A-share midday trading | Shanghai index fell 0.59%, Science and Innovation 50 fell more than 3.7%, and nuclear power and AI bucked the trend
The Zhitong Finance App learned that on August 3, the three major A-share indices collectively opened low. After opening low in early trading, the Science and Technology Innovation 50 Index led the decline. The yellow and white line was clearly divided, and the trend of small and medium capitalization stocks was strong. By the midday close, the Shanghai Index was down 0.59%, the Shenzhen Development Index was down 0.45%, and the GEM Index was down 0.44%; Kechuang 50 was down 3.73%, and the Beijing Stock Exchange 50 was down 0.66%. In the entire market, 3,717 stocks rose, and 1,690 stocks fell (the number of rising companies accounted for nearly 70%). The half-day turnover of the Shanghai and Shenzhen markets was about 1.37 trillion yuan, down about 420.3 billion yuan from the previous trading day. The market showed clear structural differentiation.
Overview of the plate
On the upward side, the concept of nuclear power and controlled nuclear fusion broke out across the board, with Jiusheng Electric rising and falling 20cm, and China Nuclear Power rising and stopping; the AI application concept rebounded, and the word Smart Education went up and down 6, Tianyu Digital Technology and Hengyin Technology went up and down 2, and Jihong Co., Ltd. rose and stopped; the humanoid robot concept showed active performance, with Fulai New Materials rising and stopping; the power and power grid equipment sector fluctuated and rose; Xinneng Co., Ltd. rose and stopped 2 in a row, Shenneng Electric Co., Ltd. Electricity can go up and down. On the downside, semiconductor and memory chip concepts had the highest declines, with Pran Co., Ltd., Zhaoyi Innovation, and Demingli falling one after another; the glass fiber and construction materials sector weakened; and electronic chemicals concepts were adjusted. Overall, capital flows out of technology sectors such as semiconductors and electronics, and flows into policy-driven directions such as power equipment and nuclear power, and the market showed clear structural differentiation.
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1. The concept of nuclear power and controlled nuclear fusion exploded across the board
The sector set off a wave of ups and downs. Jiusheng Electric rose and stopped 20 cm; Libert, Heduang Intelligence, Rongfa Nuclear Power, China Nuclear Construction, Baili Electric, and Jiangsu Shentong rose and stopped; Changfu shares rose more than 18%, Harbin Welding Huatong rose more than 17%, and China Nuclear Technology and Western Materials continued to rise.
Comment: According to the news, the executive meeting of the State Council held on July 31 decided to approve four nuclear power projects including the Zhuanghe Phase I Project in Liaoning, for a total of 8 units. Nuclear power projects have always been an important driving force for expanding effective investment. According to estimates, the total investment in these new projects will exceed 170 billion yuan. Furthermore, the National Standing Committee will also deploy and steadily advance the “Six Networks” major infrastructure planning and construction, and the construction of new power grids was listed as the core driving direction; according to the National Energy Administration and the China Telecommunication Union, the fixed asset investment scale of the “15th Five-Year Plan” national power grid increased by more than 80% compared to the “14th Five-Year Plan”.
2. The AI application concept rebounds
The sector continued to be strong. The word Chuanzhi Education went up and down and won 6 consecutive boards, Tianyu Mathematics and Hengyin Technology 2 consecutive boards, Jihong shares rose and stopped, and Foxit Software, Easy World, and Blue Light continued to rise.
Comment: According to the news, the global multi-model aggregation platform OpenRouter released the latest weekly AI model call volume list. The top five products were all developed by Chinese companies. Among them, Xiaomi MiMO v2.5 reached the top with 10.5 trillion token calls per week. In terms of smart education, the company expects a net profit of 28 million yuan to 40 million yuan in the first half of 2026, turning a loss into a profit. The company launched a new subject of “AI Embodied Intelligent Robot Development” and released 6 teaching robot hardware. The first course will begin in October.
3. The humanoid robot concept is active
The sector strengthened in the intraday period, with China Dale 2 times in a row. Fulai New Materials rose and stopped, and Wolong Electric Drive, Fengguang Precision, Obi Zhongguang, and Green Harmonic followed suit.
Comment: According to the news, Yushu Technology announced that its Science and Technology Innovation Board IPO will launch a subscription on August 10, marking the official implementation of the first A-share humanoid robot listing process. Furthermore, on July 30, Tesla's Optimus project leader revised Optimus's long-term annual production capacity target to 10 million units through social platforms, which is ten times the original planned production capacity.