Objective market moves across A-shares, Hong Kong, U.S. equities and commodities. Market tape is excluded from industry-impact scoring.
On July 27, 46 stocks appeared on the block trade platform, with a total volume of 243 million shares and total turnover of RMB 1.863 billion. Among them, 24 stocks had transaction values exceeding RMB 10 million. CNOOC Energy Technology & Services led with RMB 408 million in a single trade, followed by JinHaiTong with RMB 326 million across 63 trades.
On July 27, the dragon and tiger list recorded net buying of 1.019 billion yuan, with 22 stocks in net buying territory. Yake Technology and Fenghua High-tech were among the top net-bought stocks. On the selling side, International Composites, Redboard Technology, and Torrence saw net selling, with net selling amounts accounting for 2.03%, 5.05%, and 3.42% of their respective daily turnover.
Jim Cramer's charitable trust purchased 50 shares of Honeywell Aerospace (HONA) at approximately $204.07 each and 100 shares of Intel (INTC) at about $93.84 each on Monday. The moves raised the trust's weighting in Honeywell Aerospace to 1.7% from 1.4% and in Intel to 2.85% from 2.6%. The purchases came after a de-escalation in US-Iran hostilities drove crude oil prices lower and lifted stock futures. Honeywell Aerospace, spun off from Honeywell Technologies on June 29, has seen its shares decline from around $220 to near $200. Intel fell about 7% last Friday amid a broad sell-off in semiconductor stocks.
Tenri High School defeated Nara Daifu 8-0 in the final of the 108th National High School Baseball Championship Nara tournament on July 27, securing its second consecutive and 31st overall appearance in the summer Koshien tournament. The spring prefectural champion built a 2-0 lead in the first inning on consecutive doubles by Kinnimoto and Sekimura, and Sekimura added a three-run homer in the sixth. Ace pitcher Nagao threw a complete-game shutout, while Nara Daifu starter Shinshiro allowed 12 hits and 8 runs in 6-plus innings.
In the second quarter of 2026, active equity funds' combined holdings in electronics and communications reached a record 60% of portfolios, with Zhongji Innolight the top holding at RMB 260.5 billion. The concentration drove 144 funds to double their net asset value. However, a technology sector correction in July pushed the average drawdown of the top 30 heavy holdings above 13%, and only eight funds retained year-to-date returns of over 100% as of July 26.
On July 27, main capital net inflows into A-shares totaled 48.51 billion yuan, with the electronics sector leading at 36.78 billion yuan. Changxin Technology, which debuted on the STAR Market, attracted 33.84 billion yuan in net inflows and surged 465.82% to close at 49 yuan per share, making it the largest A-share company by market value at about 3.28 trillion yuan. Other notable net inflows included Dongshan Precision (1.25 billion yuan) and Yake Technology (over 1 billion yuan). On the outflow side, Tongfu Microelectronics recorded a net outflow of 2.15 billion yuan, while GigaDevice saw 1.15 billion yuan. In the final session, main capital net inflows were 16.31 billion yuan, with Changxin Technology leading again at 1.79 billion yuan.
Changxin Technology listed on the Shanghai STAR Market on July 27, 2026, with its shares surging over 471.59% from the issue price of RMB8.66 to an opening price of RMB49.50, giving a market capitalisation of RMB3.31 trillion. Intraday, the stock jumped more than 530%, briefly making it A‑shares' largest company. Turnover exceeded 53%, with per‑lot gains above RMB20,000. Major backers include Hefei state capital and Alibaba affiliates holding about 5%. Separately, Yangtze Memory started IPO tutoring in May 2026. It achieved mass production of 300‑layer 3D NAND with yields over 90%, first‑quarter 2026 revenue topping RMB20 billion, and global NAND market share rising from 8.1% to 13%.
Nearly 20 A-share companies disclosed share buyback and increase plans after the market close on July 27, 2026. Foxconn Industrial Internet plans to buy back 1 billion to 2 billion yuan of shares. iFLYTEK, Tgood, and others announced buybacks ranging from 100 million to 600 million yuan. In share increases, ST Zhongzhu's second-largest shareholder affiliate, which holds 10.38% of shares, plans to buy 20 million to 40 million shares, and Zhongcheng Gaoke's controlling shareholder plans to increase holdings by at least 30 million yuan, capped at 5% of total shares.
Sun Hung Kai Properties launched the third round sale of 114 units at its Qian Yu project in Yuen Long on August 1. Of these, 68 units were offered via price list, including one-bedroom, two-bedroom, and three-bedroom units with saleable areas from 290 to 498 sq ft. Discounted prices ranged from HKD 4.06 million to HKD 6.6483 million, with discounted per-square-foot prices from HKD 12,250 to HKD 14,550. The remaining 46 units were sold by tender, including three-bedroom units and platform special units.
