# Shanghai Composite
Latest news and articles about Shanghai Composite
Total: 19 articles found
A‑Shares End the Lunar Year Lower as Traders Rotate into AI Hardware; Memory and PCB Stocks Lead Sector Divergence
China’s A‑share indices closed lower on the final trading day of the Year of the Snake, with turnover subdued ahead of the Lunar New Year. Investors rotated into robotics, PCB materials and memory‑adjacent stocks after bullish commentary on embodied AI and signs of a sharp rally in DRAM prices, while CPO‑related names plunged.
A-shares Slip into Pullback as Chips and Defense Buck the Downturn
China's main stock indices fell in mid‑day trade as overall turnover shrank and more than 2,600 stocks declined, while defence and semiconductor sectors bucked the trend with outsized gains. The market's uneven performance reflects thin pre‑holiday liquidity and a policy tilt that keeps strategic tech and military suppliers buoyant despite broader risk‑off sentiment.
Thin Liquidity and Sector Rotation Drag China’s Tech-heavy Boards as Turnover Falls Below Rmb2 Trillion
China’s mainland markets closed with mixed results as investor caution pushed combined turnover below Rmb2 trillion for the first time in 31 sessions. Cyclical pockets—chemicals, fiberglass and tungsten—outperformed while tech‑and‑growth boards, including ChiNext, fell more than 1%, and cinema stocks plunged sharply.
A‑share Holiday Dilemma: Historical Spring Rally Gives Investors Reason to Hold Stocks — With Caution
China’s A‑shares historically show a strong probability of rising in the first five to ten trading days after the Lunar New Year, prompting many analysts to recommend carrying a partial equity position through the holiday. Reduced pre‑holiday volumes and sector rotation toward defensive and consumer names temper the optimism, and the long market shutdown raises the risk of gap moves from unforeseen headlines.
China Stocks Open Lower as AI-Chip and Palm Oil Plays Lead a Broad Pullback
China’s main stock indexes opened lower on 11 February, dragged by declines in crude palm oil–linked stocks and semiconductor firms tied to AI compute and high‑bandwidth memory. The swing reflects a combination of profit‑taking, holiday‑thin liquidity and a reassessment of near‑term AI hardware deployment rather than a decisive change in long‑term demand trends.
A‑Shares Tick Flat at Midday as Media Stocks Run; Liquidity Falls and Sector Rotation Intensifies
A‑shares traded flat at mid‑day with the Shanghai Composite down 0.02% and turnover easing to 1.39 trillion yuan. Media and film stocks staged a concentrated rally — including several daily limit‑ups and two film ETFs running to limits — while many other stocks fell and commercial aerospace names weakened. The session underscores selective investor appetite amid low liquidity, producing sharp sector rotation and elevated short‑term volatility.
Mixed A‑share Session Sees Coal and Solar Surge as Tech Pulls Back; Shanghai Index Reclaims 4,100
Mainland Chinese equities were mixed on Feb. 4 as the Shanghai Composite reclaimed 4,100 points while technology sectors retreated. Coal and photovoltaic-related stocks led gains, reflecting a rotation into cyclical and energy themes amid subdued overall turnover and elevated stock‑level volatility.
Nearly 5 Million New Investors Flood A‑shares in January as Liquidity Hits Record Highs
January 2026 saw 4.92 million new A‑share accounts opened — the most in any month of 2025 and the fifth‑highest monthly total on record — coinciding with record turnover and positive index performance. While the surge and strong liquidity support a medium‑term ‘‘slow bull’’ case, seasonal funding pressures and margin rule changes created a late‑month pullback that highlights ongoing volatility risks.
A‑Shares Rally as Solar Supply Chain and AI Hardware Drive Broad Market Advance
A‑shares rallied on February 3 as photovoltaic supply‑chain stocks and AI/compute hardware names led gains, while overall market turnover contracted slightly. The advance was broad—nearly 4,900 stocks rose—but lower volume suggests the move may be more sentiment‑driven than conviction‑led.
China’s A‑Shares Slide: Broad-Based Selloff Sees Hundreds of Stocks Hit Limits as Tech, Metals Lead Declines
China’s equity markets tumbled on February 2, with major indices down over 2% and hundreds of stocks hitting limit‑down as trading volume contracted. Defensive pockets such as white spirits and power‑grid equipment held up, while metals, energy and semiconductor names led the declines, raising questions about investor confidence and near‑term policy reaction before Lunar New Year.
China Stocks Slide Over 2% as Broad Sell-Off Sees Hundreds of Limit-Downs, Memory Chips Hit Hard
China’s major stock indices fell more than 2% as widespread selling pushed 123 companies to daily limit-downs and over 4,600 stocks lower. Liquor and some power-equipment shares bucked the trend, while non-ferrous metals and memory-chip related names suffered steep losses amid declining turnover.
A‑Shares Slide as Resource and Chip Stocks Lead a Midday Sell‑Off
China’s A‑share market slid more than 1% across major indices in mid‑day trade, with resource and semiconductor stocks leading declines while pockets of AI and consumer names rallied. Lower turnover and sectoral divergence point to profit‑taking and selective positioning after January gains, rather than a broad capitulation.