Chinese Stock Review: Three Major Indices Rise, Shanghai Composite Up 0.96%, PEEK Materials Explode!
August 5th news, the stock market surged in the afternoon, with the Shanghai Composite up nearly 1%. Sector-wise, PEEK materials concepts rose sharply, new materials and technology companies rose 20cm to a halt; consumer electronics continued strong, with Lintelligent Technology, EasyDragon Technology, and Fuji Electronics halted; automotive industry chain rose collectively, with auto parts leading the way, Shencai shares and Zhongma Transmission rose; on the downside, pharmaceuticals adjusted all day, Qi Zheng Pharmaceutical leader fell. Overall, individual stocks rose many, few fell, with over 3,800 stocks rising.
As of closing time, the Shanghai Composite reported a price of 3617.60 points, up 0.96%; the Shenzhen Component Index reported a price of 11,106.96 points, up 0.59%; and the ChiNext Index reported a price of 2343.38 points, up 0.39%.
On the market front, PEEK materials, communication equipment, and brain-computer interface sectors rose significantly, with medicinal, Tibetan, and film industries falling behind.
Hot sectors:
1. Consumer electronics
Lintelligent Technology, EasyDragon Technology, Fuji Electronics, and other companies rose.
2. PEEK materials
New Materials & Technology, Nanjing Aggregation, Huawei New Materials, and Zhongxin Fluorine Materials rose.
Messages:
1. [Institutional: 2025 Q2 Global Tablet Shipments Reach 39 Million, Up 9%] Canalys data shows that in the second quarter of 2025, global tablet shipments reached 39 million, up 9%, and up 5%. Chromebook market performance was outstanding, benefiting from Japanese GIGA school projects pushing for educational device updates. In the first half of 2025, shipment volume reached 11 million.
2. [Pudong New Area: Building a Cross-Border E-commerce and "Silk Road" Industry Ecological Circle] The Shanghai Pudong New Area Commercial Committee issued the "Implementation Plan for Deepening International Trade Center Core Zone Construction", which highlights building a cross-border e-commerce and "Silk Road" industry ecological circle. 1. Promote market aggregation. Support cross-border trade platform companies, cross-border e-commerce operating companies, and designated enterprises with certain qualifications to apply for rewards. 2. Enhance the functions of the ecological circle. Support the establishment of "Silk Road"-themed bases and encourage cross-border e-commerce comprehensive service providers to provide services for cross-border e-commerce enterprises. 3. Build a "Silk Road" brand. Provide rewards for promoting trade development, training, and theme-based brand activities that meet certain qualifications. 4. Support foreign trade headquarters. Encourage foreign trade headquarters to expand their sales volume and encourage platform-type foreign trade headquarters to play the role of ecological circle construction, support international trade distribution business development, and encourage companies to participate in overseas exhibitions. 5. Encourage enterprises to explore multiple markets. For small and micro foreign trade enterprises with an export value of over $500,000-$800,000 (inclusive), they can apply for policy-based export credit insurance coverage.
3. [Qingdao City Releases 31 Measures to Promote Cross-Border Trade Facilitation] According to the Qingdao Municipal Government website, the Qingdao Municipal Government Office issued the "2025 Qingdao City Cross-Border Trade Facilitation Action Plan", which outlines measures to strengthen policy support, promote logistics coordination, optimize regulatory models, and push for intelligent port construction. The plan mentions that Qingdao will comprehensively improve customs efficiency and service quality, promote logistics coordination, and develop new international logistics channels.
4. [The Second Domestic Large-Capacity Cruise Ship Enters the Equipment Testing Phase] According to China Shipbuilding Corporation, today (August 5th), the second domestic large-capacity cruise ship, "Aida Hua Cheng", officially launched its main power generator, providing power for all related equipment on board. This marks the beginning of the ship's equipment testing and system function verification phase.
Institutional views:
According to a report by CITIC Securities, it is expected that in the third quarter of 2025, mainstream and niche storage prices will rise sharply. With consumer-class traditional peak season approaching, we are optimistic about the performance of storage manufacturers in the third quarter. 1) DDR4 rose in price, NOR Flash rose in price logic-wise, so we recommend focusing on storage chip design leaders; additionally, suggest paying attention to storage module distributors. 2) After some DDR4 prices exceeded DDR5 prices, combined with original factory gradual withdrawal from DDR4 and DDR5 market penetration rate expected to accelerate.
According to a report by Southwest Securities, demand is expected to stabilize in a loose macro policy stimulus environment, while supply-side momentum remains. The glass fiber industry has seen continuous growth, with hot-melt/air-cooled glass fibers rising 10%-15% and 15%-20%, respectively, with notable performance improvements, and real estate companies entering the stock market. As of 2023, China's urban residential stock volume reached approximately 335.5 billion square meters, with urban housing units reaching around 37.4 million units, leaving a significant growth space for renovated housing demand.