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New Listings and Innovation Themes Outperform in ¥1.17T Session
China’s markets showed selective strength on Friday with technology and growth sectors leading gains, while newly listed stocks continued their outperformance despite mixed index performance and reduced turnover of ¥1.15 trillion.
Top Performing Categories
| Category | Key Drivers | Representative Gainers |
|---|---|---|
| New Listings | Low float + expansion potential | Bowan Co (+10%) |
| 5G/AI Tech | Infrastructure acceleration | Zhongjia Bochuang (+10%) |
| Energy Transition | Policy support continuity | Baili Electric (+10%) |
Index Performance
- SSE: +0.04% at 3,385.36 (outperforming)
- SZSE: -0.19% at 10,183.70
- ChiNext: -0.45% at 2,039.44
- Turnover: ¥1.15T (-¥138.4B vs prior)
Sector-Specific Movements
5G Infrastructure
- Chutian Dragon (+10%)
- Huamao Tech (+10%)
- Catalyst: Network upgrade cycle
AI/Computing
- Zhongcheng Tech (+10%)
- Huati Tech (+10%)
- DeepSeek ecosystem plays active
Energy Storage
- Xinweiling (+10%)
- Jinko Group (+10%)
- Grid-side solutions favored
EV Supply Chain
- Qingdao Doublestar (+10%)
- Baoming Tech (+10%)
- Component makers leading
Active Mid-Term Tracked Stocks
- Pharma: Haichen Pharma, Yiming Pharma
- Tech: Zhongjia Bochuang, Huamao Tech
- Materials: Jinling Sports, Lianhe Chem
- Financial Tech: Huijin Co (+10%)
Technical Takeaways
- SSE maintains 3,300-3,400 range
- Rotation favoring small/mid-cap growth
- Volume contraction suggests selective positioning
- Watch 5G/AI leaders for continuation signals
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