A share midday review: Shanghai Composite Index rises 0.27% in the morning, PEEK materials and defense stocks strengthen again, healthcare sector adjusts.

06/08/2025

In the morning session, A-shares continued to rebound, with over 2900 stocks in the market trading higher. The half-day trading volume reached 1.06 trillion yuan, an increase of 525 billion yuan compared to the previous trading day.

On August 6, the A-share market continued its rebound in the morning session, with over 2900 stocks in the market trading in the red. The half-day turnover was 1.06 trillion, an increase of 52.5 billion from the previous trading day. By the midday close, the Shanghai Composite Index rose 0.27%, the Shenzhen Component Index rose 0.46%, and the ChiNext Index rose 0.39%. Of note, the military industry sector has been active recently. China Securities Co., Ltd. stated that the fundamentals of the military industry sector are starting to improve, and various catalysts, especially order announcements, are expected to continue to be fulfilled in the first half of 2025. Additionally, new areas such as commercial spaceflight and low-altitude economy may see accelerated development in the second half of the year, potentially influenced by events such as commercial rocket launches. In terms of market performance, the military industry sector continued to be strong, with Anhui Greatwall Military Industry and Sinomach Precision Industry Group both hitting record highs. The liquid-cooled server concept continued to strengthen, with Sunsea AIoT Technology seeing gains. Various other sectors also saw positive performance, while pharmaceutical stocks continued to weaken and banking and financial sectors experienced a pullback. Looking ahead, Zheshang believes that the overall market is not a cause for concern and that a slow bullish market can still be expected. They recommend a balanced allocation strategy focusing on various sectors including banking and securities, military industry, technology, media, electronics, and emerging technologies. Popular Sectors: 1. Military industry sector continued to be strong, with several stocks hitting record highs. 2. Liquid-cooled server concept continued to strengthen. 3. Siasun Robot&Automation concept continued to rise. Institutional Views: 1. Huatai believes that high-dividend stocks are showing value in configuration. 2. Zheshang is optimistic about the market, expecting a slow bullish market. 3. Orient believes that technology and advanced manufacturing are still the mainstream. This article was originally published on Tencent Stock Selection, and edited by Wang Qiujia.

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