Midday Report: The ChiNext Index fell 1.17% in the morning session, with multiple stocks in the photolithography machine and gaming sectors adjusting.

date
26/09/2025
The three major indexes fell collectively in the morning session. By midday, the Shanghai Composite Index dropped 0.18%, the Shenzhen Component Index fell 0.79%, the ChiNext Index fell 1.17%, and the BeiGene 50 Index dropped 0.97%. The trading volume in Shanghai, Shenzhen, and Hong Kong reached 1.3818 trillion yuan in the first half of the day, decreasing by 174 billion yuan compared to the previous day. Over 2500 stocks in the entire market fell. In terms of sector themes, wind power equipment, chemical fibers, military equipment, agrochemical products, and soybean sectors led the gains; while the gaming sector, copper cable high-speed connectivity, lithography machines, liquid-cooled servers, and CPO concept stocks led the declines. On the market, the wind power equipment sector saw significant strength, with Weili Transmission up by the daily limit of 20%, and stocks like Ri Yuezhi, Mingyang Intelligent, and Jixin Technology also hitting the limit up. The chemical fiber sector collectively rose, with stocks like Shenzhou Shares, Xin Fengming, and San Fangxiang all hitting the limit up. The military equipment sector saw a boost during the session, with stocks like Aerospace Science and Technology, Hangya Science and Technology, and Jiali Qi leading the gains. In addition, sectors such as semiconductors, soybeans, and agrochemical products also saw some unusual movements. On the other hand, the gaming sector collectively adjusted with Gigabyte hitting the limit down, along with Kunlun Wanwei, Xinghui Entertainment, and Sanyi Interactive following suit. Stocks related to lithography machines also saw a pullback, with Kaimate Gas hitting the limit down, and Hongtian Shares, Wavelength Optoelectronics, and Blue Special Optics all falling.