A-Share Mid-Day Review: Three Major Indexes Rise Nearly 2%, PEEK Materials and Lithium Concepts Lead the Way! Over 4,200 Stocks Rise, Trading Volume Reaches 1.14 Billion, with a Gain of 563 Billion; Institutional Insights

August 11, 2025, information shows that the major indexes rose sharply in early trading, with the Shanghai Composite Index rising nearly 2%. Sector-wise, PEEK materials and lithium concepts led the way, with double-digit gains for companies such as Double One Technology and Super Bright Group. Lithium-related stocks also saw significant gains, including SPower Energy and Tianqi Lithium.

As of mid-day, the Shanghai Composite Index stood at 3,653.50 points, up 0.51%, while the Shenzhen Component Index rose to 11,293.25 points, up 1.48%. The ChiNext Index gained 1.99%.

In terms of market trends, PEEK materials, energy metals, and component sectors led the way in terms of gains, while precious metals, banks, and power generation stocks saw significant declines.

Hot sectors:

1. Lithium concepts

Companies such as SPower Energy, Tianqi Lithium, Yunguang Lithium, and Far East Precise saw significant gains.

News-wise, Ningde Times, a leading lithium-ion battery manufacturer, announced on August 11 that it has temporarily suspended mining operations at its Yinshan project after the mining permit expired on August 9. The company is currently processing an application to extend the permit and will resume production once approved.

2. PEEK materials

Companies such as Xin Fluorine Materials, Hua Ming New Materials, Double One Technology, and Xinhuan New Materials saw significant gains.

News-wise, according to a report by Sullivan Consulting, under the assumption that China's PEEK material demand for major end-use products remains stable, the domestic market demand is expected to rise from 2,334 tons in 2022 to 5,079 tons in 2027, with an average annual growth rate of approximately 16.8%.

News:

1. National Railway Summer Transportation Volume Reaches Nearly 6 Billion Passengers, Up 3.9% According to the China State Railway Corporation, from July 1 to August 10, national railway transportation volume reached nearly 6 billion passengers, up 3.9%.

2. Beijing: Building New-Type Data Infrastructure to Promote Public Data Sharing The Beijing Municipal Government announced a plan to build a public data training base and promote the sharing of language libraries, thereby enabling the development of artificial intelligence applications.

3. Ningde Times Suspends Mining Operations Due to Expired Permit According to insiders, Ningde Times suspended mining operations at its Yinshan project due to the expiration of the mining permit on August 9. Other major lithium mines in Yichun City are operating normally.

Institutional Insights:

Guodian Securities believes that short-term market fluctuations will continue, and that the market may see a new high in the second half of this year. The company expects the market to enter a new phase of upward movement, with a potential break above the previous high point.

Haitong Securities believes that the A-share market has seen a rebound in recent days, driven by transactional funds and thematic trends. The market is expected to continue its upward trend, with tactical allocations focused on industries such as software, automation, and insurance.

Source: Sina News