By midday Shanghai Composite rose 0.51%, Shenzhen Composite 1.25% and ChiNext
1.91%. Semiconductors led gains; several chip-related names hit daily limits,
and MLCC stocks rebounded with multiple limit-ups. PCB names outperformed, with
some stocks at limit-up and international composite materials jumping over 13%.
Other strong segments included memory chips, advanced packaging, lithography
resist, CPO, OLED and liquid-cooling. Lagging sectors included coal, oilfield
services & engineering, tax-refund retail, sports, baijiu, property developers
and shipping/ports. Turnover on the Shanghai and Shenzhen markets was about 1.61
trillion yuan at mid-session, down roughly 159.5 billion yuan from yesterday;
about 2,500 stocks advanced and 2,900 declined.
