Shanghai Composite Index Midday Review: Shanghai Composite Up 0.53%, Shenzhen Component Down 0.26%! Robot, Consumer Electronics Strongly Up! Over 3300 Stocks Rise; Trading Volume 1.01 Trillion, Up 860 Billion; Institutional Analysis

August 5th news, the index trend diverged in the early morning, with the Shanghai Composite rising sharply and the Shenzhen Component dropping sharply. Sector-wise, PEAK materials rapidly rose, with Zhongxin Fluorine reaching its limit; consumer electronics sector strongly up, with Yide Electronics and Fude Electronics both reaching their limits; automotive industry chain rose, with auto parts direction leading the way, Shenfang Shares and Zhongma Transmission both rising to their limits. Brain-computer interface concept active, with Baolong Optoelectronics leading the way in terms of gains. On the decline side, pharmaceutical sector entered a correction phase, with Qi Zheng Pharmaceutical reaching its limit; software development sector weakened, with Dingjie Number Intelligence leading the way in terms of losses; film and television industry chain continued to correct, with Happiness Blue Ocean leading the way in terms of declines. Overall, individual stocks rose more than they fell, with over 3300 stocks rising.

As of midday, the Shanghai Composite reported 3602.13 points, up 0.53%; Shenzhen Component reported 11056.69 points, up 0.14%; and Shenzhen Component dropped 2328.36 points, down 0.26%.

On the market front, PEAK materials, reorganization concepts, and consumer electronics sectors led the way in terms of gains; Tibet, Chinese medicine, Huawei, and other sectors declined.

Hot Sectors:

1. Consumer Electronics

Rangtong Intelligent, Yide Electronics, Fude Electronics, and other stocks rose.

According to the latest statistics released by a global technology market research institution, in the second quarter of this year, the global smartphone industry achieved a same-period growth rate of 10%, exceeding $1 trillion for the first time. Among them, Apple Inc.'s revenue growth rate reached 13%, and its market share reached 43%, maintaining its position as the world's leading smartphone revenue leader. Despite the existence of pressure in multiple major regions' economic situations, the smartphone market continued to achieve simultaneous increases in sales volume and revenue.

2. PEEK Materials

New Heng New Material, Nanjing Congratulatory, Huaming New Material, and other stocks rose.

Messages:

1. 【Tibet's Infrastructure Continues to Improve 2024 Year-End Highway Total Length Reaches 124.9 Million Kilometers】The National News Office held a press conference this morning (August 5) to introduce the achievements of Tibet Autonomous Region in its 60th anniversary. Tibet Autonomous Region Party Secretary Wang Jiming introduced that over the past 60 years, Tibet's infrastructure has continued to improve. The Tibetan Plateau is no longer an isolated island, from the Qinghai-Tibet Highway opening to the Qinghai-Tibet Railway being put into operation, and the "Rebirth" aircraft flying over the plateau, Tibet has gradually established a comprehensive three-dimensional transportation network covering highways, railways, and aviation. By the end of 2024, Tibet's highway total length reached 124.9 million kilometers, and railway operating mileage reached 1359 kilometers. International domestic air routes reached 183 lines. The four power grids in Qinghai, Sichuan, Yunnan, and Xinjiang provinces were completed and put into operation, covering all counties.

2. 【Subsidies for Childbirth Leading to Baby Formula Price Increases? Investigation: It's Actually a Marketing Adjustment, Some Products Still FallingA recent online rumor claimed that baby formula prices have risen. An investigation found that the current baby formula market has not experienced a price rise phenomenon. The actual situation is that some consumers' perceived price fluctuations are mainly caused by periodic adjustments in e-commerce platforms' marketing activities, rather than a unified pricing adjustment by enterprises. Worth noting is that, contrary to online rumors, the current domestic baby formula market as a whole remains stable. In recent years, the domestic baby formula industry has experienced intensified competition, with prices having stabilized and some brands even lowering their prices. At the same time, some foreign-funded brands have also adjusted their pricing strategies, forming a market pattern of domestic and foreign brands competing.

3. 【JD.com's First Large-Scale Discount Supermarket Format to Land in China】Jingdong is again making waves in the domestic market with its new move. In August, JD.com will open five stores in Jiangsu Province and Hebei Province, marking the debut of JD.com's first large-scale discount supermarket format. Unlike existing small-store-type discount supermarkets with limited SKU offerings, JD.com's discount supermarket relies on supply chain advantages to adopt a big-store-type, multi-SKU operating model. The first store will cover an area of 5000 square meters and offer over 5000 high-value-added consumer goods at prices lower than the market average.

4. 【US ITC Launches Investigation into Certain Mobile Cellular Communications Devices, Oneplus, Lenovo, TCL, and Other Companies Named as RespondentsAccording to the China Trade Rescue Information Network, on August 4th, the US International Trade Commission (ITC) voted to launch an investigation into certain mobile cellular communications devices (Investigation Code: 337-TA-1456). Chinese companies OnePlus Technology (Shenzhen) Co., Ltd. of China, Shenzhen Puxin Technology Co., Ltd., Oneplus USA Corp. of Irving, TX, Lenovo Group Ltd. of China, Beijing Lenovo Group Inc. of Morrisville, NC, Motorola Mobility LLC of Libertyville, IL, TCL Industries Holdings Co., Ltd. of China, Hong Kong SAR TCL Electronics Holdings Ltd., and other companies were named as respondents.

Institutional Views:

According to a research report released by Zhongjin Securities, it is recommended to seize the opportunities for innovation landing in the second half of 2025. The report points out that AI mainline innovation continues to drive industry chain acceleration, with optimistic directions emerging, driving the growth of the industry. Investment directions include: AI industry chain applications and computing power sectors, as well as innovative structural changes in fintech, financial technology, and special IT.

Source: Sina.com