A-share midday trading | The Shanghai Index rose 0.36%, fertilizer agriculture set off a wave of gains and stagnation, and Longpan Media continued to sell for 7 consecutive days

The Zhitong Finance App learned that on September 8, the three major A-share indices opened with mixed ups and downs. The Shanghai Index and Shenzhen Index opened slightly higher, and the GEM Index opened lower. The GEM index fell by more than 1% in early trading, then fluctuated and turned green again in the afternoon. The Shanghai index fluctuated narrowly and higher. The market showed a differentiated pattern of “mixed index ups and downs, rapid rotation of hot spots, and agricultural fertilizer leading the rise”. By the midday close, the Shanghai index rose 0.36% to 3946.99 points, the Shenzhen index rose 0.05% to 13782.05 points, and the GEM index fell 0.15% to 3393.50 points. More than 3,400 stocks rose across the market. The three markets of Shanghai, Beijing, and Shenzhen traded 1266.3 billion yuan in half a day, an increase of 11.7 billion yuan over the previous trading day.

Overview of the plate

On the upward side, agrochemical sectors such as fertilizers and pesticides exploded collectively, planting, forestry, and grain concepts continued to be strong, sugar and sugar substitute concepts showed active performance, and many stocks rose and stopped in media such as publishing, AI film and television; on the downside, the liquid cooling server concept trend was weak, and the direction of consumer electronics, lithography, and military equipment restructuring fluctuated and adjusted. Overall, hot topics are rotating rapidly. Capital flows out from technology directions such as semiconductors and liquid cooling, which had the highest increase in the previous period, returning to agricultural chains such as fertilizer, planting, etc., as well as topics such as AI film and television, sugar substitutes, etc., and individual stocks rose and fell less, and the money-making effect of the market was concentrated in the direction related to the agricultural industry chain.

Popular sections

1. A collective outbreak in the fertilizer sector

The fertilizer sector has collectively strengthened. Lu Tianhua, Sichuan Dragon Python, Jin Zhengda, and Chitianhua rose and stopped, Hebang Biotech and Huachang Chemical closed, while Luhua Technology, and Liuguo Chemical registered higher gains.

Comment: According to the news, the Financial Federation reports that the domestic urea market has risen markedly since the weekend. On September 7, the factory price of small to medium granular urea in mainstream regions was raised to 1,750-1,820 yuan/ton, an increase of 50-150 yuan/ton in a single day; compounded by the approaching peak season for autumn fertilizer preparation, and the expected recovery in fertilizer exports and agricultural demand, driving the fertilizer sector to strengthen.

2. Strong performance in the planting industry and forestry sector

The planting industry and forestry sector continued to be strong. Yasheng Group went up and down and advanced to 4 consecutive boards, Dunhuang seed industry went up and down in 8 days, Sukenong and Hainan Rubber rose and stopped, and Wanxiang Denong followed suit.

Comment: According to the news, the World Meteorological Organization issued a notice on September 3, confirming that the El Niño phenomenon has formed and will continue to increase, and is expected to develop into a super-strong event; NOAA's latest weekly data shows that the abnormal Niño 3.4 sea temperature rose to +2.7 ℃ during the week of August 12, and the probability of a “very strong El Niño” occurring in the fall and winter of 2026 exceeds 90%, and the associated extreme weather risk may continue until 2027. International agricultural futures have collectively strengthened since July. The cumulative increases during the CBOT corn, wheat, and soybean futures period exceeded 23%, 21%, and 14%, respectively. Expectations of rising global food prices are heating up, driving the grain planting chain to strengthen.

3. Multiple stocks in the media sector rose and stopped

The media sector continued to be strong. Dragon Edition Media advanced to 7 consecutive boards, China Publishing 3 consecutive boards, Reader Media 2, CITIC Publishing went up and down, and Shanghai Film went up.

Comment: According to news, AI participated in the creation of the intelligent original growth film “Sanxingdui: Future Past”, produced by Bona Pictures and co-produced by Eying Group, etc., recently obtained a screening license from the National Film Administration. The AI film and television content concept continues to be popular; Dragon Media's 2026 semi-annual report revealed that its first AI drama “Crossing 1988” has completed 170 episodes and has surpassed 120 million broadcasts, driving the AI comic direction to continue to be active.

4. White sugar and sugar substitute concepts are active

The concepts of white sugar and sugar substitutes were active. COFCO Sugar, COFCO Technology, Cotton, and Huakang shares rose and stopped, while Sanyuan Biotech, Jiahe Foods, and Bowling Bao had the highest gains.

Comment: According to the news, the Thai Sugar Industry Association said that during the 2026-2027 season, Thailand's sugar production may fall below 10 million tons, and expectations of a decline in the world's second-largest sugar exporter will increase the pressure on global sugar supply. Against the backdrop of increased El Niño, international sugar prices surged 21.5% in August, the biggest monthly increase since October 2010. The rise in sugar prices is driving food and beverage manufacturers to increase the replacement of high-dose sweeteners, and the sugar substitute industry is expected to pick up.