Top Chinese Stocks To Buy In 2025

Top Chinese Stocks To Buy In 2025

If you’re building a shortlist of Chinese stocks to buy this year, the market leaders share three traits: strong moats, visible earnings engines, and catalysts tied to AI, cloud, or exports. The seven names below sit at the centre of those themes. Read them as a watchlist with evidence, not hype.

Why These Names Stand Out In 2025

Across earnings this year, three signals are consistent. First, AI monetisation is showing up in ad targeting, cloud workloads, and product velocity. Second, devices and mobility are converging, with consumer ecosystems branching into EVs. Third, logistics capacity is scaling globally, laying groundwork for exports. Each company below connects to at least one of these growth lanes, and most connect to two.

Top 7 Chinese Stocks to Buy

Pulling the data together, these are the top 7 Chinese stocks to buy that most convincingly align with AI, cloud, and export momentum.

Alibaba (9988 HK / BABA US)

Why it’s on the list
Alibaba remains a platform leader with marketplace economics and an increasingly strategic cloud arm.

Key facts to know

• FY25 adjusted net income grew year over year.
• Cloud revenue rose at a double-digit pace, and AI products delivered multiple consecutive quarters of triple-digit growth.
• Free cash flow stepped down as cloud capex increased—an intentional trade-off to support infrastructure and AI demand.

What matters next
Client wins and workload mix in cloud, competition from short-video commerce, and discipline on take rates and seller health.

Tencent (0700 HK / TCEHY US)

Why it’s on the list
A massive user network supports gaming, payments, and advertising, with AI now boosting ad yield.

Key facts to know

• Q2 revenue grew in the mid-teens year over year, with gross profit outpacing sales.
• Net profit rose double digits, and marketing services revenue accelerated on AI-driven targeting.
• Net cash position improved, preserving flexibility for investment and buybacks/dividends.

What matters next
New title approvals, international game traction, depth of ad recovery across WeChat properties, and capital-return cadence.

Baidu (9888 HK / BIDU US)

Why it’s on the list
Search profits fund an AI stack that’s scaling through cloud, keeping the “earnings + optionality” story intact.

Key facts to know

• Q2 net profit increased by roughly a third year over year, despite higher cost of revenue.
• AI Cloud grew in the mid-30% range year over year.
• Cash and equivalents rose versus the prior period; free cash flow turned negative on heavier AI investment.

What matters next
Commercial traction for AI products, cloud margin path, and share of domestic digital ad budgets.

JD.com (JD US / 9618 HK)

Why it’s on the list
Reliability (on-hand inventory, quality control) and speed from owned logistics create a sticky customer experience.

Key facts to know

• The moat logic rests on first-party logistics at scale and cost advantages that competitors struggle to replicate.
• Results hinge on the mix between 1P and marketplace and on the profitability trajectory of JD Logistics.

What matters next
Operating margin discipline, unit economics in logistics, and consumption trends across city tiers.

JD Logistics (2618 HK)

Why it’s on the list
A growing international network positions the business to capture export demand—if margins stabilise.

Key facts to know

• Q2 revenue rose ~17% year over year; operating margin eased to the high-3% area on heavier marketing.
• New overseas warehouses opened across the US, UK, France, Poland, South Korea, Vietnam, and Saudi Arabia.
• Free cash flow declined versus last year as the company invested for scale.

What matters next
Utilisation of new sites, customer acquisition costs, and EBIT margin recovery as volumes fill in.

Xiaomi (1810 HK)

Why it’s on the list
Scale in smartphones and IoT now feeds a fast-ramping smart-EV segment, creating cross-ecosystem leverage.

Key facts to know

• Q2 adjusted net profit surged ~75% year over year (a record).
• Smart-EV revenue reached ~¥20.6B for the quarter; management targets EV breakeven in 2H 2025.
• Global smartphone share hit ~14.7% after eight consecutive quarters of shipment growth.
• Cash stepped down quarter-on-quarter as capex rose, mainly in EV and AI.

What matters next
EV delivery cadence, European market entry roadmap (aiming for 2027), and blended margin resilience as EV scales.

Yum China (YUMC US)

Why it’s on the list
A near debt-free balance sheet and significant cash support steady expansion and resilience through cycles.

Key facts to know

• Entered the year with substantial cash and minimal debt.
• Expansion runway includes store rollout beyond tier-one cities and menu innovation to lift traffic and ticket sizes.

What matters next
Same-store sales growth, input cost trends, and capital allocation between new builds and returns.

What 2025 Is Signalling So Far

Pulling the threads together, a few messages keep repeating across results. Treat these as a quick dashboard when you reassess your list.

• AI monetisation is real. Platforms are seeing ad recovery tied to AI targeting, while cloud workloads linked to AI training and inference are growing faster than legacy compute.
• Export stories need patience. Logistics and EV names are planting capacity outside China; margins can look noisy while new markets are seeded.
• Balance sheets are a moat. Net-cash and strong cash-generation profiles give management room to invest and return capital through volatility.

Risks To Keep In View

A strong list still needs guardrails. The items below are the ones that actually nudge multiples and margins in this market.

• Policy & regulation: Rule changes can shift monetisation, approvals, or cost bases quickly.
• Venue & liquidity: Listing dynamics (ADR vs HK vs onshore) can add volatility to otherwise solid fundamentals.
• Price competition: EVs and e-commerce remain promotional; watch ASPs, take rates, and marketing intensity.
• Currency: CNY moves can amplify or mute returns for non-CNY investors.

Final Thoughts

In 2025, Chinese stocks to buy cluster around dominant platforms compounding through AI and cloud, consumer ecosystems stretching into EVs, and logistics building export muscle. Alibaba, Tencent, Baidu, JD.com, JD Logistics, Xiaomi, and Yum China each bring a clear earnings engine and identifiable 12-month catalysts. Track the prints, watch the margins, and let data drive conviction.