A-share afternoon review | The Shanghai Index rose 0.46%, the PCB sector strengthened, and PV opened higher and lower

The Zhitong Finance App learned that on November 9, the three major A-share indices collectively opened higher, fluctuated and declined at the beginning of the session, and the increase gradually narrowed. The market showed a pattern of “indices closed slightly, individual stocks mixed ups and downs, and hot spots rotated rapidly.” By the midday close, the Shanghai index rose 0.46% to 3665.94 points, the Shenzhen index rose 0.27%, and the GEM index rose 0.56%. 2,650 stocks rose and 2,707 stocks fell across the market. The three markets of Shanghai, Shenzhen and Beijing traded 1018.1 billion yuan in half a day, down 112.6 billion yuan from the previous trading day. In terms of capital, the CPO concept and the 5G concept received net capital inflows of 8.096 billion yuan and 7.848 billion yuan respectively.

Overview of the plate

On the upward side, on the upward side, computing power hardware such as PCBs and components led the way, while the coal, commercial aerospace, and gas sectors showed strong performance; on the downside, the photovoltaic equipment, energy metals, and pet food sectors weakened. Overall, the Philadelphia Semiconductor Index rose 4.21% last Friday. A-share computing power and hardware rebounded at the same time today. However, the increase in the index continued to narrow after rising at the beginning of the session. Individual stocks rose and fell by almost half, and capital quickly rotated between topics such as computing power hardware, commercial aerospace, and coal.

Popular sections

1. PCB sector shocks are getting stronger

The PCB sector fluctuated and strengthened. Oshcon, World Transport Circuit, Ultrasonic Electronics, and Chongda Technology rose and stopped, Shenghong Technology rose more than 9%, Jingwang Electronics rose more than 9%, and Shengyi Technology rose more than 2%.

Comment: According to news, the US Philadelphia Semiconductor Index rose 4.21% and the NASDAQ rose 1.09% last Friday. Individual stocks in the AI industry chain generally rebounded. On the industry side, according to the Securities Times, 40 PCB, materials and equipment companies achieved total revenue of 238.06 billion yuan in the first three quarters of this year, up 46.78% year on year, and net profit of 35.33 billion yuan, up 102.03% year on year. According to Zhuochuang News data, the price of mainstream electronic yarn G75 rose 3,000 yuan/ton to 25,800 yuan to 26,000 yuan/ton in October, and 7628 electronic cloth prices rose 1.5 yuan/meter to 13 yuan/meter to 13.3 yuan/meter. In addition, Shiyun Circuit disclosed the second phase of the 2026 repurchase plan, which plans to repurchase shares for 200 million yuan to 300 million yuan.

2. The commercial space sector showed active performance

The commercial space sector showed active performance. China Satellite, Western Materials, Fenghuo Communications, Shunhao Shares, and Shengyang Technology rose and stopped; Xinwei Communications hit a 20% rise and stop in the intraday period, a 20% rise and fall in the afternoon, a 20% rise and fall in the afternoon, a rise of more than 13% in the afternoon, and a rise of over 7% in the afternoon.

Comment: According to media reports such as Wall Street News, at the 33rd Barron Investment Conference held on November 6, local time, Musk said that SpaceX is moving towards the goal of exceeding 100 billion US dollars in annual revenue in December, and the annualized recurring revenue is expected to exceed 500 billion US dollars in December next year; the first Starlink computers jointly designed with Nvidia are expected to be launched in the 3rd quarter of 2027, and reach a “very large scale” in 2028.

3. The coal sector is opening high and moving high

The coal sector opened high, with Zhengzhou Coal and Electricity and Antai Group rising and falling, Dayou Energy rising by more than 6%, Yunmei Energy hitting an intraday rise and stopping, rising by more than 6% in the afternoon, Xinji Energy rising by more than 5%, and Shaanxi Heimo rising by more than 5%.

Comment: According to the news, the National Bureau of Statistics announced on November 9 that in October, the ex-factory prices of industrial producers across the country rose 5.7% year on year, an increase of 0.7 percentage points over the previous month; among them, prices in the coal mining and washing industry rose 36.6% year on year and 2.7% month on month. Furthermore, the Central Meteorological Observatory continued to issue a blue warning for cold tides at 18:00 on November 8. It is expected that from 20:00 on November 8 to 08:00 on the 10th, many parts of central and eastern China will cool down by 6 to 10 degrees Celsius, and local cooling can reach 14 degrees Celsius or more. On the morning of November 10, the 0℃ low temperature line will push south to southern Shaanxi to southern North China to southeastern Huanghuai.

4. Physical AI and robots rush higher and fall in the direction of the robot

Physical AI and robotics declined after getting stronger in early trading. Huapei Power, Riying Electronics, Jingu, Taier, and Guangyang shares rose and stopped; Fulai New Materials hit a rise and stop in the intraday session and rose more than 6% in the middle of the day, and Hanwei Technology rose more than 13% in the intraday period and rose more than 5% in the afternoon; the humanoid robot concept index narrowed to 1.57% during the afternoon.

Comment: According to the news, according to a report by the Financial Federation, on November 4, the Apple team released the robot autonomous control system Halo on arXiv. The system completed real environment tests on the Yushu G1 robot, covering 6 environments not seen during training and unscanned. 360 single task tests were carried out in this environment, with an average success rate of 91%.