NEWS DESK

Financial markets news

Objective market moves across A-shares, Hong Kong, U.S. equities and commodities. Market tape is excluded from industry-impact scoring.

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Hong KongImportance 50

Hong Kong Brain-Computer Stocks Rise, Nanjing Panda Up 9%; Science Corp. Chip Gets EU Approval

On July 28, Hong Kong-listed brain-computer concept stocks rose, with Nanjing Panda Electronics up nearly 9%, Naodong Jiguang-B up over 4%, and MicroPort NeuroTech up over 2%. Separately, US startup Science Corp. received EU approval to sell its PRIMA retinal chip, a semi-invasive brain-computer interface that restores partial vision in geographic atrophy patients by using a subretinal photovoltaic implant activated by near-infrared light from special glasses. This marks the first large-scale commercial launch of such a device by a US brain-computer interface company.

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A-sharesImportance 70

STAR 50 Index Falls 3% as Yuanjie Technology Drops Over 10%

The STAR 50 Index, which tracks the top 50 companies on Shanghai's STAR Market, saw its decline widen to 3% during trading on Tuesday. Among its constituent stocks, Yuanjie Technology tumbled over 10%, while Shengyi Electronics and Biwin Storage each dropped more than 7%. The sell-off accelerated as the session progressed, with the technology-focused index coming under heavy selling pressure.

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A-sharesImportance 80

July 28: A-Share Indices Fall; Shanghai Composite Down 1%, Shenzhen Down Over 3%, ChiNext Down 4.7%

On July 28, China's major A-share indices fell sharply. The Shanghai Composite Index declined 1%, the Shenzhen Component Index dropped over 3%, and the ChiNext Index lost 4.7%. The losses deepened during the session, with the Shanghai index's decline expanding to 1% and the other two indices suffering steeper falls. The broad-based sell-off reflected market-wide weakness.

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A-sharesImportance 95

ChangXin Memory Technologies Surges 465.82% on STAR Market Debut, Market Cap Hits RMB 3.28 Trillion to Top

ChangXin Memory Technologies, China’s largest DRAM maker, soared 465.82% from its IPO price on its Shanghai STAR Market debut, boosting its market capitalisation to RMB 3.28 trillion and overtaking ICBC as the largest A-share stock. Turnover exceeded RMB 140 billion, making it the first A-share stock to break RMB 100 billion in single-day trading. The same day, U. S. memory chip stocks fell sharply: SanDisk dropped about 11%, while SK Hynix ADR sank 7.5% to close below its IPO price for the first time. ChangXin’s IPO raised approximately RMB 57.9 billion ($8.6 billion), a record for Asia this year.

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A-sharesImportance 40

A-Share Nuclear Fusion Concept Stocks Surge, Rongfa Nuclear Power Hits Limit-Up

Controllable nuclear fusion concept stocks in China's A-share market experienced a sharp rally, with Rongfa Nuclear Power surging to the daily limit-up. The stock's strong performance triggered a wave of buying in related shares, including Changfu Shares, Zhongzhou Special Materials, Hahan Huatong, Lanshi Heavy Equipment, and CNNC Technology, all of which followed the upward move. The sudden surge highlights investor enthusiasm for the emerging nuclear fusion technology sector.

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A-sharesImportance 40

Consumer Stocks Rally, Yiming Food Hits Daily Limit, Others Follow

Consumer stocks, particularly in the dairy and snack sectors, rose during the session. Yiming Food Co. led the gains, surging to the daily limit up. Other stocks including Wanchen Group, Pinwo Food, Huanlejia, Qiaqia Food, and Panda Dairy also advanced. The broad-based buying pushed the consumer sector higher.

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A-sharesImportance 40

Banking Stocks Rally on July 28; China Construction Bank Up Over 3%, State-Owned Banks Lead

On July 28, the banking sector rallied, with China Construction Bank rising over 3% and Bank of Shanghai and Agricultural Bank of China each gaining more than 2%. Several large state-owned banks, including Bank of China, Postal Savings Bank of China, and Industrial and Commercial Bank of China, led the advance. The gains were broad-based, with multiple banks posting notable increases.

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A-sharesImportance 80

CCB Shares Surge Over 2% to Record High, Market Cap Exceeds RMB 2.1 Trillion

China's banking sector staged a counter-trend rally during trading, with China Construction Bank (CCB) shares rising more than 2% to a record high. The bank's combined A- and H-share market capitalisation exceeded RMB 2.1 trillion. Other lenders including Bank of Shanghai, Agricultural Bank of China, Postal Savings Bank of China, and Bank of Nanjing also advanced.

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A-sharesImportance 72

Zhicheng Technology: Third Daily Limit, 10.48 Billion Market Cap, 91 Million Net Buy, H1 Loss 260-380 Million

Zhicheng Technology (Shanghai Zhicheng Purification System Technology) hit its third consecutive daily limit on July 27, closing at 27.37 RMB, bringing its market capitalization to 10.48 billion RMB. The stock surged 33.12% over the three sessions. According to the dragon-tiger list, net buying from top trading seats totaled 91.45 million RMB, including 18.07 million from Shanghai-Hong Kong Stock Connect and 73.39 million from brokerage seats. The company forecast a first-half net loss of 260 million to 380 million RMB, a sharp decline from the prior year.

