As of the close, the Shanghai Composite Index fell 0.39%, the Shenzhen Component Index rose 0.26%, the ChiNext Index fell 0.76%, and the Science and Technology Innovation 50 Index fell 1.31%. More than 2,700 stocks in the two markets rose, and the trading volume of Shanghai and Shenzhen stock markets today was about 2.68 trillion yuan.
Apple concept stocks collectively moved, and they were the most beautiful guys in the audience. Among them, Goertek (002241.SZ) and Lingyi Intelligent Manufacturing (002600.SZ) rose 10%, Luxshare Precision (002475.SZ) rose more than 6%, and Lens Technology (300433.SZ) also rose.
As the leader in fruit chain, Goertek Co., Ltd. is a typical beneficiary of the AI wave in recent years. Data shows that from the first quarter of 2024 to the second quarter of this year, the company has achieved year-on-year growth in net profit attributable to shareholders for six consecutive quarters. This has stimulated the popularity of the entire consumer electronics sector to some extent.
In addition, some analysts pointed out that in addition to the stimulation of AI factors, the domestic “national subsidy” policy is also activateing mid-range consumption and promoting the structural recovery of mobile phones and tablets.
Individual stocks in the breeding industry strengthened, Xiaoming Co., Ltd. (300967.SZ) rose by more than 10%, Muyuan Co., Ltd. (002714.SZ) rose by more than 7%, Superstar Agriculture and Animal Husbandry (603477.SH), Xiangjia Co., Ltd. (002982.SZ), and Shennong Group (605296.SH) rose.
On the news front, according to the National Development and Reform Commission, the national average pig and grain ratio has recently fallen below 6:1, entering the third-level warning range. In order to promote the stable operation of the pig market, the National Development and Reform Commission will work with relevant departments to carry out central frozen pork reserve collection and storage in the near future. Huachu.com announced that on August 25, the central government reserved frozen pork to store 10,000 tons.
