A-share midday trading | Shanghai index fell 0.21%, index rose 0.65%, CPO rare earths led the way
The Zhitong Finance App learned that on August 14, the three major A-share indices fluctuated and diverged after collectively opening higher. The Shanghai index turned green and weakened during the intraday period, and the GEM index maintained gains even after rushing higher and falling back. The market showed a pattern of “index differentiation, individual stocks generally falling, and structural hot spots continued”. By the midday close, the Shanghai index fell 0.21% to 3918.65 points; the Shenzhen Index rose 0.08% to 14300.46 points; and the GEM index rose 0.65% to 3609.50 points.
In the entire market, 1,954 stocks rose, 3,423 fell, 40 went up and down, 5 fell to a standstill, and individual stocks fell more and less. The Shanghai and Shenzhen markets traded about 1.39 trillion yuan in half a day, down about 2021 billion yuan from the previous trading day.
Overview of the plate
On the upward side, the CPO concept continues to rise, leading in the direction of optical module heat dissipation; the rare earth permanent magnet sector is picking up; electronic cloth and glass fiber concepts are fluctuating; and the high-speed connection concept of optical fiber and copper cables is active in the market.
On the downside, the film and television cinema and cultural media sectors collectively recovered; the electricity sector fluctuated and fell; the dairy sector declined, and yesterday's active food and beverage direction came to a standstill.
Overall, individual stocks have declined more and less, and capital has flowed out from high-ranking sectors such as computing power leasing and cultural media to CPO, rare earths, and electronic cloth. According to the Finance Association's Star Mining data, the main capital in early trading flowed into the communications, defense and military, food and beverage sectors, with net outflows to the telecommunications sector, computers, cultural media, etc., with a net inflow of over 5.3 billion yuan; in terms of individual stocks, Changxin Technology's main capital ranked first with a net purchase of over 1.4 billion yuan, and Datang Power had a net sale of over 1.2 billion yuan.
Popular sections
1. The CPO concept continues to rise
CPO concept stocks continued to rise in early trading, leading in the direction of optical module cooling. Zhongshi Technology, Allied, and Fuxin Technology rose and stopped 20 cm, while Cambridge Technology, Dingtong Technology, Taichenguang, and China Porcelain Electronics registered higher gains.
Comment: According to the news, according to a report by the Financial Federation, on the evening of August 13, Zhongji Xuchuang announced that Zhongji Xuchuang plans to transfer 10.47% of Zhongshi Technology's shares for 1,747 billion yuan. The continuous release of high-end optical modules drives cooling demand and is a direct catalyst for the strengthening of the sector.
2. The rare earth permanent magnet sector is rising
The rare earth permanent magnet sector boosted, Jintian shares rose and stopped, China's rare earths rose more than 8%, and Huahong Technology, Sanxiang New Materials, and rare colors followed suit.
Comment: According to the news, according to SMM statistics, praseodymium oxide rose 22.42% in the first half of the year, prosium oxide rose 5.97%, and terbium oxide rose 8.37%. The rise in rare earth prices directly increased the operating income of enterprises in the industrial chain; the 10 rare earth-related companies that have disclosed semi-annual reports, performance reports, and performance forecasts all achieved varying degrees of growth in the first half of the year.
3. The electronic cloth concept is getting stronger
E-cloth concept stocks fluctuated and strengthened. Yuejian Intelligence and Dahao Technology rose and stopped, China Jushi rose more than 5%, and Sinoma Technology and Jin'an Guoji followed suit.
Comment: According to reports, in August, the price of electronic cloth showed the biggest monthly increase of the year. The average price of the 1080, 2116, and 7628 series rose 17%-18%, with a cumulative increase of 118%-165% during the year; AI server PCB and CCL market forecasts increased sharply, and the scale is expected to reach 37.5 billion US dollars and 22.1 billion US dollars respectively in 2027.