At midday the Shanghai Composite rose 1.04%, the Shenzhen Composite gained 1.52% and ChiNext added 2.11%. Half-day turnover on the two exchanges was about CNY1.32 trillion, up roughly CNY74.3 billion from the same period yesterday. Advancers outnumbered decliners roughly 4,300 to 800. The semiconductor chain rallied broadly, led by storage chips, AI chips and advanced packaging; Chengbang, Huatian Technology and Botong Integration hit daily limits. Compute-capacity names firmed, with Zhongdian X

At midday the Shanghai Composite rose 1.04%, the Shenzhen Composite gained 1.52% and ChiNext added 2.11%. Half-day turnover on the two exchanges was about CNY1.32 trillion, up roughly CNY74.3 billion from the same period yesterday. Advancers outnumbered decliners roughly 4,300 to 800. The semiconductor chain rallied broadly, led by storage chips, AI chips and advanced packaging; Chengbang, Huatian Technology and Botong Integration hit daily limits. Compute-capacity names firmed, with Zhongdian Xinlong and Dongyi Risheng at limits. Retailers including Aokang International and Guofang Group hit limits. Innovative drugs were active—Hongbo Pharmaceuticals rose more than 10%. Also stronger: helium, aerospace equipment, data security, glass substrates, OLED and satellite internet. Lagging sectors included autos, glass & fiberglass, coal, shipping & ports, fisheries and crop planting.