China Securities Index Co. , Ltd. (CSI) will officially launch the CSI Nuclear Energy Select Index on July 28, 2026. The index selects securities of representative listed companies involved in nuclear energy investment and operation, design and construction, fuel cycle and support, technology application, equipment, and materials. It aims to reflect the overall performance of listed companies in the nuclear energy industry.
Changxin Technology made its trading debut on July 27, closing at 49 yuan per share, giving it a market capitalization of 3.28 trillion yuan, compared with an issuance valuation of about 579.2 billion yuan. The stock's first-day turnover rate was 66.4%. The memory chip sector, which had surged over 320% from September 2024 to early July 2026, subsequently experienced a sharp correction. The semiconductor sub-index fell 43.33% from its July 1 high, and individual stocks such as Deming Li and Baiwei Storage lost over 50%.
On July 27, China's A-share indices rose, with the Shanghai Composite up 1.15%, the Shenzhen Component up 2.72%, and the ChiNext Index up 3.16%. Total net capital inflow reached 104.35 billion yuan, with the electronics sector attracting 82.97 billion yuan, the most among all sectors. Of the 5,193 stocks that advanced, 849 saw net inflows over 10 million yuan, and 118 exceeded 100 million yuan. The STAR Market and ChiNext recorded net inflows of 80.18 billion yuan and 5.79 billion yuan, respectively.
On July 27, the building materials sector rose 5.44% to lead the Shenwan sector rankings, while the Shanghai Composite Index gained 1.15%. The sector saw a net capital inflow of RMB 35.54 billion, with 68 of its 72 stocks advancing and 6 hitting limit-up. China Jushi led inflows with RMB 12.98 billion.
On July 27, the Shanghai Composite Index edged up 1.15%. Among Shenwan sectors, 29 posted gains, with building materials and conglomerates leading. The power equipment sector rose 3.56%, drawing a net capital inflow of RMB 4.682 billion from major funds. CATL led individual stocks with a net inflow of RMB 559 million, followed by Zhongli Group and Defu Technology.
On July 27, the machinery sector gained 3.00%, leading Shenwan industry gains, with a net capital inflow of RMB 3.789 billion. The Shanghai Composite Index rose 1.15%. Within the sector, 510 stocks advanced, 7 hit daily limit up, and 21 declined. Zhengfan Technology recorded the largest net inflow of RMB 301 million, while Han's Laser posted the largest net outflow of RMB 301 million.
The Shanghai Composite Index rose 1.15% on July 27. Among Shenwan sectors, 29 advanced, with building materials and comprehensive sectors surging 5.44% and 5.33% respectively. The computer sector gained 2.72%, while petrochemicals and coal fell 0.45% and 0.13%. Net capital inflow for the two markets totaled 104.35 billion yuan, with the electronics sector leading at 82.97 billion yuan. The computer sector saw a net outflow of 907 million yuan.
On July 27, the Shanghai Composite rose 1.15%, with the electronic sector gaining 2.55% and recording a net capital inflow of RMB 829.65 billion, the highest among all sectors. Among 490 stocks in the sector, 449 advanced and 14 hit daily limits. C Changxin led with a net inflow of RMB 801.26 billion, while GigaDevice saw a net outflow of RMB 24.95 billion.
The beauty and personal care sector rose 4.46% on July 27, ranking third among CITIC industries, with a net inflow of RMB107 million in main-force funds. Leading gainers included Lafang Home Chemical, Imeik, and Jieya. The Shanghai Composite Index gained 1.15%, with 29 of 30 Shenwan sectors advancing. Among the sector's 28 stocks, 26 advanced, two hit daily limits, and 15 recorded net fund inflows, five exceeding RMB10 million.
On July 27, the Shanghai Composite Index rose 1.15%. Building materials led gains at 5.44%, while coal fell 0.13% as the second-worst sector. The coal sector recorded a net capital outflow of 20.41 million yuan (2041.08 wan yuan), with Xinji Energy seeing a net inflow of 14.68 million yuan.
Chinese stocks closed sharply higher on July 27. The Shanghai Composite rose 1.15% to 3,858.25, the Shenzhen Component gained 2.72% to 14,148.73, and the ChiNext index advanced 3.16% to 3,590.79. The STAR 50 index added 1.16%. Total turnover on the two exchanges reached 2.08 trillion yuan, up 145.47 billion yuan from the previous session. Net capital inflow from main funds was 48.51 billion yuan. Building materials, power equipment, and media led gains, while oil and petrochemical and insurance declined. A total of 4,885 stocks rose, 268 fell, and 121 hit the daily limit up.
