The Economic Information Agency reported on the 9th: A-shares continued to adjust, with the SSE Composite Index losing the 3,800 level, down 1.21% at 3,765.71 points in the morning session, the Shenzhen Component Index dropped 2.09%, and the ChiNext Index fell 2.61%; the combined trading volume of the Shanghai and Shenzhen markets in the morning reached 1.1686 trillion yuan (RMB, same below), an increase of 62.9 billion yuan, or 5.7%, compared to the same period of the previous trading day.
On the market front, the semiconductor industry chain weakened, with the MLCC sector closing down 5.8%, and PCB and CPO concepts ranking among the worst performers; Morgan Stanley's report on U.S. restrictions on Chinese optical modules triggered market panic, prompting several major manufacturers to issue statements in response. Changguang Huaxin (Shanghai: 688048) stated that the report is not an officially implemented regulation or clause, and domestic optical chips will still grow rapidly in the short term. Dongshan Precision (Shenzhen: 002384) said that part of the optical chips used in its optical module business are self-developed and self-produced, accounting for no more than 10% of the overall BOM cost of optical modules, with sufficient overall compliance space. The share prices of both companies fell about 6.6% in the morning session.
On the upside, lithium battery and sodium battery concepts rose逆势, with Lingpai Technology (Shenzhen: 300530) and Keheng Shares (Shenzhen: 300340) surging 20% to hit their daily limits. Coal stocks rose, with Yankuang Energy (Shanghai: 600188) closing up 2.9% in the morning session and China Shenhua (Shanghai: 601088) up 2.6%. Additionally, agricultural stock Wanxiang Denong (Shanghai: 600371) hit its daily limit; a strong El Niño has officially formed, and earlier international research institutions warned that climate issues could trigger a food crisis. (ry)
On the market front, the semiconductor industry chain weakened, with the MLCC sector closing down 5.8%, and PCB and CPO concepts ranking among the worst performers; Morgan Stanley's report on U.S. restrictions on Chinese optical modules triggered market panic, prompting several major manufacturers to issue statements in response. Changguang Huaxin (Shanghai: 688048) stated that the report is not an officially implemented regulation or clause, and domestic optical chips will still grow rapidly in the short term. Dongshan Precision (Shenzhen: 002384) said that part of the optical chips used in its optical module business are self-developed and self-produced, accounting for no more than 10% of the overall BOM cost of optical modules, with sufficient overall compliance space. The share prices of both companies fell about 6.6% in the morning session.
On the upside, lithium battery and sodium battery concepts rose逆势, with Lingpai Technology (Shenzhen: 300530) and Keheng Shares (Shenzhen: 300340) surging 20% to hit their daily limits. Coal stocks rose, with Yankuang Energy (Shanghai: 600188) closing up 2.9% in the morning session and China Shenhua (Shanghai: 601088) up 2.6%. Additionally, agricultural stock Wanxiang Denong (Shanghai: 600371) hit its daily limit; a strong El Niño has officially formed, and earlier international research institutions warned that climate issues could trigger a food crisis. (ry)
