A-share midday trading | Shanghai index rose 0.42%, index rose 1.61%, pharmaceutical computing power exploded

The Zhitong Finance App learned that on August 13, the three major A-share indices fluctuated after collectively opening higher. Stronger weighted stocks led the index to rise, but individual stocks fell more and less, and the market showed a pattern of “index rise, individual stocks generally fall, and structural hot spots continue”. By the midday close, the Shanghai Index rose 0.42% to 3963.15 points; the Shenzhen Index rose 0.73% to 14519.97 points; and the GEM index rose 1.61% to 3660.25 points. Science Innovation 50 rose 1.90% to 1770.03 points.

In the entire market, 2,287 stocks rose, 3095 fell, 56 rose or stopped, and individual stocks fell more and less. The Shanghai and Shenzhen markets traded 1.59 trillion yuan in half a day, an increase of about 207.6 billion yuan compared to the previous trading day.

Overview of the plate

On the upward side, pharmaceuticals and CRO concepts collectively exploded, with multiple stocks rising and falling by 20cm; the computing power leasing concept continued to be strong, with the CPO and optical communication concepts showing active performance, with Tianfu Communications rising more than 10%; the food and beverage sector continued to be active, with Huangshi Group and Yiming Foods double and 4 connected; the supernode concept fluctuated and went up and down.

On the downside, the precious metals concept fell collectively. Zhaojin Gold and Hunan Baiyin fell by more than 5%; the oil and gas sector fluctuated and declined, and Tongyuan Petroleum fell by more than 5%; and the real estate sector was adjusted, leading the decline by CCCC Development.

Overall, the yellow and white line is clearly divided, and the trend of weighted stocks is strong. Capital flows out of the non-ferrous and other cyclical sectors to the direction of technology growth such as electronics, communications, and semiconductors. According to the data, the main capital flow into the electronics, communications, semiconductor and other sectors in early trading was net, with a net outflow of non-ferrous metals, industrial metals, small metals, etc., of which the non-ferrous metals sector had a net outflow of over 8.2 billion yuan.

Popular sections

1. The collective explosion of pharmaceutical/CRO concepts

The pharmaceutical and CRO sectors broke out collectively in early trading. Nanmo Biotech, Boji Pharmaceuticals, and Offshore Protein rose and stopped by 20cm, Longshen Rongfa rose and stopped by 20cm, Yuheng Pharmaceutical's 5-day 4 board, Yatai Group's 3-day board, Haoyuan Pharmaceuticals, Opumai, and Baiosetu had higher gains.

Comment: According to the news, with strong demand for new molecular types such as three targets, oral GLP-1, cyclic peptides, and small nucleic acids, the external demand-driven CDMO performance is expected to continue to be realized; at the same time, domestic innovative drug investment and financing are gradually being repaired, biotech R&D activity is picking up, and superimposed AI pharmaceuticals have entered the commercial closed-loop verification stage. Upstream protein synthesis and preclinical CRO will be the first to benefit. Furthermore, on August 10, there were three overseas BD transactions involving BeiGene Shenzhou, Cinda Biotech, and Ganli Pharmaceuticals in a single place.

2. The computing power leasing concept continues to be strong

The computing power leasing concept continues to be strong. Chengdi Xiangjiang has 3 consecutive boards, Qunxing Toys has risen and stopped, Litong Electronics has risen and stopped, Leon Technology has risen and stopped by 20 cm, and Zhongding Co., Ltd., Xingyun Technology, Hongjing Technology, and Hongbo Co., Ltd. have followed suit.

Comment: According to the news, US AI computing power leasing company Nebius had second-quarter revenue of US$582.3 million, a year-on-year increase of 454%, and overnight stock prices rose more than 34%; CoreWeave's second-fiscal quarter revenue doubled to US$2.58 billion, and overnight stock prices rose more than 19%. Note that Chengdi Xiangjiang announced on the evening of August 12 that the company's main business is IDC investment and operation and IDC integrated solutions, and there is no computing power leasing related business yet.

3. The food and beverage sector continues to be active

The food, beverage, and dairy sectors continued to be active in early morning trading. Huangshi Group had 4 consecutive boards, and Yiming Food had 4 consecutive boards, and would rise in Jishan. Panda Dairy and Lily Shares, I miss you, etc.; the liquor sector fluctuated higher, and Shanxi Fenjiu rose more than 4%.

Comment: According to the news, data shows that on the first day of autumn (August 7), Lucky Coffee's “first cup of milk tea in autumn” sold 25 million cups, a record high in single-day sales; Michelle Ice City also announced that related sales set a new annual record. A number of brokerage firms are optimistic about the beginning of an upward cycle of milk prices. Agencies say that since April, the average price of fresh milk has risen sharply in some regions. Recently, the average price of fresh milk has bottomed out, and the reversal signal of milk prices bottoming out is quite clear; institutions expect a basic balance between supply and demand in 2026, and the gap between supply and demand will widen again in 2027.

4. The supernode concept fluctuates and strengthens

The supernode concept fluctuated and strengthened, and Gongjin Technology, Zhiwei Intelligence, Ziguang Co., Ltd., Starnet Ruijie, Ruijie Network, and Inspur Information followed suit.

Comment: According to the news, on August 12, Alibaba Cloud's Lingjun Zhenwu M890 supernode instance was officially launched, and the first batch was sold in the Ulanqab region.