Changxin Technology (688825) surged 465.82% on its July 27, 2026 STAR Market debut, closing with a market capitalization of 3.27 trillion RMB, making it the largest A-share stock by value. Turnover reached 141.2 billion RMB with 66.4% of shares traded. The same day, SHFE tin futures rose 2.17% to 420,840 RMB per tonne, silver gained 3.06%, copper 0.31%, and industrial silicon 0.12%. The company, China’s top integrated DRAM designer and manufacturer, operates three 12-inch fabs and plans to lift monthly wafer output from 300,000 at end‑2025 to 400,000 by end‑2026. Growing AI demand for tin and copper highlights the strategic supply-chain links.
Apple shares have climbed 20% from a late-June low to trade within $2 of an all-time high. Options activity on Friday implied a roughly 4% post-earnings move, above the 12-month average of 1%, with total premiums reaching $590 million. The company reports after the bell on Thursday.
On July 27, institutions were involved in 46 stocks on the dragon and tiger list, with net buying in 24 stocks. The top net buy was Guoji Fucai at RMB 954 million, followed by Longshen Rongfa at RMB 77.78 million and Chuangxin Yiliao at RMB 59.05 million. The top net sell was Jereh Group at RMB 622 million, followed by Yake Keji at RMB 204 million and Gan Zixun at RMB 107 million.
As of July 2026, nine Shanghai-listed REITs with retail underlying assets, including six consumer infrastructure REITs and three commercial property REITs, have sustained occupancy above 95% and collection rates near 100%. The six consumer infrastructure REITs have distributed dividends 25 times totaling nearly RMB 800 million. Property managers such as Huaxia Shouchuang Outlets REIT and Huaxia CapitaLand Consumer REIT have boosted performance through brand upgrades and immersive scene innovations, while others like CITIC Prudential Shounong Commercial REIT and Jiacai Wumei Consumer REIT have leveraged live-streaming and AI-driven retail upgrades to lift sales and foot traffic.
On July 27, southbound funds recorded a net sell of HK$1.574 billion, marking a third consecutive day of net outflow with a cumulative HK$7.319 billion. The Hang Seng Index rebounded to close above the 25,000 level, while southbound funds accounted for 39.34% of total turnover. Daily net selling targeted Xiaomi, SMIC, Alibaba, and CNOOC. Over the past five trading days, funds reduced holdings in Meituan, Kingboard Laminates, SMIC, and Alibaba, while adding Zhipu, Xiaomi, and CNOOC.
Changxin Technology closed at RMB 49.00 on its first trading day, up 465.82% from its IPO price of RMB 8.66, with turnover of RMB 141.1 billion and a market capitalization of approximately RMB 3.28 trillion. Mutual funds allocated 12.34 billion shares worth RMB 106.89 billion, generating a combined paper profit of RMB 497.90 billion. Private funds allocated 1.61 billion shares worth RMB 13.97 billion, with paper profits of RMB 65.09 billion. The gains are based on the closing price and include locked-up shares.
China's A-share market staged a V-shaped reversal on Monday, with the STAR 50 index closing up 1.16% after falling over 3% intraday. The Shanghai Composite, Shenzhen Component, and Hang Seng Index also turned higher. International oil prices slumped, weighing on the US dollar. Turnover on the Shanghai and Shenzhen exchanges expanded to 2.08 trillion yuan, up 145.5 billion yuan from the prior session, but excluding new stock trading, the increase was marginal. Geopolitical conflicts subsided, lifting copper, gold, and tin prices. New stocks listed smoothly on the STAR Market.
On July 27, southbound capital recorded a net sell of HKD 1.574 billion. Meituan received a net buy of HKD 1.217 billion, while Xiaomi Corp and Semiconductor Manufacturing International Corp (SMIC) saw net sells of HKD 1.232 billion and HKD 698 million, respectively. The net sell was composed of significant outflows from Xiaomi and SMIC, partially offset by inflows to Meituan.
Changxin Technology surged 471.59% to a market capitalisation of RMB3.31 trillion on its STAR Market debut on July 27, 2026, after pricing its IPO at RMB8.66 per share. Separately, Zhongji Innolight launched its Hong Kong public offering on July 22, targeting up to HK$55.045 billion amid 33 cornerstone investors including Temasek, Abu Dhabi Investment Authority, BlackRock, J. P. Morgan Asset Management, Alibaba and Tencent committing about US$3.45 billion. The company plans to use 35% of net proceeds for optical interconnect R&D, 30% for global capacity expansion and 15% for strategic investments, as it holds a 21.2% share of the global optical interconnect solutions market.
US stock index futures advanced in premarket trading, with the Dow Jones Industrial Average futures gaining 1 percent, the S&P 500 futures adding 0.95 percent, and the Nasdaq 100 futures climbing 1.6 percent. The gains were broad-based across the three major benchmarks, reflecting a positive start to the trading session.