 항셍테크 -0.4% 대만가권: 휴장 - 직전 거래일 반도체를 비롯한 AI H/W 중심으로 급등했던 증시는 하루 만에 Non-AI trading으로 전환 - 에너지(+2.4%), 은행(+1.8%), 해운(+1.7%), 부동산(+1.7%), 음식료(+1.3%) 등 업종들이 일제히 반등한 반면, IT H/W(-3.8%), 통신(-3.0%), 비철금속(-2.8%) 등은 낙폭이 가장 컸음 - IT H/W 약세는 3분기 상장사 실적이 견조했지만 눈높이를 하회한 것이 부담요인. PCB, MLCC, CPO 등 세그먼트의 대표기업들의 주가가 부진했고, 이에 차스닥지수도 -1.7% …
👍2❤1
[CXMT, 애플 가격 제시 요구 거절] 중국 현지 언론에서, CXMT의 애플 가격 제시 요구를 거절했다는 보도가 있어 공유드립니다. 제한적인 생산량 속 자국산 제품 공급이 우선 순위이기 때문이라고 밝혔습니다. 예상했던 대로네요. ================ [기사 내용 요약] - 중국 DRAM 제조사 창신메모리(CXMT)가 애플의 공급가 제시 요구를 거절함. - 장기 계약을 위해 애플에 단가를 낮춰주던 부품업계 관행과 대비되는 이례적인 사례. - 생산 능력 대비 중국 내수 수요가 폭증하여 물량이 부족한 상태 - 정책적 요인 및 생산량 한계 등으로 인해 자국 고객사를 최우선으로 대응하는 전략을 취함 - 이는 중국 메모리 반도체 자급자족 전략 때문으로 해석.예컨대 샤오미 자체 개발 칩(현계 03)에 LPDDR6를 공급하는 등 실질…
🤣3❤1💯1
Showing the 12 most recent of 65 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.
@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.
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.
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.
Names
Channels on the register whose handles appear in this channel's posts.
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.
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 6 November 2026 — this entry's latest reading, not the date you are reading this.
“[메리츠 중국 최설화]” (@china_kis), 10,665 subscribers as measured 6 November 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.