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A-sharesImportance 40

Beijing Stock Exchange Margin Trading Balance Reaches 84.02 Billion RMB on July 27, 2026

On July 27, 2026, the Beijing Stock Exchange reported a total margin trading and securities lending balance of 84.02 billion RMB, an increase of 5017.75 million RMB from the previous trading day. The margin buying balance stood at 84.02 billion RMB, up 5019.49 million RMB, while the securities lending balance was 7.37 million RMB, down 1.74 million RMB. Daily margin buying amounted to 3.71 billion RMB, with no securities lending transactions and an outstanding securities lending volume of 1.40 million shares.

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A-sharesImportance 60

Dongbai Group Hits Limit Up, Leading Retail Rally Against Market Trend

Dongbai Group hit its daily limit up, leading a rally in retail stocks. Zhongbai Group, Zhongyang Mall, Baida Group, Huijia Times, and Small Commodity City also rose. The retail sector advanced against the prevailing market trend, reflecting investor rotation into the sector amid broader market weakness. The gains came as the broader market experienced downward pressure, making the sector's outperformance notable. This move highlights a shift in investor sentiment towards consumer stocks, with the retail sector outperforming the broader index.

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A-sharesImportance 50

Changxin Technology Shares Turn Positive After Opening More Than 7% Lower

Shares of Changxin Technology opened more than 7% lower in early trading but later reversed course and turned positive. The stock's recovery from the initial sharp decline erased the early losses, leaving it in positive territory. The intraday swing highlights volatility in the stock.

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A-sharesImportance 85

Changxin Technology Surges Over 460% on Shanghai Stock Exchange Debut, Market Cap at RMB 3.28 Trillion

Changxin Technology, the world's fourth-largest DRAM manufacturer, surged over 460% on its Shanghai Stock Exchange debut on July 27, reaching a market capitalization of RMB 3.28 trillion. Anhui province, through entities including Hefei Industrial Investment Holding Group, holds about 40% of the company, representing a paper gain of approximately RMB 1.3 trillion. Additionally, funds affiliated with DeepSeek founder Liang Wenfeng recorded a combined paper gain of about RMB 820 million.

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A-sharesImportance 50

AI Application Stocks Rally Against Trend; Nantian Information Hits Limit, Kelan Software Up Over 15%

AI application stocks rallied against the broader market trend. Nantian Information hit its daily trading limit, Kelan Software rose over 15%, and other stocks including Gaoweida, Geer Software, Maidy Technology, and Sitqi also followed with gains. The sector's strength stood out as the overall market faced headwinds. Nantian Information's limit-up move and Kelan Software's double-digit percentage gain were the highlights.

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OtherImportance 50

South Korea's KOSPI Resumes After Circuit Breaker Lifted

South Korea's KOSPI index resumed trading after the exchange lifted the circuit breaker that had temporarily halted the market. The reopening followed the suspension triggered by the mechanism. No further details or specific figures were provided.

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A-sharesImportance 70

A-Share Indices Open Lower, Shanghai Composite Down 0.91%, Changxin Technology Tumbles 7.71%

China's four major A-share indices opened lower on July 28, with the Shanghai Composite Index falling 0.91%, the Shenzhen Component Index down 2.25%, the ChiNext Index dropping 3.12%, and the STAR Market Composite Index declining 2.3%. More than 4,400 stocks fell as computing hardware chains slumped, while lithography machine themes rallied. Changxin Technology opened 7.71% lower at RMB45.22, giving it a market cap of RMB3.02 trillion. Foxconn Industrial Internet opened more than 4% lower, and the company plans to buy back shares worth between RMB10 billion and RMB20 billion.

233
A-sharesImportance 60

Tourism Sector Rises; Huatian Hotel Hits Limit Up for Two Consecutive Days

The tourism sector rallied in trading, led by Huatian Hotel which hit the daily limit up for two consecutive sessions. Other stocks in the sector, including Qujiang Cultural Tourism, Xi'an Catering, Three Gorges Tourism, Junting Hotel, and Yunnan Tourism, also rose.

234
Hong KongImportance 70

Laopu Gold H1 Revenue RMB 22.7-23.35 Billion, Net Profit Up 83%-85% YoY, Sharp QoQ Decline, Shares Open Down

Laopu Gold (06181. HK) opened down over 17% to HK$328 on Monday after issuing a positive profit alert. First-half revenue is expected at RMB 22.7 billion to RMB 23.35 billion, up 60%-65% year-on-year, and net profit at RMB 4.31 billion to RMB 4.36 billion, up 83%-85% year-on-year. Based on preliminary first-quarter data, second-quarter revenue is estimated at RMB 2.3 billion to RMB 3.95 billion and net profit at RMB 510 million to RMB 760 million, a sharp sequential decline.

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A-sharesImportance 60

A-Share Markets Open Lower on July 28, Shanghai Composite Down 0.91%

Chinese A-share markets opened lower on July 28, with all major indices falling. The Shanghai Composite Index opened at 3823.13 points, down 0.91%. The Shenzhen Component Index dropped 2.25% to 13830.35 points, while the ChiNext Index fell 3.12% to 3478.86 points. The SME Board Index declined 2.12% to 8608.81 points.

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A-sharesImportance 50

Changxin Technology Opens 7.71% Lower at RMB 45.22

Changxin Technology opened 7.71% lower at RMB 45.22 today, giving it a market capitalisation of RMB 3.02 trillion. The stock's decline in early trading represents a drop from its previous closing price.