A-Share Midday Review: ChiNext Index Up 2.47% at Midday, Tech Growth Stocks Including CPO and PCB Rally Together

The three major A-share indices all rose collectively in the morning session. By midday, the Shanghai Composite Index increased by 0.39%, the Shenzhen Component Index rose by 1.57%, the ChiNext Index gained 2.47%, and the Beijing Securities 50 Index was up by 1.55%. The combined half-day trading volume of the Shanghai, Shenzhen, and Beijing markets was 16,107 billion yuan, a decrease of 1,935 billion yuan compared to the previous day. Over 4,300 stocks in the market rose.

In terms of sectors and themes, the top gainers included CPO, PCB, cultivated diamonds, optical fiber, high-speed copper cable connections, liquid-cooled servers, and storage chips; while the biggest declines were seen in oil and gas exploration and services, coal mining and processing, epoxy propane, steel, fertilizers, and precious metals.

On the market, comments from Trump suggesting that the Iran conflict has “basically ended” eased market concerns. Technology growth and outbound investment sectors rebounded collectively, led by AI hardware stocks such as CPO and PCB. Among them, Tianfu Communication, Dongshan Precision, and Huilu Ecology saw notable gains. Benefiting from AI cooling logic, the cultivated diamond sector strengthened during the session, with Yellow River Cyclone hitting the daily limit. Additionally, tech themes like storage chips, high-speed copper cables, and robotics experienced rotation during trading.

Meanwhile, Trump’s remarks caused international oil prices to plummet, leading to a collective adjustment in related sectors such as oil and natural gas, petrochemical, and chemical industries. Stocks like QianNeng HengXin, Intercontinental Oil & Gas, Sinopec, and Luxi Chemical saw significant declines.