A-share midday trading | Index differentiation rose 1.41%, MLCC and pharmaceutical sectors led the way
The Zhitong Finance App learned that on August 11, the trend of the three major A-share indices diverged after collectively opening low. The GEM index opened low and rose more than 1%, while the Shanghai index fluctuated narrowly around the flat market. By the midday close, the Shanghai Index was down 0.05%, the Shenzhen Index was up 0.65%, and the GEM Index was up 1.41%. Science Innovation 50 rose slightly by 0.16%, while Beijing Stock Exchange 50 fell slightly by 0.10%. 2,141 stocks rose and 3,194 stocks fell in the entire market. Of these, 50 stocks rose or stopped, and 0 fell to a halt. The Shanghai and Shenzhen markets traded about 1.52 trillion yuan in half a day, down about 216 billion yuan from the previous trading day.
On the upward side, on the upward side, the MLCC concept collectively exploded, with Dalicap rising and stopping at 20cm, and Fenghua Hi-Tech up and down; the innovative drug concept continued to be strong, with Baihua Pharmaceutical going up and down 6, Ganli Pharmaceutical rising and stopping, and Wanbang Pharmaceutical rising and stopping 20cm; the film and television cinema sector continued to be active, Beijing Culture 2, and Huazhi Digital Media rose and stopped 20 cm; the computing power leasing concept fluctuated and rose and stopped. On the downside, the commercial space concept weakened, with Sirui New Materials falling more than 9%, China's satellite falling more than 6%; the military equipment sector's performance was sluggish; and the small metals, precious metals, and liquor sectors fluctuated and declined. Overall, capital outflows from non-ferrous metals, military industry, etc. to structural hot spots such as MLCC, pharmaceuticals, and computing power leasing, and the characteristics of market contraction and differentiation are obvious.
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1. The MLCC concept explodes collectively
The MLCC concept collectively exploded. Daly Cap rose and stopped by 20cm, Double Star New Materials and Jiemei Technology rose and stopped, Fenghua Hi-Tech rose more than 8%, Yunzuka Technology rose more than 10%, Sanhuan Group rose more than 5%, and Guofeng New Materials rose and stopped.
Comment: According to the news, the explosion in demand for AI computing power is driving MLCC supply and demand to continue to be tight. According to media reports, in order to ensure a stable supply of key materials, some customers did not hesitate to seek supplies from MLCC manufacturers such as Guoju and Murata Manufacturing at 2 to 3 times the original price, and the market created a “higher price wins” atmosphere. Industry analysis indicates that major MLCC manufacturers currently have sufficient orders, capacity utilization is close to full load, and delivery times for some high-end models have been extended to 26 to 40 weeks. In addition, Samsung Electric has increased the price of all MLCC products by 30% since August 1. Taiyo Yuden announced that it will follow up the price increase on September 1, and the global MLCC is entering a new boom cycle.
2. Innovative drug concepts continue to be strong
The innovative drug concept continued to be strong. Baihua Pharmaceutical continued to rise and fall. Ganli Pharmaceutical went up and down, Wanbang Pharmaceutical went up and down 20cm, Harbin Pharmaceutical Co., Ltd. continued to rise 3 times, and Zhendong Pharmaceutical and Bipsis followed suit. Segments such as CRO and pharmaceutical business are also active. They have opened 4 consecutive industrial markets, and ordinary people have gone up and down.
Comment: According to the news, Guoyuan Securities Research Report pointed out that recently, a number of overseas multinational pharmaceutical companies (MNC) and CXO companies disclosed their interim earnings reports and raised their 2026 full-year performance guidelines. Overall, overseas MNC sales and profits continued to grow, and the CXO order side improved and gradually realized on the performance side, further verifying that global investment in R&D of innovative drugs and demand in the industrial chain are still in a high boom range.
3. The film and television line sector continues to be active
The film and television cinema sector continues to be active. Beijing Culture has continued to rise and fall, with Huazhi Digital Media rising by 20cm, Ruyi movies up more than 5%, Blue Ocean of Happiness rising nearly 4%, and Shanghai movies and Chinese movies.
Comment: According to the news, according to online platform data, as of August 10, the total box office of 2026 summer movies (including pre-sales) had exceeded 8.6 billion yuan. The single-day box office broke 100 million yuan for 30 consecutive days, and the number of movie viewers exceeded 236 million. “Welcome to Dragon Restaurant”, directed by Wen Muye and starring Shen Teng, was officially screened on August 11. Earlier, word of mouth went viral, setting a record for nearly three years with a ticket collection rating of 9.8. The film was produced by various listed companies, including Ruyi Film, Chinese Film, and Beijing Culture.
4. The concept of computing power leasing is boosted in the intraday market
The computing power leasing concept rose due to fluctuations in the intraday period. Hanggang Steel Co., Ltd. and Hongbo shares rose and stopped, Langyuan shares rose by more than 5%, and Jialitu, Meiliyun, Tongniu Information, and Data Port followed suit.
Comment: According to the news, according to the Shanghai Securities News, Alibaba Cloud has shortened the delivery period for large-scale AIDC data centers to 100 days based on a fully modular design architecture, while reducing overall construction costs by more than 10%. The traditional domestic delivery cycle is 6 to 12 months, and the US is 12 to 18 months. This year, Alibaba Cloud plans to more than double the global production capacity of modular data centers.