A-Share Midday Review: Major Indices Open Low and Close High, with Military Industry and Robot Sector Leading the Charge! Over 2900 Stocks Rise, Trading Volume Reaches 1.07 Billion Yuan, with Institutions Offering Insights

August 6th, morning message: the major indices opened low and closed high in the early trading session, with the military industry sector maintaining its upward trend. Notably, stocks such as GuoRui Technology, Changcheng Military Industry, Huawei Robotics, and other shares rose sharply.

As of midday, the Shanghai Composite Index stood at 3627.54 points, up 0.27%, while the Shenzhen Component Index reached 11158.42 points, up 0.46%. The ChiNext Index closed at 2352.58 points, up 0.39%.

On the market front, sectors such as shipbuilding, PEEK materials, and military equipment recorded significant gains, while pharmaceuticals, Tibet, and auxiliary reproductive health sectors saw declines.

Hot Sector:

1. Military Industry

Companies such as GuoRui Technology, North China Dragon, and Morning Aviation rose sharply.

According to China Securities Journal, a leading financial publication, the military industry sector is expected to maintain its upward trend in the second half of 2025, driven by new orders and technological breakthroughs. The sector's performance will be boosted by the government's efforts to stimulate innovation and entrepreneurship.

2. Humanoid Robotics

Companies such as Huawei Robotics, Haosen Intelligent, and Zhongda Lide rose sharply.

According to Shanghai Municipal Government's plans, the city aims to develop its humanoid robotics industry by 2027, with a focus on core algorithms and technologies. The development of this sector is expected to drive innovation and entrepreneurship in the region.

News:

1. 【Shanghai: To Achieve Breakthroughs in Core Algorithms and Technologies by 2027】 Shanghai Municipal Government's office has issued a plan for the development of the city's humanoid robotics industry, aiming to achieve breakthroughs in core algorithms and technologies by 2027.

2. 【China Steel Association: Key Statistics for July 2025】 As of July 2025, China Steel Association has released key statistics showing a decrease of 7.9% in steel inventory levels compared to the previous month.

3. 【Chongqing Power Grid Load Reaches Record High for Summer】 As of August 5th, Chongqing Power Grid load reached a record high for summer, with a total peak power demand of 3028 megawatts.

4. 【Two Private Equity Firms Obtain Hong Kong Securities and Futures Commission Approval】 Two private equity firms, Shanghai Hongshang Capital and Zuoeruan Capital, have obtained approval from the Hong Kong Securities and Futures Commission to operate in the region.

Institutional Insights:

Western Securities believes that market liquidity remains robust, supporting the A-share market's steady growth. The firm expects the market to continue its upward trend, driven by institutional buying and increasing participation from private equity funds.

China International Capital Corp. (CICC) has released a research report stating that the government's support for the military industry will drive growth in the sector, with leading companies such as GuoRui Technology and Changcheng Military Industry expected to perform well.